David Nelson is a CFA® charterholder with 21 years of industry experience. He is currently a team advisor at Monument Wealth Management in Alexandria, VA, where he has worked since 2026. Prior to this, he spent nine years at Verdence Capital Advisors and one year at PagnatoKarp. Nelson is also a partner in an investment partnership focused on personal investments. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million through a team of nine advisors. The firm offers discretionary asset management and comprehensive financial planning, employing a mix of fundamental and technical analyses across various investment strategies.

Eric Hilderbrand is a financial advisor at AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes 13 years at National Securities Corporation and four years at Ceros Financial Services, Inc. AtCap Partners provides investment management and financial planning for individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and third-party managers through the Envestnet platform.

Isiah Williams is a financial advisor at Audible Wealth Management with nine years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and Merrill Lynch. In addition to his advisory role, he also works as a life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans. The firm offers financial planning, portfolio management, educational seminars, and bill-pay services, utilizing a diverse investment approach that incorporates fundamental, quantitative, technical, and modern portfolio theory methods.

Margaret Horsley is a CFP® and holds a Series 63 license with four years of industry experience. She currently works at Glassy Mountain Advisors, Inc., where she has been employed since 2023, and previously worked at Northwestern Mutual Wealth Management Services and The Vanguard Group. Glassy Mountain Advisors provides personalized wealth management and financial planning to individual and institutional clients, managing approximately $370 million across 127 client relationships. The firm employs a value-oriented investment process and typically requires a $1,000,000 account minimum while offering fund-only portfolios for smaller accounts.

Stephanie Anderson is a CFP®, CFA®, and Series 65 licensed financial advisor with seven years of industry experience. She currently works at Councilor Wealth LLC and has previous experience at Mariner Wealth Advisors, Mercer Global Advisors Inc., and Anderson Hamlin Consulting. Anderson holds active real estate salesperson licenses in Washington, DC, and Maryland, and may receive commissions or referral fees from real estate transactions or referrals. Councilor Wealth LLC provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm uses a documented Investment Policy Statement and employs fundamental and technical analysis along with modern portfolio theory to manage client accounts, offering discretionary trading authority and a range of financial planning options.

Justin Yager is an advisor at BrightPath Wealth Advisors LLC in Crofton, MD, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at NY Life Securities LLC and New York Life Insurance Company. Prior to his advisory career, he worked in various positions outside finance, including at Strategic Value Media and Raleigh Swim School. BrightPath Wealth Advisors LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and certain business entities. The firm focuses on ongoing portfolio monitoring and client-specific investment policies, utilizing fundamental analysis and documented client objectives to guide investment decisions.

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.

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.

Zachary Kaufman is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Armstrong, Fleming & Moore, Inc. based in Washington, DC. His background includes multiple roles at Armstrong, Fleming & Moore, Inc. and academic positions at George Washington University. Armstrong, Fleming & Moore provides portfolio management, financial planning, retirement plan consulting, and hourly consultation services, primarily serving high-income and high-net-worth individuals. The firm uses a tailored investment approach with fundamental analysis and manages portfolios over multi-year horizons, often in partnership with Commonwealth Financial Network.

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.

David Levitt is a CFP® with eight years of industry experience, currently serving as a financial advisor at Glassman Wealth Services, LLC since 2018. Prior to this, he worked at Alpha Financial Advisors, LLC for four years. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, as well as pension and charitable organizations. The firm employs a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, and incorporates a methodology for valuing private investments and managing less-liquid assets.

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.

Nicholas Folger is a Series 66-licensed financial advisor with four years of industry experience. He is a portfolio manager at Folger Nolan Fleming Douglas Incorporated, where he focuses on securities research and investment management. His prior experience includes roles at Aquarian Holdings, Gallatin Loan Management, and Radile Insights. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family across three accounts. The firm integrates a customizable management strategy involving equities, fixed income, mutual funds, and ETFs while coordinating with the client’s other advisors.

Jacobson Truex is a CFP® with eight years of industry experience, currently serving as a financial advisor at McLaughlin Ryder Investments, Inc. since 2020. His prior experience includes roles at Foreside Fund Services and AdvisorShares Investments. He is involved in community and professional activities, including serving as a board member and financial committee member for the Alexandria Chamber of Commerce and holding several advisory and volunteer roles related to investment and fiscal affairs in the Alexandria area. McLaughlin Ryder Investments serves individuals, families, trusts, charitable organizations, businesses, and retirement plans with a client-centered investment approach that combines active and passive strategies across various asset classes. The firm manages accounts predominantly on a non-discretionary basis and integrates broker-dealer activities and wrap-fee programs alongside affiliated advisory services.

Megan Madden is a CERTIFIED FINANCIAL PLANNER™ with eight years of industry experience, currently serving at Delta Financial Advisors, Inc. Her prior experience includes roles at UBS Financial Services, The Prudential Insurance Company of America, and The Ayco Company. Outside of finance, she works as a fitness instructor and pro coach with Solidcore. Delta Financial Advisors provides wealth management and financial planning services primarily to individual and high-net-worth clients. The firm offers customized asset allocation and portfolio management using mutual funds and ETFs, integrating fundamental, technical, and cyclical analysis, along with tax and accounting services supported by 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.

Bianca San is a CFP® certificant with four years of industry experience, currently serving at Monument Wealth Management. Her prior experience includes roles at Osaic Wealth, Cassaday & Company, and AMJ Financial Wealth Management. Monument Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million with a team of nine advisors. The firm employs a combination of ETFs, mutual funds, and individual equities across various strategies, utilizing both fundamental and technical analysis alongside ongoing portfolio monitoring.