Kristan Anderson is a CFP® with 23 years of industry experience, currently serving at West Financial Services, Inc. since 2009. He operates within a team of 22 advisors based in McLean, VA. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion across various clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, utilizing core-and-satellite equity investments, laddered fixed-income, and tactical adjustments based on quantitative and qualitative analysis.

Ryan Kelly is a CFP® professional at Yeske Buie Inc. with seven years at the firm and four years of industry experience overall. Prior to joining Yeske Buie, he worked at Signature FD and held roles at the University of Georgia and the University of Texas at Austin. Outside of his advisory work, he prepares individual income tax returns for family and friends. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts and estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a process grounded in Modern Portfolio Theory, implementing portfolios primarily with ETFs and mutual funds, and manages over $1 billion with a ten-person advisory team.

Michael Marsh is a financial advisor at Princeton Global Asset Management LLC with 23 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Bank of America, Merrill, and Northern Trust in various roles over the past two decades. Marsh serves as a board member for Jesuit Volunteer Corps USA, providing advice for program growth. Princeton Global Asset Management offers discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm uses a fundamentally driven investment process with global macro, currency, and geopolitical analysis to create customized portfolios and employs third-party technology to manage held-away assets and facilitate estate planning.

Eric Schaefer is a CFP® professional with 14 years of experience in financial advising. He has been with Evermay Wealth Management, LLC since 2015. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a team-centric model that integrates investment, tax, and estate planning services.

Kimberly Basenback is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. She has been with Financial Services Advisory, Inc. since 2013. Kimberly is based in Rockville, MD, and works as part of a nine-advisor team at FSA Wealth Partners. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm employs a technical analysis-driven investment process supplemented by fundamental review and offers institutional-style portfolio management and reporting.

Mary Ann Drucker is a financial advisor at FSA Wealth Partners in Rockville, MD, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Services Advisory, Inc. since 2015. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, and retirement plans. The firm uses a technical analysis-based investment process combined with fundamental review and offers a multi-advisor team managing approximately three-quarters of a billion dollars in assets.

Monica Carlos is a financial advisor at Audible Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked at Northwestern Mutual. Outside of advising, she is also licensed as a life insurance agent. Audible Wealth Management serves individual and high-net-worth clients, business development clients, and retirement plans. The firm offers financial planning, portfolio management, educational seminars, and bill-pay services, using a variety of investment methods and operational approaches, including sponsoring a wrap-fee program and utilizing third-party platforms for account aggregation and reporting.

Danish Jawaid is a CFA® charterholder with seven years of experience in the financial industry. He is currently an advisor at FBB Capital Partners, where he has worked since 2021, following five years at Altius Financial Advisors, LLC. Jawaid holds a Series 65 license and is based in Bethesda, MD. FBB Capital Partners serves individual and high-net-worth clients, family offices, and institutions with comprehensive wealth and risk management services. The firm manages approximately $2.39 billion in assets across a team of 11 advisors and employs diversified, low-cost portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments, supported by a combination of fundamental, quantitative, technical, and cyclical analysis.

Andrew Miller is a CFP® with 15 years of experience in the financial advisory industry. He has been with OLIO Financial Planning, LLC since 2015. The firm serves individual clients, including high-net-worth households, pension and profit-sharing plans, as well as charitable and corporate clients. OLIO combines fundamental, technical, charting, and cyclical analysis, employing buy-and-hold and core-and-satellite portfolio approaches, and offers comprehensive financial planning alongside investment consultation and retirement plan advisory services.

Victor Trebules III is a CFP® with 21 years of industry experience and has been with Landolt Securities, Inc. since 2013. He is based in Rockville, MD, and holds Series 63 and Series 65 licenses. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages $137.8 million in regulatory assets, focusing on fundamental analysis and a majority allocation in small-cap growth stocks, while offering both discretionary and non-discretionary portfolio management.

Karen Monborne is a CFP® professional with eight years of industry experience. She has been with Advisors Financial, Inc. since 2011. Advisors Financial, Inc. is a six-advisor firm serving individuals, trusts, estates, foundations, endowments, charitable organizations, and other legal entities. The firm provides customized investment management and financial planning, managing approximately $321 million in discretionary assets and utilizing a team-based approach with fundamental analysis and a long-term investment horizon.

Ronald Dennis is a financial advisor with Invicta Financial Group in Arlington, VA, holding a Series 66 designation and nine years of industry experience. He previously worked at First Command Insurance Services, Inc., and related entities from 2016 to 2024, before joining BDT & Associates, Inc. in 2024. Outside of his advisory role, he serves as President of Nazarene Discipleship International at Calvary Church of the Nazarene in Annandale, Virginia. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities. The firm emphasizes tailored written financial action plans and refers clients to third-party money managers for portfolio management, primarily operating in a non-discretionary advisory capacity.

Thomas Gaultney is a financial advisor at West Financial Services, Inc. He holds a Series 65 designation and has over 12 years of experience, including a prior role at Lyon Park Solutions and Services LLC. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion across a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm employs a client-specific, diversified investment approach with a core-and-satellite equity strategy and laddered fixed-income allocations, managing portfolios primarily on a discretionary basis.

Mark Hughes is a financial advisor at Lafayette Investments, Inc. with 32 years of industry experience. He holds a Series 65 designation and has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.

Joseph Caputo is a CFP® certificant with 18 years of industry experience. He has been with Baltimore-Washington Financial Advisors since 2012. The firm serves individuals, families, trusts, estates, foundations, and nonprofit organizations with fee-only wealth management, offering financial planning, portfolio management, integrated tax services, and business services. Baltimore-Washington Financial Advisors operates a team-based, holistic model that integrates investment strategies with clients’ goals and tax situations, supported by an Investment Committee and specialized services such as retirement planning using Monte Carlo analysis.

Shawn Williamson is a CFP®-credentialed financial advisor with 29 years of industry experience. He is a partner at Allegiance Financial Group Advisory Services LLC and has held roles at related firms since 2001. Williamson is also an owner of SMW Holdings, Inc., a holding company associated with Allegiance Financial Group Advisory Services. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, holistic financial planning, and retirement plan consulting, focusing on strategic asset allocation guided by Modern Portfolio Theory and a long-term investment approach.

James Gambaccini is a CFP® with 23 years of industry experience, currently serving at Acorn Financial Advisory Services, Inc. He has spent his entire career at Acorn and its affiliated entities. Outside of his advisory role, he is president of Acorn Tax Planning, providing tax return preparation and filing services. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion for individuals, families, institutions, and charitable organizations. The firm employs globally diversified portfolios using a blend of individual securities, ETFs, mutual funds, and third-party managers, and offers specialized model strategies alongside additional services such as tax preparation and real estate investing through related entities.

John Wittelsberger Jr. is a CFP® with nine years of industry experience, currently serving at Armstrong, Fleming & Moore, Inc. He has been with the firm since 2014 and also has a decade of association with Commonwealth Financial Network. Armstrong, Fleming & Moore offers portfolio management, financial planning, and retirement consulting primarily to high-net-worth individuals, emphasizing tailored investment allocations and fundamental analysis. The firm combines discretionary and non-discretionary services, working closely with Commonwealth Financial Network to provide access to various programs and sub-advisors.

Patrick Fitzgerald is a CFA® charterholder with nine years of industry experience. He is currently with West Financial Services, Inc., where he has worked since 2021. His prior experience includes roles at The Brookings Institution and Janney Capital Management. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation approach with long-term and tactical strategies, primarily managing portfolios on a discretionary basis.

Dana Sippel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist™ (PFS™) with 23 years of industry experience. She has been with Glassman Wealth Services, LLC since 2017 and previously worked at West Financial Services, Inc for eight years. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored portfolio approach using various investment vehicles and incorporates private investment fund valuations and planning tools to integrate non-managed assets into client advice.