John Wittelsberger Jr. is a CFP® with nine years of industry experience, currently serving at Armstrong, Fleming & Moore, Inc. He has been with the firm since 2014 and also has a decade of association with Commonwealth Financial Network. Armstrong, Fleming & Moore offers portfolio management, financial planning, and retirement consulting primarily to high-net-worth individuals, emphasizing tailored investment allocations and fundamental analysis. The firm combines discretionary and non-discretionary services, working closely with Commonwealth Financial Network to provide access to various programs and sub-advisors.

Dana Sippel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist™ (PFS™) with 23 years of industry experience. She has been with Glassman Wealth Services, LLC since 2017 and previously worked at West Financial Services, Inc for eight years. 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 portfolio approach using various investment vehicles and incorporates private investment fund valuations and planning tools to integrate non-managed assets into client advice.

Timothy Pang is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Sargent Investment Group since 2021. Prior to joining the firm, he held roles at Randstad and Merrill. Sargent Investment Group provides investment advisory and financial planning services to a range of clients, including individuals, trusts, and non-profit organizations, using a goals-based approach to construct customized portfolios across various asset classes. The firm also manages pooled private funds and offers retirement-plan advisory and consulting services.

Steven Schleupner is a financial advisor at MBI LLC with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining MBI LLC, he worked at Tiaa and founded You Tree LLC and One Day In July LLC. Schleupner also works as a Divorce Financial Planning professional for the accounting firm Councilor Buchanan & Mitchell. MBI LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering both discretionary and non-discretionary investment services supported by individualized Investment Policy Statements.

Carl Holubowich is a CFP® with 21 years of industry experience and is a member of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and with Commonwealth Financial Network since 2009. Armstrong, Fleming & Moore offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-income and high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios for multi-year horizons and utilizing a range of programs through Commonwealth Financial Network.

David Straus is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has worked at Strathmore Capital Advisors since 2025 and previously spent 11 years at New Potomac Partners, LLC. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans through discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation driven investment approach using mutual funds and ETFs, integrates technology in client service, and offers unique services including a securities-backed lending strategy and combined tax preparation and estate-planning platforms.

Michael Treanor is a CFP® professional with 10 years of industry experience, currently serving at Aegis Wealth since 2013. He is based in Bethesda, MD, and is part of a six-advisor team at Aegis Wealth Management LLC. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm provides portfolio management, financial planning, third-party adviser selection, and tax return preparation, employing a mix of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Michael Zarrelli is a CFP® professional with five years of industry experience. He has worked at Foundry Financial LLC since 2026 and previously held roles at Financial Services Advisory, Inc., PNC Financial Services, and other organizations. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $232.6 million in discretionary assets across multiple offices, employing diversified, risk-based portfolios that include mutual funds, ETFs, stocks, bonds, and cash.

Karen Schaeffer is a CFP® with 34 years of industry experience and has been with Schaeffer Financial LLC since 2004. She is a member of the board of directors for the Lincoln Institute of Land Policy, a nonprofit private operating foundation. Schaeffer Financial LLC is a five-adviser team serving individuals and families, including federal employees and foreign nationals with G‑IV visas, as well as trusts, foundations, and small businesses. The firm provides financial planning and discretionary portfolio management, emphasizing diversified asset allocation and often working with third-party portfolio managers.

Sean Flynn is a CFP® and CFA® credentialed advisor with three years of industry experience. He is currently with PlanVest Financial, Inc. and previously worked at Knollwood Investment Advisory and PNC Bank. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management through various engagement models. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and manages approximately $176 million for about 300 client relationships.

Eric Hilderbrand is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He previously worked at National Securities Corporation for 13 years and Ceros Financial Services, Inc. for four years. 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 analytical methods including fundamental and technical analysis, incorporates market-timing strategies, and offers access to alternative investments and third-party asset managers.

Isiah Williams is a financial advisor at Audible Wealth Management with nine years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and Merrill Lynch. In addition to his advisory role, he also works as a life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans. The firm offers financial planning, portfolio management, educational seminars, and bill-pay services, utilizing a diverse investment approach that incorporates fundamental, quantitative, technical, and modern portfolio theory methods.

Margaret Horsley is a CFP® and holds a Series 63 license with four years of industry experience. She currently works at Glassy Mountain Advisors, Inc., where she has been employed since 2023, and previously worked at Northwestern Mutual Wealth Management Services and The Vanguard Group. Glassy Mountain Advisors provides personalized wealth management and financial planning to individual and institutional clients, managing approximately $370 million across 127 client relationships. The firm employs a value-oriented investment process and typically requires a $1,000,000 account minimum while offering fund-only portfolios for smaller accounts.

Stephanie Anderson is a CFP®, CFA®, and Series 65 credentialed advisor at Councilor Wealth LLC with seven years of industry experience. She has worked at Councilor, Buchanan & Mitchell since 2023 and has prior experience at Mariner Wealth Advisors, Mercer Global Advisors Inc., and Anderson Hamlin Consulting. Anderson holds active real estate salesperson licenses in Washington, DC, and Maryland and may receive commissions or referral fees related to real estate transactions. Councilor Wealth serves individual and high-net-worth clients, retirement plans, and not-for-profit organizations by providing portfolio management and comprehensive financial planning. The firm operates under a fiduciary standard, combining fundamental and technical analysis with modern portfolio theory, and is wholly owned by an accounting and tax firm, enabling integrated tax and advisory services.

Momodou Bojang is a financial advisor at Axiom Value Wealth Management LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at USAdvisors Wealth Management and Securities America Advisors. Bojang is also the founder and CEO of Axiom Value LLC, an investment, insurance, and retirement planning business. Axiom Value Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients through a small team of advisors. The firm employs a combination of fundamental and quantitative investment methods and offers retirement-focused education through workshops and webinars.

Michael Mattison is a financial advisor at PlanVest Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanVest Financial since 2018, with previous experience at LPL Financial and Purshe Kaplan Sterling Investments. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm employs a comprehensive approach including fundamental and technical analysis, offering multiple engagement models and managing discretionary and non-discretionary portfolios.

Cornell Abod is the principal of Beacon Investment Advisors LLC in Gaithersburg, MD, holding a Series 65 designation and with 22 years of industry experience. He has been with Beacon Investment Advisors since 2003 and also owns C.P. Abod & Co., LLC, an accounting services firm, and Beacon RPC, LLC, a retirement plan consulting company. Mr. Abod dedicates a significant portion of his time to accounting and retirement plan consulting activities. Beacon Investment Advisors provides wealth management and discretionary portfolio management services to individuals, families, trusts, estates, corporations, and retirement plans. The firm’s investment approach centers on customized asset allocation guided by fundamental analysis and includes a range of securities and strategies tailored to client needs.

Jacob Defilippo is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 66 credential and over 10 years of industry experience. He has worked at Beacon Global Advisor Network, LLC, Regulus, LLC, and Delta Financial Advisors, Inc. He is also a silent investor in a real estate renovation project with family members. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm integrates advisory services with in-house accounting and tax capabilities, managing approximately $208 million for around 218 client relationships.

Bryce Sistrunk Lewis is a CFA charterholder with four years of experience at Edgemoor Investment Advisors, Inc. Prior to joining Edgemoor in 2022, he worked at Morgan Stanley for five years. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm follows a value-oriented, fundamental analysis process focused on long-term capital appreciation, capital preservation, and income generation.

Zachary Kaufman is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Armstrong, Fleming & Moore, Inc. based in Washington, DC. His background includes multiple roles at Armstrong, Fleming & Moore, Inc. and academic positions at George Washington University. Armstrong, Fleming & Moore provides portfolio management, financial planning, retirement plan consulting, and hourly consultation services, primarily serving high-income and high-net-worth individuals. The firm uses a tailored investment approach with fundamental analysis and manages portfolios over multi-year horizons, often in partnership with Commonwealth Financial Network.