Acie Clayborne III is a financial advisor with Values Added Financial, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Rebel Financial and Ohio University. 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 with an emphasis on asset allocation, diversification, and ongoing monitoring.

Kyler Stephens is a CFP® professional with two years of industry experience, currently serving at Brown | Miller Wealth Management, LLC. Prior to joining Brown Miller Wealth Management in 2025, 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 provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware investment approach that blends active and passive strategies and integrates third-party managers and UMA platforms to manage approximately $827.9 million in assets.

John Girouard is a financial advisor with Capital Investment Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at multiple affiliated firms, including Capital Asset Management Group and Capital Benefit Planning Group, where he serves in leadership roles. Girouard is also involved as a contributing author for Forbes.com and serves on the boards of Georgetown Heritage and Lincoln's Cottage. Capital Investment Advisors is a five-advisor team that serves individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm offers customized financial plans and asset management through discretionary portfolio management and third-party multi-manager programs, integrating ongoing education and workshops via the Institute for Financial Independence.

Bashar Qasem is a financial advisor at Azzad Asset Management, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Azzad since 1997. Qasem serves as president, CEO, and shareholder of the firm, and is also the director and chairman of Azzad Funds. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, and other organizations. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies including affiliated mutual funds.

Jason Epps is a CFP® with 20 years of industry experience and is currently with KFA Private Wealth Group, LLC, where he has worked since 2015. He previously worked at Arete Wealth Management LLC from 2018 to 2023 and Spire Securities LLC from 2015 to 2017. Outside of his advisory role, he serves as a trustee on the board of Mount St. Mary’s University. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and in-house tax and accounting services. The firm employs goal-based strategic asset allocation with a mix of passive and active management and operates a wrap fee program that can reduce transaction costs for clients.

Michelle Glicklin is a financial advisor with McLaughlin Ryder Investments, Inc. in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with McLaughlin Ryder Investments since 2011. Outside of her advisory role, she serves as treasurer and vice chair of the endowment committee at Temple B’nai Shalom. McLaughlin Ryder Investments provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs a mix of active and passive investment strategies and manages most assets on a non-discretionary basis, with a distinctive combination of investment adviser and broker-dealer registrations and an affiliation with Union Street Partners, LLC.

Michael Rettinger is a CFP® professional with 23 years of industry experience, currently serving at KFA Private Wealth Group, LLC. He has worked at Arete Wealth Management LLC and Spire Securities, LLC, and has been with KFA since 2015. Outside of his advisory role, he serves as a board member on the Board of Zoning Appeals in Vienna, VA. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and in-house tax and accounting services. The firm employs goal-based strategic asset allocation with a mix of passive and active management and integrates tax and accounting services within its advisory practice.

Philipp Bentley is a financial advisor at Edgemoor Investment Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Morgan Stanley and the FHLBanks Office of Finance. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning services to high-net-worth individuals, retirement plans, corporations, trusts, estates, nonprofits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, capital preservation, and income generation, managing portfolios with concentrated equity and income holdings.

Martha Callahan is a CFP® with seven years of industry experience, currently serving as a financial advisor at FBB Capital Partners since 2022. Her prior experience includes roles at Beowulf Energy and DVCC, LLC. FBB Capital Partners manages approximately $2.16 billion in assets for individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning through a multi-advisor team. The firm employs diversified, low-cost portfolios and integrates fundamental, quantitative, technical, and cyclical analysis in its investment approach.

Naima Bush is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Fruitful. She has previously worked at firms including Ellevest, Cambridge Investment Research, Capital Investment Advisors, Capital Asset Management Group, and Motley Fool Wealth Management. Outside of her advisory work, she owns a knitting and crochet business. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. through a web-based platform and designated guides. The firm employs a diversified, low-cost investment approach focused on passive ETFs and index funds and offers advisory services via a subscription model rather than a traditional percentage-of-assets fee.

Joseph Fischetti is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 65 credential and 29 years of industry experience. He has worked with Delta Financial Advisors since 1996 and has held roles at Regulus Financial Group and Beacon Global Advisor Network. Outside of his advisory work, he serves as the Sargent at Arms for the Exhiled Soul Motorcycle Club, assisting with club operations on a volunteer basis. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting and an affiliated insurance agency.

Peter Ramig is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Hopwood Financial Services, Inc. since 2023 and previously spent eight years with VALIC Financial Advisors, Inc. in Arlington, VA. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm’s investment process is guided by an Investment Committee and emphasizes multi-year holding horizons, cash as an asset class, and the use of major custodial platforms for portfolio oversight.

Brian Coll is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 28 years of industry experience. He holds a Series 66 designation and has been with the firm since 2014. Based in Washington, DC, Coll has a background focused on serving high-net-worth clients within a multi-team environment. 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 managing portfolios through equities, fixed income, mutual funds, and ETFs.

Jean Hoff is a financial advisor at Aegis Wealth with 18 years of industry experience. She holds the Series 65 designation and has been with Aegis Wealth Management LLC since 2006. Aegis Wealth Management is a team advisory firm that manages approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax preparation services, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Nicholas Bundy is a financial advisor at Harbour Capital Advisors, LLC with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Harbour Capital Advisors since 2021, following a twelve-year tenure at New Century Advisors. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. The firm employs a core-satellite investment model and offers integrated services including private fund advisory, family governance, and bespoke liquidity and tax-planning coordination.

Howard Rothman is a financial advisor with TritonPoint Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career background includes roles at UBS Financial Services from 2011 to 2019 and JPMorgan Securities and JPMorgan Chase Bank from 2019 to 2023. TritonPoint Wealth, LLC offers financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a long-term asset allocation strategy based on modern portfolio theory, combining fundamental and quantitative analysis with model and core-satellite strategies, and utilizes third-party platforms for implementation and held-away account management.

David Brown is a financial advisor at Folger Nolan Fleming Douglas Capital Management, Inc. in Washington, DC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Folger Nolan Fleming Douglas since 1992, focusing primarily on securities research and investment management. Folger Nolan Fleming Douglas Capital Management provides discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and other institutional clients. The firm follows a long-term, equity-focused buy-and-hold approach with customized accounts and routine quarterly reviews.

Brian Salcetti is a financial advisor at Arca Wealth, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Sandbox Financial Partners, LLC and Wells Fargo Advisors. He has a minority ownership interest in a family pass-through entity, BALD LLC. Arca Wealth, LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations and utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Marianna Glazov is a CFA® charterholder with four years of industry experience. She is currently with West Financial Services, Inc., where she has worked since 2022. Prior to that, she spent eight years at Wilmington Trust. Outside of her advisory role, Marianna co-owns and manages a vacation rental business. West Financial Services, Inc. is a fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific investment approach with a long-term focus, managing approximately $2.8 billion in assets.

Assaf Pinchas is a CFP® with 30 years of experience, currently serving as an advisor at Allegiance Financial Group. He has held roles at Allegiance Financial Group and associated entities since 2001 and is also a registered representative of The Strategic Financial Alliance. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans, providing discretionary and non-discretionary investment management alongside holistic financial planning and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term perspective, with client accounts reviewed quarterly.