Steven Schleupner is a financial advisor with Councilor Wealth LLC in Bethesda, MD, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, including roles at Merrill, Guardian Life, and TIAA-CREF. Schleupner also works as a Divorce Financial Planning professional for the accounting firm Councilor Buchanan & Mitchell. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, utilizing a combination of fundamental and technical analysis along with modern portfolio theory. The firm emphasizes documented investment policies and offers both discretionary and non-discretionary account management.

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.

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 two years of industry experience, currently serving as a financial advisor at West Financial Services, Inc. He previously 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 across individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, utilizing a core-and-satellite equity approach alongside laddered fixed-income allocations and tactical adjustments based on quantitative and qualitative research.

Karen Schaeffer is a CFP® professional with 35 years of experience in financial advising. She has been with Schaeffer Financial LLC since 2004 and previously worked at FSA Wealth Partners for 14 years. She serves on the board of directors for the Lincoln Institute of Land Policy, a nonprofit private operating foundation. Schaeffer Financial LLC serves individuals and families, with a particular focus on federal government employees and foreign nationals holding G-IV visas. The firm combines financial planning with portfolio management, employing diversified asset allocation and both fundamental and technical analysis, while emphasizing risk management and offering education through seminars and workshops.

Harry Karageorge is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Steigerwald, Gordon & Koch for 10 years. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diverse investment approach including equities, fixed income, and ETFs, with an emphasis on ongoing monitoring, rebalancing, and cash management, while offering ESG integration and consulting services upon client request.

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.

John Mullis is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with AMJ Financial since 2012. In addition to his advisory role, Mullis sells fixed annuities through a separate business under the DBA AMJ Financial LLC, working approximately four hours per week. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients such as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, using a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement tailored portfolios.

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 advisor with three years of industry experience. He is currently with PlanVest Financial, Inc. and previously worked at Knollwood Investment Advisory and PNC Bank. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management through various engagement models. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and manages approximately $176 million for about 300 client relationships.

Eric Hilderbrand is a financial advisor at AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes 13 years at National Securities Corporation and four years at Ceros Financial Services, Inc. AtCap Partners provides investment management and financial planning for individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and third-party managers through the Envestnet platform.

Stephanie Muskovac is a financial advisor at Toth Financial Advisory Corp with a Series 65 designation and two years of industry experience. Prior to joining Toth Financial in 2022, she served in the United States Navy from 2014 to 2022. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, managing approximately $1 billion in client assets. The firm employs a buy-and-hold investment approach focused on fundamental analysis and economic cycle assessments, and it also acts as the general partner to a private pooled investment vehicle with a performance-based compensation structure.

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.

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, holding a Series 65 designation with five years of industry experience. She has been with Alpha Financial Advisors in its various forms since 2016, including two years at LPL Financial prior to that. Alpha Financial Advisors serves individual and high-net-worth clients, offering comprehensive financial planning and investment management services. The firm employs a holistic, goal-driven approach that integrates multiple analytical methods and emphasizes discretionary portfolio management focused on limiting turnover and tax friction.

Stephanie Anderson is a CFP®, CFA®, and Series 65 licensed financial advisor with seven years of industry experience. She currently works at Councilor Wealth LLC and has previous 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 from real estate transactions or referrals. Councilor Wealth LLC provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm uses a documented Investment Policy Statement and employs fundamental and technical analysis along with modern portfolio theory to manage client accounts, offering discretionary trading authority and a range of financial planning options.

Jessica Wunder is a CFP® with 21 years of industry experience, currently serving as an advisor at McLean Asset Management Corporation since 2012. She holds the Series 66 designation and is based in Tysons, VA. Outside of her advisory role, she is the Immediate Past Chair and a board member of the Parkinson's Foundation. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach, using Modern Portfolio Theory and broad asset allocation principles to develop individualized portfolios.

Eian Lomash is a financial advisor at Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Mass Mutual, among others. Lomash is also involved with Legacy Associates Inc., an affiliated insurance agency. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed accounts, financial planning, and no-charge public educational seminars, with investment strategies tailored to client goals and risk tolerance.

Mark Mckaig is a financial advisor at Centurion Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has worked at Centurion Wealth Management since 2022, following seven years at Spire Investment Partners. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a diversified, asset-allocation driven investment approach overseen by a monthly investment committee and provides access to private investment opportunities for eligible clients.

Momodou Bojang is a financial advisor with Axiom Value Wealth Management LLC, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has worked at various firms including USAdvisors Wealth Management and Securities America Advisors, Inc. He is also the founder and CEO of Axiom Value, LLC, an investment and retirement planning business. Axiom Value Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm integrates planning with ongoing asset management and uses a variety of investment strategies, including fundamental and quantitative analysis, while employing a third-party sub-advisory model and custodial resources for client education.