Colin Gerrety is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Glassman Wealth Services, LLC since 2015. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm’s investment approach includes diversified portfolios using mutual funds, ETFs, independent managers, and private funds, with a focus on aligning portfolios to client objectives and incorporating non-managed assets into reporting and advice.

Austin Edmunds is a financial advisor at TritonPoint Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TritonPoint, he worked at First Command Insurance Services and First Command Advisory Services. Edmunds serves as Treasurer for the Rotary Club of Fairfax, where he manages financial activities and prepares financial reports. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm emphasizes long-term asset allocation based on modern portfolio theory, utilizing model portfolios, independent managers, and a combination of fundamental and quantitative security selection.

Brian Dorsey Jr. is a financial advisor at USAdvisors Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Bank, NYLIFE Securities LLC, AXA Advisors, and Mass Mutual Investors Services. Outside of his advisory role, he is involved in insurance sales through New Perspective Financial Solutions. USAdvisors Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm employs a combination of fundamental analysis and asset allocation, utilizing model portfolios from multiple third-party providers and offering accounts managed on a discretionary basis with regular suitability reviews.

Arian Vojdani is a financial advisor at Mv Capital Management, Inc. with 12 years of industry experience. He holds the Series 65 designation and has been with Mv Capital Management since 2012. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, with an investment process focused on customized asset allocation, security selection, and periodic monitoring by an Investment Committee and in-house research.

Erick Egender is a financial advisor at The Ithaka Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cedar Partners, Ltd for 16 years before joining The Ithaka Group in 2025. The Ithaka Group, LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and SEC-registered investment companies. The firm employs a concentrated growth management style focused on US and International Large Cap Growth portfolios, emphasizing fundamental research and low turnover.

Brian Hawthorne Codato is a CFA® charterholder with four years of industry experience. He has worked at Glassy Mountain Advisors, Inc. since 2021 and previously held roles at Cherry Bekaert LLP and CTS Capital Advisors. Glassy Mountain Advisors provides wealth management to individual and institutional clients, focusing on high-net-worth individuals through discretionary investment management combined with integrated financial planning at no additional charge to investment clients. The firm follows a value-oriented, fundamentals-based approach and manages customized equity and income portfolios, also offering ESG-focused and fund-only options.

Stephen Knapp is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Carderock Capital Management, Inc. since 2020. Prior to joining Carderock, he worked for eight years at S&P Global Market Intelligence. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension, and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision, managing approximately $666 million in discretionary assets.

Timothy Sommer is a financial advisor with Legacy Edge Advisors and holds Series 63 and Series 66 licenses. He has 32 years of industry experience, including long tenures at TIAA and The Capital Group Investment Advisory Services. He has been with Legacy Edge Advisors since 2024 and also works with PKS Investments. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm uses a combination of fundamental, quantitative, and technical analysis to tailor investment strategies to client goals and manages approximately $896 million across 14 advisors.

Jason Huggins is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, Huggins serves as Vice President of the Terry College of Business Alumni Board at the University of Georgia and is President of Wolf Trackers, an organization that raises funds for athletics programs. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and offers portfolio management primarily on a discretionary basis.

Adrian Kutko is a financial advisor at Lynx Investment Advisory, LLC with 22 years of industry experience. He has held his current role at Lynx since 2010. Adrian holds Series 63 and Series 65 licenses. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations often implemented through third-party managers and also offers a Growth and Income model portfolio option.

Abbie Frishman is a CFP® professional with two years of experience in financial advising. She is currently with Councilor Wealth LLC and has previously worked at May Barnhard Investments LLC and Councilor, Buchanan & Mitchell, P.C. Frishman also engages in divorce financial planning. Councilor Wealth serves individual and high-net-worth clients, retirement plans, and not-for-profit organizations, providing portfolio management and comprehensive financial planning while integrating tax and advisory services through its parent accounting firm.

Edward Lamade is affiliated with Sargent Investment Group and holds Series 65 and Series 63 licenses. He has prior experience with the Carnegie Institution for Science and Brown Advisory, LLC. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, defined-contribution plans, and pooled investment vehicles, utilizing a consultative, goals-based approach to construct customized asset allocations and manage portfolios on an ongoing basis.

Andrew Schiff is a financial advisor with TritonPoint Wealth, LLC and holds a Series 65 designation. He has 27 years of industry experience, including positions at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Outside of his advisory role, he owns several residential real estate holding companies based in Baltimore, MD. TritonPoint Wealth, LLC provides comprehensive financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach centers on long-term asset allocation using modern portfolio theory, combining fundamental and quantitative analysis with third-party platforms to manage diversified portfolios.

William Sterling Jr. is a financial advisor at TritonPoint Wealth, LLC with 20 years of industry experience. He previously worked at Goldman Sachs & Co. LLC and Charles Schwab. Sterling holds Series 63 and Series 66 designations. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm emphasizes long-term asset allocation based on modern portfolio theory, combining fundamental and quantitative analysis with model and core-satellite strategies.

Maggi Keating is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Fbb Capital Partners since 2004. She holds Series 63 and Series 66 licenses. Fbb Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion in assets and employs a diversified, low-cost investment approach supported by fundamental and quantitative analysis.

Thomas Healy is a financial advisor at Sargent Investment Group with eight years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services and NTT DATA Consulting. He serves on the investment committee of the Shanahan Healy Foundation, contributing to research and investment proposals. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios, utilizing third-party managers and technology to monitor and rebalance assets, and also serves as an investment manager to pooled private investment vehicles.

Jessica Gibbs is a CFP® professional with nine years of experience in financial advising. She has been with Monument Wealth Management since 2015. Monument Capital Management serves individuals, high-net-worth clients, trusts, and estates with investment advisory and financial planning services. The firm manages approximately $648 million through a team of nine advisors, offering diversified investment strategies and access to private funds and independent managers.

Acie Clayborne III is a financial advisor with Values Added Financial, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Rebel Financial and Ohio University. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm provides comprehensive financial planning, discretionary portfolio management, business consulting, and educational workshops, focusing on tailored investment policies with an emphasis on asset allocation, diversification, and ongoing monitoring.

John Girouard is a financial advisor with Capital Investment Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at multiple affiliated firms, including Capital Asset Management Group and Capital Benefit Planning Group, where he serves in leadership roles. Girouard is also involved as a contributing author for Forbes.com and serves on the boards of Georgetown Heritage and Lincoln's Cottage. Capital Investment Advisors is a five-advisor team that serves individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm offers customized financial plans and asset management through discretionary portfolio management and third-party multi-manager programs, integrating ongoing education and workshops via the Institute for Financial Independence.

Michelle Glicklin is a financial advisor at McLaughlin Ryder Investments, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with McLaughlin Ryder since 2011. Outside of her advisory role, she serves as the treasurer of Temple B'nai Shalom and is the vice chair of its endowment committee. McLaughlin Ryder Investments serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a client-centered investment approach, utilizing both active and passive funds, individual equities, and fixed income, with most accounts managed on a non-discretionary basis.