Edward Crawford is a financial advisor at Douglass Winthrop Advisors LLC with 12 years of industry experience. He previously worked at Sweetbay Capital Management LLC for nine years. In addition to his advisory role, Mr. Crawford is an adjunct professor of Value Investing at Georgetown University and a passive partner in Roumell Asset Management LLC. Douglass Winthrop Advisors provides customized investment management services primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions. The firm offers discretionary and non-discretionary accounts with portfolios that include domestic and international equities and investment-grade fixed income, featuring a Sustainable Equity Strategy alongside its core equity approach.

Nicholas Shirley is a financial advisor at Archer Investment Corporation with one year of industry experience. He holds a Series 65 designation and has previously worked at Sullivan & Company, NYLIFE Securities LLC, and New York Life Insurance Company. Prior to his financial advisory career, he spent several years in education roles at American University and local schools. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, offering services through separately managed accounts and proprietary mutual funds. The firm’s approach includes diversified allocations across multiple asset classes and delivers both comprehensive financial planning and limited-scope model portfolios.

Brian Curtin is a CFA®-chartered financial advisor with nine years of industry experience. He has been with Heritage Investors Management Corporation since 2018, following a prior role at FBR Capital Markets. Heritage Investors Management Corporation offers investment management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, diversified portfolios focused on long-term strategies, managing approximately $4.6 billion in assets across about 680 client relationships.

Bradley Lipman is a CFP® professional with eight years of industry experience. He is currently with AlphaCore Capital LLC and has previously worked at Raymond James Financial Services, SPC Financial, and Sella & Martinic. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory services.

Joseph Kantakevich is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with United Brokerage Services, Inc. and United Bank, having previously worked at Dai Securities, Jwk Financial Group, Eaglestone Wealth Advisors, and Triad Advisors. He serves on the board of the Montgomery College Foundation. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, combining banking relationships with a primarily non-discretionary advisory model.

Michael Tita is a CFP® with nine years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. He has worked at Navy Federal since 2018, with prior roles at Bank of America, Merrill, and Traditum Group LLC. Navy Federal Investment Services provides portfolio management, financial planning, and retirement-plan fiduciary services primarily to members of Navy Federal Credit Union, as well as individual, trust, and institutional clients. The firm employs a multi-manager approach using the Envestnet platform and offers both managed advisory programs and automated ETF portfolio solutions.

Antoinette Guy Wharton is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at GWFS Equities Inc/Great West Life & Annuity Insurance Company from 2010 to 2017. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, using investment advice and model portfolios developed by Morningstar Investment Management.

David Hart is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with Great Valley Advisor Group, LLC and has previously worked at Maryland Financial Group, Inc. and LPL Financial, LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Olive Mitchell is a CFP® and Series 65 credentialed advisor with six years of industry experience, currently working at Curi Capital, LLC. Her prior roles include positions at Cerity Partners LLC, Maryland Capital Management, LLC, Founders Land, and Maryland Spine Center. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services such as Wealth Management, Asset Management, Retirement Plan Solutions, and Family Office Services.

Jonathan Gimperling is a CFP® with 27 years of industry experience. He has worked at Lincoln Financial Advisors Corp since 2003 and previously at Scarborough Capital Management, Inc. from 1999 to 2003. Outside of advising, he owns rental property managed by a third party. KCD Financial, Inc. is a multi-team registered investment adviser with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and portfolio appraisal services using various investment strategies and third-party management programs.

David Wexler is a financial advisor with M HOLDINGS SECURITIES, Inc. in Bethesda, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 25 years with M HOLDINGS SECURITIES and over four decades with Home Life Insurance Company. He is a partner at Freedman Risk Management, LLC, which provides personal lines property and casualty insurance for the high net worth market, and at Greenberg Wexler & Eig, LLC, a life settlement provider and buyer of policies. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by multiple platform providers and third-party sub-advisors.

Tyquia Clark is a Series 66 credentialed financial advisor at MissionSquare Retirement with seven years of industry experience. Her prior roles include positions at Edward Jones, MassMutual, Northwestern Mutual, Bank of America, and Merrill Lynch. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, featuring investment advice developed by Morningstar Investment Management and a multi-team advisory structure supporting over 40,000 participants.

Michael Cornfeld is a CFA® charterholder and holds a CIC designation along with a Series 65 license. He has 36 years of industry experience and has been with Heritage Investors Management Corp since 1975. Heritage Investors Management Corporation serves a diverse client base, including individuals, retirement accounts, trusts, foundations, and corporate entities. The firm emphasizes customized portfolios aligned with clients’ risk profiles and generally pursues long-term investment strategies with a focus on diversified holdings of U.S. stocks, bonds, and ETFs.

Srinivas Raghavan is a financial advisor at Global View Capital Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Blend 360 and Verizon Communications. He also operates a sole proprietorship, Analytics And Bi Consulting & Advisory. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and trading infrastructure.

Andrew Clark Jr. is a financial advisor at Marshfield Associates with seven years at the firm and a total of ten years in the industry. He holds Series 65 and Series 66 licenses and previously worked at Arthur Gallagher & Co for three years. Marshfield Associates manages approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, institutional investors, and government entities. The firm employs a long-only value investing approach focused on a concentrated portfolio and a disciplined margin-of-safety strategy.

Loren Glaser is a CFP® professional with 26 years of industry experience, currently serving at WesBanco Securities, Inc. and WesBanco Bank since 2021. His prior experience includes roles at Merrill Lynch, Bank of America, BB&T, and SunTrust. He also holds a position as Vice President and Senior Investment Officer/Portfolio Manager for trust investments at WesBanco Trust. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee programs and third-party managed solutions, employing diverse analytical methods and investment strategies while maintaining affiliations with a bank, trust company, and insurance agency.

Vandolf Parish is a financial advisor with Capital Analysts in Washington, DC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include multiple positions at Merrill, Lincoln Investment, and The Prudential Insurance Company of America, among others. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

Thomas Jewsbury is a financial advisor with Moors & Cabot, Inc. in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Oppenheimer and TD Ameritrade, where he worked for a combined total of 15 years before joining Moors & Cabot in 2021. Moors & Cabot serves retail and high-net-worth individuals as well as institutional clients such as corporations, pension plans, trusts, and charitable organizations. The firm offers investment management through a Portfolio Management Program, fee-based financial planning, and consulting, with strategies tailored to client objectives using various analytical techniques and the ability to allocate to third-party sub-advisors.

Darryl Pryor is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at First Financial Security and HD Vest Insurance Agency, among others. Outside of advisory work, he has been involved with Chrysalis LTS (dba Liberty Tax Service) and related businesses since 2014. Wealth Watch Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a blend of quantitative, qualitative, and technical methods for portfolio management and offers access to third-party managers as well as select alternative private placements for accredited investors.

Jake Steffen is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Equitable Advisors. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers, supported by an investment committee that conducts due diligence and reviews.