Victoria Shubert is a financial advisor with Bull Harbor Capital LLC and holds Series 63, 65, and 66 licenses. She has 27 years of industry experience, including a tenure at Morgan Stanley Smith Barney LLC from 2014 to the present. Outside of her advisory role, she serves as a board member on the Atlee High School PTA in Mechanicsville, VA. 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 implements client strategies through a combination of direct investments, independent managers, and third-party platforms.

Jake Schoenfeld is a financial advisor at TritonPoint Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Goldman Sachs, GTT Communications, Monumental Sports & Entertainment, and Hospitality Investors Trust. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse clientele including individuals, trusts, charitable organizations, and corporations. The firm employs a long-term asset allocation strategy that integrates public equities, fixed income, and private-market alternatives, utilizing independent managers, model portfolios, and technology platforms to implement client strategies.

Sara Galvin is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 66 licenses and nine years of industry experience. Her work history includes roles at Ceros Financial Services, Resource 1, Inc., Beskin-Divers Insurance Group, Inc., and Currency Exchange International. Outside of advising, she has served as an office manager for an RIA, handling administrative tasks including regulatory filings and license maintenance. AtCap Partners provides investment management and financial planning services to individual and institutional clients, utilizing proprietary strategies, third-party managers, and a blend of analytical methods including fundamental and technical analysis. The firm incorporates alternative investments and market-timing techniques in client portfolios and offers back-office and compliance support to investment firms.

Seth Emers is a financial advisor at Axiom Value Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he served for 21 years at the U.S. Department of State and retired from federal government service in 2024. Axiom Value Wealth Management LLC serves individual and high-net-worth clients with portfolio management and financial planning. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education through workshops and webinars.

Jaime Quiros is a CFP® certificant with 13 years of experience in the financial industry. He has worked at FBB Capital Partners since 2014 and 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 across a team of 11 advisors, using diversified, low-cost portfolios supported by fundamental and quantitative analysis and employing model portfolio structures to guide investment decisions.

Michael Perhac is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. He has been with Trumbower Financial Advisors LLC since 2015. Trumbower Financial Advisors serves individuals, families, and various institutions with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process focused on a Conservative Fixed Income approach and manages a substantial asset base with an emphasis on non-discretionary client relationships.

Anuj Grover is a CFP® designated financial advisor with 25 years of industry experience. He is currently with Lake Street, a team-based firm, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Lake Street serves individual and high-net-worth clients, as well as business entities, retirement plans, trusts, and charitable organizations. The firm employs a multifaceted investment approach emphasizing asset-class allocation, diversification, and tax awareness, and sponsors affiliated private funds available to select clients.

Stuart Rainer is a financial advisor with NobleBridge Wealth in Herndon, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked with NobleBridge Wealth Management since 2019 and previously served at Avenir Private Advisors, Great Lakes & Atlantic Wealth Management, and as a private consultant. NobleBridge Wealth Management is an SEC-registered firm with a seven-adviser team managing approximately $214 million in assets, serving individuals, high-net-worth families, retirement plans, trusts, and foundations. The firm uses a combination of fundamental, quantitative, and technical analysis across various investment strategies and offers a range of services including financial planning, retirement plan consulting, and third-party manager selection.

Eric Dunner is a CFP® professional at Glassman Wealth Services, LLC with 17 years of industry experience. He has been with Glassman Wealth Services since 2015. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations. The firm’s approach includes the use of mutual funds, ETFs, independent managers, and private investment funds, with a policy requiring client authorization for cryptocurrency purchases.

Jo Ann Weinhardt is a financial advisor with Hughes Financial Services, LLC in Herndon, VA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Hughes Financial Services since 2016. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that combines investment management, trading, and custodial services, utilizing firm-developed model portfolios and a range of investment techniques.

Mark Underwood is a financial advisor at Mv Capital Management, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Mv Capital Management, and Mv Financial Group since 2002. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation, security selection, and ongoing portfolio monitoring conducted by an Investment Committee and supported by in-house research.

Scott Freund is a financial advisor with Family Office Research, LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Family Office Research since 2005. Outside of his advisory role, Freund is involved in consulting, personal investments, and publishing through Lower St Clair LLC, and serves as a consultant and part owner of FarmTogether US Farmland Fund LP, advising on fund operations and coordination. Family Office Research, LLC provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, employer plans, and businesses. The firm manages approximately $580.9 million in assets and emphasizes individualized portfolio supervision with tailored investment strategies for high-net-worth and institutional clients.

William Fitzgerald V is a financial advisor at Bnb Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Bnb Wealth Management, he worked at Raidal Power and New Columbia Solar. He also has experience with Johnson Control PLC and studied at Miami University. Bnb Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm manages diversified portfolios primarily using mutual funds and offers financial planning, pension consulting, and participant education services through a multi-office team of advisors.

Brian Zaczynski is a CFA® charterholder with seven years of industry experience. He has been with Torray Investment Partners LLC since 2016. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process with a quality, long-term orientation implemented across large cap growth, small/mid cap growth, and equity income strategies, managing concentrated portfolios with explicit risk controls.

Vincent Barrett is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Financial Advisory Services, Inc. since 2017. He also has a longstanding role at Thomas F Barrett Inc beginning in 2013. Outside of his advisory work, Barrett is Vice President of an independent TPA/Record Keeper and manages an individual life/health business along with group employee benefit plans. Acorn Financial Advisory Services provides financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across about 2,300 to 2,400 clients with 11 advisors, offering both custom and model-based portfolios through discretionary and non-discretionary management across multiple platforms.

Christopher Rhyne is a financial advisor at Sargent Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Reinhart Partners, Inc. for eight years before joining Sargent Investment Group in 2022. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and manages private funds requiring accredited investors, overseeing approximately $1.28 billion in assets.

Gregory Mattingly is a CFP® professional with 20 years of industry experience. He has been with Preston Wealth Advisors, LLC. since 2013, where he is involved in financial planning, client relationships, and trading. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm uses a combination of active and passive portfolio management with model-driven strategies and offers services including separately managed accounts, fiduciary plan services, and private pooled investment vehicles.

Donald Unger is a financial advisor with Acorn Financial Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. His prior roles include positions at Voya Financial Advisors and Old Dominion Investment & Retirement Advisors. Unger serves as an unpaid at-large board member of the Tuckahoe Volunteer Rescue Squad, a nonprofit organization. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered advisor managing approximately $1.4 billion for individuals, families, institutions, and nonprofit entities. The firm implements globally diversified portfolios using various securities and third-party managers, and it offers defined model strategies alongside tax planning, private capital activities, and educational seminars.

Richard Baker is a financial advisor with Milestone Asset Management, LLC, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. He concurrently serves clients at Brookstone Capital Management and Legacy Capital Planners, where he provides tax planning services. Mr. Baker is a board member of The Prepare Institute, a nonprofit organization. Milestone Asset Management offers discretionary asset management and modular financial planning primarily to individual clients, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches, utilizing both firm-developed and third-party model portfolios, overlay management, and access to a variety of sub-advisers and derivative-based investment tools.

Nathan Gertler is a financial advisor with Acorn Financial Advisory Services, Inc., holding a Series 66 designation and six years of industry experience. He has worked at several firms including Quincy Wells Capital, Great Point Capital, and Equitable Advisors. Acorn Financial Advisory Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $1.4 billion across various accounts. The firm serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, implementing globally diversified portfolios through a range of investment vehicles and strategies.