Sean Chrysostom is a financial advisor at WealthCare Financial Group, Inc. with seven years of industry experience. He holds a Series 65 credential and previously worked at LPL Financial LLC, Operation HOPE, and Educational Systems Federal Credit Union. Outside of advisory work, he serves as president of Car 1, LLC, a used car sales business in Bowie, Maryland. WealthCare Financial Group serves individuals and families, business owners, non-profits, and retirement plan sponsors, offering financial planning, retirement planning, portfolio management, and pension consulting. The firm employs a Structured Investing approach focused on diversified, customized portfolios and long-term strategies through a combination of convergent and market-independent asset-allocation methods.

Jerry Murphy is a CFP® professional with 30 years of experience in financial planning and tax preparation. He has been with Global Brokerage Services, Inc. since 1996 and concurrently operates JDM Financial & Investments, providing income tax planning and comprehensive financial planning services. He also worked at Prince Georges Community College for 22 years. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings, managing approximately $162.8 million in assets. The firm combines third-party sub-managers and model portfolios using a non-discretionary advisory approach with custodial and clearing support from Hilltop Securities and Envestnet.

Vipin Sahijwani is a CFA® charterholder with 18 years of industry experience. He is currently with Select Investment Solutions, LLC and has been associated with Lynx Investment Advisory, LLC since 2007. Select Investment Solutions is an SEC-registered adviser that provides discretionary portfolio management to high-net-worth individuals, families, and institutional clients. The firm manages separate accounts and limited partnership structures, employs multiple distinct investment strategies, and serves as adviser and general partner to a private, multi-manager pooled vehicle.

Michael Berkhahn is a financial advisor at Graham Capital Wealth Management, LLC, holding a Series 65 credential with nine years of industry experience. He has been with Graham Capital Wealth Management since 2016. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, employing a mix of fundamental, technical, and cyclical analysis with a long-term investment approach.

Lucas Hodge is a financial advisor at Monument Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked at Verdence Capital Advisors, Preston Wealth Advisors, Mason Investment Advisory Services, Davidsons, and held roles at Virginia Tech and Radford University. Monument Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $648 million. The firm employs a range of investment strategies including direct indexing, structured notes, and tactical bond ETF allocations, utilizing fundamental and technical analysis alongside ongoing portfolio monitoring.

Neil Folger is a financial advisor at Folger Nolan Fleming Douglas Capital Management, Inc. in Washington, DC, with 29 years of industry experience. He has been with the firm since 1996 and holds Series 63 and Series 65 designations. Outside of his advisory role, Folger is involved in a family real estate business where he performs financial and management oversight. Folger Nolan Fleming Douglas Capital Management provides discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and institutional clients. The firm employs a long-term, buy-and-hold equity-focused approach with customized accounts and a mix of large-cap stocks, fixed-income instruments, and selective use of ETFs.

Masood Vojdani is a financial advisor with Mv Capital Management, Inc. in Bethesda, MD, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Mv Capital Management since 2005 and Purshe Kaplan Sterling Investments since 2006, as well as involved with MV Financial Group since 1991. In addition to advisory services, he provides consulting related to exit planning through MV Financial Group. Mv Capital Management, Inc. serves individual and high-net-worth clients along with institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation, security selection, and ongoing monitoring, with portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Scott O’Gorman is a CFA® charterholder with 24 years of industry experience. He has been with The Ithaka Group, LLC since 2008, where he is part of a five-advisor team based in Arlington, VA. The Ithaka Group provides discretionary and non-discretionary investment advisory and portfolio management services to a range of clients, including individuals, trusts, pension plans, charitable organizations, and registered investment funds. The firm employs a concentrated growth investment style focused on high-quality, publicly listed companies and manages both registered funds and advisory accounts with performance-based fee structures.

Michael Mcintyre is a CFA® charterholder with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously held roles at Proshares Advisors, T. Rowe Price, and Morgan Stanley. Glassy Mountain Advisors provides wealth management services primarily to high-net-worth individuals and institutional clients, combining discretionary investment management with integrated financial planning. The firm uses a value-oriented, fundamentals-based approach to build diversified equity and income portfolios and offers customized asset allocation, including ESG-focused options.

Samuel Beach is a financial advisor with Sargent Investment Group, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, estates, nonprofits, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios, utilizes third-party managers and technology for risk assessment, and serves as an investment manager to private funds requiring accredited investors.

Barry Glassman is a CFP® with 29 years of industry experience and has been with Glassman Wealth Services, LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Washington, DC. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs tailored portfolio strategies using mutual funds, ETFs, independent managers, and private funds, and incorporates unique valuation methods for private investments and a comprehensive approach to asset aggregation and reporting.

Benjamin Hilyard is a financial advisor at Fidelis Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for 17 years at Bank of America, Private Bank. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a model-driven investment process that integrates quantitative, fundamental, technical, and economic analysis to manage portfolios using both long- and short-term strategies.

Brian Fyock is a CFP® professional with two years of industry experience, currently serving at Evermay Wealth Management, LLC since 2023. Prior to joining Evermay, he worked at Sterne Kessler Goldstein & Fox P.L.L.C. for six years and Venable LLP for two years. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach to investment management and financial planning, tailoring client recommendations based on comprehensive investor profiles and monitoring portfolios that may include equities, bonds, mutual funds, private funds, and private equity.

Jacob Kaufmann is a Series 65-credentialed advisor at Astra Prime Wealth Management with one year of industry experience. Prior to joining Astra Prime, he worked with Fairfax County Public Schools and has a background that includes operating Shield Squad Automotive LLC. He attended George Mason University from 2021 to 2025. Astra Prime Wealth Management provides fee-based, custom investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, and business clients. The firm employs a tactical asset-allocation strategy using fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management, incorporating advanced trading techniques and performance-based fee arrangements for qualified clients.

Laura Hodgson is a financial advisor at Sargent Investment Group with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley, Raymond James Financial Services Advisors, Inc., and The Meakem Group of Raymond James. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to tailor asset allocation and portfolio management, including the use of third-party managers and ongoing portfolio monitoring.

David Alicea is a CFP®-credentialed financial advisor at Fruitful with three years of industry experience. He previously worked at Matt Aaron and held multiple roles at Northwestern Mutual, including wealth management and investment services. Alicea served four years in the United States Marine Corps and attended the United States Naval Academy. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm emphasizes personalized planning with passive, low-cost investment strategies focused on ETFs and index funds, serving primarily non-high-net-worth individuals.

Andrew Leonard is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Geometric Wealth Advisors, LLC since 2014. He holds a Series 65 license and is based in Washington, DC. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, offering discretionary investment management, comprehensive financial planning, and integrated tax and estate planning support. The firm emphasizes long-term investing with diversified, “passive, but not-indexed” mutual funds and ETFs, supported by a multi-office platform and coordinated tax professional services.

David Greenleigh is a financial advisor with LGG Financial in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors and The Luts & Greenleigh Group, Inc. He serves as vice-chairman for fundraising at the Trip McNealy Foundation, which hosts events to raise money for military charities. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, discretionary investment approach using diversified portfolios and integrates third-party platforms and lending features uncommon among similar advisory teams.

Susette Gustini is a financial advisor at Sargent Investment Group with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sargent Investment Group since 2018, following eight years at SKG Group. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, defined-contribution plans, and pooled investment vehicles. The firm employs a consultative, goals-based process to develop customized asset allocations and manages portfolios with ongoing monitoring and rebalancing.

Lloyd Polmateer is a financial advisor at Bull Harbor Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life for over two decades before joining Bull Harbor Capital in 2023. He is the Executive Director of FFG Cares, a charitable foundation supporting military veterans, disadvantaged youth, medical research, and financial literacy. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term investment strategies and maintaining various third-party advisory relationships.