Alex Graham is a financial advisor at Graham Capital Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Graham Capital Wealth Management since 2015. In addition to his advisory role, he serves as president of Graham Capital Advisors LLC, an insurance-focused and estate planning firm, where he manages employees, technology, and accounting functions. Graham Capital Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, utilizing a combination of ETFs, bonds, low-cost mutual funds, and individual stocks with a long-term investment approach supported by fundamental, technical, and cyclical analysis.

Stein Olavsrud is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with FBB Capital Partners since 2004. FBB Capital Partners serves individual and high-net-worth clients, family offices, and institutions with financial planning and discretionary portfolio management. The firm employs diversified, low-cost portfolios incorporating traditional and alternative investments, using model portfolios and target asset allocations, and oversees approximately $2.39 billion in assets across a team of 11 advisors.

Debora May is a CFP® with 29 years of experience, currently serving at MBI LLC since 2013. She also maintains a long-standing role at May & Barnhard, PC, where she has worked since 1989. In addition to her advisory work, she provides financial planning and accounting services as a full-time CPA. MBI LLC offers portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm employs a combined approach of fundamental and technical analysis alongside modern portfolio theory, managing client accounts with individualized Investment Policy Statements and conducting regular reviews.

Owen Eldridge is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Evermay Wealth Management, he held positions at BrandSafway and DoorDash and completed studies at the University of Amsterdam. Evermay Wealth Management 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, offering discretionary and non-discretionary investment management alongside financial planning and retirement consulting, and manages approximately $1.33 billion in assets across an 18-advisor team.

Patrick Kimmel is a financial advisor with WealthCrest Financial Services, LLC, holding a Series 66 designation and six years of industry experience. He has been associated with Cambridge Investment Research and WealthCrest Financial Services since 2019. WealthCrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a fee-based portfolio management approach using custodial and platform relationships with Pershing and Cambridge, combining fundamental and technical analysis with various trading strategies.

Eric Dzik is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Evermay in 2023, he worked at West Financial Services, Inc. and has experience in education and hospitality sectors. 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 management with tax and estate planning through affiliated and third-party resources.

Steven Larosa is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2021 and previously worked at Bank of America Private Bank from 2012 to 2021. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to construct concentrated equity and income portfolios tailored to client objectives and manages accounts on a discretionary basis.

Michael Marsh is a financial advisor at Princeton Global Asset Management LLC with 23 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Bank of America, Merrill, and Northern Trust in various roles over the past two decades. Marsh serves as a board member for Jesuit Volunteer Corps USA, providing advice for program growth. Princeton Global Asset Management offers discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm uses a fundamentally driven investment process with global macro, currency, and geopolitical analysis to create customized portfolios and employs third-party technology to manage held-away assets and facilitate estate planning.

Eric Schaefer is a CFP® professional with 14 years of experience in financial advising. He has been with Evermay Wealth Management, LLC since 2015. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a team-centric model that integrates investment, tax, and estate planning services.

Monica Carlos is a financial advisor at Audible Wealth Management with a Series 65 designation and two years of industry experience. She previously worked at Northwestern Mutual and has experience in education through roles at Antelope Valley College and California State University. In addition to her advisory work, Monica is a licensed life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans by providing financial planning and portfolio management. The firm employs a diverse investment approach incorporating fundamental, quantitative, and technical methods, and offers distinctive services such as a wrap-fee program, bill-pay services, and free educational seminars.

Danish Jawaid is a CFA® charterholder and holds a Series 65 license, with seven years of experience in the financial industry. He has worked at FBB Capital Partners since 2021 and previously spent five years at Altius Financial Advisors, LLC. Jawaid is based in Bethesda, MD. FBB Capital Partners serves individual and high-net-worth clients, family offices, and institutions, providing financial planning and discretionary portfolio management that may include alternative investments. The firm manages approximately $2.39 billion in assets, using diversified, low-cost portfolios supported by fundamental, quantitative, technical, and cyclical analysis.

Ronald Dennis is a financial advisor with Invicta Financial Group in Arlington, VA, holding a Series 66 designation and nine years of industry experience. He previously worked at First Command Insurance Services, Inc., and related entities from 2016 to 2024, before joining BDT & Associates, Inc. in 2024. Outside of his advisory role, he serves as President of Nazarene Discipleship International at Calvary Church of the Nazarene in Annandale, Virginia. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities. The firm emphasizes tailored written financial action plans and refers clients to third-party money managers for portfolio management, primarily operating in a non-discretionary advisory capacity.

William Cotton is a financial advisor at Fortress Private Ledger, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC and S2K Financial LLC. Outside of his advisory role, he is a partner at Collegiate Financial Group, focusing on financial planning. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, supported by a network of investment adviser representatives and third-party managers.

Laura Ruiz is a financial advisor at Widmann Financial Services with 26 years of industry experience. She holds the Series 66 designation and has worked at Widmann Financial Services since 2009, including her current tenure starting in 2022, as well as at Commonwealth Financial Network since 2009. Widmann Financial Services offers discretionary asset management, financial planning, and consulting services to individuals, families, businesses, and charitable organizations. The firm employs a hybrid, research-driven investment approach that integrates third-party analysis and conducts financial education seminars in collaboration with outside professionals.

John Wittelsberger Jr. is a CFP® with nine years of industry experience, currently serving at Armstrong, Fleming & Moore, Inc. He has been with the firm since 2014 and also has a decade of association with Commonwealth Financial Network. Armstrong, Fleming & Moore offers portfolio management, financial planning, and retirement consulting primarily to high-net-worth individuals, emphasizing tailored investment allocations and fundamental analysis. The firm combines discretionary and non-discretionary services, working closely with Commonwealth Financial Network to provide access to various programs and sub-advisors.

Timothy Pang is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Sargent Investment Group since 2021. Prior to joining the firm, he held roles at Randstad and Merrill. Sargent Investment Group provides investment advisory and financial planning services to a range of clients, including individuals, trusts, and non-profit organizations, using a goals-based approach to construct customized portfolios across various asset classes. The firm also manages pooled private funds and offers retirement-plan advisory and consulting services.

Patrick Beagle is a CFP® and ChFC® with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. since 2007 and has been with Wealthcrest Financial Services, LLC since 2004. He is the owner of WealthCrest Educational Services, which provides financial literacy and pre-retirement benefits training to federal employees. He also serves as treasurer for the Springfield South Condo Association. WealthCrest Financial Services offers financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides fee-based portfolio management utilizing custodial relationships with Pershing and Cambridge, employing a mix of fundamental and technical analysis alongside various trading strategies and regular account reviews.

Steven Schleupner is a financial advisor at MBI LLC with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining MBI LLC, he worked at Tiaa and founded You Tree LLC and One Day In July LLC. Schleupner also works as a Divorce Financial Planning professional for the accounting firm Councilor Buchanan & Mitchell. MBI LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering both discretionary and non-discretionary investment services supported by individualized Investment Policy Statements.

Carl Holubowich is a CFP® with 21 years of industry experience and is a member of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and with Commonwealth Financial Network since 2009. Armstrong, Fleming & Moore offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-income and high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios for multi-year horizons and utilizing a range of programs through Commonwealth Financial Network.

David Straus is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has worked at Strathmore Capital Advisors since 2025 and previously spent 11 years at New Potomac Partners, LLC. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans through discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation driven investment approach using mutual funds and ETFs, integrates technology in client service, and offers unique services including a securities-backed lending strategy and combined tax preparation and estate-planning platforms.