Harold Zirkin is a CFA® charterholder and holds a Series 65 license with 33 years of industry experience. He is the principal of HZ Investments Inc., a firm he has led since 2021 after previously working at United Capital Financial Advisers, LLC. He also owns Harold Zirkin Fiduciary Services, through which he serves as trustee for multiple relationships outside his advisory firm. HZ Investments Inc. provides tailored portfolio management primarily for high-net-worth individuals and charitable organizations. The firm employs fundamental analysis and a long-term trading approach, managing discretionary accounts with client-specific investment policies focused on equities, mutual funds, ETFs, fixed income, and real estate funds.

Kenneth George II is a CFA® charterholder with 21 years of industry experience. He has been with Avenir Corporation since 2005. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm employs a bottom-up, core value strategy focused on capital preservation and real returns, utilizing concentrated portfolios and fundamental analysis.

Pierre De La Croix Vaubois is a financial advisor at TritonPoint Wealth, LLC, holding a Series 65 designation. He has been with TritonPoint since 2024 and has prior experience at the University of Massachusetts Amherst and various other organizations. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach focuses on long-term asset allocation based on modern portfolio theory, incorporating public equities, fixed income, and private-market alternative investments to improve risk-adjusted outcomes.

Jacob Hampton is a financial advisor with Pactolus and holds Series 65 and Series 66 licenses. He joined Pactolus in 2026 after working at Terra Alpha Investments for 11 years. Although he has no prior advisory industry experience before 2026, he has been with Pactolus for one year. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers investment advisory, portfolio management, financial and estate planning, and other wealth-planning services, typically managing client accounts on a discretionary basis and utilizing quantitative tools, sub-advisers, and bundled wrap-fee programs.

Ann Schnorrenberg is a CFP® with 10 years of industry experience, currently serving at Withum Wealth Management. She has worked at Pinnacle Associates, Ltd., Savant Capital Management, and Monument Wealth Management. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, and charitable organizations. The firm uses a goals-based investment process with tax optimization and customized portfolios, offering integrated wealth management services for higher-balance clients.

Emily Lee is a financial advisor at Professional Financial Solutions, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at GDIT and S2 Analytical Solutions. Professional Financial Solutions, LLC primarily serves individual clients, including those with trusts, as well as small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, and manages over $409 million in client assets.

Tameem Qasem is a financial advisor at Azzad Asset Management, Inc. with one year of industry experience and holds a Series 65 designation. Prior to joining Azzad, he worked at Progressive and held various roles including at George Mason University and State Farm. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing using proprietary screening tools and offers a range of asset-allocation strategies through its advisory team and affiliated mutual funds.

Brian Mackin is a CFP® professional with 23 years of industry experience, currently associated with West Financial Services, Inc. He has been with the firm in various roles since 2014. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement and profit sharing plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion and employs a diversified, client-specific asset allocation strategy with a long-term approach.

Sara Cortes is a CFP® at Evermay Wealth Management, LLC in Arlington, VA, with one year of industry experience. Prior to joining Evermay, she worked at the CFP Board for three years and spent fourteen years at the US Securities and Exchange Commission. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm takes a team-centric approach, tailoring investment recommendations based on clients’ investor profiles and providing discretionary and non-discretionary management along with financial planning and retirement-plan consulting.

Jonathan Marcellino is a CFP® and Series 65 credentialed advisor at McLean Asset Management Corporation with three years of industry experience. Prior to joining McLean Asset Management, he worked at Councilor Buchanan & Mitchell and has a background that includes academic roles at the University of South Carolina and Bethesda Chevy Chase High School. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $819.2 million in assets and employs a multi-advisor team of 17, utilizing Modern Portfolio Theory and broad asset-allocation principles in its investment approach.

Ryan Fleming is a CFP® with 30 years of industry experience, currently serving as co-owner, president, and director of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and associated with Commonwealth Financial Network since 2009. Fleming is involved in fixed insurance sales conducted from the branch location. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s approach emphasizes tailored allocations and fundamental analysis, with portfolios managed for multi-year horizons and reviewed by an investment committee.

Kelly Demers is a financial advisor at Northwest Financial Advisors LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Bank of America, Merrill, BNY Mellon, and LPL Financial. Kelly serves as a board member of the Alabama Ballet, where she is involved in fundraising and awareness efforts. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach, tailoring portfolio management based on clients’ time horizon, risk tolerance, and objectives while utilizing custodial and outsourced chief investment officer programs through LPL Financial.

Lisa Brandau is a CFP® professional with 13 years of industry experience, currently serving at CJM Wealth Advisers, Ltd. since 2018. She previously worked at Aspect Partners for nine years. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm operates through a multi-office structure and focuses on building portfolios using mutual funds, ETFs, equities, and fixed income with both fundamental and technical analysis, managing a wrap-fee platform with policies on discretionary authority and AI tool use.

Kara Lilian is a financial advisor at Lynx Investment Advisory, LLC with 21 years of industry experience. She holds the Series 65 designation and has been with Lynx Investment Advisors since 2003. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, policy development, manager research, and portfolio monitoring. The firm creates customized allocations implemented primarily through third-party managers and offers both discretionary and non-discretionary portfolio management, including advisory services for pooled investment vehicles.

Shawn Hadian is a CFP® with seven years of industry experience. He is currently with Capitol Private Wealth Group LLC and has worked at Planning and Prep Consultants LLC and Purshe Kaplan Sterling Investments, Inc. He owns a tax advice and preparation business and also operates an insurance services practice specializing in life, disability, and long-term care insurance. Capitol Private Wealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates tax and accounting capabilities alongside its investment services and employs a range of strategies including use of structured products and derivatives.

Angel Irazola is a financial advisor at West Financial Services, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Mass Mutual Investors Services. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm emphasizes diversified, client-specific asset allocation with a long-term approach and manages approximately $2.8 billion in assets.

Jake Schoenfeld is a financial advisor with TritonPoint Wealth, LLC, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Goldman Sachs, GTT Communications, and Monumental Sports & Entertainment. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach emphasizes long-term asset allocation based on modern portfolio theory, combining fundamental and quantitative analysis with model and core-satellite strategies.

Shawn McLaughlin is a financial advisor with McLaughlin Ryder Investments, Inc. in Alexandria, VA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with McLaughlin Ryder Investments since 2011 and serves as a director and committee chairman at Burke & Herbert Bank & Trust Co. Additionally, he is owner and president of The McLaughlin Companies, LLC, and owner of Union Street Partners, LLC, an investment company. McLaughlin Ryder Investments serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers investment management, financial planning, and ERISA retirement plan advisory services, employing a client-centered investment process that utilizes both active and passive strategies and manages most assets on a non-discretionary basis.

Robert Copeland is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Professional Financial Solutions, LLC since 2018 and previously worked at USAA financial planning services and Madison Wealth Management, LLC. He also has experience with the Museum of the Bible. Professional Financial Solutions, LLC primarily serves individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, managing over $409 million in client assets as of December 2025.

Charles Cooke is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial advisory industry. He is currently a partner at Allegiance Financial Group, where he has worked since 2021, and has held roles at The Strategic Financial Alliance, Inc., Acorn Financial Advisory Services, Inc., and Cooke Capital Inc. Outside of his advisory work, he is a partial owner of Banksy Holdings LLC, a holding company. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term investment approach, offering discretionary and non-discretionary investment management alongside flexible financial planning and retirement plan consulting.