Alan Menase is a CFP® with eight years of industry experience. He currently works at West Financial Services, Inc., where he has been since 2025. Prior to joining West Financial Services, he was with The Vanguard Group for three years and Mallard Financial Partners for eight years. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement and profit sharing plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, managing roughly $2.8 billion in client assets.

Joni Alt is a CFP® with 23 years of industry experience, currently serving as an advisor at Evermay Wealth Management, LLC since 2021. She previously worked at Hopwood Financial Services, Inc. for 11 years. Evermay Wealth Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm operates a team-centric model offering tailored client service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Thomas Kim is a CFA® charterholder with 14 years of industry experience. He has been with Harbour Capital Advisors, LLC since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. Harbour Capital Advisors manages approximately $665.6 million in assets for about 60 clients, employing a core-satellite investment model with a focus on integrated family office services and private fund advisory roles.

Yahia Albaghdadi is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he held roles at Goldman Sachs, Ridgely Walsh, LLC, and GameDuell GmbH. His background also includes academic positions at Bard College Berlin, LCC International University, and United World College, Dilijan. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, providing investment management and financial planning. The firm uses a LifeMap Discovery process to tailor core-and-satellite allocations and manages approximately $408 million in assets for around 350 clients through a seven-advisor team.

Lauretta Kramer is a CFP® and holds a Series 66 license with 31 years of industry experience. She has worked at West Financial Services, Inc. since 2018 and previously spent 11 years with LPL Financial, LLC. She is also associated with Sandy Spring Bank. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific investment approach with a core-and-satellite equity strategy and tactical adjustments, managing approximately $2.8 billion in assets.

Gary Aiken is a financial advisor at Concord Wealth Partners with six years of industry experience. He holds a Series 65 designation and has previously worked at AAFMAA and AAFMAA Wealth Management & Trust LLC. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting with a focus on tailored asset allocation and cash management.

Elizabeth Hollman is a financial advisor at McLean Asset Management Corp. with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Bull Harbor Capital, MML Investors Services, Raymond James & Associates, and RBC Capital Markets. From 2014 to 2020, she was involved with the Skywalkers Lacrosse Program. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $819 million in assets through a multi-advisor team and employs strategies based on Modern Portfolio Theory, offering tax-managed equity approaches and ESG screening options.

Jill Bertke is a CFP® and holds a Series 66 license, with 23 years of industry experience. She has worked at LPL Financial since 2004 and has been with TVAMP, LLC since 2019. She previously worked at Wealthcare Advisory Partners LLC and Equitable Advisors. Bertke serves as successor trustee for family trusts. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and offers services such as written financial plans, retirement-plan advisory, and sub-advisory relationships.

James Ventrelli is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and three years of industry experience. He has been with AMJ Financial since 2022 following an eight-year period as a student. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management services to individuals, families, trusts, retirement plans, foundations, and institutions. The firm employs a combination of top-down macroeconomic analysis and quantitative sector evaluations to guide its investment decisions and offers additional services such as retirement-plan advisory and small-business consulting.

Thomas Bryan is a financial advisor at Abich Financial Wealth Management, LLC in Ashburn, VA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Equitable Advisors, LLC and various positions outside the financial sector. Abich Financial Wealth Management is a five-advisor team providing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process and offers discretionary and non-discretionary portfolio management, standalone financial planning, and access to third-party managers and wrap-fee programs.

Owen Eldridge is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA. He holds Series 65 and Series 66 licenses and has been with Evermay since 2026. Prior to joining the advisory firm, his work experience includes roles at BrandSafway, Doordash, and the University of Amsterdam. Evermay Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-based approach to deliver tailored investment management and financial planning services, overseeing approximately $1.33 billion in assets across an 18-advisor team.

Josephine Bojang is a financial advisor at Axiom Value Wealth Management LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Truist Investment Services and Securities America, Inc. She is also the founder and president of Axiom Value, LLC, an investment, insurance, and retirement planning firm. Axiom Value Wealth Management LLC serves individual and high-net-worth clients through a small team, providing portfolio management, financial planning, and retirement education. The firm’s investment approach integrates fundamental and quantitative methods and offers both discretionary management and educational workshops.

Daniel Larrabee is a CFP® and holds a Series 65 license with five years of industry experience. He currently works at Rembert Pendleton Jackson, where he has been part of the firm since 2021. Prior to that, he worked at Bogart Wealth, Financial 360, LLC, Keswick Hall and Golf Club, and Virginia Tech University. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm uses a client-specific, Modern Portfolio Theory-based approach to design diversified portfolios across various account types and meets with clients quarterly.

Travis Russell is a CFP® with 17 years of industry experience, currently serving at Glassman Wealth Services, LLC since 2011. He holds a Series 65 license and is based in Stowe, VT. 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 incorporates cash as an asset class and integrates non-managed assets into client reporting.

Brian Jones is a CFP® with 25 years of industry experience and has been with CJM Wealth Advisers, Ltd. since 1997. He serves as co-director of the Financial Planning Association National Capital Chapter and is the author of a book on financial planning for Generation X. He is also a member of the National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to a broad client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm operates a wrap-fee platform, employs a mix of mutual funds, ETFs, individual equities, and fixed income, and follows policies on discretionary authority and AI tool usage.

Eric Dzik is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Evermay in 2023, he worked at West Financial Services, Inc. and has experience in education and hospitality sectors. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment management with tax and estate planning through affiliated and third-party resources.

Kristan Anderson is a CFP® with 23 years of industry experience, currently serving at West Financial Services, Inc. since 2009. He operates within a team of 22 advisors based in McLean, VA. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion across various clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, utilizing core-and-satellite equity investments, laddered fixed-income, and tactical adjustments based on quantitative and qualitative analysis.

Ryan Kelly is a CFP® professional with five years of industry experience, currently advising at Yeske Buie Inc. since 2019. Prior to joining Yeske Buie, he had roles at Signature FD and spent time at the University of Georgia and University of Texas at Austin. Outside of his advisory work, he prepares individual income tax returns for family and friends. Yeske Buie provides integrated wealth management services, including financial planning and fiduciary asset management for a range of clients such as individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process based on Modern Portfolio Theory and ongoing portfolio monitoring.

Eric Schaefer is a CFP® and holds a Series 66 license, with 15 years of industry experience. He currently works at Centurion Wealth Management and previously served at Evermay Wealth Management, Savant Wealth Management, and Edelman Financial Services. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes diversified, asset-allocation driven portfolios overseen by an investment committee and provides private investment opportunities to eligible clients.

Kimberly Basenback is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. She has been with Financial Services Advisory, Inc. since 2013. Kimberly holds the Series 66 license and is based in Rockville, MD. She is part of FSA Wealth Partners, a fee-only fiduciary registered investment adviser that manages approximately $820 million across about 700 clients. The firm serves individuals, business owners, foundations, trusts, and retirement accounts using both actively managed and passive investment strategies informed by technical and fundamental analysis.