Kimberly Owen is a CFP® and holds a Series 66 credential with 17 years of experience in financial advisory roles. She is currently with Prostatis Financial Advisors Group and has previously worked at The Vanguard Group and SunTrust Advisory Services. In addition to her advisory work, she owns a rental property in Fort Myers, Florida. Prostatis Financial Advisors Group serves individual clients, including high-net-worth individuals, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and integrates independent third-party managers, including those utilizing AI and machine-learning models, into client portfolios.

W Booth is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2008. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on tailored investment strategies implemented through equities, fixed income, mutual funds, and ETFs. The firm combines broker-dealer operations with a limited advisory business and supports ongoing wealth management activities typical of multi-team advisers.

Nicholas Innerbichler is a financial advisor at Elite Income Advisors, Inc. with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Horter Investment Management and Cambridge Investment Research. In addition to his role at Elite Income Advisors, he is involved with Retirement Planning Services, where he provides client service and investment advice relating to advisory accounts and insurance. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes model portfolios from sub-advisers and third-party providers while providing ongoing portfolio oversight and client education.

Mel Casey is a CFA® charterholder with four years of industry experience. He has worked at FBB Capital Partners since 2021 and previously spent five years at 1919 Investment Counsel, LLC. In addition to his advisory role, he serves on the Board of Advisors for C.G. Medici & Co., providing feedback on product development for an online financial planning application. FBB Capital Partners advises individuals, high-net-worth clients, family offices, and institutions on wealth and risk management. The firm employs diversified, low-cost portfolios with discretionary management and incorporates alternative investments, serving approximately 1,000 clients with $2.39 billion in assets under management.

Justin Bass is a financial advisor at Graham Capital Wealth Management, LLC with a Series 65 designation. He joined the firm in 2025 and previously served in the United States Marine Corps from 2017 to 2021. Outside of finance, he has experience working at Splash Zone and The Giant Company. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million and employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios using ETFs, bonds, mutual funds, and individual stocks, with ongoing monitoring and formal annual reviews.

Bryant Boswell is a financial advisor at Aviso Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC and Cetera Advisors LLC. Outside of his advisory role, Boswell coaches JV lacrosse at Georgetown Preparatory School. Aviso Wealth Management offers personalized financial planning, investment supervisory services, and portfolio management to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm serves approximately 913 clients with $621 million in assets under management, utilizing a variety of analytical approaches and managing both discretionary and non-discretionary accounts.

Anthony Cortina is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at firms including RMB Capital Management LLC and Wolf Group Capital Advisors before joining Lynx Investment Advisory, LLC. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations typically implemented through third-party managers and offers both discretionary and non-discretionary portfolio management, including advising a multi-manager private fund.

Robert Ready Jr. is a financial advisor at Widmann Financial Services in Bowie, MD, holding a Series 66 designation with 25 years of industry experience. He has been with Widmann Financial Services and Commonwealth Financial Network since 2001. Ready is a co-owner of Widmann Financial Services, a private entity involved in securities, advisory, and insurance business. Widmann Financial Services offers discretionary asset management, financial planning, and consulting services to individuals, families, businesses, charitable organizations, trusts, and estates. The firm employs a hybrid, research-driven investment process that incorporates third-party research from providers such as Morningstar and Standard & Poor’s, managing portfolios on a discretionary, long-term basis while also engaging in active trading and use of derivatives.

Lawrence Judge is a financial advisor at Lafayette Investments, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lafayette Investments since 2010. 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 focuses on fundamental and qualitative security analysis with a long-term, low-turnover investment approach, managing portfolios across equities, municipal and corporate fixed income, mutual funds, and ETFs.

Jeanne Goedecke is a CFA® charterholder with one year of industry experience. She currently works at Carderock Capital Management, Inc. and previously held positions at Hancock Whitney and Regions. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision.

Sara Mongno is a financial advisor at Sargent Investment Group with four years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Sargent Investment Group, she worked at Wells Fargo Securities LLC and spent time at the Massachusetts Institute of Technology. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, nonprofits, corporations, and pooled investment vehicles. The firm employs a consultative, goals-based approach to create customized portfolios and offers both discretionary and non-discretionary management, serving primarily higher-asset households but maintaining flexibility for smaller relationships.

Christopher Schaefer is a CFP® with 23 years of industry experience, currently serving at Mv Capital Management, Inc. and Mv Financial Group since 2002. He has been with Purshe Kaplan Sterling Investments and Mv Capital Management since 2006. Outside of his advisory roles, Schaefer serves as treasurer for the Gambrinus Stein Club, a social nonprofit organization. Mv Capital Management, Inc. provides investment management and financial planning services to individuals, high-net-worth clients, and institutional entities, employing a customized asset allocation approach overseen by an Investment Committee and supported by in-house research.

Adam Croll is a financial advisor at F/M Investments LLC in Washington, DC, holding a Series 66 designation with 11 years of industry experience. Prior to joining F/M Investments in 2019, he worked at Vestmark Inc., Clarion Wealth Management Partners, Cambridge Investment Research, and Legacy Financial. Outside of advisory work, Mr. Croll serves as Director of Operations at F/m Acceleration, LLC, providing back-office and marketing support to registered investment advisors. F/M Investments LLC offers discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, institutions, charitable organizations, retirement plans, and other registered investment advisers. The firm employs a multi-strategy portfolio approach across equities and fixed income, combining fundamental, quantitative, technical, and third-party manager analysis to support both active and passive investment options.

Jacob Thompson is a financial advisor at Bull Harbor Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Bull Harbor Capital, he worked at Ashford Advisors for two years and has a background in education, having taught at the University of Georgia and Chamblee High School. Bull Harbor Capital LLC provides investment advisory and financial planning services to a range of clients including 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 offers portfolio management, financial planning, and retirement plan advisory services.

Judith Barnhard is a CFP® professional with 11 years of industry experience, currently serving as an advisor at MBI LLC. She has been involved with May Barnhard Investments, LLC dba MBI, LLC since 2013 and has over three decades of experience at May & Barnhard, PC, a full-service accounting firm providing accounting, tax, and financial planning services. MBI LLC offers portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations, utilizing a blend of fundamental and technical analysis alongside modern portfolio theory. The firm manages client accounts with individualized Investment Policy Statements and provides ongoing reviews, financial planning, and educational resources.

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.

Henry Meadows is a financial advisor with WMS Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes over two decades at Grove Point Investments LLC (formerly H. Beck, Inc.) and a formal tax principal role at SKMB, P.A. He also serves as a trustee for the Virginia Harris Holsinger Trust and is involved in life insurance sales. 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 asset-class oriented portfolios using ETFs, index funds, individual securities, and selective alternatives, providing both discretionary and non-discretionary management alongside comprehensive financial planning and tax and insurance advice.

Jonathon De Feo is a CFP® with eight years of industry experience, currently with Elite Income Advisors, Inc. in Ellicott City, MD. His prior experience includes roles at LPL Financial LLC, Compton Financial Group, LLC, Bank of America, N.A., and Merrill Lynch. He is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by providing financial planning, discretionary portfolio management, retirement-plan consulting, and advice on investment and insurance strategies. The firm uses model portfolios from third-party providers and offers participant education and client workshops as part of its services.

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 a CFA® charterholder and holds a Series 65 license with 33 years of industry experience. He is the principal of HZ Investments Inc., a firm he has led since 2021 after previously working at United Capital Financial Advisers, LLC. He also owns Harold Zirkin Fiduciary Services, through which he serves as trustee for multiple relationships outside his advisory firm. HZ Investments Inc. provides tailored portfolio management primarily for high-net-worth individuals and charitable organizations. The firm employs fundamental analysis and a long-term trading approach, managing discretionary accounts with client-specific investment policies focused on equities, mutual funds, ETFs, fixed income, and real estate funds.