Jacob Thompson is a financial advisor at Bull Harbor Capital LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ashford Advisors for two years. His background also includes four years in academia at the University of Georgia and four years at Chamblee High School. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million for around 421 clients through a team of 28 advisors. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term portfolios and a combination of direct investment and third-party advisory relationships.

David Armstrong is a CFA® charterholder with 27 years of industry experience. He is a financial advisor at Monument Wealth Management, where he has worked since 2013. His prior experience includes roles at LPL Financial and Merrill. Outside of his advisory work, he serves as Chair of the Investment Committee and a Director at a community foundation, hosts and produces a podcast called Moments in Leadership, and operates a charter boat sightseeing business. Monument Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $648 million through a team of nine advisors, offering a range of investment strategies that include ETFs, mutual funds, individual equities, and access to private funds and independent managers.

Judith Barnhard is a CFP® professional with 12 years of industry experience, currently serving at Councilor Wealth LLC, a team-based firm. She has managed May Barnhard Investments, LLC since 2013 and previously worked at May & Barnhard, PC, a full-service accounting firm providing accounting, tax, and financial planning services, from 1991 to 2018. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, employing long-term strategies based on fundamental and technical analysis and modern portfolio theory. The firm typically seeks discretionary trading authority and integrates financial planning with investment advisory services.

Matthew Lipscomb is a financial advisor at Bull Harbor Capital LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bull Harbor Capital in 2025, he worked at Park Avenue Securities LLC for 26 years and has been affiliated with Guardian Life Insurance Company since 1992. Outside of his advisory role, he mentors college students during their summer internships and operates a hunting outfitter business with a strict vetting process. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and manages portfolios through a range of investment vehicles, including independent managers and third-party platforms.

Marcio Silveira is a CFP® and CFA® with 17 years of industry experience. He is currently with First Affirmative Financial Network LLC and has held roles at Cambridge Investment Research and other firms. He serves as a board member of the Brazilian Association for Culture and Education and the Financial Planning Association National Capital Area. First Affirmative Financial Network, operating as Formative, provides fiduciary investment management, financial planning, and retirement-plan consulting to individuals, institutions, and high-net-worth clients nationwide. The firm emphasizes values-aligned and faith-based investing, integrating ESG factors into diversified portfolio construction.

Mitchel Schlesinger is a CFA® charterholder with 20 years of industry experience. He is currently with Evermay Wealth Management, LLC, where he has worked since 2021. Prior to joining Evermay, he held roles at Wells Fargo Bank NA and Stone Bridge Investment Partners LLC. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach, tailoring investment strategies to client profiles that consider goals, risk tolerance, liquidity needs, and time horizon, while offering discretionary and non-discretionary management across a range of asset classes.

Harold Zirkin is the sole advisor at HZ Investments Inc. in Chevy Chase, MD, holding the CFA® designation and a Series 65 license with 33 years of industry experience. His prior work includes roles at United Capital Financial Advisers, LLC and MTB Asset Management, Inc. He also serves as a trustee for multiple private trust relationships outside of his firm. HZ Investments Inc. provides portfolio management primarily to high-net-worth individuals and charitable organizations, focusing on tailored investment policy statements and a long-term, fundamental analysis approach. The firm operates with discretionary trading authority and manages over half a billion dollars in assets, emphasizing customized service for its clientele.

Kenneth George II is a CFA® charterholder with 21 years of industry experience. He has been with Avenir Corporation since 2005. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm employs a bottom-up, core value strategy focused on capital preservation and real returns, utilizing concentrated portfolios and fundamental analysis.

Pierre De La Croix Vaubois is a financial advisor at TritonPoint Wealth, LLC with a Series 65 designation and approximately two years of industry experience. His career includes roles at TritonPoint Capital, LLC and prior work in diverse fields such as real estate and hospitality. 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’s investment approach combines long-term asset allocation, modern portfolio theory, and a mix of public equities, fixed income, and private-market alternatives, utilizing independent managers, model portfolios, and technology tools.

Alexander Schutz is a financial advisor at WMS Advisors, LLC with the designations ChFC® and Series 66 and six years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Williams Associates, Grove Point Advisors, and Grove Point Investments. Outside of finance, he has been a varsity soccer coach at Holy Child School. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension plans, trusts, and business entities. The firm employs core asset-class oriented strategies using ETFs, index funds, individual securities, and select alternatives, offering both discretionary and non-discretionary portfolio management as well as comprehensive financial planning and consulting services.

Jane O'mara is a CFP® professional with 12 years of experience in financial advising, currently serving at FBB Capital Partners since 2014. She is a managing member and owner of DELASHMUTT LLC, a maritime and real estate business, and serves as treasurer on the board of directors for Talbot Hospice, participating on both the investment and finance committees. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning and discretionary portfolio management. The firm employs diversified, cost-effective investment strategies that include stocks, bonds, and alternative investments, supported by quantitative and fundamental analysis.

Sara Cortes is a CFP® at Evermay Wealth Management, LLC in Arlington, VA, with one year of industry experience. Prior to joining Evermay, she worked at the CFP Board for three years and spent fourteen years at the US Securities and Exchange Commission. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm takes a team-centric approach, tailoring investment recommendations based on clients’ investor profiles and providing discretionary and non-discretionary management along with financial planning and retirement-plan consulting.

Alejandro Vela is a CFP® at FBB Capital Partners with five years of industry experience. He has been with FBB Capital Partners since 2016. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on comprehensive wealth and risk management. The firm manages approximately $2.39 billion in assets through diversified, low-cost portfolios that include traditional and alternative investments, using a combination of fundamental, quantitative, technical, and cyclical analyses.

Beverly Fischetti is a CFP® with 44 years of experience in the financial industry. She has worked at Delta Financial Advisors, Inc. since 1992 and has also been associated with Regulus, LLC since 2015 and the Beacon Global Advisor Network from 2017 to 2021. In addition to financial advising, she owns a tax preparation business focused on individual tax matters. Delta Financial Advisors, Inc. serves individual and high-net-worth clients with wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside ongoing consulting. The firm uses customized asset allocations and a range of analytical methods, providing services that include accounting and tax preparation through a licensed CPA on staff.

Ryan Fleming is a CFP® with 30 years of industry experience, currently serving as co-owner, president, and director of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and associated with Commonwealth Financial Network since 2009. Fleming is involved in fixed insurance sales conducted from the branch location. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s approach emphasizes tailored allocations and fundamental analysis, with portfolios managed for multi-year horizons and reviewed by an investment committee.

Victoria Shubert is a financial advisor with Bull Harbor Capital LLC and holds Series 63, 65, and 66 licenses. She has 27 years of industry experience, including a tenure at Morgan Stanley Smith Barney LLC from 2014 to the present. Outside of her advisory role, she serves as a board member on the Atlee High School PTA in Mechanicsville, VA. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and implements client strategies through a combination of direct investments, independent managers, and third-party platforms.

Kara Lilian is a financial advisor at Lynx Investment Advisory, LLC with 21 years of industry experience. She holds the Series 65 designation and has been with Lynx Investment Advisors since 2003. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, policy development, manager research, and portfolio monitoring. The firm creates customized allocations implemented primarily through third-party managers and offers both discretionary and non-discretionary portfolio management, including advisory services for pooled investment vehicles.

Jake Schoenfeld is a financial advisor at TritonPoint Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Goldman Sachs, GTT Communications, Monumental Sports & Entertainment, and Hospitality Investors Trust. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse clientele including individuals, trusts, charitable organizations, and corporations. The firm employs a long-term asset allocation strategy that integrates public equities, fixed income, and private-market alternatives, utilizing independent managers, model portfolios, and technology platforms to implement client strategies.

Shawn McLaughlin is a financial advisor with McLaughlin Ryder Investments, Inc. in Alexandria, VA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with McLaughlin Ryder Investments since 2011 and serves as a director and committee chairman at Burke & Herbert Bank & Trust Co. Additionally, he is owner and president of The McLaughlin Companies, LLC, and owner of Union Street Partners, LLC, an investment company. McLaughlin Ryder Investments serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers investment management, financial planning, and ERISA retirement plan advisory services, employing a client-centered investment process that utilizes both active and passive strategies and manages most assets on a non-discretionary basis.

Jaime Quiros is a CFP® certificant with 13 years of experience in the financial industry. He has worked at FBB Capital Partners since 2014 and holds Series 63 and Series 66 licenses. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion across a team of 11 advisors, using diversified, low-cost portfolios supported by fundamental and quantitative analysis and employing model portfolio structures to guide investment decisions.