Michael Opalski is a financial advisor at Capital Investment Advisors with six years of industry experience. He holds a Series 66 designation and has worked with firms including Cambridge Investment Research and Voya Financial Advisors. Outside of his advisory roles, he has been involved with several entrepreneurial ventures such as City Bonfires LLC and Egg'n LLC. Capital Investment Advisors is a team of six advisors managing approximately $374 million for a diverse client base that includes individuals, trusts, pension plans, and nonprofit entities. The firm offers a tiered financial planning process, educational workshops, and manages portfolios through third-party multi-manager programs or discretionary model portfolios tailored to different risk profiles.

Christopher Hill is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 24 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Investors Management Corporation, Cherry Bekaert Wealth Management, LLC, and Capital One Investing LLC. Hill also serves as Chief Compliance Officer at Folger Nolan Fleming Douglas Capital Management Inc., focusing on regulatory matters. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, tailoring strategies that include equities, fixed income, mutual funds, and ETFs while coordinating with other advisors on estate and cash-flow issues.

Katrina Lamb is a financial advisor at Mv Capital Management, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mv Capital Management since 2005. In addition to her advisory role, she provides business strategy consulting and valuation services outside of investment-related activities. Mv Capital Management serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation and security selection overseen by an Investment Committee, with portfolios built from mutual funds, ETFs, equities, and fixed income.

Andrea Mc Clelland is a CFP® professional with three years of experience in financial advising. She has been with Aegis Wealth and Aegis Wealth Management since 2019 and 2022, respectively, and was self-employed for sixteen years prior. 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, and tax preparation services, utilizing fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerances.

Anabel Quintero is a financial advisor with Mv Capital Management, Inc. She holds Series 63 and Series 65 credentials and has 30 years of industry experience. Her career includes long-term roles at Mv Capital Management and Mv Financial Group, as well as Purshe Kaplan Sterling Investments. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation and security selection supported by an Investment Committee and in-house research.

Maxwell Elsasser is a CFP® affiliated with Glassman Wealth Services, LLC, where he has worked since 2025. He has prior experience at Beyond Your Hammock, Baystate Financial, and Ameriprise Financial Services, with a background that includes four years at Bates College and four years at Bow High School. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of investment vehicles including mutual funds, ETFs, independent managers, and private funds, and features formal AI governance and client-approved cryptocurrency transactions.

Timothy Coughlin is a CFP® with 25 years of industry experience, currently serving at Edgemoor Investment Advisors, Inc. since 2004. He has also been associated with Integrity Funds Distributor, Inc. since 2009. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios aimed at long-term capital preservation, appreciation, and income.

Michael Mussio is a CFP® and CFA® with 21 years of industry experience, currently serving at FBB Capital Partners since 2008. He is a managing member of a personal investment holding company and serves on the parish finance council at St. Raphael Catholic Church. Additionally, he is a board member of the Jubilee Association of Maryland’s campaign leadership committee. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on comprehensive wealth and risk management. The firm employs a diversified, low-cost investment approach incorporating stocks, bonds, options, mutual funds, ETFs, and alternative investments, using model portfolio structures and discretionary trading authority to manage approximately $2.39 billion in assets for about 1,000 clients.

Kevin Jarcho is a CFP® and Series 65-licensed advisor at Warner Financial, Inc. in Bethesda, MD, with four years of industry experience. He has worked at Warner Financial since 2021 and previously spent five years at Intact Technology. Warner Financial provides fee-based investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a top-down approach to build diversified portfolios primarily with no-load mutual funds and ETFs, focusing on cost, tax implications, and risk management.

Matthew Bigelow is a financial advisor with Folger Nolan Fleming Douglas Incorporated and holds a Series 66 designation. He has 10 years of industry experience, primarily with Folger Nolan Fleming Douglas entities since 2013. His role includes securities research and assisting with investment management. 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, focusing on tailored investment strategies and coordination with the client’s other professionals. The firm operates as both a broker-dealer and SEC-registered investment adviser, managing portfolios with a combination of equities, fixed income, mutual funds, and ETFs.

Gregory Estes is a CFA® charterholder with eight years of industry experience. He currently works at Councilor Wealth LLC and has held previous roles at May Barnhard Investments, Augustine Asset Management, and Intrepid Capital Management. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm employs a long-term investment approach combining fundamental analysis, technical analysis, and modern portfolio theory, and integrates financial planning with its advisory services.

Brandyn Polmateer is a CFP® and ChFC® licensed financial advisor at Bull Harbor Capital LLC with 10 years of industry experience. His prior career includes roles at MassMutual Life Insurance Co, MML Investors Services, Lifeworks Advisors, and Northwestern Mutual in various capacities spanning from 2015 to 2023. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm uses a primarily long-term, customized investment approach and leverages multiple third-party advisory and platform relationships to support its strategies.

David Petersen is a CFP® with 37 years of industry experience, currently serving at FSA Wealth Partners in Rockville, MD. He has been with Financial Services Advisory, Inc. since 1982. FSA Wealth Partners is a multi-advisor firm managing approximately three-quarters of a billion dollars in assets, providing discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans. The firm employs a technical analysis-driven investment process with an explicit exit framework, combining actively managed and indexed funds alongside tactical strategies.

Paul Meehan is a CFA® charterholder with 20 years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2006 and previously worked at Integrity Funds Distributor, Inc. from 2009 to 2016. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning services to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm follows a value-oriented, fundamental analysis approach focused on long-term capital appreciation, capital preservation, and income generation, managing approximately $1.5 billion in client assets across a six-advisor team.

Matthew Gelfand is a CFP® and CFA® with 21 years of experience in the financial industry. He is currently with Princeton Global Asset Management LLC and has held prior roles at firms including Bank of America, Merrill, Rockefeller Financial, and Tricolor Capital Advisors. Gelfand serves on the investment and compensation committees of The Forward Association, a charitable organization, and is a member of the Board of Advisors for The Journal of Taxation of Investments, contributing scholarly articles. Princeton Global Asset Management provides discretionary investment supervision and financial planning to individuals, pension funds, foundations, and endowments. The firm uses a fundamentally driven investment approach incorporating global macro, currency, and geopolitical analysis to build customized portfolios, often employing third-party platforms to manage held-away accounts and implement institutional consulting alongside individualized management.

Camille Svitek is a CFP® and CFA® with five years of industry experience, currently serving at Evermay Wealth Management, LLC. Her prior roles include positions at Prime Capital Investment Advisors, Sendero Wealth Management, and SmartBiz Loans. Evermay Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm takes a team-centric approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting tailored to clients’ investor profiles.

Jennifer Stewart is a CFP® with three years of industry experience, currently serving as a financial advisor at Glassman Wealth Services, LLC. Her prior work includes roles at Evermay Wealth Management, Fastmarkets AMM, Argus Media, and Schlumberger Oilfield Services. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that incorporates mutual funds, ETFs, independent managers, and private funds, with attention to cash management and integration of non-managed assets.

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.

Konstantina Karterouli is a financial advisor at Folger Nolan Fleming Douglas Incorporated with five years of industry experience. She holds a Series 66 designation and has worked at Folger Nolan Fleming Douglas Capital Management Inc. since 2020, focusing on securities research and assisting with investment management. Her prior experience includes positions at Dumbarton Oaks and Arthur Al. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, coordinating customized management strategies involving equities, fixed income, mutual funds, and ETFs.

David Wolf is a financial advisor with Widmann Financial Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth Financial Network and Widmann Financial Services since 2007. Outside of his advisory work, he has experience as a part-time actor and talent agent. Widmann Financial Services serves individuals, families, businesses, and charitable organizations with asset management, financial planning, and retirement plan consulting. The firm employs a team-based approach, managing approximately $467 million in client assets using a hybrid investment process that incorporates third-party research and a Modern Portfolio Theory framework with tactical trading.