Max Kortegast is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Hopwood Financial Services, Inc. and previously worked at WealthSpire Advisors, Bank of America, N.A., and Merrill. Outside of financial advising, he owns and supervises operations for MK Heavy, LLC, a business involved in 18-wheeler sleeper truck rentals. 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 manages approximately $666.6 million for about 273 client households with a six-advisor team and employs a disciplined investment process overseen by an Investment Committee.

Stephen Knapp is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Carderock Capital Management, Inc. since 2020. Prior to joining Carderock, he worked for eight years at S&P Global Market Intelligence. 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, managing approximately $666 million in discretionary assets.

Timothy Sommer is a financial advisor with Legacy Edge Advisors and holds Series 63 and Series 66 licenses. He has 32 years of industry experience, including long tenures at TIAA and The Capital Group Investment Advisory Services. He has been with Legacy Edge Advisors since 2024 and also works with PKS Investments. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm uses a combination of fundamental, quantitative, and technical analysis to tailor investment strategies to client goals and manages approximately $896 million across 14 advisors.

Jason Huggins is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, Huggins serves as Vice President of the Terry College of Business Alumni Board at the University of Georgia and is President of Wolf Trackers, an organization that raises funds for athletics programs. 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 offers portfolio management primarily on a discretionary basis.

Adrian Kutko is a financial advisor at Lynx Investment Advisory, LLC with 22 years of industry experience. He has held his current role at Lynx since 2010. Adrian holds Series 63 and Series 65 licenses. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations often implemented through third-party managers and also offers a Growth and Income model portfolio option.

David Chandik is a financial advisor at Pactolus Private Wealth Management with five years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Pactolus, he worked at the South Carolina Office of the State Treasurer and L&L Management, Inc. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities, offering investment advisory, portfolio management, financial and estate planning, tax-aware advice, and related services. The firm typically manages accounts on a discretionary basis, uses quantitative and third-party research, and sponsors proprietary private funds alongside bundled wrap-fee programs.

Abbie Frishman is a CFP® professional with two years of experience in financial advising. She is currently with Councilor Wealth LLC and has previously worked at May Barnhard Investments LLC and Councilor, Buchanan & Mitchell, P.C. Frishman also engages in divorce financial planning. Councilor Wealth serves individual and high-net-worth clients, retirement plans, and not-for-profit organizations, providing portfolio management and comprehensive financial planning while integrating tax and advisory services through its parent accounting firm.

Edward Lamade is affiliated with Sargent Investment Group and holds Series 65 and Series 63 licenses. He has prior experience with the Carnegie Institution for Science and Brown Advisory, LLC. 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, utilizing a consultative, goals-based approach to construct customized asset allocations and manage portfolios on an ongoing basis.

Andrew Schiff is a financial advisor with TritonPoint Wealth, LLC and holds a Series 65 designation. He has 27 years of industry experience, including positions at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Outside of his advisory role, he owns several residential real estate holding companies based in Baltimore, MD. TritonPoint Wealth, LLC provides comprehensive 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 centers on long-term asset allocation using modern portfolio theory, combining fundamental and quantitative analysis with third-party platforms to manage diversified portfolios.

Panagiotis Plevritis is a financial advisor at Brown | Miller Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining Brown | Miller Wealth Management in 2022, he held roles at ALMA Bank and Northwestern Mutual Investment Services LLC among others. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers investment and wealth management, financial planning, and fiduciary and non-fiduciary plan sponsor services, using customized, tax-aware asset allocations that blend active and passive strategies.

Michael Cassella is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Ceros Financial Services, Inc., National Securities, Sns Installations, MD Global Partners, and Worden Capital Management LLC. Outside of finance, he is involved in a home health care business and serves as an officer in a pass-through corporation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market cycle timing, and offers access to alternative investments and affiliated private funds as part of its comprehensive client programs.

William Sterling Jr. is a financial advisor at TritonPoint Wealth, LLC with 20 years of industry experience. He previously worked at Goldman Sachs & Co. LLC and Charles Schwab. Sterling holds Series 63 and Series 66 designations. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm emphasizes long-term asset allocation based on modern portfolio theory, combining fundamental and quantitative analysis with model and core-satellite strategies.

Maggi Keating is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Fbb Capital Partners since 2004. She 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 in assets and employs a diversified, low-cost investment approach supported by fundamental and quantitative analysis.

Thomas Healy is a financial advisor at Sargent Investment Group with eight years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services and NTT DATA Consulting. He serves on the investment committee of the Shanahan Healy Foundation, contributing to research and investment proposals. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios, utilizing third-party managers and technology to monitor and rebalance assets, and also serves as an investment manager to pooled private investment vehicles.

Jessica Gibbs is a CFP® professional with nine years of experience in financial advising. She has been with Monument Wealth Management since 2015. Monument Capital Management serves individuals, high-net-worth clients, trusts, and estates with investment advisory and financial planning services. The firm manages approximately $648 million through a team of nine advisors, offering diversified investment strategies and access to private funds and independent managers.

Acie Clayborne III is a financial advisor with Values Added Financial, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Rebel Financial and Ohio University. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm provides comprehensive financial planning, discretionary portfolio management, business consulting, and educational workshops, focusing on tailored investment policies with an emphasis on asset allocation, diversification, and ongoing monitoring.

Kyler Stephens is a CFP® professional with three years of industry experience, currently serving at Brown | Miller Wealth Management, LLC since 2025. Prior to this role, he worked at Cerity Partners LLC, FJY Financial, and Traditions Wealth Advisors. He also has a background in education from Texas A&M University. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for nearly 500 clients. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and businesses, offering customized, tax-aware asset allocations that combine active and passive strategies across a range of investment vehicles.

John Girouard is a financial advisor with Capital Investment Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at multiple affiliated firms, including Capital Asset Management Group and Capital Benefit Planning Group, where he serves in leadership roles. Girouard is also involved as a contributing author for Forbes.com and serves on the boards of Georgetown Heritage and Lincoln's Cottage. Capital Investment Advisors is a five-advisor team that serves individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm offers customized financial plans and asset management through discretionary portfolio management and third-party multi-manager programs, integrating ongoing education and workshops via the Institute for Financial Independence.

Bashar Qasem is a financial advisor at Azzad Asset Management, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Azzad since 1997. Qasem serves as president, CEO, and shareholder of the firm, and is also the director and chairman of Azzad Funds. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, and other organizations. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies including affiliated mutual funds.

Jason Epps is a CFP® with 20 years of industry experience and is currently with KFA Private Wealth Group, LLC, where he has worked since 2015. He previously worked at Arete Wealth Management LLC from 2018 to 2023 and Spire Securities LLC from 2015 to 2017. Outside of his advisory role, he serves as a trustee on the board of Mount St. Mary’s University. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and in-house tax and accounting services. The firm employs goal-based strategic asset allocation with a mix of passive and active management and operates a wrap fee program that can reduce transaction costs for clients.