Ryan Ferrell is a financial advisor at TritonPoint Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at firms including United Capital Financial Advisers and Wells Fargo Clearing. Prior to his financial services career, he operated Ferrell Lawn Care, LLC for ten years. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a long-term asset allocation strategy informed by modern portfolio theory, combining public equities, fixed income, and private-market alternatives, and utilizes model portfolios and independent manager oversight to implement client 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.

Matthew Krouse is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Opal Wealth Advisors, LLC since 2021. Prior to joining Opal, he worked at Edward Jones for 19 years. He is a board member of the Rotary Club of Pleasantville and participates in the leadership of Man On Fire, a support group focused on personal growth. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process using proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

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® with nine years of industry experience and is a financial advisor at Values Added Financial. He also operates a law firm specializing in estate planning, nonprofit, and employment law, and writes investment and financial articles on a freelance basis. Prior to his advisory role, he worked for the Council of the District of Columbia. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm offers comprehensive financial planning and discretionary portfolio management with an investment approach focused on tailored policies, asset allocation, diversification, and periodic rebalancing.

William Gaines Jr. is a CFP® practitioner with eight years of experience in financial services. He currently works at Widmann Financial Services, where he has been since 2019 and is a co-owner of the firm. His prior experience includes positions at Northwestern Mutual and GWM, Inc. Widmann Financial Services serves individual and family clients, including high-net-worth households, as well as businesses, charitable organizations, trusts, and retirement plans. The firm manages approximately $467 million in client assets through a team of six advisors, employing a Modern Portfolio Theory-influenced investment approach that integrates third-party research and allows for tactical trading.

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.

Dean Catino is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Monument Wealth Management since 2012. He previously worked at LPL Financial from 2008 to 2018. Monument Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $648 million through a team of nine advisors, offering discretionary asset management, modular and full financial plans, and access to unaffiliated independent managers and private investment funds for qualified clients.

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.

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 and holds a Series 65 license, with 36 years of industry experience. He has been with Carderock Capital Management, Inc. since 1986. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pensions, profit-sharing plans, and charitable organizations. The firm employs an active, primarily long-term investment approach using fundamental, quantitative, and technical analysis to build customized investment plans.

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.

James Rooney is a CFA charterholder with 20 years of industry experience. He has been with Avenir Corporation since 1998. Avenir Corporation provides discretionary investment management to a diverse client base, including individuals, families, trusts, pension plans, foundations, and pooled investment vehicles. The firm employs a bottom-up, core value investment strategy focused on capital preservation and real returns, utilizing detailed company analysis and direct engagement with management across various security types.

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®-designated financial advisor at Evermay Wealth Management, LLC with 16 years of industry experience. He has worked at Evermay since 2017, following six years at United Capital Financial Advisers and three years at MTB Asset Management, Inc. 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 employs a team-centric approach, tailoring investment recommendations to clients’ goals and risk profiles, and offers both discretionary and non-discretionary portfolio management with ongoing due diligence and fiduciary oversight.

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.

Christopher Warner is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has worked at Warner Financial, Inc. since 2008 and was previously with Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial, Inc. is a team of four advisors providing fee-only investment advisory and financial planning services primarily to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million using a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios.

Rebecca Blevins is a CFP® with 13 years of experience in financial advising. She has worked at Concord Wealth Partners since 2022 and previously held roles at Andersen, United Capital Financial Advisers, LLC, and Hfi Wealth Management. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, using tailored asset allocations and a range of investment strategies to meet client objectives.

Heath Brewer is a CFP®-certified financial advisor with 13 years of experience, currently practicing at Trumbower Financial Advisors LLC. He has been with Trumbower since 2013. Trumbower Financial Advisors provides comprehensive financial planning, tax compliance, and portfolio management to individuals, families, small pension and profit-sharing plans, charitable organizations, foundations, trusts, estates, and personal service corporations. The firm emphasizes a Conservative Fixed Income strategy using municipal bonds, brokered CDs, and U.S. Treasury securities within a disciplined advisory process that integrates estate, retirement, and tax planning alongside investment advice.

Zealan Hoover is a financial advisor at Torrey Growth & Income Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to entering the financial advisory field, he worked at the U.S. Environmental Protection Agency and McKinsey & Company. He is also the owner of Impact Strategies, LLC, a consulting firm focused on climate, energy, and environmental matters. Torrey Growth & Income Advisors primarily serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management and modular financial planning services, employing both fundamental and technical analysis with an emphasis on tailored portfolio risk and asset allocation.