Steven Schleupner is a financial advisor with Councilor Wealth LLC in Bethesda, MD, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, including roles at Merrill, Guardian Life, and TIAA-CREF. Schleupner also works as a Divorce Financial Planning professional for the accounting firm Councilor Buchanan & Mitchell. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, utilizing a combination of fundamental and technical analysis along with modern portfolio theory. The firm emphasizes documented investment policies and offers both discretionary and non-discretionary account management.

Carl Holubowich is a CFP® with 21 years of industry experience and is a member of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and with Commonwealth Financial Network since 2009. Armstrong, Fleming & Moore offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-income and high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios for multi-year horizons and utilizing a range of programs through Commonwealth Financial Network.

Benjamin Seamans is a financial advisor with Aspect Partners, LLC in Fairfax, VA, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His career includes 14 years at Lincoln Financial Advisors Corp and roles at Almanack Investment Partners and Private Client Services. He is also licensed as an insurance agent, offering a range of insurance products including accident, disability, long-term care, and life insurance. Aspect Partners serves a diverse client base including individuals, trusts, nonprofit organizations, and businesses, providing asset management, financial planning, retirement plan consulting, and third-party manager oversight. The firm uses quantitative and technical analysis in portfolio management and also works with insurance company clients, a client segment uncommon among similar teams.

Michael Treanor is a CFP® professional with 10 years of industry experience, currently serving at Aegis Wealth since 2013. He is based in Bethesda, MD, and is part of a six-advisor team at Aegis Wealth Management LLC. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm provides portfolio management, financial planning, third-party adviser selection, and tax return preparation, employing a mix of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Eduardo Wisbrun is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at West Financial Services, Inc. He previously worked at Morgan Stanley for five years and Caravel Management for seven years. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion across individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, utilizing a core-and-satellite equity approach alongside laddered fixed-income allocations and tactical adjustments based on quantitative and qualitative research.

Bailey Schmitz is an advisor at D'Orazio Wealth Advisors in Vienna, VA, holding a Series 65 designation with three years of industry experience. Prior to joining D'Orazio Wealth Advisors, Bailey worked at Alpha Mortgage Corporation and EmergeOrtho. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm uses a long-term, globally diversified investment approach and manages client portfolios with mutual funds, ETFs, individual equities and bonds, with discretionary monitoring and rebalancing.

Wade Pfau is a CFA® charterholder with over 11 years of experience in the financial services industry. He is currently affiliated with McLean Asset Management Corp. and has held roles at Retirement Researcher, LLC and The American College. Pfau also engages in educational speaking and writing for financial advisors and is the founder of RISA, LLC, a product designed to assist investment advisors with retirement income planning. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset-allocation principles, utilizing no-load mutual funds, ETFs, and approved managers.

Gregory Manara is a CFP® certificant with 23 years of industry experience. He is affiliated with Arca Wealth, LLC, a team-based firm located in Bethesda, MD. His prior work includes positions at Fidelity Investments, Charles Schwab Investment Advisory, and Merrill. 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 with customized asset allocations across multiple risk profiles and utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

David Nelson is a CFA® charterholder with 21 years of industry experience. He is currently a team advisor at Monument Wealth Management in Alexandria, VA, where he has worked since 2026. Prior to this, he spent nine years at Verdence Capital Advisors and one year at PagnatoKarp. Nelson is also a partner in an investment partnership focused on personal investments. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million through a team of nine advisors. The firm offers discretionary asset management and comprehensive financial planning, employing a mix of fundamental and technical analyses across various investment strategies.

Eric Hess is a CFP® and ChFC® with 19 years of industry experience. He has been with Alpha Financial Advisors, LLC since 2001. Alpha Financial Advisors serves individual and high-net-worth clients, focusing on life-oriented financial planning and a comprehensive range of services including investment management, retirement planning, and estate planning coordination. The firm employs a goal-driven investment process that integrates multiple analytical methods and maintains a fee-only, discretionary portfolio management approach.

Isiah Williams is a financial advisor at Audible Wealth Management with nine years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and Merrill Lynch. In addition to his advisory role, he also works as a life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans. The firm offers financial planning, portfolio management, educational seminars, and bill-pay services, utilizing a diverse investment approach that incorporates fundamental, quantitative, technical, and modern portfolio theory methods.

Margaret Horsley is a CFP® and holds a Series 63 license with four years of industry experience. She currently works at Glassy Mountain Advisors, Inc., where she has been employed since 2023, and previously worked at Northwestern Mutual Wealth Management Services and The Vanguard Group. Glassy Mountain Advisors provides personalized wealth management and financial planning to individual and institutional clients, managing approximately $370 million across 127 client relationships. The firm employs a value-oriented investment process and typically requires a $1,000,000 account minimum while offering fund-only portfolios for smaller accounts.

Leslie Tovar Rosado is a financial advisor at Alpha Financial Advisors, LLC, holding a Series 65 designation with five years of industry experience. She has been with Alpha Financial Advisors in its various forms since 2016, including two years at LPL Financial prior to that. Alpha Financial Advisors serves individual and high-net-worth clients, offering comprehensive financial planning and investment management services. The firm employs a holistic, goal-driven approach that integrates multiple analytical methods and emphasizes discretionary portfolio management focused on limiting turnover and tax friction.

Stephanie Anderson is a CFP®, CFA®, and Series 65 licensed financial advisor with seven years of industry experience. She currently works at Councilor Wealth LLC and has previous experience at Mariner Wealth Advisors, Mercer Global Advisors Inc., and Anderson Hamlin Consulting. Anderson holds active real estate salesperson licenses in Washington, DC, and Maryland, and may receive commissions or referral fees from real estate transactions or referrals. Councilor Wealth LLC provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm uses a documented Investment Policy Statement and employs fundamental and technical analysis along with modern portfolio theory to manage client accounts, offering discretionary trading authority and a range of financial planning options.

Jessica Wunder is a CFP® with 21 years of industry experience, currently serving as an advisor at McLean Asset Management Corporation since 2012. She holds the Series 66 designation and is based in Tysons, VA. Outside of her advisory role, she is the Immediate Past Chair and a board member of the Parkinson's Foundation. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach, using Modern Portfolio Theory and broad asset allocation principles to develop individualized portfolios.

Mark Mckaig is a financial advisor at Centurion Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has worked at Centurion Wealth Management since 2022, following seven years at Spire Investment Partners. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a diversified, asset-allocation driven investment approach overseen by a monthly investment committee and provides access to private investment opportunities for eligible clients.

Hunter Adams is a CFP® professional with four years of industry experience. He currently works at Brown | Miller Wealth Management, LLC, joining the firm in 2023 after a prior role at Merrill. His background also includes positions in education and hospitality. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations combining active and passive strategies and provides both discretionary portfolio management and consulting services through an 11-advisor team.

Jacob Defilippo is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 66 credential and over 10 years of industry experience. He has worked at Beacon Global Advisor Network, LLC, Regulus, LLC, and Delta Financial Advisors, Inc. He is also a silent investor in a real estate renovation project with family members. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm integrates advisory services with in-house accounting and tax capabilities, managing approximately $208 million for around 218 client relationships.

Parker Trasborg is a CFP® professional with 14 years of industry experience, currently serving at CJM Wealth Advisers, Ltd. in Falls Church, VA. He has been with CJM Wealth Advisers since 2011, with a brief prior tenure at Waddell & Reed. Trasborg is a member of The National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm operates a wrap-fee program with a diverse investment approach that includes mutual funds, ETFs, equities, and fixed income, and maintains explicit policies on AI use and discretionary authority.

Bryce Sistrunk Lewis is a CFA charterholder with four years of experience at Edgemoor Investment Advisors, Inc. Prior to joining Edgemoor in 2022, he worked at Morgan Stanley for five years. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm follows a value-oriented, fundamental analysis process focused on long-term capital appreciation, capital preservation, and income generation.