Daniel Trosch is a CFA® charterholder with 25 years of industry experience. He is currently with West Financial Services, Inc., where he has worked since 2018, including prior experience at Untied Brokerage Services from 2016 to 2018. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion for individual, retirement plan, charitable, and corporate clients. The firm employs a diversified, client-specific asset allocation strategy with a focus on long-term investment, utilizing a core-and-satellite equity approach alongside laddered fixed-income allocations and tactical adjustments informed by quantitative and qualitative research.

Lindsay Shetterly is a financial advisor at Glassman Wealth Services, LLC with 21 years of industry experience. She holds the Series 65 designation and has been with Glassman Wealth Services since 2014. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a portfolio approach tailored to client objectives, utilizing mutual funds, ETFs, independent managers, and private investment funds, and incorporates cash management and planning tools into its services.

Erick Egender is a financial advisor at The Ithaka Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cedar Partners, Ltd for 16 years before joining The Ithaka Group in 2025. The Ithaka Group, LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and SEC-registered investment companies. The firm employs a concentrated growth management style focused on US and International Large Cap Growth portfolios, emphasizing fundamental research and low turnover.

Eliot Bares is a CFP® with five years of industry experience, currently serving at McGlone Suttner Wealth Management, Inc. He has held roles at Gold Friday LTD and Chequers Financial Management, LLC and is an investor in a packaging business and a trading fund, though he does not participate in their management. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in assets using customized model portfolios and active trading strategies.

John Lienert is a CFP® at OLIO Financial Planning in McLean, VA, with approximately one year of industry experience. Prior to joining OLIO, he spent three years at SignatureFD and has held positions in diverse fields including healthcare and education. OLIO Financial Planning serves individual clients across a broad range of wealth levels, as well as retirement plans, nonprofits, and corporations, managing about $600 million. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to implement a primarily buy-and-hold investment approach and offers comprehensive financial planning and portfolio management with a distinctive fee structure that includes project-based and hourly fees rather than traditional asset-based fees.

Newton Pendleton III is a CFP® and holds a Series 65 license, with 24 years of industry experience. He has been with Rembert Pendleton Jackson since 1990, including six years at SSB Wealth Management, Inc. D/B/A Rembert Pendleton Jackson. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients. The firm uses a Modern Portfolio Theory-based approach, offering both discretionary and non-discretionary programs and managing assets across various account types.

Nicholas Studebaker is a financial advisor at McLean Asset Management Corporation with a Series 65 credential and one year of industry experience. He previously worked at Studebaker & Brackett, PLLC for eight years and at the University of Virginia for two years. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs Modern Portfolio Theory and broad asset-allocation principles to develop individualized portfolios and offers tax-managed equity strategies, ESG screening models, and ERISA advisory and investment-manager services.

Brian Hawthorne Codato is a CFA® charterholder with four years of industry experience. He has worked at Glassy Mountain Advisors, Inc. since 2021 and previously held roles at Cherry Bekaert LLP and CTS Capital Advisors. Glassy Mountain Advisors provides wealth management to individual and institutional clients, focusing on high-net-worth individuals through discretionary investment management combined with integrated financial planning at no additional charge to investment clients. The firm follows a value-oriented, fundamentals-based approach and manages customized equity and income portfolios, also offering ESG-focused and fund-only options.

Daniel Jackson is a CFP® professional with 11 years of industry experience. He has worked at Rembert Pendleton Jackson and its predecessor firms since 2017, and previously held roles at NYlife Securities LLC and New York Life Insurance Company. Daniel holds Series 65 and Series 63 licenses. Rembert Pendleton Jackson serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based approach with diversified asset allocations and manages both discretionary and non-discretionary portfolios.

Stephen Knapp is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Carderock Capital Management, Inc. since 2020. Prior to joining Carderock, he worked for eight years at S&P Global Market Intelligence. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension, and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision, managing approximately $666 million in discretionary assets.

Timothy Sommer is a financial advisor with Legacy Edge Advisors and holds Series 63 and Series 66 licenses. He has 32 years of industry experience, including long tenures at TIAA and The Capital Group Investment Advisory Services. He has been with Legacy Edge Advisors since 2024 and also works with PKS Investments. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm uses a combination of fundamental, quantitative, and technical analysis to tailor investment strategies to client goals and manages approximately $896 million across 14 advisors.

Jason Huggins is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, Huggins serves as Vice President of the Terry College of Business Alumni Board at the University of Georgia and is President of Wolf Trackers, an organization that raises funds for athletics programs. 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 offers portfolio management primarily on a discretionary basis.

Adrian Kutko is a financial advisor at Lynx Investment Advisory, LLC with 22 years of industry experience. He has held his current role at Lynx since 2010. Adrian holds Series 63 and Series 65 licenses. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations often implemented through third-party managers and also offers a Growth and Income model portfolio option.

David Chandik is a financial advisor at Pactolus Private Wealth Management with five years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Pactolus, he worked at the South Carolina Office of the State Treasurer and L&L Management, Inc. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities, offering investment advisory, portfolio management, financial and estate planning, tax-aware advice, and related services. The firm typically manages accounts on a discretionary basis, uses quantitative and third-party research, and sponsors proprietary private funds alongside bundled wrap-fee programs.

Abbie Frishman is a CFP® professional with two years of experience in financial advising. She is currently with Councilor Wealth LLC and has previously worked at May Barnhard Investments LLC and Councilor, Buchanan & Mitchell, P.C. Frishman also engages in divorce financial planning. Councilor Wealth serves individual and high-net-worth clients, retirement plans, and not-for-profit organizations, providing portfolio management and comprehensive financial planning while integrating tax and advisory services through its parent accounting firm.

Edward Lamade is affiliated with Sargent Investment Group and holds Series 65 and Series 63 licenses. He has prior experience with the Carnegie Institution for Science and Brown Advisory, LLC. 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, utilizing a consultative, goals-based approach to construct customized asset allocations and manage portfolios on an ongoing basis.

Andrew Schiff is a financial advisor with TritonPoint Wealth, LLC and holds a Series 65 designation. He has 27 years of industry experience, including positions at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Outside of his advisory role, he owns several residential real estate holding companies based in Baltimore, MD. TritonPoint Wealth, LLC provides comprehensive financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach centers on long-term asset allocation using modern portfolio theory, combining fundamental and quantitative analysis with third-party platforms to manage diversified portfolios.

Panagiotis Plevritis is a financial advisor at Brown | Miller Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining Brown | Miller Wealth Management in 2022, he held roles at ALMA Bank and Northwestern Mutual Investment Services LLC among others. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers investment and wealth management, financial planning, and fiduciary and non-fiduciary plan sponsor services, using customized, tax-aware asset allocations that blend active and passive strategies.

William Sterling Jr. is a financial advisor at TritonPoint Wealth, LLC with 20 years of industry experience. He previously worked at Goldman Sachs & Co. LLC and Charles Schwab. Sterling holds Series 63 and Series 66 designations. 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 emphasizes long-term asset allocation based on modern portfolio theory, combining fundamental and quantitative analysis with model and core-satellite strategies.

Maggi Keating is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Fbb Capital Partners since 2004. She 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 in assets and employs a diversified, low-cost investment approach supported by fundamental and quantitative analysis.