William Pitt is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Evermay since 2009. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric advisory model with tailored client service levels and integrates investment, tax, and estate planning through affiliated services and technology.

Tanya Carson is a Series 65-licensed financial advisor with West Financial Services, Inc. in McLean, VA, bringing nine years of industry experience. She has spent her entire professional career at West Financial Services, working in various roles since 2016. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan services. The firm serves individuals, retirement and profit sharing plans, charitable organizations, and corporations, managing approximately $2.8 billion with an investment approach focused on diversified, client-specific asset allocation and a core-and-satellite equity strategy.

James Rooney is a CFA charterholder with 20 years of industry experience. He has been with Avenir Corporation since 1998. Avenir Corporation provides discretionary investment management to a diverse client base, including individuals, families, trusts, pension plans, foundations, and pooled investment vehicles. The firm employs a bottom-up, core value investment strategy focused on capital preservation and real returns, utilizing detailed company analysis and direct engagement with management across various security types.

Tricia Lepofsky is a Series 65-licensed advisor at KFA Private Wealth Group, LLC with six years of industry experience. She has been with KFA Private Wealth Group since 2016. Outside of her advisory role, she serves as the president of the Washington DC chapter of the Austin Peay University National Alumni Association. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities, offering financial planning, portfolio management, retirement plan consulting, and wealth management. The firm employs a goal-based investment approach combining passive and active management, with ongoing manager due diligence and client engagement.

Jason Rizkallah is a financial advisor at McLean Asset Management Corporation with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining McLean Asset Management in 2019, he worked at Charles Schwab & Co., Inc. from 2012 to 2019. Outside of his advisory role, he serves as a board member of the Montgomery Countryside Alliance, where he provides education on general investing and financial topics. McLean Asset Management Corporation offers investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation principles, using no-load mutual funds, ETFs, and approved managers, and provides specialized strategies such as tax-managed equity and ESG screening.

Stephen Wintermeier is a CFP® with 21 years of industry experience, currently serving at Lynx Investment Advisory, LLC. He previously worked at Fenway Financial Advisors, LLC for 20 years. He is the author of a self-published book titled "Grand Theft Portfolio." Lynx Investment Advisory provides investment consulting to individual and institutional clients, focusing on customized multi-manager portfolios and comprehensive manager vetting. The firm manages both discretionary and non-discretionary assets, serving high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans.

Andrew Sponaugle is a CFP® certified financial advisor with 16 years of industry experience. He has worked at Evermay Wealth Management, LLC since 2017 and previously spent six years with United Capital Financial Advisers. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach to investment management and financial planning, tailoring recommendations to clients' specific investor profiles and providing discretionary and non-discretionary services across a range of asset classes.

Frank Zecca Jr. is a CFP® certified financial advisor with 26 years of industry experience. He is currently with Activ8 Family Office LLC and previously worked at Octagon Financial Services and CETERA Financial Specialists LLC. Outside of his advisory role, he serves on the board of the Eat Learn Play Foundation, a children’s nonprofit, and is an advisory board member for Uncharted Power. Activ8 Family Office primarily serves professional athletes and their families, offering a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm utilizes outsourced CIO and TAMP solutions with customized portfolios, including access to private fund investments, tailored to clients’ objectives.

David Tenerelli is a CFP® professional with six years of industry experience. He has worked at Values Added Financial, LLC since 2025 and previously spent six years at Strategic Financial Planning, Inc. Before entering financial advising, he worked for nine years with the Frisco Independent School District. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses, providing comprehensive financial planning and discretionary investment management. The firm offers flexible engagement formats including project-based and single-session consultations, with an investment approach centered on customized asset allocation and diversification.

Zealan Hoover is a financial advisor at Torrey Growth & Income Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to entering the financial advisory field, he worked at the U.S. Environmental Protection Agency and McKinsey & Company. He is also the owner of Impact Strategies, LLC, a consulting firm focused on climate, energy, and environmental matters. Torrey Growth & Income Advisors primarily serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management and modular financial planning services, employing both fundamental and technical analysis with an emphasis on tailored portfolio risk and asset allocation.

Brett Schmader is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding a Series 65 designation. He has one year of industry experience, including prior roles outside finance such as at Ozzie's Good Eats and Chipotle. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric model with distinct service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Ross Loomis is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Evermay Wealth Management, LLC since 2014. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment, tax, and estate planning through affiliated services and third-party platforms.

Bryan Baquer is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 27 years of industry experience. He holds the Series 66 designation and has been with Folger Nolan Fleming Douglas since 2006. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to the client’s objectives and managing portfolios through equities, fixed income, mutual funds, and ETFs.

Anh Nguyen is a financial advisor at Evermay Wealth Management, LLC, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Evermay in 2024, Nguyen worked at Dynamic Wealth Advisors, Merrill Lynch, and River Capital Advisors. He also has experience at the University of North Florida. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach, tailoring recommendations based on client goals, liquidity needs, tax sensitivity, time horizon, and risk tolerance, and manages approximately $1.33 billion in assets across an 18-advisor team.

Mitchell Strobel is a CFP® with 15 years of industry experience, currently serving as an advisor at Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2009 and also associated with Commonwealth Financial Network throughout his career. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting services primarily to high-income and high-net-worth individuals. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios over multi-year horizons with an investment committee overseeing reviews.

Rosemary Yue is a financial advisor at Brown | Miller Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2020, following nine years at Wells Fargo Clearing. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a combination of active and passive strategies, including equities, fixed income, ETFs, and mutual funds, and may incorporate alternative investments or third-party managers when appropriate.

Samer Eshmawy is a CFP® with six years of industry experience, currently serving at Azzad Asset Management, Inc. since 2025. His prior experience includes roles at Modera Wealth Management, LLC, JP Morgan Chase & Co., and T-Mobile US. Azzad Asset Management provides investment management and financial planning services to a diverse client base including individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

Fadoua Arif is a financial advisor at Lynx Investment Advisory, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining Lynx in 2022, Arif worked at Zeitnot Consulting and Silk Invest. Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans. The firm offers customized, multi-manager portfolios and utilizes a range of investment vehicles, supporting both discretionary and non-discretionary trading strategies.

Aditya Bhatnagar is a financial advisor at Westbourne Investments, Inc. in Fairfax, VA, with 16 years of industry experience. He holds a Series 66 designation and has been with Westbourne since 2016 following a brief tenure at CenturyLink. Outside of his advisory role, he participates in career mentoring through the University of Maryland Alumni Advisor Network. Westbourne Investments provides investment management and financial planning services to individuals, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, employing a combination of top-down macro analysis and bottom-up security selection, including the use of options strategies within defined risk parameters.

Elizabeth Sharp is a CFP® professional with 11 years of industry experience. She is currently with Brown | Miller Wealth Management, LLC, where she has worked since 2020. Prior to that, she was with Seia LLC and Zhang Financial. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for nearly 500 clients. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and businesses, offering customized, tax-aware asset allocations that blend active and passive strategies across multiple asset classes.