Steven Schleupner is a financial advisor with Councilor Wealth LLC in Bethesda, MD, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, including roles at Merrill, Guardian Life, and TIAA-CREF. Schleupner also works as a Divorce Financial Planning professional for the accounting firm Councilor Buchanan & Mitchell. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, utilizing a combination of fundamental and technical analysis along with modern portfolio theory. The firm emphasizes documented investment policies and offers both discretionary and non-discretionary account management.

Michael Treanor is a CFP® professional with 10 years of industry experience, currently serving at Aegis Wealth since 2013. He is based in Bethesda, MD, and is part of a six-advisor team at Aegis Wealth Management LLC. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm provides portfolio management, financial planning, third-party adviser selection, and tax return preparation, employing a mix of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Karen Schaeffer is a CFP® professional with 35 years of experience in financial advising. She has been with Schaeffer Financial LLC since 2004 and previously worked at FSA Wealth Partners for 14 years. She serves on the board of directors for the Lincoln Institute of Land Policy, a nonprofit private operating foundation. Schaeffer Financial LLC serves individuals and families, with a particular focus on federal government employees and foreign nationals holding G-IV visas. The firm combines financial planning with portfolio management, employing diversified asset allocation and both fundamental and technical analysis, while emphasizing risk management and offering education through seminars and workshops.

Sean Flynn is a CFP® and CFA® credentialed advisor with three years of industry experience. He is currently with PlanVest Financial, Inc. and previously worked at Knollwood Investment Advisory and PNC Bank. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management through various engagement models. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and manages approximately $176 million for about 300 client relationships.

Eric Hilderbrand is a financial advisor at AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes 13 years at National Securities Corporation and four years at Ceros Financial Services, Inc. AtCap Partners provides investment management and financial planning for individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and third-party managers through the Envestnet platform.

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.

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.

Michael Mattison is a financial advisor at PlanVest Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanVest Financial since 2018, with previous experience at LPL Financial and Purshe Kaplan Sterling Investments. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm employs a comprehensive approach including fundamental and technical analysis, offering multiple engagement models and managing discretionary and non-discretionary portfolios.

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 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Sargent Investment Group is a multi-team advisory firm managing approximately $1.48 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and pooled investment vehicles, offering customized portfolio management and consulting services.

Thomas Turner is a CFP® professional with 33 years of experience in the financial services industry. He has been with Northwest Financial Advisors LLC since 2013 and also has a long tenure with LPL Financial, LLC dating back to 2008. Turner provides investment advisory services through Northwest Financial Advisors LLC, an independent firm affiliated with Northwest Federal Credit Union. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, employer-sponsored plans, and other entities. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach, utilizing both in-house portfolio analysis and external investment programs to tailor portfolios to client needs.

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 at Sargent Investment Group since 2018. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing Services. Mcgregor serves as a board member and investment committee member for The Washington Home, a charitable foundation focused on hospice care. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios using a range of investment vehicles and manages pooled private investment funds for accredited investors.

Megan Madden is a CERTIFIED FINANCIAL PLANNER™ with eight years of industry experience, currently serving at Delta Financial Advisors, Inc. Her prior experience includes roles at UBS Financial Services, The Prudential Insurance Company of America, and The Ayco Company. Outside of finance, she works as a fitness instructor and pro coach with Solidcore. Delta Financial Advisors provides wealth management and financial planning services primarily to individual and high-net-worth clients. The firm offers customized asset allocation and portfolio management using mutual funds and ETFs, integrating fundamental, technical, and cyclical analysis, along with tax and accounting services supported by 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.