Assaf Pinchas is a CFP® with 30 years of experience, currently serving as an advisor at Allegiance Financial Group. He has held roles at Allegiance Financial Group and associated entities since 2001 and is also a registered representative of The Strategic Financial Alliance. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans, providing discretionary and non-discretionary investment management alongside holistic financial planning and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term perspective, with client accounts reviewed quarterly.

Gregory Blake is a financial advisor at TritonPoint Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs Personal Financial Management, WMS Partners, Convergent Wealth Advisors, and AllianceBernstein. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a long-term asset allocation strategy that integrates public equities, fixed income, and private-market alternatives, utilizing both quantitative and fundamental analysis to select securities and managers.

James Bailey is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Torray Investment Partners LLC since 2010 and previously at Resolute Capital Management from 1999 to 2011. 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 focused on quality and long-term growth, managing concentrated portfolios across large cap growth, small/mid cap growth, and equity income strategies.

Charles Kimmel III is a financial advisor with Councilor Wealth LLC in Bethesda, MD, holding a Series 63 designation and 15 years of industry experience. He previously worked at SPC Financial Inc. and Raymond James Financial Services, Inc. from 2009 to 2023, and has been with MBI LLC since 2025. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations, employing a combination of fundamental analysis, technical analysis, and modern portfolio theory to implement long-term investment strategies. The firm offers discretionary and non-discretionary account management and integrates financial planning with tax and accounting services through its ownership by Councilor, Buchanan & Mitchell, P.C.

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.

Cathleen Phelps is a financial advisor with Monument Wealth Management in Alexandria, VA, holding a Series 65 license and four years of industry experience. She has been with Monument Wealth Management since 2015. Outside of her advisory role, she is associated with CDP Consulting LLC, a consulting business based in Alexandria. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates with investment advisory and financial planning services. The firm manages approximately $648 million across a team of nine advisors and employs a range of strategies including discretionary asset management, modular and full financial plans, and access to independent managers and private funds for qualified clients.

Alex Graham is a financial advisor at Graham Capital Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Graham Capital Wealth Management since 2015. In addition to his advisory role, he serves as president of Graham Capital Advisors LLC, an insurance-focused and estate planning firm, where he manages employees, technology, and accounting functions. Graham Capital Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, utilizing a combination of ETFs, bonds, low-cost mutual funds, and individual stocks with a long-term investment approach supported by fundamental, technical, and cyclical analysis.

Edward Giese is a Series 65-registered financial advisor with 14 years of industry experience. He is currently with Promethium Advisors, LLC, where he has worked since 2024. Prior to joining Promethium, he was with Sargent Investment Group LLC and United Capital Financial Advisors. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both individual and institutional clients. The firm employs a diversified investment approach, combining passive and active strategies, alternatives, and tactical asset allocation, and manages a wrap fee program that encompasses the majority of its assets.

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.

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.

Stein Olavsrud is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with FBB Capital Partners since 2004. FBB Capital Partners serves individual and high-net-worth clients, family offices, and institutions with financial planning and discretionary portfolio management. The firm employs diversified, low-cost portfolios incorporating traditional and alternative investments, using model portfolios and target asset allocations, and oversees approximately $2.39 billion in assets across a team of 11 advisors.

Debora May is a CFP® with 29 years of industry experience and is affiliated with Councilor Wealth LLC, a team-based advisory firm. She has worked at May Barnhard Investments, LLC since 2013 and previously at May & Barnhard, PC from 1989 to 2018. In addition to her financial advising role, she is a full-time CPA providing both financial planning and accounting services. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, using a mix of fundamental and technical analysis along with modern portfolio theory. The firm manages client assets directly and integrates investment advice with tax and accounting services through its parent company structure.

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.

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.

Patrick Kimmel is a financial advisor at WealthCrest Financial Services, LLC in Springfield, VA, holding a Series 66 designation with six years of industry experience. His prior roles include work with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research. WealthCrest Financial Services serves individual investors, including high-net-worth clients, and pension or profit-sharing plans by providing financial planning, investment supervisory services, and consulting. The firm manages approximately $507.5 million in discretionary assets, primarily using the Cambridge Managed Account Platform with a combination of fundamental and technical analysis.

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.