Jason Seney is a financial advisor at Brown | Miller Wealth Management, LLC with 10 years of industry experience. He holds the Series 65 and Series 66 licenses. Before joining Brown Miller Wealth Management in 2024, he worked at Chevy Chase Trust and Morgan Stanley. Brown Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for around 487 clients. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and businesses, offering customized, tax-aware asset allocation strategies that combine active and passive investments across multiple asset classes.

Nicholas Ferrari Smith is a CFP® with seven years of experience in financial advising. He is currently with Capitol Private Wealth Group LLC, where he has worked since 2024. Prior to this, he held various roles at Northwestern Mutual and MAI Capital Management. Capitol Private Wealth Group serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including ETFs, mutual funds, individual securities, bonds, and alternative instruments, integrating tax and accounting services and utilizing structured products and derivatives in client portfolios.

Laura Hodgson is a financial advisor at Sargent Investment Group with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley, Raymond James Financial Services Advisors, Inc., and The Meakem Group of Raymond James. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to tailor asset allocation and portfolio management, including the use of third-party managers and ongoing portfolio monitoring.

Sebastian Florero is a CFP® and Series 65-registered financial advisor at D'Orazio Wealth Advisors with one year of industry experience. He previously worked at VLP Financial Advisors and has a diverse background that includes roles outside finance, such as working at Five Guys and teaching at Annadale High School. D'Orazio Wealth Advisors offers financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

David Alicea is a CFP®-credentialed financial advisor at Fruitful with three years of industry experience. He previously worked at Matt Aaron and held multiple roles at Northwestern Mutual, including wealth management and investment services. Alicea served four years in the United States Marine Corps and attended the United States Naval Academy. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm emphasizes personalized planning with passive, low-cost investment strategies focused on ETFs and index funds, serving primarily non-high-net-worth individuals.

Andrew Leonard is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Geometric Wealth Advisors, LLC since 2014. He holds a Series 65 license and is based in Washington, DC. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, offering discretionary investment management, comprehensive financial planning, and integrated tax and estate planning support. The firm emphasizes long-term investing with diversified, “passive, but not-indexed” mutual funds and ETFs, supported by a multi-office platform and coordinated tax professional services.

Theron Weimer is a financial advisor with KFA Private Wealth Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at KFA since 2015 and was previously with Arete Wealth Management LLC from 2018 to 2023 and Spire Securities LLC from 2015 to 2017. KFA Private Wealth Group serves individuals, trusts, estates, employer retirement plans, and business entities, providing financial planning, retirement plan consulting, investment management, and integrated tax and accounting services. The firm employs a goal-based strategic asset allocation approach, combining passive and active management with an emphasis on manager selection and low-cost share classes.

David Greenleigh is a financial advisor with LGG Financial in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors and The Luts & Greenleigh Group, Inc. He serves as vice-chairman for fundraising at the Trip McNealy Foundation, which hosts events to raise money for military charities. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, discretionary investment approach using diversified portfolios and integrates third-party platforms and lending features uncommon among similar advisory teams.

Susette Gustini is a financial advisor at Sargent Investment Group with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sargent Investment Group since 2018, following eight years at SKG Group. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, defined-contribution plans, and pooled investment vehicles. The firm employs a consultative, goals-based process to develop customized asset allocations and manages portfolios with ongoing monitoring and rebalancing.

Lloyd Polmateer is a financial advisor at Bull Harbor Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life for over two decades before joining Bull Harbor Capital in 2023. He is the Executive Director of FFG Cares, a charitable foundation supporting military veterans, disadvantaged youth, medical research, and financial literacy. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term investment strategies and maintaining various third-party advisory relationships.

Matthew Hunt is a financial advisor with Bright Road Wealth Management, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Greystone Management Solutions and HR&A and also directs Hunt Advisory, a real estate consulting firm. Bright Road Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and standalone financial planning. The firm employs a fundamental analysis approach combined with client-specific profiling and uses long-term trading alongside income-oriented option strategies.

Kedest Baharu is a financial advisor at Mv Capital Management, Inc. with 26 years of industry experience. She holds a Series 65 designation and has worked at Purshe Kaplan Sterling Investments and Mv Capital Management since 2006, as well as Mv Financial Group since 1998. Mv Capital Management, Inc. serves individual and high-net-worth clients, as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, standalone financial planning, and consulting, with a focus on customized asset allocation and regular portfolio monitoring.

Angela Holland is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has held compliance and advisory roles at Innovation X Advisors LLC, Foothill Securities, Inc., Advisors Preferred, LLC, and Ceros Financial Services, Inc. Outside of her financial services career, she operates Clearwater Fan Girl, LLC, a sports entertainment fan webpage and podcast. AtCap Partners provides investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a mix of proprietary strategies, sub-advisors, and outside managers, combining fundamental and technical analysis with market-timing techniques as part of its approach.

Kevin Galvin is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with Hopwood Financial Services, Inc. since 2015, where he is part of a six-advisor team based in Potomac, MD. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm employs a multi-year investment approach overseen by an Investment Committee and manages approximately $666.6 million across about 273 client households.

Jennifer Scher is a CFP®-designated financial advisor at FBB Capital Partners with three years of industry experience. Prior to joining FBB Capital Partners in 2022, she worked six years at Resource Furniture. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion in assets across a multi-advisor team and employs diversified, low-cost portfolios supported by comprehensive market analysis.

Ehijie Sado is a CFP® professional with four years of industry experience, currently serving at Values Added Financial. Prior to joining Values Added Financial, he worked at Ellevest, Advocacy Wealth Management, Ferrer and Associates, Greater Sum, and Glory International Group. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a client-centered investment process focused on customized asset allocation and diversification, offering flexible engagement options including project-based work and educational presentations.

Joseph Yoon is a CFP®-credentialed financial advisor with 24 years of industry experience, currently with QM Advisors LLC in Great Falls, VA. His previous roles include positions at Resources Investment Advisors, TimeScale Financial, and Charles Schwab, among others. Outside of advisory work, he is the principal of Castle Hill Consulting, LLC, which conducts various 1099 business activities. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a range of analytical methods across multiple asset types and operates both separately managed accounts and pooled investment vehicles, including a private hedge fund.

Matthew Hoesly is a CFP® and ChFC® at AtCap Partners, LLC with 20 years of industry experience. He has worked at AtCap Partners since 2026 and has held roles at Ceros Financial Services, Inc. and Resource 1, Inc. since 2008 and 2009, respectively. Outside of his advisory work, he is involved in motivational speaking and volunteers as chair of the MDRT Foundation Finance Committee, where he helps review investments and develop member programming. AtCap Partners provides investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a combination of proprietary strategies and third-party asset managers, employing both fundamental and technical analysis, including market-timing techniques, to tailor portfolios and monitor them through ongoing reviews.

Brendan Lyons is a financial advisor at West Financial Services, Inc. with one year of industry experience. He holds the Series 65 designation and has worked at several firms, including Cambridge Associates and Carradice Wealth Advisors. 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 approach with a core-and-satellite equity strategy and laddered fixed-income allocations, managing portfolios primarily on a discretionary basis.

Theadora Westlake Stearns is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Values Added Financial, where she has worked since 2025. Prior to this, she was with Northwest Asset Management and Purshe Kaplan Sterling Investments. Outside of advising, she has experience working at Cowen Park Grocery and McDaniel College. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification aligned with client goals and offers flexible engagement formats including project-based and single-session consultations.