Ariel Weisbard is a CFP® with nine years of industry experience and is a financial advisor at Values Added Financial. He also operates a law firm specializing in estate planning, nonprofit, and employment law, and writes investment and financial articles on a freelance basis. Prior to his advisory role, he worked for the Council of the District of Columbia. 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 offers comprehensive financial planning and discretionary portfolio management with an investment approach focused on tailored policies, asset allocation, diversification, and periodic rebalancing.

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.

Matthew Elmore is a financial advisor at Sargent Investment Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at T.M. Wealth Management and Ameriprise Financial Services. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and uses third-party managers and technology to monitor risk and performance, also serving as an investment manager to private funds for accredited investors.

Dean Catino is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Monument Wealth Management since 2012. He previously worked at LPL Financial from 2008 to 2018. 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 through a team of nine advisors, offering discretionary asset management, modular and full financial plans, and access to unaffiliated independent managers and private investment funds for qualified clients.

William Pitt is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Evermay since 2009. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric advisory model with tailored client service levels and integrates investment, tax, and estate planning through affiliated services and technology.

Gay Truscott is a CFP® with 14 years of industry experience, currently serving as Senior Vice President at Edgemoor Investment Advisors, Inc. She has been with Edgemoor and Integrity Funds Distributor, LLC since 2011. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios intended for long-term capital preservation, appreciation, and income.

James Mersereau is a CFA® charterholder and holds a Series 65 license, with 36 years of industry experience. He has been with Carderock Capital Management, Inc. since 1986. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pensions, profit-sharing plans, and charitable organizations. The firm employs an active, primarily long-term investment approach using fundamental, quantitative, and technical analysis to build customized investment plans.

William Mc Caffrey is a CFP® and Series 65-licensed advisor with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously at AIM Advisors. Prior to his financial advisory career, he was employed at Virginia Tech and Landmark Reclamation Co. Glassy Mountain Advisors provides wealth management to individual and institutional clients, focusing on high-net-worth individuals with discretionary investment management and integrated financial planning. The firm employs a value-oriented, fundamentals-based investment approach and offers customized portfolios including ESG-focused options.

James Rooney is a CFA charterholder with 20 years of industry experience. He has been with Avenir Corporation since 1998. Avenir Corporation provides discretionary investment management to a diverse client base, including individuals, families, trusts, pension plans, foundations, and pooled investment vehicles. The firm employs a bottom-up, core value investment strategy focused on capital preservation and real returns, utilizing detailed company analysis and direct engagement with management across various security types.

Stephen Wintermeier is a CFP® with 21 years of industry experience, currently serving at Lynx Investment Advisory, LLC. He previously worked at Fenway Financial Advisors, LLC for 20 years. He is the author of a self-published book titled "Grand Theft Portfolio." Lynx Investment Advisory provides investment consulting to individual and institutional clients, focusing on customized multi-manager portfolios and comprehensive manager vetting. The firm manages both discretionary and non-discretionary assets, serving high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans.

Andrew Sponaugle is a CFP®-designated financial advisor at Evermay Wealth Management, LLC with 16 years of industry experience. He has worked at Evermay since 2017, following six years at United Capital Financial Advisers and three years at MTB Asset Management, Inc. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach, tailoring investment recommendations to clients’ goals and risk profiles, and offers both discretionary and non-discretionary portfolio management with ongoing due diligence and fiduciary oversight.

David Tenerelli is a CFP® professional with six years of industry experience. He has worked at Values Added Financial, LLC since 2025 and previously spent six years at Strategic Financial Planning, Inc. Before entering financial advising, he worked for nine years with the Frisco Independent School District. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses, providing comprehensive financial planning and discretionary investment management. The firm offers flexible engagement formats including project-based and single-session consultations, with an investment approach centered on customized asset allocation and diversification.

Christopher Warner is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has worked at Warner Financial, Inc. since 2008 and was previously with Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial, Inc. is a team of four advisors providing fee-only investment advisory and financial planning services primarily to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million using a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios.

Heath Brewer is a CFP®-certified financial advisor with 13 years of experience, currently practicing at Trumbower Financial Advisors LLC. He has been with Trumbower since 2013. Trumbower Financial Advisors provides comprehensive financial planning, tax compliance, and portfolio management to individuals, families, small pension and profit-sharing plans, charitable organizations, foundations, trusts, estates, and personal service corporations. The firm emphasizes a Conservative Fixed Income strategy using municipal bonds, brokered CDs, and U.S. Treasury securities within a disciplined advisory process that integrates estate, retirement, and tax planning alongside investment advice.

Zealan Hoover is a financial advisor at Torrey Growth & Income Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to entering the financial advisory field, he worked at the U.S. Environmental Protection Agency and McKinsey & Company. He is also the owner of Impact Strategies, LLC, a consulting firm focused on climate, energy, and environmental matters. Torrey Growth & Income Advisors primarily serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management and modular financial planning services, employing both fundamental and technical analysis with an emphasis on tailored portfolio risk and asset allocation.

Feldy Suwito is an investment advisor at Bnb Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bellamah, Neuhauser & Barrett, Inc. since 1998. Outside of advising, he operates a photography business offering family portraits and event photography. Bnb Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm provides portfolio management, financial planning, and pension consulting, using diversified portfolios and individualized investment policies, and is noted for its multi-office presence and role as a wrap fee program sponsor and manager.

Brett Schmader is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding a Series 65 designation. He has one year of industry experience, including prior roles outside finance such as at Ozzie's Good Eats and Chipotle. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric model with distinct service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Ross Loomis is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Evermay Wealth Management, LLC since 2014. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment, tax, and estate planning through affiliated services and third-party platforms.

Bryan Baquer is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 27 years of industry experience. He holds the Series 66 designation and has been with Folger Nolan Fleming Douglas since 2006. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to the client’s objectives and managing portfolios through equities, fixed income, mutual funds, and ETFs.

Courtney Vojdani is a Series 65 licensed advisor at Mv Capital Management, Inc. with 13 years of industry experience. She has been with Mv Capital Management since 2010. Mv Capital Management serves individual and high-net-worth clients, as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process includes customized asset allocation, security selection, and periodic monitoring, with portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.