Michael Sellers is a financial advisor with Fidelis Capital Partners, holding Series 66 and Series 65 licenses and bringing five years of industry experience. His prior work includes fourteen years at Bank of America Private Bank and earlier roles at Highline Wealth Management and Ameriprise. Fidelis Capital Partners serves a diverse client base, including individuals, family offices, trusts, and nonprofit organizations, offering investment advisory services alongside financial planning and business consulting. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its discretionary portfolio management and also sub-advises a private fund.

Mitchell Strobel is a CFP® with 15 years of industry experience, currently serving as an advisor at Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2009 and also associated with Commonwealth Financial Network throughout his career. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting services primarily to high-income and high-net-worth individuals. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios over multi-year horizons with an investment committee overseeing reviews.

Samer Eshmawy is a CFP® with six years of industry experience, currently serving at Azzad Asset Management, Inc. since 2025. His prior experience includes roles at Modera Wealth Management, LLC, JP Morgan Chase & Co., and T-Mobile US. Azzad Asset Management provides investment management and financial planning services to a diverse client base including individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

Fadoua Arif is a financial advisor at Lynx Investment Advisory, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining Lynx in 2022, Arif worked at Zeitnot Consulting and Silk Invest. Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans. The firm offers customized, multi-manager portfolios and utilizes a range of investment vehicles, supporting both discretionary and non-discretionary trading strategies.

Aditya Bhatnagar is a financial advisor at Westbourne Investments, Inc. in Fairfax, VA, with 16 years of industry experience. He holds a Series 66 designation and has been with Westbourne since 2016 following a brief tenure at CenturyLink. Outside of his advisory role, he participates in career mentoring through the University of Maryland Alumni Advisor Network. Westbourne Investments provides investment management and financial planning services to individuals, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, employing a combination of top-down macro analysis and bottom-up security selection, including the use of options strategies within defined risk parameters.

Walter Billodeaux is a financial advisor with USAdvisors Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with USAdvisors since 2012 and also has experience with Osaic Wealth, Inc. and Securities America Inc. Outside of his advisory role, he is involved in insurance sales, specifically equity indexed annuities. USAdvisors Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a combination of asset-allocation model portfolios and fundamental security selection, sourcing model solutions from multiple institutional providers, and offers a range of investment strategies including socially responsible portfolios and access to certain alternative investments.

Elizabeth Larson is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. She has been with Evermay Wealth Management, LLC since 2009. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric model and offers services including portfolio management, financial planning, and retirement plan consulting, integrating investment, tax, and estate planning through affiliated and third-party resources.

Sean Rogers is a financial advisor at Evermay Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Maryland and Damascus High School. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric model offering tailored client service levels and integrates investment, tax, and estate planning through affiliated services and technology.

Aaron Weston is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with FSA Wealth Partners and has previously worked at Financial Services Advisory, Inc., Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis-driven investment process supplemented by fundamental review and uses a structured approach that includes tactical strategies and a defined exit framework called the FSA Safety Net.

Jane Rowny is a CFP® with 16 years of industry experience, currently serving at Councilor Wealth LLC. She has worked at May Barnhard Investments, LLC since 2013 and May and Barnhard PC since 2008. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm employs a long-term investment approach based on fundamental and technical analysis combined with modern portfolio theory, serving clients with a range of asset types and offering both discretionary and non-discretionary account management.

Barbara Warner is a CFP® with 42 years of industry experience. She has been with Warner Financial, Inc. since 2005 and previously worked at Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial is a four-advisor team that provides fee-only investment advisory and financial planning services primarily to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million using a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios constructed with no-load mutual funds and ETFs.

Sumedha Malhotra is a CFP® professional with 13 years of industry experience, currently serving at Armstrong, Fleming & Moore, Inc. since 2019. Her prior roles include financial advisory positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored investment allocations and fundamental analysis, managing portfolios over multi-year horizons with oversight from an investment committee.

W Booth Sr. is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley & Co., Wells Fargo Clearing, and Prudential Equity Group. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family client, coordinating customized strategies across equities, fixed income, mutual funds, and ETFs while working alongside other advisors on estate and cash-flow matters.

Mel Casey is a CFA® charterholder with four years of industry experience. He has worked at FBB Capital Partners since 2021 and previously spent five years at 1919 Investment Counsel, LLC. In addition to his advisory role, he serves on the Board of Advisors for C.G. Medici & Co., providing feedback on product development for an online financial planning application. FBB Capital Partners advises individuals, high-net-worth clients, family offices, and institutions on wealth and risk management. The firm employs diversified, low-cost portfolios with discretionary management and incorporates alternative investments, serving approximately 1,000 clients with $2.39 billion in assets under management.

Raeonna Jefferson is a financial advisor at Zenith Wealth Partners in Alexandria, VA, holding a Series 65 designation with two years of industry experience. Her work history includes roles at Zenith Solutions, Inc., Broadridge, and Datto Inc. prior to joining her current firm. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations with financial planning, portfolio management, and consulting services. The firm combines a risk-based asset allocation approach with low-cost index exposures and selective active management, supported by documented investment policies and periodic reviews.

Eugene Sarrge is a financial advisor at Chesapeake Investment Management LLC with 24 years of industry experience. He holds a Series 65 credential and has been with Chesapeake since 2005. Outside of his advisory role, he is also a principal at Washington Financial Planners, LLC, a financial planning company. Chesapeake Investment Management provides fee-based asset management and consulting services primarily to high-net-worth individuals, trusts, foundations, and institutional clients. The firm employs individualized discretionary portfolio management focused on equity and fixed-income securities with low turnover, and it does not provide custody or firm-level financial planning.

Tony Nguy is a financial advisor at Axiom Value Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including SunTrust Advisory Services and Osaic Wealth. In addition to his advisory role, Tony is an independent licensed insurance agent with Axiom Value LLC. Axiom Value Wealth Management LLC serves individual and high-net-worth clients, providing portfolio management and financial planning through a small team of advisors. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education via workshops and webinars.

Justin Bass is a financial advisor at Graham Capital Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Graham Capital Wealth Management in 2025, he served four years in the United States Marine Corps and has worked in various roles at Splash Zone, Talamore Country Club, and The Giant Company. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients and uses a combination of fundamental, technical, and cyclical analysis to build customized, primarily ETF- and bond-based portfolios with a long-term focus.

Naomi Parham is a CFP® and holds a Series 66 license with six years of experience in the financial industry. She has worked at Fruitful since 2024 and previously held roles at Wealth with Wisdom, LLC, Fidelity Brokerage Services, and Lazard Asset Management. Earlier in her career, she also worked at JP Morgan Chase and the Federal Reserve. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management primarily to individual clients through a subscription membership model. The firm focuses on passive, low-cost investment strategies using exchange-traded funds and index funds, with personalized planning centered on linking life goals to asset allocation and risk tolerance.

Bryant Boswell is a financial advisor at Aviso Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC and Cetera Advisors LLC. Outside of his advisory role, Boswell coaches JV lacrosse at Georgetown Preparatory School. Aviso Wealth Management offers personalized financial planning, investment supervisory services, and portfolio management to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm serves approximately 913 clients with $621 million in assets under management, utilizing a variety of analytical approaches and managing both discretionary and non-discretionary accounts.