Patrick Mc Namara is a CFP® and Series 66-registered advisor at Glassman Wealth Services, LLC with three years of industry experience. His prior roles include positions at Pathstone, Campbell Wealth, First Financial Group, and KPMG, as well as service in the U.S. Marine Corps. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that accounts for less-liquid investments and integrates non-managed assets into client reporting.

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 11 years of industry experience, currently with Sargent Investment Group. His prior experience includes roles at William Blair, Greenhill & Co., Booz Allen Hamilton, and Merrill. Sargent Investment Group provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, nonprofits, corporations, and defined-contribution plans. The firm employs a consultative, goals-based process to create customized portfolios, utilizing a range of asset classes and third-party managers, and serves as an investment manager to pooled private funds.

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 industry experience, currently serving as an advisor at Victrix Investment Advisors. His prior roles include positions at King Tide Advisors LLC, Aafmaa Wealth Management & Trust, Alexis Goines Agency Allstate, Fortera Credit Union, and Cuso Financial Services, LP. Park serves as Assistant Treasurer for the Military Order of the World Wars General George G. Meade Chapter. Victrix Investment Advisors provides investment advisory services to individual investors, trusts, and retirement plan clients, offering discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to implement long- and short-term strategies, and uses derivatives and related strategies, including options trading and short sales, in separately managed accounts.

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.

Brian Cohen is a financial advisor at AtCap Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including B. Riley Wealth Management and National Securities Corporation. Outside of advising, he is involved with Big Ben Hunting, LLC, a boat ownership business. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a blend of fundamental and technical analysis, including market-timing strategies, and offers access to alternative investments and affiliated private funds.

Christopher Jones Jr. is a financial advisor at FSA Wealth Partners in Rockville, MD, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Financial Services Advisory, Inc., Secretariat International, and PFS Partners. Before entering the financial advisory field, he worked in education at Norwich University and Sterling High School. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis approach supplemented by fundamental review, using an explicit exit framework called the FSA Safety Net to manage downside risk.

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.

Jason Tkach is a CFA® charterholder with 11 years of industry experience. He has been with Kendall Capital Management since 2014, working as part of a six-person advisory team in Rockville, MD. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing strategies ranging from long-term holdings to short-term trading, including option writing and short sales.

Jordan Daugherty is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at FSA Wealth Partners. His work history includes positions at Financial Services Advisory, Inc., Madison Avenue Securities, LLC, and Campbell Wealth Management. Outside of finance, he has experience working in the hospitality and retail sectors, including The Line Hotel DC and Philz Coffee. FSA Wealth Partners is a fee-only fiduciary registered investment adviser managing approximately $820 million across roughly 700 clients. The firm provides discretionary portfolio management and limited-scope financial planning, using both active and passive strategies informed by technical and fundamental analysis.

Christopher Sargent is a financial advisor at Sargent Investment Group with 56 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Prudential Equity Group prior to joining his current firm. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, nonprofits, corporations, and defined-contribution plans, using a consultative, goals-based process to create customized portfolios. The firm manages discretionary and non-discretionary portfolios, serves higher-asset households, and acts as an investment manager to pooled private funds with formal due diligence and written valuation procedures.

Jeffrey Axt is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Merrill, and Truist Investment Services. He has been with The Lewis Financial Group since 2021. The Lewis Financial Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a combination of active and passive strategies across various asset classes and employs risk-adjusted, tax-aware asset allocation, routinely monitoring accounts and using third-party platforms to implement client strategies.

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 for 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 investment vehicles, emphasizing customized asset allocation and integrated reporting solutions.

Adam Platt is a CFP® professional with one year of experience, currently serving as an advisor at Kendall Capital Management. He previously worked at Bogart Wealth LLC for three years and spent eleven years at Value Line Publishing. Kendall Capital Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and implements both long- and short-term strategies aligned with clients’ objectives.

Christopher Tate is a financial advisor at Fidelis Capital with a Series 65 designation and three years of industry experience. He previously worked at Bank of America Private Bank and Wells Fargo Private Bank, with six years at each firm. Since May 2024, Tate contributes investment-related articles to Kiplinger, dedicating a portion of his time to this role. Fidelis Capital Partners provides investment advisory and related services to a diverse client base including individuals, family offices, trusts, and nonprofit organizations. The firm combines quantitative, fundamental, technical, and economic analysis to guide portfolio management and also serves as a sub-advisor to a private fund.

Ronald Rough is a CFA® charterholder and holds a Series 65 license with 29 years of experience in the financial services industry. He is part of a nine-advisor team at FSA Wealth Partners in Rockville, MD, where he has worked since 2006. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm employs a technical analysis-driven investment approach supplemented by fundamental review and uses a structured process for client onboarding and communication.

Joshua Barbin is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a team of five advisors based in Ashburn, VA. His prior experience includes roles at Magellan Federal, The Connemara Group, Ameriprise, LPL Financial, Ameriserv Trust, Edward Jones, Harmony Inc, and West Chester Capital Investors Inc. Joshua is also involved with Tidy Wealth Designs, LLC, an outside business activity he has maintained since 2021. Abich Financial Wealth Management provides ongoing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment approach that incorporates fundamental, technical, cyclical, and charting analysis, with options for discretionary and non-discretionary portfolio management, and emphasizes client education through monthly retirement workshops.

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 20 years of industry experience. He is currently with Glassy Mountain Advisors, Inc., where he has worked since 2021, following a 16-year tenure at Edgemoor Investment Advisors, Inc. He holds a Series 63 license and is based in Bethesda, MD. Glassy Mountain Advisors provides wealth management and financial planning services to individual and institutional clients, managing approximately $370 million across about 127 client relationships. The firm employs a value-oriented, fundamental analysis investment approach and offers discretionary portfolio management along with financial planning at no additional charge.