Peter Gerlach Mack is a financial advisor at Axiom Value Wealth Management LLC in Rockville, MD. He holds a Series 65 designation and has over 20 years of experience, including a long tenure at State Department FCU. He is also a licensed insurance agent independent of his advisory role. Axiom Value Wealth Management LLC serves individual and high-net-worth clients with portfolio management and financial planning, employing a combination of fundamental and quantitative investment strategies. The firm also offers retirement education through workshops and webinars.

Steven Scott is a CFP®-certified financial advisor with five years of industry experience. He is currently with Arca Wealth, LLC, a team-based firm located in Bethesda, MD. Prior to joining Arca Wealth, he worked at Sandbox Financial Partners LLC and Ameriprise Financial Services, LLC. He is also a licensed insurance agent. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process that includes customized asset allocations and utilizes a range of investment options including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Chad Reineke is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he performs contract work in accounting for financial services. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million across 421 clients with a team of 28 advisors. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term investment strategies that incorporate mutual funds, ETFs, equities, fixed income, and tactical adjustments.

David Warner is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Warner Financial, Inc. since 2005 and previously worked at Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial, Inc. is a four-advisor team providing fee-only investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million, employing a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios using no-load mutual funds and ETFs.

Morgan Freund is a financial advisor at Family Office Research, LLC with a Series 65 designation and one year of industry experience. Prior to joining Family Office Research, Freund worked at CW Capital and Excel Sports. Family Office Research provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, pension plans, and business clients. The firm manages customized portfolios using fundamental analysis and both long- and short-term trading approaches, overseeing approximately $648 million in regulatory assets.

Kevin Peters is a financial advisor at XML Financial Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at XML Securities, LLC since 2019 and XML Financial, LLC since 2016. In addition, he is the owner and president of Lifestyle Life Insurance Agency, a business focused on life, disability, and long-term care insurance. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative and private investments.

Craig Lukin is a CFA® charterholder with 23 years of experience in the investment industry. He has worked at Roumell Asset Management, LLC for 21 years before joining Heritage Investors Management Corporation in 2025. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth individuals and institutions. The firm employs a long-term, buy-and-hold investment approach tailored to client objectives, managing a broad range of complex account types with an emphasis on diversification and execution quality.

Matthew Gilchrist is a CFP® and PFS™ with 17 years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. He serves as Treasurer on the board of Cura Personalis Project, a nonprofit organization supporting adults with disabilities. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors through comprehensive financial planning and multi-asset portfolio management, emphasizing alternative investments alongside traditional assets.

Joshua Edwards is a financial advisor at Intrua Financial with a Series 66 designation and two years of industry experience. He has worked at LPL Financial, LPL Enterprise, and PRUCO Securities. Prior to his financial services career, he spent four years with Beast Baseball LLC. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement plans, employing a comprehensive investment approach that combines fundamental, technical, and cyclical analysis to create custom portfolios.

Robin Drews is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Regal, Drews worked at Regulus Financial Group, LLC. Outside of financial services, Drews coaches high school field hockey and owns a vending machine business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party investment strategies with discretionary implementation and rebalancing authority granted by clients’ advisers.

Erin Rogers is a CFP® with 13 years of industry experience and currently an advisor at NorthRock Partners, LLC. Her prior experience includes roles at Lion Street Financial, Curi Capital, and Fidelity in both advisory and brokerage capacities. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with integration of private market allocations and AI-supported portfolio monitoring.

Vijai Rangarajan is a financial advisor with Legacy Wealth Management, LLC, holding a Series 65 designation and currently in his first year at the firm. He has prior experience at Northstar Group, Inc. and Akvarr, Inc., spanning over 18 years combined. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including in-house model portfolios and alternative investments, tailored to clients’ objectives and risk tolerances.

Jordan Vanoort is a CFP®, CFA®, and Series 66–licensed advisor with 19 years of industry experience. He has worked at XML Financial Group and its affiliated entity, XML Securities, LLC, since 2021 and previously spent 12 years with Wells Fargo Advisors Financial Network LLC. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a combination of fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Francisco Martinez is a CFP® with 17 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked at Client One Securities, LLC since 2011 and is the owner and president of Financial Choreography, LLC, where he provides financial planning and fixed insurance services. Additionally, he serves as an election judge for the Montgomery County Board of Elections in Maryland. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Pamela Flick is a CFP® professional with 21 years of experience in financial advising. She is currently with Merit Financial Advisors and has previously worked at firms including Triad Advisors, Inc. and National Planning Corporation. She volunteers as a backup signer on the bank account for Memorial United Methodist Church in Poolesville, MD, assisting in an emergency capacity. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, utilizing a long-term, diversified investment approach managed through centrally overseen model portfolios and third-party sub-advisers.

Clinelle Jean is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at H. Beck, Inc. and Kestra Advisory Services LLC, among other firms. She serves as a trustee for First Missionary Baptist Church, contributing to decision-making on church operations and budgeting. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across about 145 advisors. The firm serves individuals, high-net-worth families, and various institutional clients, combining centrally managed strategies with locally managed portfolios and employing a diverse investment approach that includes fundamental analysis, ESG risk models, and tax-managed direct indexing.

Michael Shires is a CFP® with 10 years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Private Advisor Group, LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients, including individuals, families, trusts, charitable organizations, and institutional investors, and employs a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Freddie Watson is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1989. Outside of his advisory role, Watson serves as president of Watson Family Farms LLC, a farming business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Selena Kemp is a financial advisor at Procyon with Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Wells Fargo Clearing for six years before joining Procyon in 2022. Outside of her advisory role, she is the CEO of SK Consulting Solutions, a firm focused on reviewing and improving financial systems for businesses. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets, primarily on a non-discretionary basis, utilizing fundamental analysis across various asset classes and employing AI tools to support research and monitoring.

Nino Sujashvili is a financial advisor at Choreo, LLC with a Series 65 designation and approximately six years of industry experience. His prior roles include positions at BDO Wealth Management and Biegel and Waller LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.