Stephen Knapp is a CFA® charterholder with six years at Carderock Capital Management, Inc. and eight years of prior experience at S&P Global Market Intelligence, totaling 14 years in the financial industry. He is based in Chevy Chase, MD. Carderock Capital Management 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, customizing portfolios based on client and market data.

Angela Bender is a CFP® with 20 years of industry experience, currently serving at AMJ Financial Wealth Management LLC in Leesburg, VA. She has been with AMJ Financial since 2007 and also works with OSAIC since 2014. Outside of her advisory role, she is president of the Loudoun Estate Planning Council. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to a range of clients including individuals, families, trusts, retirement plans, foundations, and institutions. The firm combines macroeconomic analysis with fundamental and quantitative research to manage client portfolios and offers specialized services such as retirement-plan advisory and small-business consulting.

Timothy Sommer is a financial advisor with Legacy Edge Advisors and holds Series 63 and Series 66 licenses. He has 32 years of industry experience, including long tenures at TIAA and The Capital Group Investment Advisory Services. He has been with Legacy Edge Advisors since 2024 and also works with PKS Investments. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm uses a combination of fundamental, quantitative, and technical analysis to tailor investment strategies to client goals and manages approximately $896 million across 14 advisors.

Jason Huggins is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, Huggins serves as Vice President of the Terry College of Business Alumni Board at the University of Georgia and is President of Wolf Trackers, an organization that raises funds for athletics programs. 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 offers portfolio management primarily on a discretionary basis.

Patrick Moore is a financial advisor at Hughes Financial Services, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Hughes Financial Services since 2016. Prior to joining the firm full-time, he also worked at George Mason University from 2016 to 2018. Hughes Financial Services is a team-based registered investment adviser with nine advisors managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program utilizing firm-developed model portfolios and a combination of fundamental, cyclical analysis, and modern portfolio theory.

Adrian Kutko is a financial advisor at Lynx Investment Advisory, LLC with 22 years of industry experience. He has held his current role at Lynx since 2010. Adrian holds Series 63 and Series 65 licenses. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations often implemented through third-party managers and also offers a Growth and Income model portfolio option.

David Chandik is a financial advisor at Pactolus Private Wealth Management with five years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Pactolus, he worked at the South Carolina Office of the State Treasurer and L&L Management, Inc. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities, offering investment advisory, portfolio management, financial and estate planning, tax-aware advice, and related services. The firm typically manages accounts on a discretionary basis, uses quantitative and third-party research, and sponsors proprietary private funds alongside bundled wrap-fee programs.

Abbie Frishman is a CFP® professional with two years of industry experience, currently advising at Councilor Wealth LLC. Her prior work includes roles at May Barnhard Investments LLC and Councilor, Buchanan & Mitchell, P.C. She also engages in divorce financial planning as an additional business activity. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm employs a combination of fundamental analysis, technical analysis, and modern portfolio theory to implement long-term investment strategies, serving clients through both discretionary and non-discretionary account management.

Edward Lamade is an advisor at Sargent Investment Group with Series 65 and Series 63 credentials. He has previously worked at Brown Advisory, LLC and the Carnegie Institution for Science, totaling over 13 years in related fields, and joined Sargent Investment Group in 2026. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, and defined-contribution plans. The firm employs a consultative, goals-based process to create customized portfolios that include individual equities, fixed income, mutual funds, ETFs, and third-party managers, focusing primarily on higher-asset households.

Andrew Schiff is a financial advisor at TritonPoint Wealth, LLC with 27 years of industry experience. He holds a Series 65 designation and has worked previously at Goldman Sachs Personal Financial Management, United Capital Financial Advisors, and MTB Asset Management, Inc. Outside of advisory work, he owns and manages several residential real estate holding companies in Baltimore. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm’s investment approach emphasizes long-term asset allocation using a blend of public equities, fixed income, and private-market alternatives, implemented through independent managers and model portfolios.

Jennifer Mascarenas is a CFP® with three years of industry experience, currently serving as a financial advisor at Steigerwald, Gordon & Koch - Wealth Advisors. Her prior experience includes roles at Bogart Wealth, Northern Trust, and Mariner Wealth Advisors. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives across various asset classes and employs both long- and short-term strategies while monitoring accounts on an ongoing basis.

Panagiotis Plevritis is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brown | Miller Wealth Management, LLC with four years of industry experience. His prior roles include positions at ALMA Bank and Northwestern Mutual Investment Services LLC. Brown Miller Wealth Management, LLC is a fee-only registered investment adviser managing approximately $991 million for about 487 clients through an 11-advisor team. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and businesses with customized, tax-aware investment and wealth management strategies that combine active and passive approaches across multiple asset classes.

Sandeep Saini is a CFP® professional with one year of experience at PlanVest Financial, Inc. Prior to joining PlanVest, he worked for 22 years with the US Public Health Services and FDA and was involved with SSI Education DBA The Goddard School. PlanVest Financial, Inc. primarily serves individual and high-net-worth clients, providing wealth planning, financial planning, and investment management through a team of six advisors managing approximately $176 million. The firm customizes portfolios using a mix of analytical approaches and offers multiple engagement models, including a unique wrap fee program and a dedicated federal-employee planning service.

Michael Cassella is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Ceros Financial Services, Inc., National Securities, Sns Installations, MD Global Partners, and Worden Capital Management LLC. Outside of finance, he is involved in a home health care business and serves as an officer in a pass-through corporation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market cycle timing, and offers access to alternative investments and affiliated private funds as part of its comprehensive client programs.

William Sterling Jr. is a financial advisor at TritonPoint Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Goldman Sachs including its Personal Financial Management division, as well as Charles Schwab. He has been with TritonPoint Wealth since 2023. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach integrates long-term asset allocation using modern portfolio theory with a combination of public and private market investments, quantitative and fundamental analysis, and employs model portfolios and independent manager oversight.

Maggi Keating is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Fbb Capital Partners since 2004. She 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 in assets and employs a diversified, low-cost investment approach supported by fundamental and quantitative analysis.

Thomas Healy is a financial advisor at Sargent Investment Group with eight years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services and NTT DATA Consulting. He serves on the investment committee of the Shanahan Healy Foundation, contributing to research and investment proposals. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios, utilizing third-party managers and technology to monitor and rebalance assets, and also serves as an investment manager to pooled private investment vehicles.

Acie Clayborne III is a financial advisor at Values Added Financial with a Series 65 designation and three years of industry experience. He has worked at Rebel Financial and Ohio University prior to joining his current firm. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm provides comprehensive financial planning, discretionary portfolio management, business consulting, and educational workshops, focusing on tailored investment policies that emphasize asset allocation, diversification, and periodic rebalancing.

Kyler Stephens is a CFP® professional with three years of industry experience, currently serving at Brown | Miller Wealth Management, LLC since 2025. Prior to this role, he worked at Cerity Partners LLC, FJY Financial, and Traditions Wealth Advisors. He also has a background in education from Texas A&M University. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for nearly 500 clients. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and businesses, offering customized, tax-aware asset allocations that combine active and passive strategies across a range of investment vehicles.

Peter Jones is a CFP® with 33 years of experience in the financial industry. He has worked at Wellington Consulting Services, Inc. since 1992. He also serves as president of Everington Consulting, Inc., a firm involved in third-party recordkeeping for retirement plans, where he spends a significant portion of his time in management. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans, frequently serving as an ERISA fiduciary. The firm employs low-cost investment strategies using mutual funds, index funds, and ETFs, alongside automated portfolio solutions with manual oversight, supporting a large client base through a scalable, participant-oriented platform.