Mary Moore is a CFP®-certified financial advisor with 23 years of industry experience. She is affiliated with Armstrong, Fleming & Moore, Inc., where she has worked since 2005, and has also been associated with Commonwealth Financial Network since 2009. Moore serves as treasurer, director, and part owner of Armstrong, Fleming & Moore, focusing primarily on asset management and financial planning. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and hourly consultation services primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored portfolio allocations, fundamental analysis, and multi-year investment horizons, delivering many services through partnerships with Commonwealth Financial Network.

Cristi Tanner is a CFP® professional with five years of experience at Meritas Wealth Management, LLC. Prior to joining Meritas, she worked at the University of Georgia and Concord High School. Meritas Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm follows a fee-only model and emphasizes long-term diversification using no-load mutual funds and passive strategies guided by academic research and Modern Portfolio Theory.

Stephen Baker is a financial advisor with Folger Nolan Fleming Douglas Incorporated in Washington, DC. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Folger Nolan Fleming Douglas since 2005. 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 limited advisory business, offering tailored investment strategies and ongoing portfolio review through a multi-team approach.

Christopher Cutlip is a CFP® professional with two years of industry experience, currently serving at Evermay Wealth Management, LLC. Prior to joining Evermay, he held roles at Global Advisor Group and has experience working in various capacities including education and hospitality. Evermay Wealth Management is an SEC-registered firm managing approximately $1.33 billion in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-centric approach, tailoring investment recommendations based on an Investor Profile and conducting due diligence on third-party managers while acting as a fiduciary in its advisory services.

Brad Neumann is a CFA® charterholder with 20 years of industry experience. He has been with Trumbower Financial Advisors LLC since 2011. Outside of his advisory role, he has experience as a rental property owner and manager. 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 emphasizing conservative fixed income strategies and generally favors managed mutual funds and broad index ETFs.

George Hill is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 48 years of industry experience. He has been with the firm since 1977 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Hill serves as a board member and treasurer of Oak Hill Cemetery in Georgetown and is involved with the Smithsonian Institution Libraries advisory board and the Metropolitan Club of Washington D.C. pension committee. Folger Nolan Fleming Douglas Incorporated provides private wealth management services to a single ultra-high-net-worth family on a non-discretionary, fee-based basis. The firm combines broker-dealer operations with a limited advisory business, focusing on tailored investment strategies implemented through equities, fixed income, mutual funds, and ETFs.

Lucinda Crist is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has been with the firm since 1984. Folger Nolan Fleming Douglas operates a limited private wealth management business serving a single ultra-high-net-worth family client with non-discretionary, fee-based advisory services. The firm customizes investment strategies and coordinates with other client advisors while managing approximately $637.7 million in assets.

Daniel Kane is a CFA charterholder with 24 years of experience in the financial industry. He has been with Carderock Capital Management, Inc. since 2002. Carderock Capital Management, Inc. provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, long-term investment approach that integrates fundamental, quantitative, and technical analysis to create customized portfolios tailored to client needs.

Candace Lee is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Glassman Wealth Services, LLC since 2017. Prior to that, she worked at FJY Financial from 2015 to 2017. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach including allocations to mutual funds, ETFs, independent managers, and private investment funds, with a focus on comprehensive reporting and formal AI governance.

Stash Graham is a financial advisor with Graham Capital Wealth Management, LLC in Washington, DC, holding Series 63 and Series 65 registrations and possessing 10 years of industry experience. He has been with Graham Capital Wealth Management since 2015. Graham also works as an independent insurance agent. Graham Capital Wealth Management provides discretionary wealth management and financial planning services for individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach is primarily long-term, combining fundamental, technical, and cyclical analysis to construct diversified portfolios, with ongoing monitoring and periodic reporting to clients.

Miguel Padilla is a financial advisor at BNB Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Capitol Securities Management since 2011. Prior to that, he was with Equitable Advisors and Edward Jones. Outside of his advisory role, he owns and manages a vacation rental property. BNB Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm manages diversified portfolios primarily using mutual funds and provides financial planning, pension consulting, and participant education services through a multi-office team approach.

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.

Dionne Thompson is a financial advisor at Capital Investment Advisors with 22 years of industry experience and holds a Series 66 designation. She has worked at several firms, including Financial Engines Advisors L.L.C., Edelman Financial Services, and Facet Wealth. Thompson currently operates within a six-advisor team based in Washington, D.C. Capital Investment Advisors manages approximately $374 million for a diverse client base that includes individuals, trusts, pension plans, and nonprofit entities. The firm offers individualized financial planning, ongoing consultation, and portfolio management, incorporating educational programming and workshops into its client onboarding and planning process.

Amy Cooper is a financial advisor at Folger Nolan Fleming Douglas Incorporated with one year of industry experience. She holds a Series 66 designation and previously worked at Optimal Beginnings LLC for eight years. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family client. The firm customizes management strategies across equities, fixed income, mutual funds, and ETFs, coordinating with other advisors on estate and cash-flow matters.

Chad Reineke is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he performs contract work in accounting for financial services. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million across 421 clients with a team of 28 advisors. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term investment strategies that incorporate mutual funds, ETFs, equities, fixed income, and tactical adjustments.

Eliot Simon is a CFP® professional with nine years of industry experience. He has worked at Evermay Wealth Management, LLC since 2021 and previously spent seven years with Garnet Group LLC. 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 advisory model with distinct service levels and integrates investment management with tax and estate planning through affiliated services and third-party platforms.

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.

John Forster is a financial advisor at SB Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. He serves as a director of the Committee for the Capital City, a nonprofit focused on voting rights for Washington, DC residents. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice, using a combination of mutual funds, ETFs, individual equities, and third-party managers tailored through fundamental, technical, and qualitative analysis.

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.