Vanessa Pruett Urie is a financial advisor at Prostatis Financial Advisors Group with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Prostatis Group LLC in 2023, she was with CETERA Advisors LLC under Shapiro Financial Advisors from 2005 to 2018. Outside of financial advising, she is the owner of Gladway Homes, a real estate sales business. Prostatis Financial Advisors Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset allocation approach with sector rotation and integrates third-party managers, some using machine-learning models, as part of its portfolio management.

Daniel Di Peso is a CFP® with two years of industry experience, currently serving as an advisor at Elite Income Advisors, Inc. He previously worked at Capital Portfolio Management Inc. and has experience outside the financial industry at Stanley Black and Decker. Di Peso is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and other entities by offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses model portfolios from sub-advisers and other providers and provides client education and workshops as part of its retirement plan services.

Brian Cohen is a financial advisor at AtCap Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including B. Riley Wealth Management and National Securities Corporation. Outside of advising, he is involved with Big Ben Hunting, LLC, a boat ownership business. 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 fundamental and technical analysis, including market-timing strategies, and offers access to alternative investments and affiliated private funds.

Christopher Jones Jr. is a financial advisor at FSA Wealth Partners in Rockville, MD, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Financial Services Advisory, Inc., Secretariat International, and PFS Partners. Before entering the financial advisory field, he worked in education at Norwich University and Sterling High School. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis approach supplemented by fundamental review, using an explicit exit framework called the FSA Safety Net to manage downside risk.

Zachary Hubbard is a CFP® with 12 years of industry experience, currently serving at Sargent Investment Group. His prior roles include positions at Greenspring Advisors and RBC Capital Markets. He is active in the National Association of Personal Financial Advisors (NAPFA), holding board and committee roles focused on event planning and outreach. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, and defined-contribution plans. The firm uses a consultative, goals-based approach to develop customized portfolios and serves higher-asset households while maintaining flexibility for smaller relationships.

Jason Tkach is a CFA® charterholder with 11 years of industry experience. He has been with Kendall Capital Management since 2014, working as part of a six-person advisory team in Rockville, MD. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing strategies ranging from long-term holdings to short-term trading, including option writing and short sales.

Jordan Daugherty is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at FSA Wealth Partners. His work history includes positions at Financial Services Advisory, Inc., Madison Avenue Securities, LLC, and Campbell Wealth Management. Outside of finance, he has experience working in the hospitality and retail sectors, including The Line Hotel DC and Philz Coffee. FSA Wealth Partners is a fee-only fiduciary registered investment adviser managing approximately $820 million across roughly 700 clients. The firm provides discretionary portfolio management and limited-scope financial planning, using both active and passive strategies informed by technical and fundamental analysis.

Christopher Sargent is a financial advisor at Sargent Investment Group with 56 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Prudential Equity Group prior to joining his current firm. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, nonprofits, corporations, and defined-contribution plans, using a consultative, goals-based process to create customized portfolios. The firm manages discretionary and non-discretionary portfolios, serves higher-asset households, and acts as an investment manager to pooled private funds with formal due diligence and written valuation procedures.

Theodore Smith is a financial advisor at Next Capital Management LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Innovation Partners LLC, Northern Lights Distributors, LLC, and Mount Yale Capital Group. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning for individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investment vehicles, emphasizing customized asset allocation and integrated reporting solutions.

Adam Platt is a CFP® professional with one year of experience, currently serving as an advisor at Kendall Capital Management. He previously worked at Bogart Wealth LLC for three years and spent eleven years at Value Line Publishing. Kendall Capital Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and implements both long- and short-term strategies aligned with clients’ objectives.

Christopher Tate is a financial advisor at Fidelis Capital with a Series 65 designation and three years of industry experience. He previously worked at Bank of America Private Bank and Wells Fargo Private Bank, with six years at each firm. Since May 2024, Tate contributes investment-related articles to Kiplinger, dedicating a portion of his time to this role. Fidelis Capital Partners provides investment advisory and related services to a diverse client base including individuals, family offices, trusts, and nonprofit organizations. The firm combines quantitative, fundamental, technical, and economic analysis to guide portfolio management and also serves as a sub-advisor to a private fund.

Ronald Rough is a CFA® charterholder and holds a Series 65 license with 29 years of experience in the financial services industry. He is part of a nine-advisor team at FSA Wealth Partners in Rockville, MD, where he has worked since 2006. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm employs a technical analysis-driven investment approach supplemented by fundamental review and uses a structured process for client onboarding and communication.

Mitchell King is a financial advisor at Bull Harbor Capital LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance. Prior to his financial services career, he was employed at the University of Alabama at Birmingham and Madison Academy High School. 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 utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Ross Smyth Jr. is a CFA® charterholder with 20 years of industry experience. He is currently with Glassy Mountain Advisors, Inc., where he has worked since 2021, following a 16-year tenure at Edgemoor Investment Advisors, Inc. He holds a Series 63 license and is based in Bethesda, MD. Glassy Mountain Advisors provides wealth management and financial planning services to individual and institutional clients, managing approximately $370 million across about 127 client relationships. The firm employs a value-oriented, fundamental analysis investment approach and offers discretionary portfolio management along with financial planning at no additional charge.

Christina Bresnan is a CFA® charterholder with 20 years of experience in the financial advisory industry. She has been with Trumbower Financial Advisors LLC since 2005. Trumbower Financial Advisors serves individuals, families, and various types of plans and organizations with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process emphasizing a Conservative Fixed Income approach and manages a large asset base relative to its team size.

Aaron Wall is a CFA® charterholder with three years of industry experience. He is currently an advisor at Fidelis Capital and previously worked at Bank of America for six years. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, nonprofit organizations, and business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its investment process and serves a mix of retail, institutional, and investment company clients, including through sub-advisory roles.

James Joseph is a CFP® certified financial advisor with 22 years of experience, currently practicing at FSA Wealth Partners in Rockville, MD. He has worked at Financial Services Advisory, Inc. since 2004. FSA Wealth Partners is a fee-only fiduciary registered investment adviser serving individuals, business owners, foundations, trusts, and retirement accounts. The firm manages approximately $820 million across about 700 clients, employing both actively managed and passive investment strategies supported by technical and fundamental analysis.

Wayne Ferbert is a Series 65 licensed advisor with 15 years of experience in the financial industry. He is currently with Reyes Financial Architecture Inc., a team firm based in Columbia, MD, and has prior experience at ZEGA Financial, LLC, and Alpha Dna Investment Management. Outside of his advisory role, Ferbert co-founded and serves as co-managing director of a software and education business that supports online brokerages. Reyes Financial Architecture Inc. provides discretionary asset management, personalized financial planning, and consulting primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm follows a long-term investment approach, incorporating fundamental, technical, and cyclical analysis, and integrates complimentary financial planning as part of its asset management services.

Eliza Jeffereis is a financial advisor at Promethium with Series 65 and Series 66 licenses and two years of industry experience. Her prior work includes roles at GWU, DECA Inc., UC Leuven-Limburg, and Noble Americas Corp. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both high-net-worth and non-HNW individuals, as well as institutional clients such as pension plans, foundations, and nonprofits. The firm combines passive and active strategies with diversification across asset classes and continuously monitors client portfolios and any Independent Managers it employs.

Zemin Zhu is a financial advisor at Kendall Capital Management in Rockville, MD, holding a Series 65 designation with nine years of industry experience. He has been with Kendall Capital Management since 2016. Kendall Capital Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships through an eight-person advisory team. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and uses both long- and short-term strategies, including short sales and option strategies, tailored to clients' objectives.