Adam Croll is a financial advisor at F/M Investments LLC in Washington, DC, holding a Series 66 designation with 11 years of industry experience. Prior to joining F/M Investments in 2019, he worked at Vestmark Inc., Clarion Wealth Management Partners, Cambridge Investment Research, and Legacy Financial. Outside of advisory work, Mr. Croll serves as Director of Operations at F/m Acceleration, LLC, providing back-office and marketing support to registered investment advisors. F/M Investments LLC offers discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, institutions, charitable organizations, retirement plans, and other registered investment advisers. The firm employs a multi-strategy portfolio approach across equities and fixed income, combining fundamental, quantitative, technical, and third-party manager analysis to support both active and passive investment options.

Jacob Thompson is a financial advisor at Bull Harbor Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Bull Harbor Capital, he worked at Ashford Advisors for two years and has a background in education, having taught at the University of Georgia and Chamblee High School. Bull Harbor Capital LLC provides investment advisory and financial planning services to a range of clients including 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 offers portfolio management, financial planning, and retirement plan advisory services.

Judith Barnhard is a CFP® professional with 11 years of industry experience, currently serving as an advisor at MBI LLC. She has been involved with May Barnhard Investments, LLC dba MBI, LLC since 2013 and has over three decades of experience at May & Barnhard, PC, a full-service accounting firm providing accounting, tax, and financial planning services. MBI LLC offers portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations, utilizing a blend of fundamental and technical analysis alongside modern portfolio theory. The firm manages client accounts with individualized Investment Policy Statements and provides ongoing reviews, financial planning, and educational resources.

Matthew Lipscomb is a financial advisor at Bull Harbor Capital LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bull Harbor Capital in 2025, he worked at Park Avenue Securities LLC for 26 years and has been affiliated with Guardian Life Insurance Company since 1992. Outside of his advisory role, he mentors college students during their summer internships and operates a hunting outfitter business with a strict vetting process. 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 manages portfolios through a range of investment vehicles, including independent managers and third-party platforms.

Henry Meadows is a financial advisor with WMS Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes over two decades at Grove Point Investments LLC (formerly H. Beck, Inc.) and a formal tax principal role at SKMB, P.A. He also serves as a trustee for the Virginia Harris Holsinger Trust and is involved in life insurance sales. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension plans, trusts, and business entities. The firm employs asset-class oriented portfolios using ETFs, index funds, individual securities, and selective alternatives, providing both discretionary and non-discretionary management alongside comprehensive financial planning and tax and insurance advice.

Mitchel Schlesinger is a CFA® charterholder with 20 years of industry experience. He is currently with Evermay Wealth Management, LLC, where he has worked since 2021. Prior to joining Evermay, he held roles at Wells Fargo Bank NA and Stone Bridge Investment Partners LLC. 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, tailoring investment strategies to client profiles that consider goals, risk tolerance, liquidity needs, and time horizon, while offering discretionary and non-discretionary management across a range of asset classes.

Harold Zirkin is a CFA® charterholder and holds a Series 65 license with 33 years of industry experience. He is the principal of HZ Investments Inc., a firm he has led since 2021 after previously working at United Capital Financial Advisers, LLC. He also owns Harold Zirkin Fiduciary Services, through which he serves as trustee for multiple relationships outside his advisory firm. HZ Investments Inc. provides tailored portfolio management primarily for high-net-worth individuals and charitable organizations. The firm employs fundamental analysis and a long-term trading approach, managing discretionary accounts with client-specific investment policies focused on equities, mutual funds, ETFs, fixed income, and real estate funds.

Pierre De La Croix Vaubois is a financial advisor at TritonPoint Wealth, LLC, holding a Series 65 designation. He has been with TritonPoint since 2024 and has prior experience at the University of Massachusetts Amherst and various other organizations. 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 focuses on long-term asset allocation based on modern portfolio theory, incorporating public equities, fixed income, and private-market alternative investments to improve risk-adjusted outcomes.

Alexander Schutz is a financial advisor at WMS Advisors, LLC with the designations ChFC® and Series 66 and six years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Williams Associates, Grove Point Advisors, and Grove Point Investments. Outside of finance, he has been a varsity soccer coach at Holy Child School. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension plans, trusts, and business entities. The firm employs core asset-class oriented strategies using ETFs, index funds, individual securities, and select alternatives, offering both discretionary and non-discretionary portfolio management as well as comprehensive financial planning and consulting services.

Jane O'mara is a CFP® professional with 12 years of experience in financial advising, currently serving at FBB Capital Partners since 2014. She is a managing member and owner of DELASHMUTT LLC, a maritime and real estate business, and serves as treasurer on the board of directors for Talbot Hospice, participating on both the investment and finance committees. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning and discretionary portfolio management. The firm employs diversified, cost-effective investment strategies that include stocks, bonds, and alternative investments, supported by quantitative and fundamental analysis.

Sara Cortes is a CFP® at Evermay Wealth Management, LLC in Arlington, VA, with one year of industry experience. Prior to joining Evermay, she worked at the CFP Board for three years and spent fourteen years at the US Securities and Exchange Commission. 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 takes a team-centric approach, tailoring investment recommendations based on clients’ investor profiles and providing discretionary and non-discretionary management along with financial planning and retirement-plan consulting.

Alejandro Vela is a CFP® at FBB Capital Partners with five years of industry experience. He has been with FBB Capital Partners since 2016. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on comprehensive wealth and risk management. The firm manages approximately $2.39 billion in assets through diversified, low-cost portfolios that include traditional and alternative investments, using a combination of fundamental, quantitative, technical, and cyclical analyses.

Brian Canet is a financial advisor at Prostatis Financial Advisors Group in Hanover, MD, holding a Series 65 designation with seven years of industry experience. He has been with Prostatis Group LLC since 2018 and previously worked at Howard County Community College from 2013 to 2017. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in assets through a multi-team approach, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services with a focus on tactical asset allocation and sector rotation.

Beverly Fischetti is a CFP® professional with over 43 years of experience in financial advising. She has been with Delta Financial Advisors, Inc. since 1992 and has prior experience at Regulus, LLC and Beacon Global Advisor Network, LLC. In addition to her advisory role, she owns a tax preparation service providing IRS filings and individual tax advice. Delta Financial Advisors serves individuals and families, including high-net-worth clients, offering wealth management, financial planning, and consulting services. The firm combines customized asset-allocation strategies with in-house accounting and tax capabilities, as well as an affiliated insurance agency.

Ryan Fleming is a CFP® with 30 years of industry experience, currently serving as co-owner, president, and director of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and associated with Commonwealth Financial Network since 2009. Fleming is involved in fixed insurance sales conducted from the branch location. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s approach emphasizes tailored allocations and fundamental analysis, with portfolios managed for multi-year horizons and reviewed by an investment committee.

Claire Dwyer is a CFP® professional with seven years of experience, currently serving as an advisor at Schaeffer Financial LLC since 2015. She is part of a five-advisor team based in Rockville, MD. Schaeffer Financial serves individuals and families, including federal government employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm offers financial planning and discretionary portfolio management with a focus on diversified asset allocation and coordinates with outside professionals to address specialized client needs.

Victoria Shubert is a financial advisor with Bull Harbor Capital LLC and holds Series 63, 65, and 66 licenses. She has 27 years of industry experience, including a tenure at Morgan Stanley Smith Barney LLC from 2014 to the present. Outside of her advisory role, she serves as a board member on the Atlee High School PTA in Mechanicsville, VA. 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 implements client strategies through a combination of direct investments, independent managers, and third-party platforms.

Kara Lilian is a financial advisor at Lynx Investment Advisory, LLC with 21 years of industry experience. She holds the Series 65 designation and has been with Lynx Investment Advisors since 2003. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, policy development, manager research, and portfolio monitoring. The firm creates customized allocations implemented primarily through third-party managers and offers both discretionary and non-discretionary portfolio management, including advisory services for pooled investment vehicles.

Jake Schoenfeld is a financial advisor with TritonPoint Wealth, LLC, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Goldman Sachs, GTT Communications, and Monumental Sports & Entertainment. 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 based on modern portfolio theory, combining fundamental and quantitative analysis with model and core-satellite strategies.

Jaime Quiros is a CFP® certificant with 13 years of experience in the financial industry. He has worked at FBB Capital Partners since 2014 and holds Series 63 and Series 66 licenses. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion across a team of 11 advisors, using diversified, low-cost portfolios supported by fundamental and quantitative analysis and employing model portfolio structures to guide investment decisions.