Isiah Williams is a financial advisor at Audible Wealth Management with nine years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and Merrill Lynch. In addition to his advisory role, he also works as a life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans. The firm offers financial planning, portfolio management, educational seminars, and bill-pay services, utilizing a diverse investment approach that incorporates fundamental, quantitative, technical, and modern portfolio theory methods.

Margaret Horsley is a CFP® and holds a Series 63 license with four years of industry experience. She currently works at Glassy Mountain Advisors, Inc., where she has been employed since 2023, and previously worked at Northwestern Mutual Wealth Management Services and The Vanguard Group. Glassy Mountain Advisors provides personalized wealth management and financial planning to individual and institutional clients, managing approximately $370 million across 127 client relationships. The firm employs a value-oriented investment process and typically requires a $1,000,000 account minimum while offering fund-only portfolios for smaller accounts.

Stephanie Anderson is a CFP®, CFA®, and Series 65 licensed financial advisor with seven years of industry experience. She currently works at Councilor Wealth LLC and has previous experience at Mariner Wealth Advisors, Mercer Global Advisors Inc., and Anderson Hamlin Consulting. Anderson holds active real estate salesperson licenses in Washington, DC, and Maryland, and may receive commissions or referral fees from real estate transactions or referrals. Councilor Wealth LLC provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm uses a documented Investment Policy Statement and employs fundamental and technical analysis along with modern portfolio theory to manage client accounts, offering discretionary trading authority and a range of financial planning options.

Justin Yager is an advisor at BrightPath Wealth Advisors LLC in Crofton, MD, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at NY Life Securities LLC and New York Life Insurance Company. Prior to his advisory career, he worked in various positions outside finance, including at Strategic Value Media and Raleigh Swim School. BrightPath Wealth Advisors LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and certain business entities. The firm focuses on ongoing portfolio monitoring and client-specific investment policies, utilizing fundamental analysis and documented client objectives to guide investment decisions.

Momodou Bojang is a financial advisor with Axiom Value Wealth Management LLC, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has worked at various firms including USAdvisors Wealth Management and Securities America Advisors, Inc. He is also the founder and CEO of Axiom Value, LLC, an investment and retirement planning business. Axiom Value Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm integrates planning with ongoing asset management and uses a variety of investment strategies, including fundamental and quantitative analysis, while employing a third-party sub-advisory model and custodial resources for client education.

Cornell Abod is the sole advisor at Beacon Investment Advisors LLC with a Series 65 credential and 23 years of industry experience. He has been with Beacon since 2003 and is also the owner of C.P. Abod & Co., LLC, an accounting firm, as well as Beacon RPC, LLC, a retirement plan consulting company. Beacon Investment Advisors LLC provides discretionary wealth management, portfolio management, and financial and retirement planning services to individuals, families, high-net-worth households, trusts, estates, corporations, and retirement plans. The firm manages approximately $542 million in discretionary assets and uses fundamental analysis to develop client-specific investment plans that often include diversified portfolios and derivative strategies.

Jacob Defilippo is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 66 credential and over 10 years of industry experience. He has worked at Beacon Global Advisor Network, LLC, Regulus, LLC, and Delta Financial Advisors, Inc. He is also a silent investor in a real estate renovation project with family members. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm integrates advisory services with in-house accounting and tax capabilities, managing approximately $208 million for around 218 client relationships.

Bryce Sistrunk Lewis is a CFA charterholder with four years of experience at Edgemoor Investment Advisors, Inc. Prior to joining Edgemoor in 2022, he worked at Morgan Stanley for five years. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm follows a value-oriented, fundamental analysis process focused on long-term capital appreciation, capital preservation, and income generation.

Jake Ransom is a financial advisor at TritonPoint Wealth, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Big Whiskey's and Uber. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach focuses on long-term asset allocation using public equities, fixed income, and private-market alternatives, supported by both quantitative and fundamental analysis.

Ricardo Rosenberg is a financial advisor at Sargent Investment Group with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sargent Investment Group since 2018, following previous roles at Wells Fargo Clearing and Prudential Equity Group. Rosenberg serves as a trustee for his wife's trust. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, and pooled investment vehicles. The firm employs a consultative, goals-based approach to construct customized portfolios and offers both discretionary and non-discretionary management, targeting primarily higher-asset households while accommodating smaller relationships in certain cases.

Brian Mcgregor is a financial advisor at Sargent Investment Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Deutsche Bank Securities Inc. He serves as a board member and Investment Committee member for The Washington Home charitable foundation, which provides hospice care. Sargent Investment Group offers investment advisory and financial planning services to a range of clients including individuals, trusts, estates, nonprofits, and corporations. The firm uses a goals-based approach to develop customized portfolios and manages both discretionary and non-discretionary accounts, with additional services such as retirement-plan consulting and management of pooled private funds.

Nathan Forristal Garcia is a CFP® with 13 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. since 2017. Prior to this, he worked at Westbourne Investments Inc for two years. Outside of financial advising, he owns and manages a digital marketing and advertising business, Mavrik Digital. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion, serving individuals, pension plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a diversified investment approach that includes both long- and short-term strategies.

Megan Madden is a CFP® professional affiliated with Delta Financial Advisors, Inc. in Kensington, MD, with eight years of industry experience. She has held roles at firms including UBS Financial Services, The Prudential Insurance Company of America, and LPL Enterprise. Outside of finance, she is a fitness instructor serving as a pro coach for Solidcore. Delta Financial Advisors serves individual and high-net-worth clients with wealth management and financial planning services. The firm provides customized portfolio management using mutual funds and ETFs, incorporating fundamental and technical analysis, and offers additional services including accounting and tax preparation through a licensed CPA.

Lisa Schaefer is a financial advisor at KFA Private Wealth Group, LLC with two years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Minnesota Life Insurance Co. Outside of her advisory role, she delivers financial literacy education presentations to government employees as an independent contractor. KFA Private Wealth Group advises individuals, trusts, estates, employer retirement plans, and business entities, offering financial planning, retirement plan consulting, and investment management alongside in-house tax preparation and accounting services. The firm uses goal-based strategic asset allocation and combines passive and active management with an emphasis on manager selection and low-cost share classes.

Michelle Hoesly is a financial advisor with Atcap Partners, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 48 years of industry experience, including work with Ceros Financial Services, Inc. and operating as an independent RIA under Resource 1, Inc. Hoesly is also involved in motivational and industry speaking engagements. Atcap Partners serves individual clients across wealth levels, as well as pension plans, trusts, estates, and corporate entities, offering tailored investment management and financial planning using a blend of fundamental and technical analysis, including market-timing strategies.

Joseph Manfredi is a financial advisor with Baltimore-Washington Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2015, following prior roles at Wells Fargo Clearing and UBS Financial Services. Baltimore-Washington Financial Advisors serves individuals, families, trusts, estates, foundations, and non-profit organizations with fee-only wealth management services, including financial planning, portfolio management, integrated tax services, and business services. The firm uses a team-based, holistic approach to align investment strategies with client goals and tax situations, supported by a weekly Investment Committee and detailed service tiers.

Tariq Khan is a financial advisor at WealthCare Financial Group, Inc. in Bethesda, MD, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Hisaab Capital, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. since beginning his career in 2015. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm employs a structured investing philosophy focused on diversified asset allocation and long-term strategies, managing approximately $28.2 million for around 130 clients through a six-advisor team.

Ryan Ferrell is a financial advisor at TritonPoint Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at firms including United Capital Financial Advisers and Wells Fargo Clearing. Prior to his financial services career, he operated Ferrell Lawn Care, LLC for ten years. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a long-term asset allocation strategy informed by modern portfolio theory, combining public equities, fixed income, and private-market alternatives, and utilizes model portfolios and independent manager oversight to implement client strategies.

Michael Lightfield is a financial advisor at Horter Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and is the owner of Lightfield Wealth Management, where he provides financial planning and investment advice. Additionally, he manages Columbia Tax Advisory Group, LLC, a tax and accounting firm. Horter Investment Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, utilizing an Investment Committee-driven multi-manager approach with discretionary and non-discretionary portfolio management options.

William Gaines Jr. is a CFP® practitioner with eight years of experience in financial services. He currently works at Widmann Financial Services, where he has been since 2019 and is a co-owner of the firm. His prior experience includes positions at Northwestern Mutual and GWM, Inc. Widmann Financial Services serves individual and family clients, including high-net-worth households, as well as businesses, charitable organizations, trusts, and retirement plans. The firm manages approximately $467 million in client assets through a team of six advisors, employing a Modern Portfolio Theory-influenced investment approach that integrates third-party research and allows for tactical trading.