Paul Meehan is a CFA® charterholder with 19 years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2006 and previously worked at Integrity Funds Distributor, Inc. from 2009 to 2016. Edgemoor Investment Advisors provides discretionary investment management and related services to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm follows a value-oriented, fundamental analysis approach, building concentrated equity and income portfolios designed for long-term holding, and offers financial planning at no additional charge to its advisory clients.

Matthew Gelfand is a CFP® and CFA® with 21 years of industry experience. He is currently with Princeton Global Asset Management LLC and has previously worked at Bank of America, Merrill, Tricolor Capital Advisors, Moreland Associates, and Rockefeller Capital Management. Outside of his advisory role, he serves on the Investment and Compensation Committees of The Forward Association and is a member of the Board of Advisors for The Journal of Taxation of Investments. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm uses a fundamental analysis-based investment process tailored to clients’ specific needs and incorporates third-party managers and technology platforms to enhance portfolio management and estate-planning services.

Evan Davies is a CFP® professional with one year of experience in financial advising. He is currently affiliated with Praetorian Guard, a division of Praetorian Wealth Management, Inc. In addition to his advisory role, Davies has served in the U.S. Army at the Department of Defense since 2014. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base and utilizes fundamental and cyclical analysis to guide investment decisions tailored to each client's objectives.

Natalie Sherman is a Series 65-licensed advisor at &Wealth Partners in Baltimore, MD, with six years at the firm and a total of 15 years in the financial services industry. She previously worked at Gallagher Evelius & Jones LLP for ten years. Sherman serves on the boards of trustees for the Baltimore School for the Arts Foundation, the Baltimore School for the Arts (where she was chair from 2017 to 2019), and the Chesapeake Bay Outward Bound School. &Wealth Partners provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages client portfolios primarily through independent investment managers and exchange-traded funds, employing both long- and short-term fundamental analysis strategies.

Eric Harris is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Marathon Financial Group, LLC and Guardian Life Insurance Co of America. Outside of his advisory role, he serves on several nonprofit boards, including the Bay Theatre Company and the Central Maryland Chamber Foundation, and is involved in local community organizations in Laurel, MD. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, and offers both discretionary and nondiscretionary mandates with oversight of third-party managers.

Victoria Trumbower is a CFP® and holds a Series 65 license with 29 years of industry experience. She has been with Trumbower Financial Advisors LLC since 1996. Trumbower Financial Advisors serves individuals, families, small pension and profit-sharing plans, charities, foundations, trusts, estates, and personal service corporations with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process that emphasizes a Conservative Fixed Income component and generally favors managed mutual funds and broad index ETFs over separately managed accounts.

David Seamans is a CFP® professional with 10 years of industry experience, currently serving at Sargent Investment Group. His prior roles include positions at William Blair, Greenhill & Co., Closed Loop Partners, Booz Allen Hamilton, and Drift Capital Partners. Sargent Investment Group provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, non-profits, and corporations. The firm employs a consultative, goals-based process to construct customized portfolios using a variety of asset classes and manages both discretionary and non-discretionary accounts.

Peter Pavlov is a financial advisor with Lynx Investment Advisory, LLC in Columbia, MD, holding a Series 65 credential and bringing four years of industry experience. His prior roles include positions at Select Investment Solutions, PMP Advisors, Silk Invest LTD, and OFI Asset Management. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm creates customized allocations implemented through vetted third-party managers and offers both discretionary and non-discretionary services, managing over $1 billion on a non-discretionary basis as of the end of 2024.

Sean Joiner is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life and Mass Mutual Investors Services. Outside of his advisory role, Joiner is involved in veteran employment placement through Transition Overwatch, LLC, and serves as co-executive director of FFG Cares, Inc., a charitable foundation supporting military veterans, disadvantaged youth, and medical research. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $355 million across 421 clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services through a collaborative team approach.

Young Park is a CFP® with 11 years of experience in the industry. He currently works at Victrix Investment Advisors and King Tide Advisors LLC, having previously held positions at Aafmaa Wealth Management & Trust, Alexis Goines Agency Allstate, Fortera Credit Union, and Cuso Financial Services, LP. He serves as Assistant Treasurer for the Military Order of the World Wars General George G. Meade Chapter. Victrix Investment Advisors provides fee-only investment advisory services to individual investors, trusts, and retirement plan clients. The firm employs a mix of fundamental, technical, and cyclical analysis to create tailored financial profiles and investment plans, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting.

Eun Kim is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Aegis Wealth Management LLC since 2005. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax return preparation, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerance.

Vanessa Pruett Urie is a financial advisor at Prostatis Financial Advisors Group with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has previously worked at CETERA Advisors LLC and currently owns Gladway Homes, a real estate sales business unrelated to investment activities. Prostatis Financial Advisors Group provides investment management and financial planning services to individuals, high-net-worth clients, and various institutions, employing a top-down, tactical asset-allocation approach that includes the use of third-party managers and machine-learning models.

Daniel Di Peso is a CFP® with two years of industry experience, currently serving as an advisor at Elite Income Advisors, Inc. He previously worked at Capital Portfolio Management Inc. and has experience outside the financial industry at Stanley Black and Decker. Di Peso is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and other entities by offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses model portfolios from sub-advisers and other providers and provides client education and workshops as part of its retirement plan services.

Zachary Hubbard is a CFP® with 12 years of industry experience, currently serving at Sargent Investment Group. His prior roles include positions at Greenspring Advisors and RBC Capital Markets. He is active in the National Association of Personal Financial Advisors (NAPFA), holding board and committee roles focused on event planning and outreach. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, and defined-contribution plans. The firm uses a consultative, goals-based approach to develop customized portfolios and serves higher-asset households while maintaining flexibility for smaller relationships.

Peter Halbrook is a financial advisor at TritonPoint Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining TritonPoint in 2023, he worked at Goldman Sachs Personal Financial Management and PNC Investments. 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, combining fundamental and quantitative analysis with model and core-satellite strategies.

Christopher Sargent is a financial advisor at Sargent Investment Group with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Sargent Investment Group since 2018. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios using a range of investment options and serves as an investment manager to pooled private investment vehicles requiring accredited investors.

Theodore Smith is a financial advisor at Next Capital Management LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Innovation Partners LLC, Northern Lights Distributors, LLC, and Mount Yale Capital Group. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investments, with a focus on customized asset allocation, ongoing portfolio monitoring, and integrated reporting solutions.

Christopher Tate is a financial advisor at Fidelis Capital with a Series 65 designation and two years of industry experience. He previously worked at Bank of America Private Bank and Wells Fargo Private Bank, totaling 12 years in private banking roles. Since May 2024, he has contributed investment-related articles to Kiplinger. Fidelis Capital Partners serves individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and business entities, offering portfolio management, financial planning, and consulting services. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide its investment decisions and manages approximately $1.63 billion in discretionary assets.

Mitchell King is a financial advisor at Bull Harbor Capital LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance. Prior to his financial services career, he was employed at the University of Alabama at Birmingham and Madison Academy High School. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Ross Smyth Jr. is a CFA® charterholder with 19 years of industry experience. He has been with Glassy Mountain Wealth Advisors, Inc. since 2021 and previously worked at Edgemoor Investment Advisors, Inc. for 16 years. Smyth holds a Series 63 license and is based in Brevard, NC. Glassy Mountain Advisors provides wealth management services to individual and institutional clients, focusing on high-net-worth individuals. The firm employs a value-oriented, fundamentals-based investment approach and offers discretionary investment management alongside integrated financial planning at no additional charge to clients.