Brian Canet is a financial advisor at Prostatis Financial Advisors Group in Hanover, MD, holding a Series 65 designation with seven years of industry experience. He has been with Prostatis Group LLC since 2018 and previously worked at Howard County Community College from 2013 to 2017. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in assets through a multi-team approach, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services with a focus on tactical asset allocation and sector rotation.

Beverly Fischetti is a CFP® with 44 years of experience in the financial industry. She has worked at Delta Financial Advisors, Inc. since 1992 and has also been associated with Regulus, LLC since 2015 and the Beacon Global Advisor Network from 2017 to 2021. In addition to financial advising, she owns a tax preparation business focused on individual tax matters. Delta Financial Advisors, Inc. serves individual and high-net-worth clients with wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside ongoing consulting. The firm uses customized asset allocations and a range of analytical methods, providing services that include accounting and tax preparation through a licensed CPA on staff.

Ryan Fleming is a CFP® with 30 years of industry experience, currently serving as co-owner, president, and director of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and associated with Commonwealth Financial Network since 2009. Fleming is involved in fixed insurance sales conducted from the branch location. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s approach emphasizes tailored allocations and fundamental analysis, with portfolios managed for multi-year horizons and reviewed by an investment committee.

Claire Dwyer is a CFP® professional with seven years of experience, currently serving as an advisor at Schaeffer Financial LLC since 2015. She is part of a five-advisor team based in Rockville, MD. Schaeffer Financial serves individuals and families, including federal government employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm offers financial planning and discretionary portfolio management with a focus on diversified asset allocation and coordinates with outside professionals to address specialized client needs.

Victoria Shubert is a financial advisor with Bull Harbor Capital LLC and holds Series 63, 65, and 66 licenses. She has 27 years of industry experience, including a tenure at Morgan Stanley Smith Barney LLC from 2014 to the present. Outside of her advisory role, she serves as a board member on the Atlee High School PTA in Mechanicsville, VA. 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 implements client strategies through a combination of direct investments, independent managers, and third-party platforms.

Kara Lilian is a financial advisor at Lynx Investment Advisory, LLC with 21 years of industry experience. She holds the Series 65 designation and has been with Lynx Investment Advisors since 2003. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, policy development, manager research, and portfolio monitoring. The firm creates customized allocations implemented primarily through third-party managers and offers both discretionary and non-discretionary portfolio management, including advisory services for pooled investment vehicles.

Jake Schoenfeld is a financial advisor at TritonPoint Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Goldman Sachs, GTT Communications, Monumental Sports & Entertainment, and Hospitality Investors Trust. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse clientele including individuals, trusts, charitable organizations, and corporations. The firm employs a long-term asset allocation strategy that integrates public equities, fixed income, and private-market alternatives, utilizing independent managers, model portfolios, and technology platforms to implement client strategies.

Sara Galvin is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 66 licenses and nine years of industry experience. Her work history includes roles at Ceros Financial Services, Resource 1, Inc., Beskin-Divers Insurance Group, Inc., and Currency Exchange International. Outside of advising, she has served as an office manager for an RIA, handling administrative tasks including regulatory filings and license maintenance. AtCap Partners provides investment management and financial planning services to individual and institutional clients, utilizing proprietary strategies, third-party managers, and a blend of analytical methods including fundamental and technical analysis. The firm incorporates alternative investments and market-timing techniques in client portfolios and offers back-office and compliance support to investment firms.

Seth Emers is a financial advisor at Axiom Value Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he served for 21 years at the U.S. Department of State and retired from federal government service in 2024. Axiom Value Wealth Management LLC serves individual and high-net-worth clients with portfolio management and financial planning. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education through workshops and webinars.

Jaime Quiros is a CFP® certificant with 13 years of experience in the financial industry. He has worked at FBB Capital Partners since 2014 and 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 across a team of 11 advisors, using diversified, low-cost portfolios supported by fundamental and quantitative analysis and employing model portfolio structures to guide investment decisions.

Michael Perhac is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. He has been with Trumbower Financial Advisors LLC since 2015. Trumbower Financial Advisors serves individuals, families, and various institutions with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process focused on a Conservative Fixed Income approach and manages a substantial asset base with an emphasis on non-discretionary client relationships.

Edward Stroman is a CFP® with 11 years of industry experience and has been with Strathmore Capital Advisors since 2014. He holds a Series 65 license and is based in Washington, DC. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning to individuals, trusts, endowments, and participant-directed retirement plans. The firm employs an asset-allocation approach focused on long-term investment using mutual funds and ETFs, supplemented by technology for client service and integrated tax preparation and estate-planning offerings.

Anuj Grover is a CFP® with 25 years of experience in the financial industry. He is a member of the Lake Street team in Bethesda, MD, and previously worked at Wells Fargo Clearing from 2016 to 2021. Grover is also co-trustee and holds power of attorney responsibilities related to family estate planning. Lake Street serves individual and high-net-worth clients, business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm employs a multi-faceted investment approach that includes fundamental, technical, and cyclical analyses, emphasizes asset-class allocation and tax awareness, and offers access to affiliated private investment funds for qualified investors.

Patrick Johnson is a financial advisor with Capital Investment Advisors and holds a Series 66 designation. He has seven years of industry experience and has previously worked with Cambridge Investment Research, Capital Asset Management Group, MB Advisors, and Salisbury University. Capital Investment Advisors is a six-advisor SEC-registered firm managing approximately $374 million for individual clients, trusts, pension and profit-sharing plans, and nonprofit entities. The firm offers individualized financial planning and portfolio management, supplemented by proprietary educational programs and workshops tailored to different career stages.

Eric Dunner is a CFP® professional at Glassman Wealth Services, LLC with 17 years of industry experience. He has been with Glassman Wealth Services since 2015. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations. The firm’s approach includes the use of mutual funds, ETFs, independent managers, and private investment funds, with a policy requiring client authorization for cryptocurrency purchases.

Daniel White is a CFA® charterholder with one year of industry experience, currently serving as an advisor at The Ithaka Group, LLC since 2014. He is based in Arlington, VA, and works within a team of five advisors. The Ithaka Group, LLC provides discretionary and non-discretionary investment advisory and portfolio management services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and registered investment funds. The firm employs a concentrated growth investment style focused on high-quality publicly listed companies, offering portfolios aimed at long-term capital appreciation with low turnover.

Catherine Portner is a financial advisor at Folger Nolan Fleming Douglas Incorporated with six years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Prior to her financial services career, she was involved with Portner Brewhouse, a family-owned business. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, coordinating customized strategies across equities, fixed income, mutual funds, and ETFs. The firm combines broker-dealer and SEC-registered investment adviser roles, managing approximately $637.7 million in private wealth assets.

Mark Underwood is a financial advisor at Mv Capital Management, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been affiliated with Purshe Kaplan Sterling Investments, Mv Capital Management, and MV Financial Group since 2002. Mv Capital Management, Inc. offers discretionary and non-discretionary investment management, as well as financial planning and consulting services to individuals, pension plans, trusts, estates, business entities, and charitable organizations. The firm’s investment process focuses on asset allocation, security selection, and ongoing monitoring, supported by in-house research and an Investment Committee that typically rebalances portfolios annually.

Scott Freund is a financial advisor with Family Office Research, LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Family Office Research since 2005. Outside of his advisory role, Freund is involved in consulting, personal investments, and publishing through Lower St Clair LLC, and serves as a consultant and part owner of FarmTogether US Farmland Fund LP, advising on fund operations and coordination. Family Office Research, LLC provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, employer plans, and businesses. The firm manages approximately $580.9 million in assets and emphasizes individualized portfolio supervision with tailored investment strategies for high-net-worth and institutional clients.

William Fitzgerald V is a financial advisor at Bnb Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Bnb Wealth Management, he worked at Raidal Power and New Columbia Solar. He also has experience with Johnson Control PLC and studied at Miami University. Bnb Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm manages diversified portfolios primarily using mutual funds and offers financial planning, pension consulting, and participant education services through a multi-office team of advisors.