Maureen Bigger is a CFP® and holds a Series 66 license, with 24 years of experience in the financial industry. She has been with Chesapeake Investment Management LLC since 2007 and also serves as CEO and President of Bigger & Company, LLC, an insurance firm she has led since 2005. Additionally, she is involved in retirement education through Novustar, LLC. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily for high-net-worth individuals and institutions. The firm focuses on customized portfolios with a mix of individual equities and fixed income, applying a variety of analytical methods and maintaining regular client communication and reporting.

Matthew Albritton is a CFP® professional with 14 years of industry experience. He is currently with AMJ Financial Wealth Management LLC and previously worked at SageVest Wealth Management, Pegasus Financial Group, and Unitedplanners Financial Services of America. In addition to his advisory work, he holds a life insurance agent license. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research to manage client portfolios and offers specialized services including retirement-plan advisory and small-business consulting.

Harold Zirkin is the sole advisor at HZ Investments Inc. in Chevy Chase, MD, holding the CFA® designation and a Series 65 license with 33 years of industry experience. His prior work includes roles at United Capital Financial Advisers, LLC and MTB Asset Management, Inc. He also serves as a trustee for multiple private trust relationships outside of his firm. HZ Investments Inc. provides portfolio management primarily to high-net-worth individuals and charitable organizations, focusing on tailored investment policy statements and a long-term, fundamental analysis approach. The firm operates with discretionary trading authority and manages over half a billion dollars in assets, emphasizing customized service for its clientele.

Ashley Barber is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA. She holds the CFP® designation and Series 65 license and has 10 years of industry experience. Barber has been with AMJ Financial Wealth Management since 2016. AMJ Financial Wealth Management provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm blends macroeconomic analysis with fundamental and quantitative research to guide its investment strategies and offers additional services such as retirement-plan advisory and small-business consulting.

Jeff Pomerantz is a financial advisor at Analog Capital Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 21 years. Outside of his advisory role, he owns and operates accounting and tax services businesses, including Shield Tax Services, LLC, which assists clients with resolving tax issues. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

Pierre De La Croix Vaubois is a financial advisor at TritonPoint Wealth, LLC with a Series 65 credential and one year of industry experience. His background includes roles at TritonPoint Capital and TritonPoint Wealth, as well as experience working with Nomadic Real Estate and involvement in academia at the University of Massachusetts Amherst. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a variety of clients, including individuals, trusts, charitable organizations, and corporations. The firm employs a long-term, asset allocation–focused investment approach that integrates public equities, fixed income, and private-market alternatives, utilizing both quantitative and fundamental analysis.

Brett Bender is a Series 65 licensed advisor at AMJ Financial Wealth Management LLC with 10 years of industry experience. He has been with AMJ Financial in various capacities since 1997 and currently focuses on operations and accounting management within the firm. Outside of advisory duties, he serves as a member and owner of AMJ Financial LLC, overseeing office operations and accounting functions. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm’s investment approach combines macroeconomic analysis with fundamental and quantitative research, offering a range of strategies tailored to client risk tolerance, along with specialized retirement-plan and small-business consulting services.

Michael Schimmel is a financial advisor at Wealthcare Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Arkadios Capital, Coastal Equities, Inc., Wealthcare Advisory Partners LLC dba Fellows Financial Group, LPL Financial, and HSBC Securities. Schimmel is involved in insurance planning through Fellows Risk Solutions and maintains dual registrations with multiple advisory firms. Wealthcare Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in client assets using a goals-based, evidence-based investment process that incorporates behavioral economics and quantitative metrics to align long-term strategies with client preferences.

Alexander Schutz is a financial advisor at WMS Advisors, LLC with the designations ChFC® and Series 66 and six years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Williams Associates, Grove Point Advisors, and Grove Point Investments. Outside of finance, he has been a varsity soccer coach at Holy Child School. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension plans, trusts, and business entities. The firm employs core asset-class oriented strategies using ETFs, index funds, individual securities, and select alternatives, offering both discretionary and non-discretionary portfolio management as well as comprehensive financial planning and consulting services.

Jane O'mara is a CFP® professional with 12 years of experience in financial advising, currently serving at FBB Capital Partners since 2014. She is a managing member and owner of DELASHMUTT LLC, a maritime and real estate business, and serves as treasurer on the board of directors for Talbot Hospice, participating on both the investment and finance committees. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning and discretionary portfolio management. The firm employs diversified, cost-effective investment strategies that include stocks, bonds, and alternative investments, supported by quantitative and fundamental analysis.

Jacob Hampton is a financial advisor with Pactolus and holds Series 65 and Series 66 licenses. He joined Pactolus in 2026 after working at Terra Alpha Investments for 11 years. Although he has no prior advisory industry experience before 2026, he has been with Pactolus for one year. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers investment advisory, portfolio management, financial and estate planning, and other wealth-planning services, typically managing client accounts on a discretionary basis and utilizing quantitative tools, sub-advisers, and bundled wrap-fee programs.

Zachary Payne is a CFP® with nine years of industry experience, currently serving as an advisor at PlanVest Financial, Inc. in Gaithersburg, MD. He has worked at PlanVest Financial since 2015, including time when it operated as an LPL Financial DBA. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management with a team of six advisors managing approximately $176 million. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to customize portfolios and provides various engagement models, including a wrap fee program and a dedicated federal-employee planning service.

Sean Carroll is a Series 65 licensed advisor at AMJ Financial Wealth Management LLC in Leesburg, VA, with experience across various roles from 2015 to the present, including positions in education and landscaping before joining AMJ Financial. His diverse background includes work at Liberty Coca-Cola, Firehouse Subs, and Virginia Tech. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions with financial planning and discretionary investment management. The firm employs a combination of macroeconomic analysis and fundamental research with a quantitative sector-based approach, offering a range of advisory and consulting services alongside specialized retirement-plan work.

Alejandro Vela is a CFP® at FBB Capital Partners with five years of industry experience. He has been with FBB Capital Partners since 2016. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on comprehensive wealth and risk management. The firm manages approximately $2.39 billion in assets through diversified, low-cost portfolios that include traditional and alternative investments, using a combination of fundamental, quantitative, technical, and cyclical analyses.

Robert Behr is a financial advisor at PlanVest Financial, Inc. in Gaithersburg, MD, with 25 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and UBS Financial Services. Outside of advising, he is involved with CFO Advisory and Tax Services, LLC, a firm providing tax preparation, accounting, and bookkeeping services. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm offers customized portfolios using a combination of fundamental, technical, and cyclical analysis, as well as several fee structures including a wrap fee program and a dedicated federal-employee planning service.

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.

Ruben Devia Arbanil is a CFP® professional with eight years of industry experience, currently serving at Wealthcare Capital Partners, LLC. His career includes roles at Arkadios Capital, Abich Financial Wealth Management, and Edelman Financial Engines Advisors. He also works as an insurance agent providing life insurance and annuity services to financial planning clients. Wealthcare Capital Partners, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, evidence-based investment process incorporating behavioral economics and quantitative metrics, managing approximately $407 million in client assets.

Kelly Demers is a financial advisor at Northwest Financial Advisors LLC with nine years of industry experience. Kelly holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of financial advising, Kelly serves as a board member for the Alabama Ballet, focusing on fundraising and awareness. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm follows a long-term, asset-allocation-driven approach and offers customized portfolio management primarily through LPL Financial custodial programs and an Outsourced Chief Investment Officer program.

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.