Travis Russell is a CFP® with 17 years of industry experience, currently serving at Glassman Wealth Services, LLC since 2011. He holds a Series 65 license and is based in Stowe, VT. 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 incorporates cash as an asset class and integrates non-managed assets into client reporting.

Brian Jones is a CFP® professional with 25 years of experience at CJM Wealth Advisers, Ltd. in Falls Church, VA, where he has worked since 1997. He serves as co-director of the Financial Planning Association National Capital Chapter and is an author of a book on financial planning for Generation X. Jones is also a member of the National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients, including high net worth individuals and charitable organizations. The firm operates a wrap-fee program and employs fundamental and technical analysis across mutual funds, ETFs, equities, and fixed income, with a multi-office structure and an in-house asset management platform.

Patrick Kimmel is a financial advisor with WealthCrest Financial Services, LLC, holding a Series 66 designation and six years of industry experience. He has been associated with Cambridge Investment Research and WealthCrest Financial Services since 2019. WealthCrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a fee-based portfolio management approach using custodial and platform relationships with Pershing and Cambridge, combining fundamental and technical analysis with various trading strategies.

Eric Dzik is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Evermay in 2023, he worked at West Financial Services, Inc. and has experience in education and hospitality sectors. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment management with tax and estate planning through affiliated and third-party resources.

Nicholas Angelis is a financial advisor at Delta Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has been with Delta Financial Advisors since 2009. Outside of his advisory role, he works part-time as an administrative assistant to a representative at Regulus Advisors. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting, tax preparation, and an affiliated insurance agency.

Steven Larosa is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2021 and previously worked at Bank of America Private Bank from 2012 to 2021. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to construct concentrated equity and income portfolios tailored to client objectives and manages accounts on a discretionary basis.

Kristan Anderson is a CFP® with 23 years of industry experience, currently serving at West Financial Services, Inc. since 2009. He operates within a team of 22 advisors based in McLean, VA. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion across various clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, utilizing core-and-satellite equity investments, laddered fixed-income, and tactical adjustments based on quantitative and qualitative analysis.

Ryan Kelly is a CFP® professional at Yeske Buie Inc. with seven years at the firm and four years of industry experience overall. Prior to joining Yeske Buie, he worked at Signature FD and held roles at the University of Georgia and the University of Texas at Austin. Outside of his advisory work, he prepares individual income tax returns for family and friends. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts and estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a process grounded in Modern Portfolio Theory, implementing portfolios primarily with ETFs and mutual funds, and manages over $1 billion with a ten-person advisory team.

Michael Marsh is a financial advisor at Princeton Global Asset Management LLC with 23 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Bank of America, Merrill, and Northern Trust in various roles over the past two decades. Marsh serves as a board member for Jesuit Volunteer Corps USA, providing advice for program growth. Princeton Global Asset Management offers discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm uses a fundamentally driven investment process with global macro, currency, and geopolitical analysis to create customized portfolios and employs third-party technology to manage held-away assets and facilitate estate planning.

Eric Schaefer is a CFP® professional with 14 years of experience in financial advising. He has been with Evermay Wealth Management, LLC since 2015. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a team-centric model that integrates investment, tax, and estate planning services.

Monica Carlos is a financial advisor at Audible Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked at Northwestern Mutual. Outside of advising, she is also licensed as a life insurance agent. Audible Wealth Management serves individual and high-net-worth clients, business development clients, and retirement plans. The firm offers financial planning, portfolio management, educational seminars, and bill-pay services, using a variety of investment methods and operational approaches, including sponsoring a wrap-fee program and utilizing third-party platforms for account aggregation and reporting.

Danish Jawaid is a CFA® charterholder with seven years of experience in the financial industry. He is currently an advisor at FBB Capital Partners, where he has worked since 2021, following five years at Altius Financial Advisors, LLC. Jawaid holds a Series 65 license and is based in Bethesda, MD. FBB Capital Partners serves individual and high-net-worth clients, family offices, and institutions with comprehensive wealth and risk management services. The firm manages approximately $2.39 billion in assets across a team of 11 advisors and employs diversified, low-cost portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments, supported by a combination of fundamental, quantitative, technical, and cyclical analysis.

Andrew Miller is a CFP® with 15 years of experience in the financial advisory industry. He has been with OLIO Financial Planning, LLC since 2015. The firm serves individual clients, including high-net-worth households, pension and profit-sharing plans, as well as charitable and corporate clients. OLIO combines fundamental, technical, charting, and cyclical analysis, employing buy-and-hold and core-and-satellite portfolio approaches, and offers comprehensive financial planning alongside investment consultation and retirement plan advisory services.

Jessica Ness is a Certified Financial Planner (CFP®) with 16 years of industry experience. She has been with CJM Wealth Advisers, LTD. since 2014. Ness is a member of The National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm uses a mix of mutual funds, ETFs, individual equities, and fixed income within a wrap-fee program, applying both fundamental and technical analysis across long- and short-term strategies.

Karen Monborne is a CFP® professional with eight years of industry experience. She has been with Advisors Financial, Inc. since 2011. Advisors Financial, Inc. is a six-advisor firm serving individuals, trusts, estates, foundations, endowments, charitable organizations, and other legal entities. The firm provides customized investment management and financial planning, managing approximately $321 million in discretionary assets and utilizing a team-based approach with fundamental analysis and a long-term investment horizon.

Ronald Dennis is a financial advisor with Invicta Financial Group in Arlington, VA, holding a Series 66 designation and nine years of industry experience. He previously worked at First Command Insurance Services, Inc., and related entities from 2016 to 2024, before joining BDT & Associates, Inc. in 2024. Outside of his advisory role, he serves as President of Nazarene Discipleship International at Calvary Church of the Nazarene in Annandale, Virginia. Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities. The firm emphasizes tailored written financial action plans and refers clients to third-party money managers for portfolio management, primarily operating in a non-discretionary advisory capacity.

William Cotton is a financial advisor at Fortress Private Ledger, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC and S2K Financial LLC. Outside of his advisory role, he is a partner at Collegiate Financial Group, focusing on financial planning. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, supported by a network of investment adviser representatives and third-party managers.

Thomas Gaultney is a financial advisor at West Financial Services, Inc. He holds a Series 65 designation and has over 12 years of experience, including a prior role at Lyon Park Solutions and Services LLC. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion across a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm employs a client-specific, diversified investment approach with a core-and-satellite equity strategy and laddered fixed-income allocations, managing portfolios primarily on a discretionary basis.

Tracey Baker is a CFP® professional with 26 years of industry experience, currently serving at CJM Wealth Advisers, Ltd. since 1999. She holds Series 63 and Series 65 licenses and is the president of the Financial Planning Association of Nation’s Capital. Baker also serves on the Planned Giving Advisory Board for the Inova Hospital Foundation. CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients, including high net worth individuals and charitable organizations. The firm operates a multi-office structure and utilizes a wrap-fee platform, employing a range of investment strategies and asset classes while maintaining explicit policies on discretionary authority and AI tool use.

Shawn Williamson is a CFP®-credentialed financial advisor with 29 years of industry experience. He is a partner at Allegiance Financial Group Advisory Services LLC and has held roles at related firms since 2001. Williamson is also an owner of SMW Holdings, Inc., a holding company associated with Allegiance Financial Group Advisory Services. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, holistic financial planning, and retirement plan consulting, focusing on strategic asset allocation guided by Modern Portfolio Theory and a long-term investment approach.