Ryan Ferrell is a financial advisor at TritonPoint Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at firms including United Capital Financial Advisers and Wells Fargo Clearing. Prior to his financial services career, he operated Ferrell Lawn Care, LLC for ten years. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a long-term asset allocation strategy informed by modern portfolio theory, combining public equities, fixed income, and private-market alternatives, and utilizes model portfolios and independent manager oversight to implement client strategies.

Eric Randolph is a CFP® professional with 25 years of industry experience. He has worked at Steigerwald, Gordon & Koch - Wealth Advisors since 2022 and previously spent 19 years at Hopwood Financial Services, Inc. He holds Series 63 and Series 65 licenses. Steigerwald, Gordon & Koch provides discretionary investment advisory services and standalone financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios across equities, fixed income, mutual funds, and ETFs, tailoring allocations to client objectives and employing both long- and short-term strategies.

Pedrom Sadeghi is a CFP® and Series 65-registered advisor with Hopwood Financial Services, Inc. He has four years of industry experience, including roles at Hopwood Financial Services and S. Mostafa Sadeghi, CPA. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm uses an Investment Committee to oversee a diverse portfolio approach with multi-year holding horizons and maintains a team-based structure with six advisors managing approximately $666.6 million.

James Patterson is a CFP® with 19 years of industry experience currently serving at KFA Private Wealth Group, LLC. He has worked at Arete Wealth Management and Spire Securities, LLC prior to his current role. In addition to his advisory work, he holds a license as an insurance agent. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, providing financial planning, retirement consulting, investment management, and in-house tax and accounting services. The firm employs goal-based strategic asset allocation with broad diversification, combining passive and active management, and operates a wrap fee program to reduce transaction costs for clients.

Daniel Cooper is an advisor at Brighter Financial Capital Management, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Madison Avenue Securities, Clark & Associates, Inc. Financial Solutions, and Kalos Capital, among others. Cooper is involved in fixed insurance sales through Clark & Associates, Inc. Financial Solutions. Brighter Financial Capital Management provides investment and financial planning services to individuals, including high-net-worth clients, as well as corporations and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, ERISA plan advisory, and multi-tiered financial planning, often engaging third-party managers while maintaining the client relationship.

Matthew Elmore is a financial advisor at Sargent Investment Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at T.M. Wealth Management and Ameriprise Financial Services. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning 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 uses third-party managers and technology to monitor risk and performance, also serving as an investment manager to private funds for accredited investors.

Neil Kaplan is a financial advisor at SimplyRIA Advisor Network with nine years of industry experience. He holds a Series 65 designation and has worked at Caitlin John, LLC and Guardian Pointe Private Wealth Management, LLC. In addition to his advisory role, he owns and operates KIS Financial, LLC, a business focused on college funding solutions and insurance products. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing ongoing investment management, financial planning, and consulting services. The firm combines strategic asset allocation, active and passive management, and offers both discretionary and non-discretionary account options through a corporate RIA structure hosting multiple independent advisory practices.

Andrew Yashin is a CFA® charterholder with 10 years of industry experience. He has been with Signet Financial Management, LLC since 2014. The firm provides wealth management, discretionary portfolio management, financial planning, retirement-plan advisory, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Signet manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment process that combines fundamental and quantitative analysis to construct diversified portfolios.

Gay Truscott is a CFP® with 14 years of industry experience, currently serving as Senior Vice President at Edgemoor Investment Advisors, Inc. She has been with Edgemoor and Integrity Funds Distributor, LLC since 2011. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios intended for long-term capital preservation, appreciation, and income.

James Mersereau is a CFA® charterholder and holds a Series 65 license, with 36 years of industry experience. He has been with Carderock Capital Management, Inc. since 1986. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pensions, profit-sharing plans, and charitable organizations. The firm employs an active, primarily long-term investment approach using fundamental, quantitative, and technical analysis to build customized investment plans.

Michael Wakeham is a financial advisor at Acorn Financial Advisory Services, Inc. He holds a Series 65 designation and has worked in the financial industry since 2015, including positions at Bloomsbury Wealth and Caroline Banks & Associates Ltd. He is currently based in Reston, VA. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, trusts, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across about 2,300 to 2,400 clients, offering both custom and model-based portfolios with discretionary and non-discretionary management.

William Mc Caffrey is a CFP® and Series 65-licensed advisor with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously at AIM Advisors. Prior to his financial advisory career, he was employed at Virginia Tech and Landmark Reclamation Co. Glassy Mountain Advisors provides wealth management to individual and institutional clients, focusing on high-net-worth individuals with discretionary investment management and integrated financial planning. The firm employs a value-oriented, fundamentals-based investment approach and offers customized portfolios including ESG-focused options.

Wesley Reed is a Series 65-licensed financial advisor with two years of industry experience. He currently works at Chesapeake Investment Management LLC and has prior experience at Hanover Company and Florida Financial Advisors. Before entering financial services, Reed worked at Wintergreen Ski Resort and the YMCA. Chesapeake Investment Management provides fee-based asset management and consulting primarily to high-net-worth individuals, trusts, foundations, not-for-profits, corporations, and retirement plans. The firm emphasizes individualized, discretionary portfolio management with portfolios focused on individual equities and fixed income, serving roughly 400 client accounts with approximately $200–210 million in assets under management.

Anthony Logiudice is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding a Series 66 designation and five years of industry experience. He previously worked at National Securities Corp from 2017 to 2022 and Ceros Financial Services, Inc. since 2022. Outside of his advisory role, he is the owner of A+D All Day LLC, an auto transport startup that is not currently operating. AtCap Partners provides investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods, including fundamental and technical analysis, and incorporates market-timing strategies alongside access to third-party asset managers and alternative investments.

Blake Fellows is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 66 license and bringing 25 years of industry experience. He has worked at multiple firms including LPL Financial and Coastal Equities, Inc., and has maintained his own advisory practice under Fellows Financial Group since 2015. Outside of advisory work, he serves as president of Fellows Risk Solutions, an agency specializing in life, health, disability, and long-term care insurance. Wealthcare Capital Partners, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in assets and utilizes a goals-based, evidence-based investment process integrating behavioral economics and quantitative metrics.

Tricia Lepofsky is a Series 65-licensed advisor at KFA Private Wealth Group, LLC with six years of industry experience. She has been with KFA Private Wealth Group since 2016. Outside of her advisory role, she serves as the president of the Washington DC chapter of the Austin Peay University National Alumni Association. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities, offering financial planning, portfolio management, retirement plan consulting, and wealth management. The firm employs a goal-based investment approach combining passive and active management, with ongoing manager due diligence and client engagement.

Kristina Fernandes is an advisor at Hughes Financial Services, LLC, holding a Series 65 credential. She has three years of industry experience, including nine years of prior work at Sloper's Stitch House. 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 offers discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that incorporates firm-developed model portfolios, ongoing monitoring, and access to unaffiliated independent managers.

Barry Bass Jr. is a CFP® and ChFC® with 22 years of industry experience. He is currently with Northwest Financial Advisors LLC and has previously worked at Fulton Bank, Raymond James Financial Services, and M&T Securities. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach tailored to clients’ time horizons, risk tolerance, and objectives, implementing strategies primarily through LPL Financial custodial programs and an outsourced chief investment officer program.

Christopher Warner is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has worked at Warner Financial, Inc. since 2008 and was previously with Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial, Inc. is a team of four advisors providing fee-only investment advisory and financial planning services primarily to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million using a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios.

Robert Tucker III is a financial advisor at Reston Wealth Management with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Reston Wealth Management since 2009, following a 21-year tenure at LPL Financial. Outside of his advisory role, he owns a SweetFrog franchise through a business entity. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and institutional clients. The firm employs a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies, supported by fundamental analysis and institutional research.