Stephanie Anderson is a CFP®, CFA®, and Series 65 credentialed advisor at Councilor Wealth LLC with seven years of industry experience. She has worked at Councilor, Buchanan & Mitchell since 2023 and has prior 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 related to real estate transactions. Councilor Wealth serves individual and high-net-worth clients, retirement plans, and not-for-profit organizations by providing portfolio management and comprehensive financial planning. The firm operates under a fiduciary standard, combining fundamental and technical analysis with modern portfolio theory, and is wholly owned by an accounting and tax firm, enabling integrated tax and advisory services.

Jessica Wunder is a CFP® with 21 years of industry experience, currently serving as an advisor at McLean Asset Management Corporation since 2012. She holds the Series 66 designation and is based in Tysons, VA. Outside of her advisory role, she is the Immediate Past Chair and a board member of the Parkinson's Foundation. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach, using Modern Portfolio Theory and broad asset allocation principles to develop individualized portfolios.

Mark Mckaig is a financial advisor at Centurion Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has worked at Centurion Wealth Management since 2022, following seven years at Spire Investment Partners. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a diversified, asset-allocation driven investment approach overseen by a monthly investment committee and provides access to private investment opportunities for eligible clients.

Hunter Adams is a CFP® professional with four years of industry experience. He currently works at Brown | Miller Wealth Management, LLC, joining the firm in 2023 after a prior role at Merrill. His background also includes positions in education and hospitality. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations combining active and passive strategies and provides both discretionary portfolio management and consulting services through an 11-advisor team.

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.

Parker Trasborg is a CFP® with 13 years of industry experience, currently serving at CJM Wealth Advisers, Ltd. He has been with the firm since 2011. Trasborg is a member of the National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm utilizes a wrap-fee program, employing mutual funds, ETFs, equities, and fixed income with both fundamental and technical analysis, while maintaining policies on discretionary authority and AI tool use.

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.

Brian Bass is a financial advisor at McLean Asset Management Corporation with 11 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining McLean Asset Management in 2021, he worked at Cetera Advisors LLC for six years. Outside of his advisory role, Bass is an alumnus of the Baltimore Orioles and participates in appearances and autograph sessions. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation, incorporating tax-managed strategies and ESG screening options.

Jake Ransom is a financial advisor at TritonPoint Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining TritonPoint Wealth, he worked at Big Whiskey's and has held roles outside the financial industry, including positions at Uber and Red Lobster. 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’s investment approach emphasizes long-term asset allocation using modern portfolio theory and combines fundamental and quantitative analysis with model and core-satellite strategies.

Ricardo Rosenberg is a financial advisor at Sargent Investment Group with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Sargent Investment Group is a multi-team advisory firm managing approximately $1.48 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and pooled investment vehicles, offering customized portfolio management and consulting services.

Amy Moore is a CFP® professional with five years of industry experience. She joined OLIO Financial Planning in 2020 after six years with Edward Jones. Amy is part of an 11-advisor team based in McLean, VA. OLIO Financial Planning serves individual clients, retirement plans, charitable organizations, and corporations, managing approximately $600 million across several hundred client relationships. The firm combines fundamental, technical, charting, and cyclical analysis to implement a buy-and-hold, core-and-satellite investment approach and offers financial planning, portfolio management, retirement-plan advisory, business consultation, and educational workshops.

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 at Sargent Investment Group since 2018. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing Services. Mcgregor serves as a board member and investment committee member for The Washington Home, a charitable foundation focused on hospice care. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios using a range of investment vehicles and manages pooled private investment funds for accredited investors.

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.

Sarah Racek is a CFP® and holds a Series 65 license with two years of industry experience. She currently works at OLIO Financial Planning, where she has been since 2022. Prior to her advisory role, her background includes experience with the Virginia Cheese Company, Virginia Tech Athletics, and Virginia Tech. OLIO Financial Planning serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, managing approximately $600 million across several hundred client relationships. The firm employs a buy-and-hold, core-and-satellite investment approach with an emphasis on ETFs, mutual funds, and select individual securities, offering financial planning and investment management through project-based and fixed fee structures.

Christopher Brown is a Certified Financial Planner (CFP®) with 33 years of industry experience. He currently works at Brown | Miller Wealth Management, LLC, where he has served since 2020, following 12 years at Wells Fargo Clearing. Brown is an emeritus trustee of the University of Georgia Foundation and a co-owner of Surfrock, LLC, a family real estate management company. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocation strategies that combine active and passive investments and provides both discretionary portfolio management and consulting services through an 11-advisor team.

Jacobson Truex is a CFP® professional with eight years of industry experience, currently serving at McLaughlin Ryder Investments, Inc. since 2020. His prior roles include positions at AdvisorShares Investments, LLC and Foreside Fund Services, LLC. Truex is involved in several community and advisory activities, including serving on the boards of the Alexandria Chamber of Commerce and the Leadership of Alexandria Alumni Association, as well as participating in local fiscal and investment committees. McLaughlin Ryder Investments serves individuals, families, trusts, charitable organizations, and businesses, offering investment management, financial planning, and ERISA retirement plan advisory services. The firm employs a client-centered investment approach, combining active and passive strategies across various asset types, with most accounts managed on a non-discretionary basis.

Joseph Van Name is a CFP® with 19 years of industry experience and is affiliated with Advisors Financial, Inc. He has been with the firm since 2001 and has also worked at Cetera Advisor Networks LLC since 2013. Outside of his advisory work, he serves in leadership roles on several nonprofit boards, including as Vice President of the Board of Trustees for the Masonic Foundation of the District of Columbia and President of the Board of Trustees of IOOF Temple. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, foundations, endowments, and charitable organizations. The firm’s six-person advisory team manages approximately $321 million in discretionary assets, employing a multi-year investment approach guided by an in-house committee while accommodating client-specific constraints and tax considerations.

Caroline Hess is a financial advisor at Alpha Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Alpha Financial Advisors, she worked at Optomi and held roles at East Carolina University and The Golf Club at Lansdowne. Alpha Financial Advisors serves individual and high-net-worth clients, including a pension/profit-sharing plan, typically working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive, life-centered financial planning and discretionary portfolio management, combining modern portfolio theory with a range of analytical approaches to tailor strategies to clients’ goals and risk tolerance.