Brian Zaczynski is a CFA® charterholder with seven years of industry experience. He has been with Torray Investment Partners LLC since 2016. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process with a quality, long-term orientation implemented across large cap growth, small/mid cap growth, and equity income strategies, managing concentrated portfolios with explicit risk controls.

Edward Kaganov is a financial advisor at Folger Nolan Fleming Douglas Incorporated, holding a Series 66 designation with 20 years of industry experience. He has been with Folger Nolan Fleming Douglas since 2005. Folger Nolan Fleming Douglas provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with the client’s other professionals. The firm combines broker-dealer operations with a limited advisory business and implements tailored investment strategies through equities, fixed income, mutual funds, and ETFs.

Vincent Barrett is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Financial Advisory Services, Inc. since 2017. He also has a longstanding role at Thomas F Barrett Inc beginning in 2013. Outside of his advisory work, Barrett is Vice President of an independent TPA/Record Keeper and manages an individual life/health business along with group employee benefit plans. Acorn Financial Advisory Services provides financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across about 2,300 to 2,400 clients with 11 advisors, offering both custom and model-based portfolios through discretionary and non-discretionary management across multiple platforms.

Christopher Rivers is a CFP® with 20 years of industry experience. He is associated with Armstrong, Fleming & Moore, Inc. and has worked at Commonwealth Financial Network since 2009. Armstrong, Fleming & Moore provides portfolio management, financial planning, retirement plan consulting, and consultation services primarily to high-income and high-net-worth individuals and qualified retirement plans. The firm employs a tailored investment approach with fundamental analysis and offers services through programs in partnership with Commonwealth Financial Network.

Sean Chrysostom is a financial advisor at WealthCare Financial Group, Inc. with seven years of industry experience. He holds a Series 65 credential and previously worked at LPL Financial LLC, Operation HOPE, and Educational Systems Federal Credit Union. Outside of advisory work, he serves as president of Car 1, LLC, a used car sales business in Bowie, Maryland. WealthCare Financial Group serves individuals and families, business owners, non-profits, and retirement plan sponsors, offering financial planning, retirement planning, portfolio management, and pension consulting. The firm employs a Structured Investing approach focused on diversified, customized portfolios and long-term strategies through a combination of convergent and market-independent asset-allocation methods.

Jerry Murphy is a CFP® professional with 30 years of experience in financial planning and tax preparation. He has been with Global Brokerage Services, Inc. since 1996 and concurrently operates JDM Financial & Investments, providing income tax planning and comprehensive financial planning services. He also worked at Prince Georges Community College for 22 years. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings, managing approximately $162.8 million in assets. The firm combines third-party sub-managers and model portfolios using a non-discretionary advisory approach with custodial and clearing support from Hilltop Securities and Envestnet.

Vipin Sahijwani is a CFA® charterholder with 18 years of industry experience. He is currently with Select Investment Solutions, LLC and has been associated with Lynx Investment Advisory, LLC since 2007. Select Investment Solutions is an SEC-registered adviser that provides discretionary portfolio management to high-net-worth individuals, families, and institutional clients. The firm manages separate accounts and limited partnership structures, employs multiple distinct investment strategies, and serves as adviser and general partner to a private, multi-manager pooled vehicle.

Michael Berkhahn is a financial advisor at Graham Capital Wealth Management, LLC, holding a Series 65 credential with nine years of industry experience. He has been with Graham Capital Wealth Management since 2016. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, employing a mix of fundamental, technical, and cyclical analysis with a long-term investment approach.

Lucas Hodge is a financial advisor at Monument Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked at Verdence Capital Advisors, Preston Wealth Advisors, Mason Investment Advisory Services, Davidsons, and held roles at Virginia Tech and Radford University. Monument Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million. The firm employs a range of investment strategies including direct indexing, structured notes, and tactical bond ETF allocations, utilizing fundamental and technical analysis alongside ongoing portfolio monitoring.

Neil Folger is a financial advisor at Folger Nolan Fleming Douglas Capital Management, Inc. in Washington, DC, with 29 years of industry experience. He has been with the firm since 1996 and holds Series 63 and Series 65 designations. Outside of his advisory role, Folger is involved in a family real estate business where he performs financial and management oversight. Folger Nolan Fleming Douglas Capital Management provides discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and institutional clients. The firm employs a long-term, buy-and-hold equity-focused approach with customized accounts and a mix of large-cap stocks, fixed-income instruments, and selective use of ETFs.

Masood Vojdani is a financial advisor with Mv Capital Management, Inc. in Bethesda, MD, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Mv Capital Management since 2005 and Purshe Kaplan Sterling Investments since 2006, as well as involved with MV Financial Group since 1991. In addition to advisory services, he provides consulting related to exit planning through MV Financial Group. Mv Capital Management, Inc. serves individual and high-net-worth clients along with institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation, security selection, and ongoing monitoring, with portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Michael Mcintyre is a CFA® charterholder with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously held roles at Proshares Advisors, T. Rowe Price, and Morgan Stanley. Glassy Mountain Advisors provides wealth management services primarily to high-net-worth individuals and institutional clients, combining discretionary investment management with integrated financial planning. The firm uses a value-oriented, fundamentals-based approach to build diversified equity and income portfolios and offers customized asset allocation, including ESG-focused options.

Barry Glassman is a CFP® with 29 years of industry experience and has been with Glassman Wealth Services, LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Washington, DC. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs tailored portfolio strategies using mutual funds, ETFs, independent managers, and private funds, and incorporates unique valuation methods for private investments and a comprehensive approach to asset aggregation and reporting.

Benjamin Hilyard is a financial advisor at Fidelis Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for 17 years at Bank of America, Private Bank. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a model-driven investment process that integrates quantitative, fundamental, technical, and economic analysis to manage portfolios using both long- and short-term strategies.

Jacob Kaufmann is a Series 65-credentialed advisor at Astra Prime Wealth Management with one year of industry experience. Prior to joining Astra Prime, he worked with Fairfax County Public Schools and has a background that includes operating Shield Squad Automotive LLC. He attended George Mason University from 2021 to 2025. Astra Prime Wealth Management provides fee-based, custom investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, and business clients. The firm employs a tactical asset-allocation strategy using fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management, incorporating advanced trading techniques and performance-based fee arrangements for qualified clients.

David Alicea is a CFP®-credentialed financial advisor at Fruitful with three years of industry experience. He previously worked at Matt Aaron and held multiple roles at Northwestern Mutual, including wealth management and investment services. Alicea served four years in the United States Marine Corps and attended the United States Naval Academy. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm emphasizes personalized planning with passive, low-cost investment strategies focused on ETFs and index funds, serving primarily non-high-net-worth individuals.

Andrew Leonard is a Certified Financial Planner® with 19 years of industry experience. He has been with Geometric Wealth Advisors, LLC since 2014 and previously worked at Classic Capital, Inc. from 2007 to 2015. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm follows a long-term, diversified investment approach using primarily passive mutual funds and ETFs, supported by an in-house tax team and periodic estate-plan reviews.

David Greenleigh is a financial advisor with LGG Financial in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors and The Luts & Greenleigh Group, Inc. He serves as vice-chairman for fundraising at the Trip McNealy Foundation, which hosts events to raise money for military charities. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, discretionary investment approach using diversified portfolios and integrates third-party platforms and lending features uncommon among similar advisory teams.

Lloyd Polmateer is a financial advisor at Bull Harbor Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life for over two decades before joining Bull Harbor Capital in 2023. He is the Executive Director of FFG Cares, a charitable foundation supporting military veterans, disadvantaged youth, medical research, and financial literacy. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term investment strategies and maintaining various third-party advisory relationships.

Matthew Hunt is a financial advisor with Bright Road Wealth Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Greystone Management Solutions and HR&A, and also operates Hunt Advisory, a real estate consulting firm, as a Director. Bright Road Wealth Management provides advisory services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm focuses on discretionary portfolio management and financial planning, using fundamental analysis and client-specific profiling to guide long-term investment strategies.