Richard Clonch is a CFP® professional with over 21 years of industry experience. He is currently an advisor at PlanVest Financial, Inc., where he has worked since 2017. His prior experience includes roles at LPL Financial and UBS Financial Services. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients by providing comprehensive wealth and investment management services. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analysis and offers various fee structures, including a wrap fee program and a dedicated federal-employee planning service.

Masood Vojdani is a financial advisor with Mv Capital Management, Inc. in Bethesda, MD, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Mv Capital Management since 2005 and Purshe Kaplan Sterling Investments since 2006, as well as involved with MV Financial Group since 1991. In addition to advisory services, he provides consulting related to exit planning through MV Financial Group. Mv Capital Management, Inc. serves individual and high-net-worth clients along with institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation, security selection, and ongoing monitoring, with portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Kerby Baden is a financial advisor at Acorn Financial Advisory Services, Inc. with eight years of industry experience. He holds a Series 65 designation and also works as a lawyer and a full-time senior tax accountant at Canto, Rausch, Deck & Co, PA, occasionally providing clients advice related to these roles. Acorn Financial Advisory Services offers personalized 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 a broad client base, providing both custom and model-based portfolios with discretionary and non-discretionary management options.

Justin Souder is a financial advisor with Acorn Financial Advisory Services, Inc. in Reston, VA. He holds a Series 65 designation and has five years of industry experience. Prior to joining Acorn in 2020, he worked at Falls Road Golf Course for four years. Acorn Financial Advisory Services provides personalized 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 for around 2,300 to 2,400 clients through 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management.

Brendan Hughes is a financial advisor at Lafayette Investments, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Lafayette Investments since 2015. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.

Michael Mcintyre is a CFA® charterholder with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously held roles at Proshares Advisors, T. Rowe Price, and Morgan Stanley. Glassy Mountain Advisors provides wealth management services primarily to high-net-worth individuals and institutional clients, combining discretionary investment management with integrated financial planning. The firm uses a value-oriented, fundamentals-based approach to build diversified equity and income portfolios and offers customized asset allocation, including ESG-focused options.

Keron Smith is an advisor with Brighter Financial Capital Management, LLC in Reston, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Brighter Financial Capital Management, he held various roles in financial services, including positions at Wells Fargo Advisors, Ameriprise Financial, and BayPoint Wealth. 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, multi-tiered financial planning, and educational seminars, often implementing client programs under discretionary authority with ongoing monitoring and support.

Samuel Beach Jr. is a financial advisor with Sargent Investment Group, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Sargent Investment Group provides investment advisory and financial planning services to a range of clients including individuals, trusts, estates, non-profit organizations, and corporations. The firm employs a consultative, goals-based process to create customized portfolios and manages both discretionary and non-discretionary assets, serving primarily higher-asset households.

Benjamin Hilyard is a financial advisor at Fidelis Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for 17 years at Bank of America, Private Bank. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a model-driven investment process that integrates quantitative, fundamental, technical, and economic analysis to manage portfolios using both long- and short-term strategies.

Jonathan Adams is a Chartered Financial Consultant (ChFC®) with 33 years of industry experience. He has been with Northwest Financial Advisors LLC since 2014 and also maintains an affiliation with LPL Financial, LLC since 2007. Adams is licensed to sell non-variable insurance products, including universal life, whole life, and disability insurance. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial’s custodial programs and Outsourced Chief Investment Officer (OCIO) services to support portfolio management and oversight.

Peter Baker is a financial advisor at Preston Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Catoctin Wealth Management LLC and Ameriprise. Baker serves on the board of directors for Ruritans of Lucketts, a nonprofit community aid group. Preston Wealth Advisors provides investment and planning services to individuals, families, retirement plan sponsors, and other entities. The firm employs a blend of active and passive strategies, utilizing technical, quantitative, cyclical, and strategic analyses to manage portfolios and private pooled investment vehicles.

Laura Hodgson is a financial advisor at Sargent Investment Group with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley, Raymond James Financial Services Advisors, Inc., and The Meakem Group of Raymond James. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to tailor asset allocation and portfolio management, including the use of third-party managers and ongoing portfolio monitoring.

David Alicea is a CFP®-credentialed financial advisor at Fruitful with three years of industry experience. He previously worked at Matt Aaron and held multiple roles at Northwestern Mutual, including wealth management and investment services. Alicea served four years in the United States Marine Corps and attended the United States Naval Academy. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm emphasizes personalized planning with passive, low-cost investment strategies focused on ETFs and index funds, serving primarily non-high-net-worth individuals.

David Greenleigh is a financial advisor with LGG Financial in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors and The Luts & Greenleigh Group, Inc. He serves as vice-chairman for fundraising at the Trip McNealy Foundation, which hosts events to raise money for military charities. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, discretionary investment approach using diversified portfolios and integrates third-party platforms and lending features uncommon among similar advisory teams.

Susette Gustini is a financial advisor at Sargent Investment Group with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sargent Investment Group since 2018, following eight years at SKG Group. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, defined-contribution plans, and pooled investment vehicles. The firm employs a consultative, goals-based process to develop customized asset allocations and manages portfolios with ongoing monitoring and rebalancing.

Lloyd Polmateer is a financial advisor at Bull Harbor Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life for over two decades before joining Bull Harbor Capital in 2023. He is the Executive Director of FFG Cares, a charitable foundation supporting military veterans, disadvantaged youth, medical research, and financial literacy. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term investment strategies and maintaining various third-party advisory relationships.

Beth Ann Leake is a Series 65-registered advisor with Sentinel Asset Management, LLC. She has been with Sentinel since 2024 and previously worked at Kelly Dorsey PC for 13 years. Sentinel Asset Management, LLC offers comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, managing approximately $63.2 million across about 495 households. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, with regular account monitoring and oversight of third-party managers.

Kedest Baharu is a financial advisor at Mv Capital Management, Inc. with 26 years of industry experience. She holds a Series 65 designation and has worked at Purshe Kaplan Sterling Investments and Mv Capital Management since 2006, as well as Mv Financial Group since 1998. Mv Capital Management, Inc. serves individual and high-net-worth clients, as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, standalone financial planning, and consulting, with a focus on customized asset allocation and regular portfolio monitoring.

Angela Holland is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has held compliance and advisory roles at Innovation X Advisors LLC, Foothill Securities, Inc., Advisors Preferred, LLC, and Ceros Financial Services, Inc. Outside of her financial services career, she operates Clearwater Fan Girl, LLC, a sports entertainment fan webpage and podcast. AtCap Partners provides investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a mix of proprietary strategies, sub-advisors, and outside managers, combining fundamental and technical analysis with market-timing techniques as part of its approach.

Kevin Galvin is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with Hopwood Financial Services, Inc. since 2015, where he is part of a six-advisor team based in Potomac, MD. 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 employs a multi-year investment approach overseen by an Investment Committee and manages approximately $666.6 million across about 273 client households.