Gregory Blake is a financial advisor at TritonPoint Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs Personal Financial Management and WMS Partners, LLC. Blake is currently part of a 10-advisor team based in Chevy Chase, MD. TritonPoint Wealth, LLC offers comprehensive financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm’s investment approach is rooted in modern portfolio theory and incorporates public equities, fixed income, and private-market alternatives to optimize risk-adjusted returns.

Berkeley Meredith is a CFP® with eight years of industry experience, currently serving as an advisor at Hughes Financial Services, LLC. Meredith has been with Hughes Financial Services since 2017 and previously worked at Virginia Tech from 2013 to 2017. Hughes Financial Services is a team-based registered investment adviser with nine advisors managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that combines investment management, trading, and custodial services.

James Bailey is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Torray Investment Partners LLC since 2010 and has been associated with Resolute Capital Management since 1999. Torray Investment Partners provides discretionary portfolio management services to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm utilizes a bottom-up, fundamental stock-selection process with a focus on quality and long-term investment across several equity strategies and is also an adviser to The Torray Equity Income Fund.

Jonathan Cox is a financial advisor at Acorn Financial Advisory Services, Inc. with four years of industry experience. He holds a Series 65 designation and is also an attorney, owning NOVA Estate Planning, PLLC, an estate planning and administration law firm where he provides legal services on a flat-fee and hourly basis. Cox serves clients in northern Virginia and has plans to expand similar legal services to the Richmond area. Acorn Financial Advisory Services provides personalized 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 for around 2,300 to 2,400 clients through 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management across multiple platforms.

Neal Bobys is a financial advisor at Research Financial Strategies with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Research Financial Strategies and Reutemann Financial Solutions since 2013. Outside of advisory work, he serves as Vice President and Treasurer of eCruisers.com LLC, a shuttle cart transportation company, and is involved in media buying through Executive Media Communications, Inc. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension plans and trusts. The firm employs a technical analysis and active trading approach with proprietary indicators and focuses on risk mitigation through a disciplined sell-side strategy, primarily using ETF-centric portfolios managed on a discretionary basis.

Michael Creamer is a CFP® with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. and Mercer Advisors Tax Services LLC. Prior to joining Mercer, he worked at Glass Jacobson and Triad Advisors Inc. He is based in Rockville, MD. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and planning solutions.

Charles Kimmel is a CFP® with 15 years of industry experience, currently serving as an advisor at MBI LLC. He previously worked at SPC Financial Inc. and Raymond James Financial Services, Inc. for 14 years. MBI LLC provides portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, managing client accounts with personalized Investment Policy Statements and conducting regular reviews.

Alan Menase is a CFP® with eight years of industry experience. He currently works at West Financial Services, Inc., where he has been since 2025. Prior to joining West Financial Services, he was with The Vanguard Group for three years and Mallard Financial Partners for eight years. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement and profit sharing plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, managing roughly $2.8 billion in client assets.

Thomas Kim is a CFA® charterholder with 14 years of industry experience. He has been with Harbour Capital Advisors, LLC since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. Harbour Capital Advisors manages approximately $665.6 million in assets for about 60 clients, employing a core-satellite investment model with a focus on integrated family office services and private fund advisory roles.

Gary Aiken is a financial advisor at Concord Wealth Partners with six years of industry experience. He holds a Series 65 designation and has previously worked at AAFMAA and AAFMAA Wealth Management & Trust LLC. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting with a focus on tailored asset allocation and cash management.

James Ventrelli is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and three years of industry experience. He has been with AMJ Financial since 2022 following an eight-year period as a student. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management services to individuals, families, trusts, retirement plans, foundations, and institutions. The firm employs a combination of top-down macroeconomic analysis and quantitative sector evaluations to guide its investment decisions and offers additional services such as retirement-plan advisory and small-business consulting.

Stein Olavsrud is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with FBB Capital Partners since 2004. FBB Capital Partners serves individual and high-net-worth clients, family offices, and institutions with financial planning and discretionary portfolio management. The firm employs diversified, low-cost portfolios incorporating traditional and alternative investments, using model portfolios and target asset allocations, and oversees approximately $2.39 billion in assets across a team of 11 advisors.

Thomas Bryan is a financial advisor at Abich Financial Wealth Management, LLC in Ashburn, VA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Equitable Advisors, LLC and various positions outside the financial sector. Abich Financial Wealth Management is a five-advisor team providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process and offers discretionary and non-discretionary portfolio management, standalone financial planning, and access to third-party managers and wrap-fee programs.

Debora May is a CFP® with 29 years of experience, currently serving at MBI LLC since 2013. She also maintains a long-standing role at May & Barnhard, PC, where she has worked since 1989. In addition to her advisory work, she provides financial planning and accounting services as a full-time CPA. MBI LLC offers portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm employs a combined approach of fundamental and technical analysis alongside modern portfolio theory, managing client accounts with individualized Investment Policy Statements and conducting regular reviews.

Josephine Bojang is a financial advisor at Axiom Value Wealth Management LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Truist Investment Services and Securities America, Inc. She is also the founder and president of Axiom Value, LLC, an investment, insurance, and retirement planning firm. Axiom Value Wealth Management LLC serves individual and high-net-worth clients through a small team, providing portfolio management, financial planning, and retirement education. The firm’s investment approach integrates fundamental and quantitative methods and offers both discretionary management and educational workshops.

Nicholas Angelis is a financial advisor at Delta Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has been with Delta Financial Advisors since 2009. Outside of his advisory role, he works part-time as an administrative assistant to a representative at Regulus Advisors. 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, tax preparation, and an affiliated insurance agency.

Steven Larosa is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2021 and previously worked at Bank of America Private Bank from 2012 to 2021. 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 construct concentrated equity and income portfolios tailored to client objectives and manages accounts on a discretionary basis.

Michael Marsh is a financial advisor at Princeton Global Asset Management LLC with 23 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Bank of America, Merrill, and Northern Trust in various roles over the past two decades. Marsh serves as a board member for Jesuit Volunteer Corps USA, providing advice for program growth. Princeton Global Asset Management offers discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm uses a fundamentally driven investment process with global macro, currency, and geopolitical analysis to create customized portfolios and employs third-party technology to manage held-away assets and facilitate estate planning.

Kimberly Basenback is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. She has been with Financial Services Advisory, Inc. since 2013. Kimberly holds the Series 66 license and is based in Rockville, MD. She is part of FSA Wealth Partners, a fee-only fiduciary registered investment adviser that manages approximately $820 million across about 700 clients. The firm serves individuals, business owners, foundations, trusts, and retirement accounts using both actively managed and passive investment strategies informed by technical and fundamental analysis.

Mary Ann Drucker is a financial advisor at FSA Wealth Partners in Rockville, MD, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Services Advisory, Inc. since 2015. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, and retirement plans. The firm uses a technical analysis-based investment process combined with fundamental review and offers a multi-advisor team managing approximately three-quarters of a billion dollars in assets.