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.

Joseph Manfredi is a financial advisor with Baltimore-Washington Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2015. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio strategy overseen by an investment committee and integrates financial planning with tax considerations, managing a high client load through standardized, scalable processes.

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.

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.

Elizabeth Schleifer is a CFP® with eight years of industry experience, currently serving as an advisor at Armstrong, Fleming & Moore, Inc. She has been with the firm since 2016 and is also affiliated with Commonwealth Financial Network. Outside of her advisory work, she was involved with Cava Mezze for over a decade. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s investment approach focuses on tailored allocations and fundamental analysis, with services often delivered through partnerships with Commonwealth Financial Network.

Michael Lightfield is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is also the managing member of Columbia Tax Advisory Group, LLC, where he performs tax and accounting work, and the owner of Lightfield Wealth Management, providing financial planning and investment advice. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a multi-manager investment approach guided by an Investment Committee and provides clients with customized portfolios, alternative investment options, and detailed reporting.

Daniel Healey is a financial advisor with Folger Nolan Fleming Douglas Incorporated in Washington, DC. He holds Series 63 and Series 65 designations and has 35 years of industry experience, including over three decades with his current firm. 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, 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 emphasizes tailored investment strategies implemented on an account-by-account basis.

Ariel Weisbard is a CFP® and Series 65-registered advisor with eight years of industry experience. He has worked at Values Added Financial since 2017 and maintains a law practice specializing in estate planning, nonprofit, and employment law. He also writes investment and financial articles on a freelance basis. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification, combining ongoing portfolio supervision with flexible engagement options including project-based work and educational presentations.

William Gaines Jr. is a CFP® professional with seven years of industry experience. He is affiliated with Commonwealth Financial Network and co-owns Widmann Financial Services, where he provides financial planning and asset management services. His prior experience includes roles at Northwestern Mutual and GWM, Inc. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support.

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.

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.

Ryan Herbert is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Peak Brokerage Services LLC and TCM Securities, Inc., and has been with Prostatis Financial Advisors since 2008. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a multi-team of 18 advisors, serving individual, high-net-worth, and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

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 with 35 years of industry experience, currently serving at Carderock Capital Management, Inc., where he has worked since 1986. He is part of a four-advisor team based in Chevy Chase, MD. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension, and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision.

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.

Christina White is a CFP® professional with 17 years of industry experience. She is currently with Kilter Group and has previously worked at firms including Beacon Pointe Advisors and VOYA Financial Advisors. In addition to her advisory role, she is licensed as an insurance agent with Beacon Pointe Insurance Services. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy and integrates technology-enabled tools, offering discretionary and non-discretionary portfolio management alongside estate-planning and pension consulting services.

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® certified financial advisor with 16 years of industry experience. He has worked at Evermay Wealth Management, LLC since 2017 and previously spent six years with United Capital Financial Advisers. Evermay Wealth Management, LLC 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 to investment management and financial planning, tailoring recommendations to clients' specific investor profiles and providing discretionary and non-discretionary services across a range of asset classes.

Scott Dinn is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis and employs a long-term, low-turnover investment approach, managing portfolios customized to client objectives and restrictions.

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.