Clark Kendall is a CFP® and CFA® with 25 years of experience in the financial industry. He has been with Kendall Capital Management since 2005, where he is part of a six-person advisory team. 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 range of strategies including long-term holdings, short-term trading, option writing, and short sales, and integrates financial planning into its asset-based advisory services.

Carol Petrov is a Certified Financial Planner® with 25 years of industry experience. She has been with Kendall Capital Management since 2014 and previously worked at Morgan Stanley, Guardian Life, and Ameriprise. Kendall Capital Management serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships with an eight-person advisory team. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, using both long- and short-term strategies guided by clients’ objectives and constraints.

Robert Speece is a CFP® professional with six years of industry experience. He has worked at Trumbower Financial Advisors LLC since 2019 and previously held roles at Guidehouse and PwC LLP. Trumbower Financial Advisors serves individuals, families, small pension and profit-sharing plans, charities, foundations, trusts, estates, and personal service corporations with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process that includes a Conservative Fixed Income component and emphasizes tax-oriented planning and a preferences-driven account model.

Jonathan Rosner is a financial advisor at TritonPoint Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Janney Montgomery Scott LLC, Goldman Sachs Personal Financial Management, Wealthspire Advisors dba Bronfman E.L. Rothschild, and Convergent Wealth Advisors. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a long-term, asset allocation approach that integrates public equities, fixed income, and private-market alternatives, utilizing both quantitative and fundamental analysis to select securities and managers.

Peter Gerlach Mack is a financial advisor at Axiom Value Wealth Management LLC in Rockville, MD. He holds a Series 65 designation and has over 20 years of experience, including a long tenure at State Department FCU. He is also a licensed insurance agent independent of his advisory role. Axiom Value Wealth Management LLC serves individual and high-net-worth clients with portfolio management and financial planning, employing a combination of fundamental and quantitative investment strategies. The firm also offers retirement education through workshops and webinars.

Steven Scott is a CFP®-certified financial advisor with five years of industry experience. He is currently with Arca Wealth, LLC, a team-based firm located in Bethesda, MD. Prior to joining Arca Wealth, he worked at Sandbox Financial Partners LLC and Ameriprise Financial Services, LLC. He is also a licensed insurance agent. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process that includes customized asset allocations and utilizes a range of investment options including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Chad Reineke is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Hazard & Siegel Inc. Outside of advising, he performs contract work in accounting for financial services. 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 utilizes a range of investment vehicles, including mutual funds, ETFs, individual equity, fixed income, and covered options.

David Warner is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Warner Financial, Inc. since 2005 and previously worked at Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial, Inc. is a four-advisor team providing fee-only investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million, employing a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios using no-load mutual funds and ETFs.

Morgan Freund is a financial advisor at Family Office Research, LLC with a Series 65 designation and one year of industry experience. Prior to joining Family Office Research, Freund worked at CW Capital and Excel Sports. Family Office Research provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, pension plans, and business clients. The firm manages customized portfolios using fundamental analysis and both long- and short-term trading approaches, overseeing approximately $648 million in regulatory assets.

Arden Widmann is a CFP® with 37 years of experience and has been with Widmann Financial Services since 1989. He also serves as an adjunct faculty member at Prince George's Community College, teaching estate planning courses. Widmann Financial Services provides discretionary asset management, financial planning, and consulting services to individuals, families, businesses, charitable organizations, trusts, and estates. The firm uses a hybrid, research-driven investment approach combining quantitative and qualitative analysis and offers financial education seminars with outside professionals.

Kevin Peters is a financial advisor at XML Financial Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at XML Securities, LLC since 2019 and XML Financial, LLC since 2016. In addition, he is the owner and president of Lifestyle Life Insurance Agency, a business focused on life, disability, and long-term care insurance. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative and private investments.

Craig Lukin is a CFA® charterholder with 23 years of experience in the investment industry. He has worked at Roumell Asset Management, LLC for 21 years before joining Heritage Investors Management Corporation in 2025. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth individuals and institutions. The firm employs a long-term, buy-and-hold investment approach tailored to client objectives, managing a broad range of complex account types with an emphasis on diversification and execution quality.

Matthew Gilchrist is a CFP® and PFS™ with 17 years of experience in the financial services industry. He is currently with AlphaCore Capital LLC and previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. He serves on the board of Cura Personalis Project, a nonprofit organization supporting individuals with disabilities. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies through direct management and third-party sub-advisers.

Reilly Carlton is a financial advisor with Aegis Capital Corp. based in McLean, VA. He holds Series 63 and Series 65 licenses and has three years of industry experience. His previous roles include positions at UBS Financial Services, self-employment, the US Patent Office, ProTask Inc., and Siemens Healthineers. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients across a range of wealth levels, offering asset management, financial planning, brokerage, and related services. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, with a notable portion of assets managed on a non-discretionary basis.

William Warner is an investment advisor with Gradient Advisors, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including a long tenure at Main Street Financial Group where he provides retirement and financial planning as well as life insurance and annuity services. Warner has been with Gradient Advisors since 2021. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary approach tailored to client objectives and risk tolerance.

Joshua Edwards is a financial advisor at Intrua Financial with a Series 66 designation and two years of industry experience. He has worked at LPL Financial, LPL Enterprise, and PRUCO Securities. Prior to his financial services career, he spent four years with Beast Baseball LLC. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement plans, employing a comprehensive investment approach that combines fundamental, technical, and cyclical analysis to create custom portfolios.

Vanessa Patterson is a Series 65-licensed financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She has previously worked with Appraisal Connections and New Perspective Financial Services and maintains a concurrent role in real estate sales with Berkshire Hathaway Home Services. Outside of financial advising, she holds a 10% ownership stake in the Southern Maryland Seahawks basketball team, where she is involved in recruiting, marketing, and ticket sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting for individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays and generally operates with discretionary trading authority subject to client restrictions.

Robin Drews is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Regal, Drews worked at Regulus Financial Group, LLC. Outside of financial services, Drews coaches high school field hockey and owns a vending machine business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party investment strategies with discretionary implementation and rebalancing authority granted by clients’ advisers.

Erin Rogers is a CFP® with 13 years of industry experience and currently an advisor at NorthRock Partners, LLC. Her prior experience includes roles at Lion Street Financial, Curi Capital, and Fidelity in both advisory and brokerage capacities. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with integration of private market allocations and AI-supported portfolio monitoring.

Vijai Rangarajan is a financial advisor with Legacy Wealth Management, LLC, holding a Series 65 designation and currently in his first year at the firm. He has prior experience at Northstar Group, Inc. and Akvarr, Inc., spanning over 18 years combined. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including in-house model portfolios and alternative investments, tailored to clients’ objectives and risk tolerances.