Jason Epps is a CFP® with 20 years of industry experience and is currently with KFA Private Wealth Group, LLC, where he has worked since 2015. He previously worked at Arete Wealth Management LLC from 2018 to 2023 and Spire Securities LLC from 2015 to 2017. Outside of his advisory role, he serves as a trustee on the board of Mount St. Mary’s University. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and in-house tax and accounting services. The firm employs goal-based strategic asset allocation with a mix of passive and active management and operates a wrap fee program that can reduce transaction costs for clients.

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.

Michael Rettinger is a CFP® with 24 years of industry experience, currently serving as an advisor at KFA Private Wealth Group, LLC since 2015. He previously worked at Arete Wealth Management LLC for five years and Spire Securities, LLC for two years. Rettinger is also a board member of the Board of Zoning Appeals in Vienna, VA. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm uses strategic asset allocation and a mix of passive and active management with a focus on low-cost share classes, ongoing due diligence, and regular client engagement.

Naima Bush is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Fruitful. She has previously worked at firms including Ellevest, Cambridge Investment Research, Capital Investment Advisors, Capital Asset Management Group, and Motley Fool Wealth Management. Outside of her advisory work, she owns a knitting and crochet business. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. through a web-based platform and designated guides. The firm employs a diversified, low-cost investment approach focused on passive ETFs and index funds and offers advisory services via a subscription model rather than a traditional percentage-of-assets fee.

Brian Coll is a Series 66-credentialed financial advisor with 29 years of industry experience. He has been with Folger Nolan Fleming Douglas Incorporated since 2014. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client. The firm customizes management strategies across multiple asset classes while coordinating with the client’s other advisors and operates with dual registration as both a broker-dealer and SEC-registered investment adviser.

Nicholas Bundy is a financial advisor at Harbour Capital Advisors, LLC with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Harbour Capital Advisors since 2021, following a twelve-year tenure at New Century Advisors. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. The firm employs a core-satellite investment model and offers integrated services including private fund advisory, family governance, and bespoke liquidity and tax-planning coordination.

David Brown is a financial advisor at Folger Nolan Fleming Douglas Capital Management, Inc. in Washington, DC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Folger Nolan Fleming Douglas since 1992, focusing primarily on securities research and investment management. Folger Nolan Fleming Douglas Capital Management provides discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and other institutional clients. The firm follows a long-term, equity-focused buy-and-hold approach with customized accounts and routine quarterly reviews.

Jerome Lee Jr. is an advisor at Evermay Wealth Management, LLC in Arlington, VA. He holds Series 65 and Series 63 licenses and entered the financial industry in 2026. Prior to his current role, he worked at Ares Management Corporation and held positions with the U.S. House of Representatives. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-based approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, tailoring recommendations based on clients’ investor profiles.

Marianna Glazov is a CFA® charterholder with four years of industry experience. She is currently with West Financial Services, Inc., where she has worked since 2022. Prior to that, she spent eight years at Wilmington Trust. Outside of her advisory role, Marianna co-owns and manages a vacation rental business. West Financial Services, Inc. is a fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific investment approach with a long-term focus, managing approximately $2.8 billion in assets.

Assaf Pinchas is a CFP® with 30 years of experience, currently serving as an advisor at Allegiance Financial Group. He has held roles at Allegiance Financial Group and associated entities since 2001 and is also a registered representative of The Strategic Financial Alliance. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans, providing discretionary and non-discretionary investment management alongside holistic financial planning and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term perspective, with client accounts reviewed quarterly.

Mikael Hallstrom is a financial advisor at USAdvisors Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Osaic Wealth, Inc., Securities America Inc., and USAdvisors Wealth Management. In addition to his advisory role, he is also involved in life, health, and annuity insurance sales. USAdvisors Wealth Management is a multi-advisor firm with 14 professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services.

Joni Alt is a CFP® with 23 years of industry experience, currently serving as an advisor at Evermay Wealth Management, LLC since 2021. She previously worked at Hopwood Financial Services, Inc. for 11 years. Evermay Wealth Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm operates a team-centric model offering tailored client service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Cathleen Phelps is a financial advisor with Monument Wealth Management in Alexandria, VA, holding a Series 65 license and four years of industry experience. She has been with Monument Wealth Management since 2015. Outside of her advisory role, she is associated with CDP Consulting LLC, a consulting business based in Alexandria. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates with investment advisory and financial planning services. The firm manages approximately $648 million across a team of nine advisors and employs a range of strategies including discretionary asset management, modular and full financial plans, and access to independent managers and private funds for qualified clients.

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.

Thomas Kim is a CFA® charterholder with 14 years of industry experience. He has been with Harbour Capital Advisors, LLC since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. Harbour Capital Advisors manages approximately $665.6 million in assets for about 60 clients, employing a core-satellite investment model with a focus on integrated family office services and private fund advisory roles.

Lauretta Kramer is a CFP® and holds a Series 66 license with 31 years of industry experience. She has worked at West Financial Services, Inc. since 2018 and previously spent 11 years with LPL Financial, LLC. She is also associated with Sandy Spring Bank. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific investment approach with a core-and-satellite equity strategy and tactical adjustments, managing approximately $2.8 billion in assets.

Elizabeth Hollman is a financial advisor at McLean Asset Management Corp. with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Bull Harbor Capital, MML Investors Services, Raymond James & Associates, and RBC Capital Markets. From 2014 to 2020, she was involved with the Skywalkers Lacrosse Program. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $819 million in assets through a multi-advisor team and employs strategies based on Modern Portfolio Theory, offering tax-managed equity approaches and ESG screening options.

Owen Eldridge is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA. He holds Series 65 and Series 66 licenses and has been with Evermay since 2026. Prior to joining the advisory firm, his work experience includes roles at BrandSafway, Doordash, and the University of Amsterdam. Evermay Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-based approach to deliver tailored investment management and financial planning services, overseeing approximately $1.33 billion in assets across an 18-advisor team.

Daniel Larrabee is a CFP® and holds a Series 65 license with five years of industry experience. He currently works at Rembert Pendleton Jackson, where he has been part of the firm since 2021. Prior to that, he worked at Bogart Wealth, Financial 360, LLC, Keswick Hall and Golf Club, and Virginia Tech University. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm uses a client-specific, Modern Portfolio Theory-based approach to design diversified portfolios across various account types and meets with clients quarterly.

Travis Russell is a CFP® with 17 years of industry experience, currently serving at Glassman Wealth Services, LLC since 2011. He holds a Series 65 license and is based in Stowe, VT. 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 employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that incorporates cash as an asset class and integrates non-managed assets into client reporting.