Brian Zaczynski is a CFA® charterholder with seven years of industry experience. He has been with Torray Investment Partners LLC since 2016. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process with a quality, long-term orientation implemented across large cap growth, small/mid cap growth, and equity income strategies, managing concentrated portfolios with explicit risk controls.

Culley Hess is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Alpha Financial Advisors, LLC since 2019. Prior to his advisory role, he held positions at Sage Outdoor Adventures, Augusta County Clerk of Court, the U.S. Census Bureau, ePlus Technologies, James Madison University, and Loudoun County Public Schools. Alpha Financial Advisors serves individual and high-net-worth clients, generally those with at least $500,000 in investable assets, providing life-centered financial planning and comprehensive services including investment management and retirement planning. The firm uses a discretionary, fee-only approach that combines modern portfolio theory with fundamental and quantitative analysis, focusing on customized relationships and selecting top-ranked managers from a broad institutional universe.

Vincent Barrett is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Financial Advisory Services, Inc. since 2017. He also has a longstanding role at Thomas F Barrett Inc beginning in 2013. Outside of his advisory work, Barrett is Vice President of an independent TPA/Record Keeper and manages an individual life/health business along with group employee benefit plans. Acorn Financial Advisory Services provides financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across about 2,300 to 2,400 clients with 11 advisors, offering both custom and model-based portfolios through discretionary and non-discretionary management across multiple platforms.

Christopher Rhyne is a financial advisor at Sargent Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Reinhart Partners, Inc. for eight years before joining Sargent Investment Group in 2022. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and manages private funds requiring accredited investors, overseeing approximately $1.28 billion in assets.

Jerry Murphy is a CFP® professional with 30 years of experience in financial planning and tax preparation. He has been with Global Brokerage Services, Inc. since 1996 and concurrently operates JDM Financial & Investments, providing income tax planning and comprehensive financial planning services. He also worked at Prince Georges Community College for 22 years. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings, managing approximately $162.8 million in assets. The firm combines third-party sub-managers and model portfolios using a non-discretionary advisory approach with custodial and clearing support from Hilltop Securities and Envestnet.

Gregory Mattingly is a CFP® professional with 20 years of industry experience. He has been with Preston Wealth Advisors, LLC. since 2013, where he is involved in financial planning, client relationships, and trading. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm uses a combination of active and passive portfolio management with model-driven strategies and offers services including separately managed accounts, fiduciary plan services, and private pooled investment vehicles.

Donald Unger is a financial advisor with Acorn Financial Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. His prior roles include positions at Voya Financial Advisors and Old Dominion Investment & Retirement Advisors. Unger serves as an unpaid at-large board member of the Tuckahoe Volunteer Rescue Squad, a nonprofit organization. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered advisor managing approximately $1.4 billion for individuals, families, institutions, and nonprofit entities. The firm implements globally diversified portfolios using various securities and third-party managers, and it offers defined model strategies alongside tax planning, private capital activities, and educational seminars.

Richard Baker is a financial advisor with Milestone Asset Management, LLC, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. He concurrently serves clients at Brookstone Capital Management and Legacy Capital Planners, where he provides tax planning services. Mr. Baker is a board member of The Prepare Institute, a nonprofit organization. Milestone Asset Management offers discretionary asset management and modular financial planning primarily to individual clients, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches, utilizing both firm-developed and third-party model portfolios, overlay management, and access to a variety of sub-advisers and derivative-based investment tools.

Nathan Gertler is a financial advisor with Acorn Financial Advisory Services, Inc., holding a Series 66 designation and six years of industry experience. He has worked at several firms including Quincy Wells Capital, Great Point Capital, and Equitable Advisors. Acorn Financial Advisory Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $1.4 billion across various accounts. The firm serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, implementing globally diversified portfolios through a range of investment vehicles and strategies.

Sterling Neblett is a CFP® with 21 years of industry experience, currently serving at Centurion Wealth Management since 2022. He previously worked at Spire Investment Partners from 2015 to 2022. Outside of his advisory work, Neblett is president of the Neblett Pancreatic Cancer Foundation and Hart Cellars, LLC, and participates in venture capital investing through OKEANOS Venture Capital Group and Gaingels Angel Investors. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm focuses on diversified, asset-allocation driven portfolios overseen by an investment committee and offers private investment opportunities to eligible clients.

Richard Clonch is a CFP® professional with over 21 years of industry experience. He is currently an advisor at PlanVest Financial, Inc., where he has worked since 2017. His prior experience includes roles at LPL Financial and UBS Financial Services. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients by providing comprehensive wealth and investment management services. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analysis and offers various fee structures, including a wrap fee program and a dedicated federal-employee planning service.

Masood Vojdani is a financial advisor with Mv Capital Management, Inc. in Bethesda, MD, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Mv Capital Management since 2005 and Purshe Kaplan Sterling Investments since 2006, as well as involved with MV Financial Group since 1991. In addition to advisory services, he provides consulting related to exit planning through MV Financial Group. Mv Capital Management, Inc. serves individual and high-net-worth clients along with institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation, security selection, and ongoing monitoring, with portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Lawrence Post is a Certified Financial Planner (CFP®) and holds a Series 65 license with 13 years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2019 and previously spent 14 years at PNC Bank, NA. Baltimore-Washington Financial Advisors is a team-based firm serving individuals, families, trusts, estates, foundations, and other nonprofit organizations with fee-only wealth management. The firm provides financial planning, portfolio management, integrated tax services, and business services, using a collaborative approach among advisors, portfolio managers, tax specialists, and business advisors to align investment strategies with clients’ goals and tax circumstances.

Kerby Baden is a financial advisor at Acorn Financial Advisory Services, Inc. with eight years of industry experience. He holds a Series 65 designation and also works as a lawyer and a full-time senior tax accountant at Canto, Rausch, Deck & Co, PA, occasionally providing clients advice related to these roles. Acorn Financial Advisory Services offers personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across a broad client base, providing both custom and model-based portfolios with discretionary and non-discretionary management options.

Dennis Campbell is a financial advisor with Centurion Wealth Management in McLean, VA. He holds Series 63 and Series 65 credentials and has 25 years of industry experience, including 16 years at Metrics Money Management prior to joining Centurion in 2025. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes diversified, asset-allocation driven portfolios managed by an investment committee, with additional services including private investment opportunities and participant education.

Justin Souder is a financial advisor with Acorn Financial Advisory Services, Inc. in Reston, VA. He holds a Series 65 designation and has five years of industry experience. Prior to joining Acorn in 2020, he worked at Falls Road Golf Course for four years. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion for around 2,300 to 2,400 clients through 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management.

Brendan Hughes is a financial advisor at Lafayette Investments, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Lafayette Investments since 2015. 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 emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.

Michael Mcintyre is a CFA® charterholder with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously held roles at Proshares Advisors, T. Rowe Price, and Morgan Stanley. Glassy Mountain Advisors provides wealth management services primarily to high-net-worth individuals and institutional clients, combining discretionary investment management with integrated financial planning. The firm uses a value-oriented, fundamentals-based approach to build diversified equity and income portfolios and offers customized asset allocation, including ESG-focused options.

Keron Smith is an advisor with Brighter Financial Capital Management, LLC in Reston, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Brighter Financial Capital Management, he held various roles in financial services, including positions at Wells Fargo Advisors, Ameriprise Financial, and BayPoint Wealth. Brighter Financial Capital Management provides investment and financial planning services to individuals, including high-net-worth clients, as well as corporations and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, ERISA plan advisory, multi-tiered financial planning, and educational seminars, often implementing client programs under discretionary authority with ongoing monitoring and support.

Samuel Beach Jr. is a financial advisor with Sargent Investment Group, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Sargent Investment Group provides investment advisory and financial planning services to a range of clients including individuals, trusts, estates, non-profit organizations, and corporations. The firm employs a consultative, goals-based process to create customized portfolios and manages both discretionary and non-discretionary assets, serving primarily higher-asset households.