Momodou Bojang is a financial advisor with Axiom Value Wealth Management LLC, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has worked at various firms including USAdvisors Wealth Management and Securities America Advisors, Inc. He is also the founder and CEO of Axiom Value, LLC, an investment and retirement planning business. Axiom Value Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm integrates planning with ongoing asset management and uses a variety of investment strategies, including fundamental and quantitative analysis, while employing a third-party sub-advisory model and custodial resources for client education.

Michael Mattison is a financial advisor at PlanVest Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanVest Financial since 2018, with previous experience at LPL Financial and Purshe Kaplan Sterling Investments. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm employs a comprehensive approach including fundamental and technical analysis, offering multiple engagement models and managing discretionary and non-discretionary portfolios.

Hunter Adams is a CFP® professional with four years of industry experience. He currently works at Brown | Miller Wealth Management, LLC, joining the firm in 2023 after a prior role at Merrill. His background also includes positions in education and hospitality. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations combining active and passive strategies and provides both discretionary portfolio management and consulting services through an 11-advisor team.

Cornell Abod is the sole advisor at Beacon Investment Advisors LLC with a Series 65 credential and 23 years of industry experience. He has been with Beacon since 2003 and is also the owner of C.P. Abod & Co., LLC, an accounting firm, as well as Beacon RPC, LLC, a retirement plan consulting company. Beacon Investment Advisors LLC provides discretionary wealth management, portfolio management, and financial and retirement planning services to individuals, families, high-net-worth households, trusts, estates, corporations, and retirement plans. The firm manages approximately $542 million in discretionary assets and uses fundamental analysis to develop client-specific investment plans that often include diversified portfolios and derivative strategies.

Jacob Defilippo is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 66 credential and over 10 years of industry experience. He has worked at Beacon Global Advisor Network, LLC, Regulus, LLC, and Delta Financial Advisors, Inc. He is also a silent investor in a real estate renovation project with family members. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm integrates advisory services with in-house accounting and tax capabilities, managing approximately $208 million for around 218 client relationships.

Bryce Sistrunk Lewis is a CFA charterholder with four years of experience at Edgemoor Investment Advisors, Inc. Prior to joining Edgemoor in 2022, he worked at Morgan Stanley for five years. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm follows a value-oriented, fundamental analysis process focused on long-term capital appreciation, capital preservation, and income generation.

Brian Bass is a financial advisor at McLean Asset Management Corporation with 11 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining McLean Asset Management in 2021, he worked at Cetera Advisors LLC for six years. Outside of his advisory role, Bass is an alumnus of the Baltimore Orioles and participates in appearances and autograph sessions. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation, incorporating tax-managed strategies and ESG screening options.

Jake Ransom is a financial advisor at TritonPoint Wealth, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Big Whiskey's and Uber. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach focuses on long-term asset allocation using public equities, fixed income, and private-market alternatives, supported by both quantitative and fundamental analysis.

Ricardo Rosenberg is a financial advisor at Sargent Investment Group with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sargent Investment Group since 2018, following previous roles at Wells Fargo Clearing and Prudential Equity Group. Rosenberg serves as a trustee for his wife's trust. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, and pooled investment vehicles. The firm employs a consultative, goals-based approach to construct customized portfolios and offers both discretionary and non-discretionary management, targeting primarily higher-asset households while accommodating smaller relationships in certain cases.

Amy Moore is a CFP® professional with five years of industry experience. She joined OLIO Financial Planning in 2020 after six years with Edward Jones. Amy is part of an 11-advisor team based in McLean, VA. OLIO Financial Planning serves individual clients, retirement plans, charitable organizations, and corporations, managing approximately $600 million across several hundred client relationships. The firm combines fundamental, technical, charting, and cyclical analysis to implement a buy-and-hold, core-and-satellite investment approach and offers financial planning, portfolio management, retirement-plan advisory, business consultation, and educational workshops.

Brian Mcgregor is a financial advisor at Sargent Investment Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Deutsche Bank Securities Inc. He serves as a board member and Investment Committee member for The Washington Home charitable foundation, which provides hospice care. Sargent Investment Group offers investment advisory and financial planning services to a range of clients including individuals, trusts, estates, nonprofits, and corporations. The firm uses a goals-based approach to develop customized portfolios and manages both discretionary and non-discretionary accounts, with additional services such as retirement-plan consulting and management of pooled private funds.

Sarah Racek is a CFP® certificant with three years of experience in financial planning. She has been with OLIO Financial Planning since 2022. Prior to entering the financial services industry, she worked in athletics and the food industry and was affiliated with Virginia Tech. OLIO Financial Planning serves individual clients across a range of wealth levels, as well as retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and portfolio management using a blend of fundamental and technical analysis and a buy-and-hold investment approach, with fee structures based on project, fixed, hourly, or recurring arrangements rather than assets under management.

Christopher Brown is a Certified Financial Planner (CFP®) with 33 years of industry experience. He currently works at Brown | Miller Wealth Management, LLC, where he has served since 2020, following 12 years at Wells Fargo Clearing. Brown is an emeritus trustee of the University of Georgia Foundation and a co-owner of Surfrock, LLC, a family real estate management company. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocation strategies that combine active and passive investments and provides both discretionary portfolio management and consulting services through an 11-advisor team.

Joseph Van Name is a CFP® with 19 years of industry experience and is affiliated with Advisors Financial, Inc. He has been with the firm since 2001 and has also worked at Cetera Advisor Networks LLC since 2013. Outside of his advisory work, he serves in leadership roles on several nonprofit boards, including as Vice President of the Board of Trustees for the Masonic Foundation of the District of Columbia and President of the Board of Trustees of IOOF Temple. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, foundations, endowments, and charitable organizations. The firm’s six-person advisory team manages approximately $321 million in discretionary assets, employing a multi-year investment approach guided by an in-house committee while accommodating client-specific constraints and tax considerations.

Nathan Forristal Garcia is a CFP® with 13 years of industry experience, currently serving as an advisor at Strategic Wealth Partners, Ltd. since 2017. Prior to this, he worked at Westbourne Investments Inc for two years. Outside of financial advising, he owns and manages a digital marketing and advertising business, Mavrik Digital. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion, serving individuals, pension plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a diversified investment approach that includes both long- and short-term strategies.

Caroline Hess is a financial advisor at Alpha Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Alpha Financial Advisors, she worked at Optomi and held roles at East Carolina University and The Golf Club at Lansdowne. Alpha Financial Advisors serves individual and high-net-worth clients, including a pension/profit-sharing plan, typically working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive, life-centered financial planning and discretionary portfolio management, combining modern portfolio theory with a range of analytical approaches to tailor strategies to clients’ goals and risk tolerance.

Megan Madden is a CFP® professional affiliated with Delta Financial Advisors, Inc. in Kensington, MD, with eight years of industry experience. She has held roles at firms including UBS Financial Services, The Prudential Insurance Company of America, and LPL Enterprise. Outside of finance, she is a fitness instructor serving as a pro coach for Solidcore. Delta Financial Advisors serves individual and high-net-worth clients with wealth management and financial planning services. The firm provides customized portfolio management using mutual funds and ETFs, incorporating fundamental and technical analysis, and offers additional services including accounting and tax preparation through a licensed CPA.

Michael Cuozzo is a CFP® professional with seven years of industry experience, currently serving at Condor Capital Wealth Management since 2022. His prior roles include positions at Cetera Advisor Networks, Taylor Financial Group, CWM, LLC, and The Prudential Insurance Company of America. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial and pension plan consulting. The firm employs a fee-only investment approach utilizing diverse asset classes, including direct indexing and private funds, supported by AI tools and a multi-office structure.

Jeremy Meek is a CFP® professional with 18 years of industry experience. He has been with D'Orazio & Associates, Inc. since 2014 and holds a Series 65 license. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm employs a long-term, globally diversified investment approach primarily based on fundamental analysis, supplemented by quantitative tools, and manages approximately $1.44 billion across an eight-person advisory team.

Lisa Schaefer is a financial advisor at KFA Private Wealth Group, LLC with two years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Minnesota Life Insurance Co. Outside of her advisory role, she delivers financial literacy education presentations to government employees as an independent contractor. KFA Private Wealth Group advises individuals, trusts, estates, employer retirement plans, and business entities, offering financial planning, retirement plan consulting, and investment management alongside in-house tax preparation and accounting services. The firm uses goal-based strategic asset allocation and combines passive and active management with an emphasis on manager selection and low-cost share classes.