Tyler Cunningham is a CFP® professional with nine years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors. Before joining the firm in 2021, he worked at T. Rowe Price from 2016 to 2021. Baltimore-Washington Financial Advisors provides fee-only wealth management services to individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a team-based, holistic approach that integrates investment management, tax services, and business advisory to align strategies with clients’ goals and tax situations.

Timothy Pang is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Sargent Investment Group since 2021. Prior to joining the firm, he held roles at Randstad and Merrill. Sargent Investment Group provides investment advisory and financial planning services to a range of clients, including individuals, trusts, and non-profit organizations, using a goals-based approach to construct customized portfolios across various asset classes. The firm also manages pooled private funds and offers retirement-plan advisory and consulting services.

Jerry Guido is a CFP® and holds a Series 66 license with 18 years of industry experience. He currently serves with Northwest Financial Advisors LLC and has concurrently worked in tax preparation and accounting since 2011. Guido also operates NW Insurance Agency LLC, combining investment advisory and insurance services. Northwest Financial Advisors LLC offers investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach and provides customized portfolio management supported by LPL Financial custodial programs and an Outsourced Chief Investment Officer program.

Steven Schleupner is a financial advisor at MBI LLC with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining MBI LLC, he worked at Tiaa and founded You Tree LLC and One Day In July LLC. Schleupner also works as a Divorce Financial Planning professional for the accounting firm Councilor Buchanan & Mitchell. MBI LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering both discretionary and non-discretionary investment services supported by individualized Investment Policy Statements.

Carl Holubowich is a CFP® with 21 years of industry experience and is a member of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and with Commonwealth Financial Network since 2009. Armstrong, Fleming & Moore offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-income and high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios for multi-year horizons and utilizing a range of programs through Commonwealth Financial Network.

Benjamin Seamans is a financial advisor with Aspect Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. In addition to his advisory work, he is a licensed insurance agent offering accident, disability, annuity, life, and long-term care insurance products. Aspect Partners serves a diverse client base including individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients. The firm provides discretionary asset management, financial planning, and retirement-plan consulting, utilizing individualized investment strategies and a range of securities under a fiduciary standard.

David Straus is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has worked at Strathmore Capital Advisors since 2025 and previously spent 11 years at New Potomac Partners, LLC. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans through discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation driven investment approach using mutual funds and ETFs, integrates technology in client service, and offers unique services including a securities-backed lending strategy and combined tax preparation and estate-planning platforms.

Michael Treanor is a CFP® professional with 10 years of industry experience, currently serving at Aegis Wealth since 2013. He is based in Bethesda, MD, and is part of a six-advisor team at Aegis Wealth Management LLC. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm provides portfolio management, financial planning, third-party adviser selection, and tax return preparation, employing a mix of fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Eduardo Wisbrun is a CFA® charterholder with seven years of industry experience. He is currently with West Financial Services, Inc., joining the firm in 2024. Prior to this, he worked at Morgan Stanley for five years and Caravel Management for seven years. 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 uses a diversified, client-specific asset allocation approach with a long-term focus, incorporating core-and-satellite equity strategies and laddered fixed-income allocations.

Michael Zarrelli is a CFP® professional with five years of industry experience. He has worked at Foundry Financial LLC since 2026 and previously held roles at Financial Services Advisory, Inc., PNC Financial Services, and other organizations. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $232.6 million in discretionary assets across multiple offices, employing diversified, risk-based portfolios that include mutual funds, ETFs, stocks, bonds, and cash.

Karen Schaeffer is a CFP® with 34 years of industry experience and has been with Schaeffer Financial LLC since 2004. She is a member of the board of directors for the Lincoln Institute of Land Policy, a nonprofit private operating foundation. Schaeffer Financial LLC is a five-adviser team serving individuals and families, including federal employees and foreign nationals with G‑IV visas, as well as trusts, foundations, and small businesses. The firm provides financial planning and discretionary portfolio management, emphasizing diversified asset allocation and often working with third-party portfolio managers.

Bailey Schmitz is an advisor at D'Orazio Wealth Advisors in Vienna, VA, holding a Series 65 designation with three years of industry experience. Prior to joining D'Orazio Wealth Advisors, Bailey worked at Alpha Mortgage Corporation and EmergeOrtho. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm uses a long-term, globally diversified investment approach and manages client portfolios with mutual funds, ETFs, individual equities and bonds, with discretionary monitoring and rebalancing.

Wade Pfau is a CFA® charterholder with over 11 years of experience in the financial services industry. He is currently affiliated with McLean Asset Management Corp. and has held roles at Retirement Researcher, LLC and The American College. Pfau also engages in educational speaking and writing for financial advisors and is the founder of RISA, LLC, a product designed to assist investment advisors with retirement income planning. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset-allocation principles, utilizing no-load mutual funds, ETFs, and approved managers.

Sean Flynn is a CFP® and CFA® credentialed financial advisor at PlanVest Financial, Inc. with three years of industry experience. He previously worked at Knollwood Investment Advisory for six years and at PNC Bank for seven years. PlanVest Financial is a team-based registered investment adviser managing approximately $126 million for individuals and high-net-worth clients. The firm offers comprehensive wealth planning and portfolio management services, emphasizing customized plans, ongoing supervision, and a variety of fee options tailored to client preferences.

Eric Hilderbrand is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Ceros Financial Services, Inc. since 2022 and previously spent 13 years at National Securities Corporation. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading and options, offering access to proprietary strategies, sub-advisors, and alternative investments.

Eric Hess is a CFP® and ChFC® with 19 years of industry experience. He has been with Alpha Financial Advisors, LLC since 2001. Alpha Financial Advisors serves individual and high-net-worth clients, focusing on life-oriented financial planning and a comprehensive range of services including investment management, retirement planning, and estate planning coordination. The firm employs a goal-driven investment process that integrates multiple analytical methods and maintains a fee-only, discretionary portfolio management approach.

Isiah Williams is a financial advisor at Audible Wealth Management with nine years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and Merrill Lynch. In addition to his advisory role, he also works as a life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans. The firm offers financial planning, portfolio management, educational seminars, and bill-pay services, utilizing a diverse investment approach that incorporates fundamental, quantitative, technical, and modern portfolio theory methods.

Margaret Horsley is a CFP® and holds a Series 63 license with four years of industry experience. She currently works at Glassy Mountain Advisors, Inc., where she has been employed since 2023, and previously worked at Northwestern Mutual Wealth Management Services and The Vanguard Group. Glassy Mountain Advisors provides personalized wealth management and financial planning to individual and institutional clients, managing approximately $370 million across 127 client relationships. The firm employs a value-oriented investment process and typically requires a $1,000,000 account minimum while offering fund-only portfolios for smaller accounts.

Leslie Tovar Rosado is a financial advisor at Alpha Financial Advisors, LLC with four years of industry experience. She holds the Series 65 designation and previously worked at LPL Financial from 2016 to 2018 before joining Alpha Financial Advisors. Alpha Financial Advisors serves individual and high-net-worth clients, as well as a pension/profit-sharing plan, generally working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive, life-centered financial planning and discretionary portfolio management using a combination of modern portfolio theory and multiple analytical approaches to provide tailored investment strategies.

Stephanie Anderson is a CFP®, CFA®, and Series 65 credentialed advisor at Councilor Wealth LLC with seven years of industry experience. She has worked at Councilor, Buchanan & Mitchell since 2023 and has prior experience at Mariner Wealth Advisors, Mercer Global Advisors Inc., and Anderson Hamlin Consulting. Anderson holds active real estate salesperson licenses in Washington, DC, and Maryland and may receive commissions or referral fees related to real estate transactions. Councilor Wealth serves individual and high-net-worth clients, retirement plans, and not-for-profit organizations by providing portfolio management and comprehensive financial planning. The firm operates under a fiduciary standard, combining fundamental and technical analysis with modern portfolio theory, and is wholly owned by an accounting and tax firm, enabling integrated tax and advisory services.