David Nelson is a CFA® charterholder with 21 years of industry experience. He is currently a team advisor at Monument Wealth Management in Alexandria, VA, where he has worked since 2026. Prior to this, he spent nine years at Verdence Capital Advisors and one year at PagnatoKarp. Nelson is also a partner in an investment partnership focused on personal investments. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million through a team of nine advisors. The firm offers discretionary asset management and comprehensive financial planning, employing a mix of fundamental and technical analyses across various investment strategies.

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 credentialed advisor at Councilor Wealth LLC with seven years of industry experience. She has worked at Councilor, Buchanan & Mitchell since 2023 and has prior 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 related to real estate transactions. Councilor Wealth serves individual and high-net-worth clients, retirement plans, and not-for-profit organizations by providing portfolio management and comprehensive financial planning. The firm operates under a fiduciary standard, combining fundamental and technical analysis with modern portfolio theory, and is wholly owned by an accounting and tax firm, enabling integrated tax and advisory services.

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.

Zachary Kaufman is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Armstrong, Fleming & Moore, Inc. based in Washington, DC. His background includes multiple roles at Armstrong, Fleming & Moore, Inc. and academic positions at George Washington University. Armstrong, Fleming & Moore provides portfolio management, financial planning, retirement plan consulting, and hourly consultation services, primarily serving high-income and high-net-worth individuals. The firm uses a tailored investment approach with fundamental analysis and manages portfolios over multi-year horizons, often in partnership with Commonwealth Financial Network.

Jake Ransom is a financial advisor at TritonPoint Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining TritonPoint Wealth, he worked at Big Whiskey's and has held roles outside the financial industry, including positions at Uber and Red Lobster. 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’s investment approach emphasizes long-term asset allocation using modern portfolio theory and combines fundamental and quantitative analysis with model and core-satellite strategies.

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.

David Levitt is a CFP® with eight years of industry experience, currently serving as a financial advisor at Glassman Wealth Services, LLC since 2018. Prior to this, he worked at Alpha Financial Advisors, LLC for four years. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, as well as pension and charitable organizations. The firm employs a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, and incorporates a methodology for valuing private investments and managing less-liquid assets.

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.

Nicholas Folger is a Series 66-licensed financial advisor with four years of industry experience. He is a portfolio manager at Folger Nolan Fleming Douglas Incorporated, where he focuses on securities research and investment management. His prior experience includes roles at Aquarian Holdings, Gallatin Loan Management, and Radile Insights. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family across three accounts. The firm integrates a customizable management strategy involving equities, fixed income, mutual funds, and ETFs while coordinating with the client’s other advisors.

Jacobson Truex is a CFP® professional with eight years of industry experience, currently serving at McLaughlin Ryder Investments, Inc. since 2020. His prior roles include positions at AdvisorShares Investments, LLC and Foreside Fund Services, LLC. Truex is involved in several community and advisory activities, including serving on the boards of the Alexandria Chamber of Commerce and the Leadership of Alexandria Alumni Association, as well as participating in local fiscal and investment committees. McLaughlin Ryder Investments serves individuals, families, trusts, charitable organizations, and businesses, offering investment management, financial planning, and ERISA retirement plan advisory services. The firm employs a client-centered investment approach, combining active and passive strategies across various asset types, with most accounts managed on a non-discretionary basis.

Michael Cuozzo is a CFP® with six years of experience in the financial industry, currently serving at Condor Capital Wealth Management since 2022. His prior roles include positions at Cetera Advisor Networks, Taylor Financial Group, and The Prudential Insurance Company of America. Condor Capital Wealth Management serves a diverse client base including high-net-worth individuals, businesses, and charitable organizations, offering fee-only investment programs with a range of strategies including direct indexing and cryptocurrency exposure under human oversight.

Bianca San is a CFP® certificant with four years of industry experience, currently serving at Monument Wealth Management. Her prior experience includes roles at Osaic Wealth, Cassaday & Company, and AMJ Financial Wealth Management. Monument Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million with a team of nine advisors. The firm employs a combination of ETFs, mutual funds, and individual equities across various strategies, utilizing both fundamental and technical analysis alongside ongoing portfolio monitoring.

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.

Emily Harper is a CFP® professional with 13 years of industry experience. She has worked at Monument Wealth Management since 2017, following prior roles at LPL Financial and T Rowe Price Investment Services. Harper holds the Series 66 license. Monument Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $648 million with a team of nine advisors, offering discretionary asset management and a variety of investment strategies that combine ETFs, mutual funds, individual equities, and private investment funds for qualified clients.

John Dame is a financial advisor at Rothschild Capital Partners with a Series 65 credential and two years of industry experience. Before joining Rothschild Capital Partners in 2023, he worked at Feldman Jackson PC for five years and has experience at Montgomery County Circuit Court and Georgetown University Law Center. Rothschild Capital Partners provides discretionary portfolio management and wealth planning services to individual and high-net-worth investors, trusts, estates, charitable organizations, and institutional clients. The firm employs a combination of top-down macro analysis and fundamental bottom-up security evaluation, utilizing strategies that include long and short equity positions, options trading, and leveraged ETFs.

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.

Mark Mollon is a financial advisor at CSP Financial Group LLC with 15 years of industry experience. He holds a Series 65 designation and has previously worked at LifeTyme Financial Group, LLC, LifeTyme Financial Advisors, LLC, and Legacy Builder Group. In addition to his advisory role, he is licensed as a life insurance agent and receives commissions from life insurance products. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, uses third-party managers for model allocations, and manages held-away workplace accounts with a focus on tax-efficient asset location and rebalancing.

Ryan Ferrell is a financial advisor with TritonPoint Wealth, LLC and holds a Series 66 designation. He has eight years of industry experience, including roles at The Leaders Group, United Capital Financial Advisers LLC, and Wells Fargo Clearing. Prior to his advisory career, he operated Ferrell Lawn Care, LLC for ten years. 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’s investment approach emphasizes long-term asset allocation with a combination of public equities, fixed income, and private-market alternative investments, utilizing both fundamental and quantitative analysis alongside model and core-satellite strategies.