Patrick Mc Namara is a CFP® and Series 66-registered advisor at Glassman Wealth Services, LLC with three years of industry experience. His prior roles include positions at Pathstone, Campbell Wealth, First Financial Group, and KPMG, as well as service in the U.S. Marine Corps. 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 investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that accounts for less-liquid investments and integrates non-managed assets into client reporting.

Eric Harris is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Marathon Financial Group, LLC and Guardian Life Insurance Co of America. Outside of his advisory role, he serves on several nonprofit boards, including the Bay Theatre Company and the Central Maryland Chamber Foundation, and is involved in local community organizations in Laurel, MD. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, and offers both discretionary and nondiscretionary mandates with oversight of third-party managers.

Victoria Trumbower is a CFP® and holds a Series 65 license with 29 years of industry experience. She has been with Trumbower Financial Advisors LLC since 1996. Trumbower Financial Advisors serves individuals, families, small pension and profit-sharing plans, charities, foundations, trusts, estates, and personal service corporations with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process that emphasizes a Conservative Fixed Income component and generally favors managed mutual funds and broad index ETFs over separately managed accounts.

Alex D'attilio is a financial advisor at Acorn Financial Advisory Services, Inc. with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at the University of Connecticut Recreational Center and Hartford Magnet Trinity College Academy. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion across various client types, including individuals, families, and institutions. The firm uses globally diversified portfolios with an array of investment vehicles and implements model strategies that may include alternatives and tactical tools, offering subadvisory and educational services.

David Seamans is a CFP® with 11 years of industry experience, currently serving at Sargent Investment Group. He has previously held roles at William Blair, Greenhill & Co., Closed Loop Partners, Booz Allen Hamilton, Drift Capital Partners, and Merrill. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, and defined-contribution plans. The firm uses a consultative, goals-based process to create customized asset allocations and manages portfolios with ongoing monitoring and rebalancing, serving primarily higher-asset households while accommodating select smaller relationships.

Sean Joiner is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life and Mass Mutual Investors Services. Outside of his advisory role, Joiner is involved in veteran employment placement through Transition Overwatch, LLC, and serves as co-executive director of FFG Cares, Inc., a charitable foundation supporting military veterans, disadvantaged youth, and medical research. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $355 million across 421 clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services through a collaborative team approach.

Young Park is a CFP® with 11 years of industry experience, currently serving as an advisor at Victrix Investment Advisors. His prior roles include positions at King Tide Advisors LLC, Aafmaa Wealth Management & Trust, Alexis Goines Agency Allstate, Fortera Credit Union, and Cuso Financial Services, LP. Park serves as Assistant Treasurer for the Military Order of the World Wars General George G. Meade Chapter. Victrix Investment Advisors provides investment advisory services to individual investors, trusts, and retirement plan clients, offering discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to implement long- and short-term strategies, and uses derivatives and related strategies, including options trading and short sales, in separately managed accounts.

Eun Kim is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Aegis Wealth Management LLC since 2005. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and tax return preparation, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerance.

Brian Cohen is a financial advisor at AtCap Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corporation. Outside of his advisory work, Cohen is involved with American Creamery, Inc., and owns a boat through Big Ben Hunting, LLC. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market timing and alternative investments, to create tailored portfolios managed by its advisory team.

Keith Packard is a financial advisor at Activ8 Family Office LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services Inc. for 16 years. Outside of his advisory role, he writes for Forbes and maintains a personal blog focused on tax issues faced by athletes. Activ8 Family Office primarily serves professional athletes and their associated families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program combining financial planning, investment management, cash management, and tax services, with customized portfolios that include third-party managers, alternative investments, and private funds.

Christopher Jones Jr. is a financial advisor at FSA Wealth Partners in Rockville, MD, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Financial Services Advisory, Inc., Secretariat International, and PFS Partners. Before entering the financial advisory field, he worked in education at Norwich University and Sterling High School. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis approach supplemented by fundamental review, using an explicit exit framework called the FSA Safety Net to manage downside risk.

Zachary Hubbard is a CFP® with 12 years of industry experience, currently serving at Sargent Investment Group. His prior roles include positions at Greenspring Advisors and RBC Capital Markets. He is active in the National Association of Personal Financial Advisors (NAPFA), holding board and committee roles focused on event planning and outreach. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, and defined-contribution plans. The firm uses a consultative, goals-based approach to develop customized portfolios and serves higher-asset households while maintaining flexibility for smaller relationships.

John Fennig Jr. is a CFP® with 23 years of industry experience, currently serving at KFA Private Wealth Group, LLC. He has worked at KFA since 2015 and previously spent five years with Arete Wealth Management LLC. Outside of his advisory role, he is a 50% owner of FC Global LLC, which manages an office real estate lease. 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 preparation and accounting services. The firm uses 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.

Amy Hoffman is a CFP® professional with 27 years of experience in financial advising. She has worked at Advisors Financial, Inc. since 2007 and previously spent five years at Cetera Advisor Networks LLC. In addition to her advisory role, she is licensed to sell fixed insurance products, including life, health, disability, annuities, and long-term care. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, and various organizations, managing approximately $321 million in discretionary assets. The firm employs a team approach with an in-house investment committee that focuses on fundamental analysis and multi-year investment horizons while accommodating client-specific needs.

Jason Tkach is a CFA® charterholder with 11 years of industry experience. He has been with Kendall Capital Management since 2014, working as part of a six-person advisory team in Rockville, MD. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing strategies ranging from long-term holdings to short-term trading, including option writing and short sales.

Jordan Daugherty is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at FSA Wealth Partners. His work history includes positions at Financial Services Advisory, Inc., Madison Avenue Securities, LLC, and Campbell Wealth Management. Outside of finance, he has experience working in the hospitality and retail sectors, including The Line Hotel DC and Philz Coffee. FSA Wealth Partners is a fee-only fiduciary registered investment adviser managing approximately $820 million across roughly 700 clients. The firm provides discretionary portfolio management and limited-scope financial planning, using both active and passive strategies informed by technical and fundamental analysis.

Peter Halbrook is a CFP® with 14 years of industry experience. He currently works at TritonPoint Wealth, LLC and has prior experience at Janney Montgomery Scott, Goldman Sachs Personal Financial Management, and PNC Wealth Management. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base including individuals, trusts, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach combines long-term asset allocation with public equities, fixed income, private-market alternatives, and both quantitative and fundamental analysis, implementing strategies through independent managers and model portfolios.

John Edwards is a CFA® charterholder with 22 years of industry experience. He has been with Chesapeake Investment Management LLC since 2012. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily for high-net-worth individuals, trusts, foundations, nonprofit organizations, corporations, and retirement plans. The firm focuses on customized portfolios emphasizing individual equities and fixed income, using a range of analytical methods and maintaining a client-specific investment approach.

Narges Zamani is a CFA® charterholder with 11 years of industry experience, currently serving at Pactolus. She has been with Pactolus Capital Partners since 2015 and Pactolus Private Wealth Management since 2014. Zamani holds the Series 63 designation and is based in Vienna, VA. She also serves as an advisory board member for both ACANSA Investment Management OCIO, focusing on endowments and foundations, and the Enquire Knowledge Expert Platform. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers customized investment advisory and portfolio management, financial and estate planning, and tax-aware investment advice, utilizing a discretionary management approach combined with quantitative and third-party research tools.

Jason Stinner is a CFA® charterholder with over 11 years of industry experience. He has worked at Hopwood Financial Services, Inc. since 2024 and previously spent ten years at Nolan Financial. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management along with financial planning and retirement plan consulting. The firm employs an Investment Committee to oversee client-specific portfolios and manages approximately $666.6 million across six offices with a six-advisor team.