Philipp Bentley is a financial advisor at Edgemoor Investment Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Morgan Stanley and the FHLBanks Office of Finance. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning services to high-net-worth individuals, retirement plans, corporations, trusts, estates, nonprofits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, capital preservation, and income generation, managing portfolios with concentrated equity and income holdings.

Martha Callahan is a CFP® with seven years of industry experience, currently serving as a financial advisor at FBB Capital Partners since 2022. Her prior experience includes roles at Beowulf Energy and DVCC, LLC. FBB Capital Partners manages approximately $2.16 billion in assets for individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning through a multi-advisor team. The firm employs diversified, low-cost portfolios and integrates fundamental, quantitative, technical, and cyclical analysis in its investment approach.

Naima Bush is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Fruitful. She has previously worked at firms including Ellevest, Cambridge Investment Research, Capital Investment Advisors, Capital Asset Management Group, and Motley Fool Wealth Management. Outside of her advisory work, she owns a knitting and crochet business. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. through a web-based platform and designated guides. The firm employs a diversified, low-cost investment approach focused on passive ETFs and index funds and offers advisory services via a subscription model rather than a traditional percentage-of-assets fee.

Joseph Fischetti is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 65 credential and 29 years of industry experience. He has worked with Delta Financial Advisors since 1996 and has held roles at Regulus Financial Group and Beacon Global Advisor Network. Outside of his advisory work, he serves as the Sargent at Arms for the Exhiled Soul Motorcycle Club, assisting with club operations on a volunteer basis. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting and an affiliated insurance agency.

James Walker is a CFP® and Series 65-licensed financial advisor with 13 years of industry experience. He has worked at Kendall Capital Management since 2022 and previously spent eight years at McKinley Carter Wealth Services, Inc. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis and offers a range of strategies from long-term holdings to short-term trading, including option writing and margin transactions.

Peter Ramig is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Hopwood Financial Services, Inc. since 2023 and previously spent eight years with VALIC Financial Advisors, Inc. in Arlington, VA. 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’s investment process is guided by an Investment Committee and emphasizes multi-year holding horizons, cash as an asset class, and the use of major custodial platforms for portfolio oversight.

Brian Coll is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 28 years of industry experience. He holds a Series 66 designation and has been with the firm since 2014. Based in Washington, DC, Coll has a background focused on serving high-net-worth clients within a multi-team environment. 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. The firm combines broker-dealer operations with a focused advisory business, tailoring investment strategies to client objectives and managing portfolios through equities, fixed income, mutual funds, and ETFs.

Jean Hoff is a financial advisor at Aegis Wealth with 18 years of industry experience. She holds the Series 65 designation and has been with Aegis Wealth Management LLC since 2006. Aegis Wealth Management is a team advisory firm that manages approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax preparation services, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Nicholas Bundy is a financial advisor at Harbour Capital Advisors, LLC with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Harbour Capital Advisors since 2021, following a twelve-year tenure at New Century Advisors. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. The firm employs a core-satellite investment model and offers integrated services including private fund advisory, family governance, and bespoke liquidity and tax-planning coordination.

Howard Rothman is a financial advisor with TritonPoint Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career background includes roles at UBS Financial Services from 2011 to 2019 and JPMorgan Securities and JPMorgan Chase Bank from 2019 to 2023. TritonPoint Wealth, LLC offers financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a long-term asset allocation strategy based on modern portfolio theory, combining fundamental and quantitative analysis with model and core-satellite strategies, and utilizes third-party platforms for implementation and held-away account management.

David Brown is a financial advisor at Folger Nolan Fleming Douglas Capital Management, Inc. in Washington, DC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Folger Nolan Fleming Douglas since 1992, focusing primarily on securities research and investment management. Folger Nolan Fleming Douglas Capital Management provides discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and other institutional clients. The firm follows a long-term, equity-focused buy-and-hold approach with customized accounts and routine quarterly reviews.

Brian Salcetti is a financial advisor at Arca Wealth, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Sandbox Financial Partners, LLC and Wells Fargo Advisors. He has a minority ownership interest in a family pass-through entity, BALD LLC. Arca Wealth, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations and utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Marianna Glazov is a CFA® charterholder with four years of industry experience. She is currently with West Financial Services, Inc., where she has worked since 2022. Prior to that, she spent eight years at Wilmington Trust. Outside of her advisory role, Marianna co-owns and manages a vacation rental business. West Financial Services, Inc. is a fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific investment approach with a long-term focus, managing approximately $2.8 billion in assets.

Assaf Pinchas is a CFP® with 30 years of experience, currently serving as an advisor at Allegiance Financial Group. He has held roles at Allegiance Financial Group and associated entities since 2001 and is also a registered representative of The Strategic Financial Alliance. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans, providing discretionary and non-discretionary investment management alongside holistic financial planning and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term perspective, with client accounts reviewed quarterly.

Gregory Blake is a financial advisor at TritonPoint Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs Personal Financial Management and WMS Partners, LLC. Blake is currently part of a 10-advisor team based in Chevy Chase, MD. TritonPoint Wealth, LLC offers comprehensive financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm’s investment approach is rooted in modern portfolio theory and incorporates public equities, fixed income, and private-market alternatives to optimize risk-adjusted returns.

Mikael Hallstrom is a financial advisor at USAdvisors Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Osaic Wealth, Inc., Securities America Inc., and USAdvisors Wealth Management. In addition to his advisory role, he is also involved in life, health, and annuity insurance sales. USAdvisors Wealth Management is a multi-advisor firm with 14 professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services.

James Bailey is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Torray Investment Partners LLC since 2010 and has been associated with Resolute Capital Management since 1999. Torray Investment Partners provides discretionary portfolio management services to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm utilizes a bottom-up, fundamental stock-selection process with a focus on quality and long-term investment across several equity strategies and is also an adviser to The Torray Equity Income Fund.

Jonathan Cox is a financial advisor at Acorn Financial Advisory Services, Inc. with four years of industry experience. He holds a Series 65 designation and is also an attorney, owning NOVA Estate Planning, PLLC, an estate planning and administration law firm where he provides legal services on a flat-fee and hourly basis. Cox serves clients in northern Virginia and has plans to expand similar legal services to the Richmond area. 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 across multiple platforms.

Neal Bobys is a financial advisor at Research Financial Strategies with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Research Financial Strategies and Reutemann Financial Solutions since 2013. Outside of advisory work, he serves as Vice President and Treasurer of eCruisers.com LLC, a shuttle cart transportation company, and is involved in media buying through Executive Media Communications, Inc. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension plans and trusts. The firm employs a technical analysis and active trading approach with proprietary indicators and focuses on risk mitigation through a disciplined sell-side strategy, primarily using ETF-centric portfolios managed on a discretionary basis.

Michael Creamer is a CFP® with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. and Mercer Advisors Tax Services LLC. Prior to joining Mercer, he worked at Glass Jacobson and Triad Advisors Inc. He is based in Rockville, MD. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and planning solutions.