Jake Schoenfeld is a financial advisor with TritonPoint Wealth, LLC, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Goldman Sachs, GTT Communications, and Monumental Sports & Entertainment. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach emphasizes long-term asset allocation based on modern portfolio theory, combining fundamental and quantitative analysis with model and core-satellite strategies.

Sara Galvin is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior work includes roles at Ceros Financial Services, Inc., Resource 1, Inc., Beskin-Divers Insurance Group, Inc., and Currency Exchange International. She is also office manager at Resource 1, Inc., where she performs administrative and compliance-related duties. AtCap Partners offers investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and provides access to proprietary strategies, sub-advisors, and third-party managers through the Envestnet platform.

Shawn McLaughlin is a financial advisor with McLaughlin Ryder Investments, Inc. in Alexandria, VA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with McLaughlin Ryder Investments since 2011 and serves as a director and committee chairman at Burke & Herbert Bank & Trust Co. Additionally, he is owner and president of The McLaughlin Companies, LLC, and owner of Union Street Partners, LLC, an investment company. McLaughlin Ryder Investments serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers investment management, financial planning, and ERISA retirement plan advisory services, employing a client-centered investment process that utilizes both active and passive strategies and manages most assets on a non-discretionary basis.

Jaime Quiros is a CFP® certificant with 13 years of experience in the financial industry. He has worked at FBB Capital Partners since 2014 and holds Series 63 and Series 66 licenses. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion across a team of 11 advisors, using diversified, low-cost portfolios supported by fundamental and quantitative analysis and employing model portfolio structures to guide investment decisions.

Michael Perhac is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. He has been with Trumbower Financial Advisors LLC since 2015. Trumbower Financial Advisors serves individuals, families, and various institutions with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process focused on a Conservative Fixed Income approach and manages a substantial asset base with an emphasis on non-discretionary client relationships.

Edward Stroman is a CFP® with 11 years of industry experience and has been with Strathmore Capital Advisors since 2014. He holds a Series 65 license and is based in Washington, DC. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning to individuals, trusts, endowments, and participant-directed retirement plans. The firm employs an asset-allocation approach focused on long-term investment using mutual funds and ETFs, supplemented by technology for client service and integrated tax preparation and estate-planning offerings.

Anuj Grover is a CFP®-designated financial advisor with 24 years of industry experience. He is currently associated with Lake Street and has worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Grover is involved as a co-trustee and power of attorney for family estate planning matters. Lake Street Private Wealth provides discretionary and non-discretionary investment management, financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm’s investment approach incorporates global diversification, tax minimization, and a focus on asset-class allocation using a combination of fundamental and technical analyses.

Patrick Johnson is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Capital Investment Advisors in Washington, D.C., where he serves as a senior planning associate. His prior roles include positions at Cambridge Investment Research, Capital Asset Management Group, MB Advisors, and Salisbury University. Capital Investment Advisors offers financial planning and portfolio management services to both individual clients—ranging from non-high-net-worth to high-net-worth households—and institutional entities such as trusts, pension plans, and nonprofits. The firm provides a structured planning process and emphasizes client education through workshops and ongoing reviews, often utilizing third-party multi-manager platforms for investment implementation.

Blake Millard is a CFA® charterholder with nine years of industry experience. He currently works at Arca Wealth, LLC and has previously held roles at Sandbox Financial Partners LLC and UBS Financial Services. 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 builds customized asset allocations across conservative to aggressive approaches using a range of investment vehicles including mutual funds, ETFs, individual equities, and alternatives such as cryptocurrency exposure and options strategies.

Michael Beardi is an investment advisor representative with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Parsonex Advisory Services since 2013 and has worked with related firms in the Parsonex network since 2008. Outside of his advisory role, he serves as a Lieutenant Colonel in the Army National Guard. Parsonex Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach utilizing third-party advisers and sub-advisors, focusing on client risk tolerance and asset allocation through discretionary managed accounts with ongoing monitoring and reviews.

Daniel White is a CFA® charterholder with one year of industry experience, currently serving as an advisor at The Ithaka Group, LLC since 2014. He is based in Arlington, VA, and works within a team of five advisors. The Ithaka Group, LLC provides discretionary and non-discretionary investment advisory and portfolio management services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and registered investment funds. The firm employs a concentrated growth investment style focused on high-quality publicly listed companies, offering portfolios aimed at long-term capital appreciation with low turnover.

Catherine Portner is a financial advisor at Folger Nolan Fleming Douglas Incorporated with six years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and held roles in small business consulting and the hospitality sector. Outside of finance, she was involved with Portner Brewhouse for six years. 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 conducting regular portfolio reviews without exercising investment discretion.

Mark Underwood is a financial advisor at Mv Capital Management, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Mv Capital Management, and Mv Financial Group since 2002. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation, security selection, and ongoing portfolio monitoring conducted by an Investment Committee and supported by in-house research.

Scott Freund is a financial advisor with Family Office Research, LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Family Office Research since 2005. Outside of his advisory role, Freund is involved in consulting, personal investments, and publishing through Lower St Clair LLC, and serves as a consultant and part owner of FarmTogether US Farmland Fund LP, advising on fund operations and coordination. Family Office Research, LLC provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, employer plans, and businesses. The firm manages approximately $580.9 million in assets and emphasizes individualized portfolio supervision with tailored investment strategies for high-net-worth and institutional clients.

Andrew Colyer is a CFA® charterholder with 21 years of industry experience. He has been with The Ithaka Group, LLC since 2008, where he is part of a five-advisor team based in Arlington, VA. The Ithaka Group, LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and registered investment companies. The firm employs a concentrated growth investment approach focused on high-quality growth companies and manages both registered funds and advisory accounts.

Brian Zaczynski is a CFA® charterholder with seven years of industry experience. He has been with Torray Investment Partners LLC since 2016. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process with a quality, long-term orientation implemented across large cap growth, small/mid cap growth, and equity income strategies, managing concentrated portfolios with explicit risk controls.

Edward Kaganov is a financial advisor at Folger Nolan Fleming Douglas Incorporated, holding a Series 66 designation with 20 years of industry experience. He has been with Folger Nolan Fleming Douglas since 2005. Folger Nolan Fleming Douglas provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with the client’s other professionals. The firm combines broker-dealer operations with a limited advisory business and implements tailored investment strategies through equities, fixed income, mutual funds, and ETFs.

Vincent Barrett is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Financial Advisory Services, Inc. since 2017. He also has a longstanding role at Thomas F Barrett Inc beginning in 2013. Outside of his advisory work, Barrett is Vice President of an independent TPA/Record Keeper and manages an individual life/health business along with group employee benefit plans. Acorn Financial Advisory Services provides 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 across about 2,300 to 2,400 clients with 11 advisors, offering both custom and model-based portfolios through discretionary and non-discretionary management across multiple platforms.

Christopher Rhyne is a financial advisor at Sargent Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Reinhart Partners, Inc. for eight years before joining Sargent Investment Group in 2022. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and manages private funds requiring accredited investors, overseeing approximately $1.28 billion in assets.

Christopher Rivers is a CFP® with 20 years of industry experience. He is associated with Armstrong, Fleming & Moore, Inc. and has worked at Commonwealth Financial Network since 2009. Armstrong, Fleming & Moore provides portfolio management, financial planning, retirement plan consulting, and consultation services primarily to high-income and high-net-worth individuals and qualified retirement plans. The firm employs a tailored investment approach with fundamental analysis and offers services through programs in partnership with Commonwealth Financial Network.