James Gambaccini is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Acorn Financial Advisory Services, Inc., where he has worked since 2003 in various capacities. Outside of advisory work, he is involved in fixed insurance sales and leads Acorn Tax Planning, a tax preparation and filing service. Acorn Financial Advisory Services, Inc. is a fee-only SEC-registered investment adviser serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.4 billion in assets and employs diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, incorporating tactical tools and alternatives for suitable clients.

Christopher Poch is a financial advisor at Promethium Advisors, LLC with 39 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank and as an independent consultant and author. Outside of his advisory work, he is involved in executive coaching through Purpose Advisors, LLC, serves on the finance committee of the Society of the Sacred Heart, and has authored books on investment topics. Promethium Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including both high-net-worth and non-HNW clients—as well as institutional clients such as pension plans and nonprofits. The firm uses a diversified investment approach that combines passive and active strategies, alternatives, and tactical asset allocation, with continuous portfolio monitoring and oversight of any Independent Managers employed.

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 at Sargent Investment Group. He has previously worked at Savvy and Merrill, and has a background that includes roles at University of Maryland Alumni Association and Randstad. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, defined-contribution plans, and pooled investment vehicles. The firm employs a consultative, goals-based approach to construct customized asset allocations and serves as investment manager to pooled private funds with rigorous valuation and due-diligence processes.

Jerry Guido is a CFP® and holds a Series 66 license with 18 years of industry experience. He currently serves with Northwest Financial Advisors LLC and has concurrently worked in tax preparation and accounting since 2011. Guido also operates NW Insurance Agency LLC, combining investment advisory and insurance services. Northwest Financial Advisors LLC offers investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach and provides customized portfolio management supported by LPL Financial custodial programs and an Outsourced Chief Investment Officer program.

Steven Schleupner is a financial advisor with Councilor Wealth LLC in Bethesda, MD, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, including roles at Merrill, Guardian Life, and TIAA-CREF. Schleupner also works as a Divorce Financial Planning professional for the accounting firm Councilor Buchanan & Mitchell. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, utilizing a combination of fundamental and technical analysis along with modern portfolio theory. The firm emphasizes documented investment policies and offers both discretionary and non-discretionary account management.

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.

Karen Schaeffer is a CFP® professional with 35 years of experience in financial advising. She has been with Schaeffer Financial LLC since 2004 and previously worked at FSA Wealth Partners for 14 years. She serves on the board of directors for the Lincoln Institute of Land Policy, a nonprofit private operating foundation. Schaeffer Financial LLC serves individuals and families, with a particular focus on federal government employees and foreign nationals holding G-IV visas. The firm combines financial planning with portfolio management, employing diversified asset allocation and both fundamental and technical analysis, while emphasizing risk management and offering education through seminars and workshops.

Harry Karageorge is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Steigerwald, Gordon & Koch for 10 years. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diverse investment approach including equities, fixed income, and ETFs, with an emphasis on ongoing monitoring, rebalancing, and cash management, while offering ESG integration and consulting services upon client request.

Bailey Schmitz is an advisor at D'Orazio Wealth Advisors in Vienna, VA, holding a Series 65 designation with three years of industry experience. Prior to joining D'Orazio Wealth Advisors, Bailey worked at Alpha Mortgage Corporation and EmergeOrtho. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm uses a long-term, globally diversified investment approach and manages client portfolios with mutual funds, ETFs, individual equities and bonds, with discretionary monitoring and rebalancing.

John Mullis is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with AMJ Financial since 2012. In addition to his advisory role, Mullis sells fixed annuities through a separate business under the DBA AMJ Financial LLC, working approximately four hours per week. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients such as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, using a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement tailored portfolios.

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.

Gregory Manara is a CFP® certificant with 23 years of industry experience. He is affiliated with Arca Wealth, LLC, a team-based firm located in Bethesda, MD. His prior work includes positions at Fidelity Investments, Charles Schwab Investment Advisory, and Merrill. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process with customized asset allocations across multiple risk profiles and utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Eric Hilderbrand is a financial advisor at AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes 13 years at National Securities Corporation and four years at Ceros Financial Services, Inc. AtCap Partners provides investment management and financial planning for individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and third-party managers through the Envestnet platform.

Eric Hess is a CFP® and ChFC® with 19 years of industry experience. He has been with Alpha Financial Advisors, LLC since 2001. Alpha Financial Advisors serves individual and high-net-worth clients, focusing on life-oriented financial planning and a comprehensive range of services including investment management, retirement planning, and estate planning coordination. The firm employs a goal-driven investment process that integrates multiple analytical methods and maintains a fee-only, discretionary portfolio management approach.

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.

Leslie Tovar Rosado is a financial advisor at Alpha Financial Advisors, LLC, holding a Series 65 designation with five years of industry experience. She has been with Alpha Financial Advisors in its various forms since 2016, including two years at LPL Financial prior to that. Alpha Financial Advisors serves individual and high-net-worth clients, offering comprehensive financial planning and investment management services. The firm employs a holistic, goal-driven approach that integrates multiple analytical methods and emphasizes discretionary portfolio management focused on limiting turnover and tax friction.

Stephanie Anderson is a CFP®, CFA®, and Series 65 licensed financial advisor with seven years of industry experience. She currently works at Councilor Wealth LLC and has previous 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 from real estate transactions or referrals. Councilor Wealth LLC provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm uses a documented Investment Policy Statement and employs fundamental and technical analysis along with modern portfolio theory to manage client accounts, offering discretionary trading authority and a range of financial planning options.

Mark Mckaig is a financial advisor at Centurion Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has worked at Centurion Wealth Management since 2022, following seven years at Spire Investment Partners. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a diversified, asset-allocation driven investment approach overseen by a monthly investment committee and provides access to private investment opportunities for eligible clients.