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.

Michael Cassella is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Ceros Financial Services, Inc., National Securities, Sns Installations, MD Global Partners, and Worden Capital Management LLC. Outside of finance, he is involved in a home health care business and serves as an officer in a pass-through corporation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market cycle timing, and offers access to alternative investments and affiliated private funds as part of its comprehensive client programs.

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.

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.

Philipp Bentley is a financial advisor at Edgemoor Investment Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Morgan Stanley and the FHLBanks Office of Finance. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning services to high-net-worth individuals, retirement plans, corporations, trusts, estates, nonprofits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, capital preservation, and income generation, managing portfolios with concentrated equity and income holdings.

Martha Callahan is a CFP® and holds a Series 65 license with eight years of industry experience. She currently serves as an advisor at FBB Capital Partners, joining the firm in 2022. Her prior roles include positions at Beowulf Energy and DVCC, LLC. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management. The firm employs diversified, low-cost portfolios and integrates alternative investments, utilizing both fundamental and quantitative analysis within a multi-advisor team managing approximately $2.39 billion in assets.

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.

Joseph Fischetti is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 65 credential and 29 years of industry experience. He has worked with Delta Financial Advisors since 1996 and has held roles at Regulus Financial Group and Beacon Global Advisor Network. Outside of his advisory work, he serves as the Sargent at Arms for the Exhiled Soul Motorcycle Club, assisting with club operations on a volunteer basis. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting and an affiliated insurance agency.

James Walker is a CFP® and Series 65-licensed financial advisor with 13 years of industry experience. He has worked at Kendall Capital Management since 2022 and previously spent eight years at McKinley Carter Wealth Services, Inc. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis and offers a range of strategies from long-term holdings to short-term trading, including option writing and margin transactions.

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.

Jean Hoff is a financial advisor at Aegis Wealth with 18 years of industry experience. She holds the Series 65 designation and has been with Aegis Wealth Management LLC since 2006. Aegis Wealth Management is a team advisory firm that manages approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax preparation services, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Howard Rothman is a financial advisor with TritonPoint Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career background includes roles at UBS Financial Services from 2011 to 2019 and JPMorgan Securities and JPMorgan Chase Bank from 2019 to 2023. TritonPoint Wealth, LLC offers financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a long-term asset allocation strategy based on modern portfolio theory, combining fundamental and quantitative analysis with model and core-satellite strategies, and utilizes third-party platforms for implementation and held-away account management.