Matthew Bigelow is a financial advisor with Folger Nolan Fleming Douglas Incorporated and holds a Series 66 designation. He has 10 years of industry experience, primarily with Folger Nolan Fleming Douglas entities since 2013. His role includes securities research and assisting with investment management. 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, focusing on tailored investment strategies and coordination with the client’s other professionals. The firm operates as both a broker-dealer and SEC-registered investment adviser, managing portfolios with a combination of equities, fixed income, mutual funds, and ETFs.

Paula Friedman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at McLean Asset Management Corp. since 2013. She is the managing member of Retirement Researcher, LLC, a firm providing educational tools and resources on retirement income planning. McLean Asset Management Corporation offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs portfolio strategies based on Modern Portfolio Theory and broad asset allocation, with a focus on no-load mutual funds, ETFs, and approved managers.

Jennifer Vanlandingham is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. She has been with D'Orazio & Associates, Inc. since 2004. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting mainly to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Hsuan Wang is a financial advisor at Corrales & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Chevy Chase Trust and Quantis Wealth Management. Outside of his advisory role, Wang serves as treasurer of a nonprofit organization and teaches Chinese weekly, both on a volunteer basis. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, quantitative, technical, and charting analysis. The firm prepares customized Investment Policy Statements and may incorporate third-party managers or private funds as part of client strategies.

Camille Svitek is a CFP® and CFA® with five years of industry experience, currently serving at Evermay Wealth Management, LLC. Her prior roles include positions at Prime Capital Investment Advisors, Sendero Wealth Management, and SmartBiz Loans. Evermay Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm takes a team-centric approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting tailored to clients’ investor profiles.

Jennifer Stewart is a CFP® with three years of industry experience, currently serving as a financial advisor at Glassman Wealth Services, LLC. Her prior work includes roles at Evermay Wealth Management, Fastmarkets AMM, Argus Media, and Schlumberger Oilfield Services. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that incorporates mutual funds, ETFs, independent managers, and private funds, with attention to cash management and integration of non-managed assets.

Leslie Irby is a CFP® professional with 12 years of experience and is currently with Rembert Pendleton Jackson, where she has worked since 2007. She holds a Series 65 license and is based in Vienna, VA. Irby has been with the firm through its various phases, including its operation as SSB Wealth Management, Inc. D/B/A Rembert Pendleton Jackson. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm uses a Modern Portfolio Theory-based approach to design diversified asset allocations and manages both discretionary and non-discretionary portfolios.

Austin Philbin is a financial advisor at Activ8 Family Office LLC with 14 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at OFS, Dynasty Securities, LLC, and Dynasty Financial Partners. Activ8 Family Office primarily serves professional athletes and their related families, trusts, estates, and businesses. The firm provides a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services, with portfolios tailored to clients’ individual objectives.

Konstantina Karterouli is a financial advisor at Folger Nolan Fleming Douglas Incorporated with five years of industry experience. She holds a Series 66 designation and has worked at Folger Nolan Fleming Douglas Capital Management Inc. since 2020, focusing on securities research and assisting with investment management. Her prior experience includes positions at Dumbarton Oaks and Arthur Al. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, coordinating customized management strategies involving equities, fixed income, mutual funds, and ETFs.

Alison Cain is a financial advisor at Capitol Private Wealth Group LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2017, following a 12-year tenure at Ameriprise Financial Services, Inc. Outside of advising, she is involved in property management through a personal business entity. Capitol Private Wealth Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a combination of analytical approaches and ongoing portfolio monitoring to align investments with client goals and risk tolerance.

Kirstie Sturman is a financial advisor at West Financial Services, Inc. with 23 years of industry experience. She holds a Series 65 credential and has been with West Financial Services in various capacities since 2010. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion using a diversified, client-specific asset allocation approach with a focus on long-term investment strategies and offers discretionary portfolio management along with comprehensive financial planning and consulting services.

Ronald Whitley is a financial advisor at Acorn Financial Advisory Services, Inc. with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at Acorn since 2017. Outside of his advisory role, he is an independent software consultant who occasionally offers related services to clients. Acorn Financial Advisory Services, Inc. is a fee-only SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and small businesses. The firm manages nearly $1.4 billion in assets and implements globally diversified portfolios using a range of securities and model strategies, incorporating alternatives and tactical tools for suitable clients.

Ibtasam Mahmood is a CFP® with 20 years of industry experience currently serving at Azzad Asset Management, Inc., where she has worked since 2019. Her prior experience includes roles at AMJ Financial Wealth Management, Triad Advisors LLC, PNC, and Scottrade. Azzad Asset Management provides investment management and financial planning to a range of clients, including high-net-worth individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing, employing proprietary screening tools to exclude companies involved in certain activities such as alcohol, tobacco, and gambling.

Deborah Klein is a CFP® professional at Azzad Asset Management, Inc. in Falls Church, VA, with five years of industry experience. Her career includes roles at Azzad Asset Management since 2019, as well as prior positions at Acorn Financial Services and Northwestern Mutual. Before entering financial services, she worked for WTN Media for 14 years. 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 a proprietary screening tool to exclude companies based on ethical and financial criteria.

Christopher Durchanek is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 31 years of industry experience. He has been with Folger Nolan Fleming Douglas since 2005 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as Vice President of Folger Nolan Fleming Douglas Insurance Agency Inc., where he supervises insurance sales activities. 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 advisory services, tailoring investment strategies to client objectives and conducting regular portfolio reviews and reporting.

Atta Khan is a financial advisor at Azzad Asset Management, Inc. with seven years at the firm and three years of industry experience. He holds a Series 65 designation. Prior to joining Azzad, Mr. Khan worked at Robert Half Recruiters and Employment and has experience with SeekingAlpha.com and Dawn Media Group. Azzad Asset Management provides investment management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools to exclude certain sectors and manages approximately $1.82 billion in discretionary assets.

Rosana Ralya is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Values Added Financial. She previously worked at Buckingham Asset Management and Focus Partners Wealth. 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 offers comprehensive financial planning and discretionary portfolio management, emphasizing tailored investment policies with asset allocation, diversification, and ongoing monitoring.

Aina Moliner I Serra is a Series 65-registered advisor at Lynx Investment Advisory, LLC with two years of industry experience. She has worked at Lynx Investment Advisory since 2023 and has prior experience at Select Investment Solutions and Lenior Rhyne University. 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 builds customized multi-manager portfolios, conducts detailed manager vetting, and supports both discretionary and non-discretionary portfolio management, with a significant focus on non-discretionary assets and private pooled vehicles.

Luke Salzer is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at T.M. Wealth Management, Cambridge Associates, and The Vanguard Group, Inc. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm follows a team-centric approach, tailoring investment recommendations to client profiles and offering discretionary and non-discretionary management across a range of asset types, with fiduciary responsibilities including ERISA duties.

Carolyn Catlin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fenway Financial Advisors, LLC in Arlington, VA. She has been with Fenway since 2015. Outside of her advisory role, she is involved in real estate rental activities. Fenway Financial Advisors provides personalized financial planning and investment management to individuals, trusts, estates, foundations, corporations, retirement plans, and charitable organizations. The firm manages a significant amount of assets on a non-discretionary basis and employs a client-approved, research-driven approach using a mix of mutual funds, ETFs, individual securities, and other strategies.