Christopher Tate is a financial advisor at Fidelis Capital with a Series 65 designation and two years of industry experience. He previously worked at Bank of America Private Bank and Wells Fargo Private Bank, totaling 12 years in private banking roles. Since May 2024, he has contributed investment-related articles to Kiplinger. Fidelis Capital Partners serves individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and business entities, offering portfolio management, financial planning, and consulting services. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide its investment decisions and manages approximately $1.63 billion in discretionary assets.

Luke Addington is a financial advisor at Preston Wealth Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Preston Wealth Advisors provides investment advice and financial planning to individuals, families, and plan fiduciaries, combining active and passive portfolio management with model-driven strategies. The firm also serves as sub-adviser for other advisers and sponsors private pooled investment vehicles.

Ronald Rough is a CFA® charterholder and holds a Series 65 license with 29 years of experience in the financial services industry. He is part of a nine-advisor team at FSA Wealth Partners in Rockville, MD, where he has worked since 2006. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm employs a technical analysis-driven investment approach supplemented by fundamental review and uses a structured process for client onboarding and communication.

Jozsef Szadvari III is a financial advisor with Northwest Financial Advisors LLC based in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank, where he worked for eight years. He is also involved with Northwest Financial Group LLC, a registered broker-dealer affiliated with his firm. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and Investment Committee.

Megan Clark is an investment adviser representative with Brighter Financial Capital Management, LLC and holds Series 63 and Series 66 credentials. She has 12 years of industry experience and has worked with firms including Madison Avenue Securities and Clark/Barbour Asset Strategy Partners. Clark is also the CEO and owner of Clark & Associates, Inc. Financial Solutions and serves as treasurer for the Fairway Executive Center Condo Board. Brighter Financial Capital Management provides investment and financial planning services to individuals, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, plan advisory, and educational seminars, serving a high client load with a multi-tiered planning approach.

Laura Corbiani is a CFP® with 11 years of industry experience, currently affiliated with Equita Financial Network, Inc. She has previously worked at Astraea Wealth Management, Midwest Capital Advisors, Merrill, and other financial firms. Outside of her advisory role, she is the founder and artist of I Draw Your Story, creating custom visual artwork and illustrated storybooks. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm emphasizes market efficiency and strategic asset allocation, managing over $390 million in discretionary assets across multiple offices and providing customized investment guidance.

Mitchell King is a financial advisor at Bull Harbor Capital LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance. Prior to his financial services career, he was employed at the University of Alabama at Birmingham and Madison Academy High School. 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 equities, and fixed income.

Ross Smyth Jr. is a CFA® charterholder with 20 years of industry experience. He is currently with Glassy Mountain Advisors, Inc., where he has worked since 2021, following a 16-year tenure at Edgemoor Investment Advisors, Inc. He holds a Series 63 license and is based in Bethesda, MD. Glassy Mountain Advisors provides wealth management and financial planning services to individual and institutional clients, managing approximately $370 million across about 127 client relationships. The firm employs a value-oriented, fundamental analysis investment approach and offers discretionary portfolio management along with financial planning at no additional charge.

Christina Bresnan is a CFA® charterholder with 20 years of experience in the financial advisory industry. She has been with Trumbower Financial Advisors LLC since 2005. Trumbower Financial Advisors serves individuals, families, and various types of plans and organizations with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process emphasizing a Conservative Fixed Income approach and manages a large asset base relative to its team size.

Aaron Wall is a CFA® charterholder with three years of industry experience. He is currently an advisor at Fidelis Capital and previously worked at Bank of America for six years. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, nonprofit organizations, and business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its investment process and serves a mix of retail, institutional, and investment company clients, including through sub-advisory roles.

Eleni Milligan is a financial advisor at Hughes Financial Services, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Savant Wealth Management and Aerie, as well as part-time work while attending Salisbury University. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning and an all-inclusive wrap-fee program.

James Joseph is a CFP® certified financial advisor with 22 years of experience, currently practicing at FSA Wealth Partners in Rockville, MD. He has worked at Financial Services Advisory, Inc. since 2004. FSA Wealth Partners is a fee-only fiduciary registered investment adviser serving individuals, business owners, foundations, trusts, and retirement accounts. The firm manages approximately $820 million across about 700 clients, employing both actively managed and passive investment strategies supported by technical and fundamental analysis.

Nathan Levin is a financial advisor at Northwest Financial Advisors LLC with Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at LPL Financial LLC, Northwest Federal Credit Union, the United States Senate Office of Senator Cynthia Lummis, and Amazon. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach, tailoring portfolios based on clients’ time horizons, risk tolerance, and objectives, and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer program for portfolio oversight.

Eliza Jeffereis is a financial advisor at Promethium with Series 65 and Series 66 credentials and one year of industry experience. Her prior roles include positions at GWU, DECA Inc., UC Leuven-Limburg, and Noble Americas Corp. Promethium Advisors, LLC provides investment management, financial planning, and consulting services to individuals—including both high-net-worth and non-HNW clients—as well as institutional clients such as pension plans, foundations, and nonprofits. The firm employs diversified investment programs combining passive and active strategies and conducts continuous portfolio monitoring, including oversight of Independent Managers.

Zemin Zhu is a financial advisor at Kendall Capital Management in Rockville, MD, holding a Series 65 designation with nine years of industry experience. He has been with Kendall Capital Management since 2016. Kendall Capital Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships through an eight-person advisory team. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and uses both long- and short-term strategies, including short sales and option strategies, tailored to clients' objectives.

Mark Herman is a financial advisor at Acorn Financial Advisory Services, Inc. in Reston, VA, with nine years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including Mutual Advisors/DCH Wealth, Platinum Wealth Partners/DCH Wealth, Knight Equity Markets, and Direct Trading Institutional. He is a partner in a personal closed investment partnership alongside two other licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered investment adviser managing approximately $1.4 billion across various account types. The firm serves individuals, families, and institutional clients with globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and offers specialized model strategies as well as subadvisory services.

Sean Mcelhaney is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Family Office Research, LLC, where he has worked since 2022. Prior to that, he spent 12 years at Fidelity Investments and its affiliate, Fidelity Personal and Workplace Advisors. Outside of his advisory role, Sean serves as Director of Operations and Logistics for Glover Park Tour, coordinating recreational golf outings and social events. Family Office Research, LLC provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, employer plans, and businesses. The firm emphasizes individualized portfolio supervision and tailors investments across a range of asset types, serving primarily high-net-worth and institutional clients.

John Forbrich is a CFP® with 24 years of industry experience, currently serving at Acorn Financial Advisory Services, Inc. He has held positions at several firms, including Voya Financial Advisors and The Washington Financial Services Group, Inc. Outside of his advisory work, he is an independent insurance agent specializing in fixed insurance products. Acorn Financial Advisory Services, Inc. is a fee-only registered investment adviser managing approximately $1.4 billion across a range of individual and institutional clients. The firm offers globally diversified portfolios using various securities and third-party managers, with additional services including subadvisory arrangements and financial education seminars.

John Petrofsky is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has worked at FBB Capital Partners since 2017 and previously spent three years at Torray LLC. 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, low-cost portfolios and includes alternative investments when appropriate, managing approximately $2.39 billion for around 1,000 clients across a multi-advisor team.

Neetu Kohli is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. Her prior career includes roles at PNC Bank and PNC Investments, Wells Fargo Clearing, Charles Schwab, and United Brokerage Services. She is also an author of children's reading books. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach with customizable portfolios implemented through LPL Financial programs.