Nicholas Bundy is a financial advisor at Harbour Capital Advisors, LLC with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Harbour Capital Advisors since 2021, following a twelve-year tenure at New Century Advisors. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. The firm employs a core-satellite investment model and offers integrated services including private fund advisory, family governance, and bespoke liquidity and tax-planning coordination.

Howard Rothman is a financial advisor at TritonPoint Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities, UBS Financial Services, and Morgan Stanley. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm’s investment approach focuses on long-term asset allocation utilizing a combination of public equities, fixed income, and private alternative investments, implemented through independent managers and model portfolios.

David Brown is a financial advisor at Folger Nolan Fleming Douglas Capital Management, Inc. in Washington, DC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Folger Nolan Fleming Douglas since 1992, focusing primarily on securities research and investment management. Folger Nolan Fleming Douglas Capital Management provides discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and other institutional clients. The firm follows a long-term, equity-focused buy-and-hold approach with customized accounts and routine quarterly reviews.

Brian Salcetti is a financial advisor with Arca Wealth, LLC in Bethesda, MD, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Sandbox Financial Partners, LLC, Wells Fargo Advisors, K-Financial, LLC, and Equitable Advisors. He has a minority ownership interest in a family investment pass-through entity, BALD LLC. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across various risk profiles and utilizes a broad range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, and options strategies.

Jerome Lee Jr. is a financial advisor at Evermay Wealth Management, LLC with Series 63 and Series 65 registrations. He has held positions at Ares Management Corporation and served in the U.S. House of Representatives. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-centric approach to provide tailored investment management, financial planning, and retirement consulting, managing approximately $1.33 billion in assets across an 18-advisor team.

Marianna Glazov is a CFA® charterholder with four years of industry experience. She is currently with West Financial Services, Inc., where she has worked since 2022. Prior to that, she spent eight years at Wilmington Trust. Outside of her advisory role, Marianna co-owns and manages a vacation rental business. West Financial Services, Inc. is a fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific investment approach with a long-term focus, managing approximately $2.8 billion in assets.

Assaf Pinchas is a CFP® with 30 years of experience, currently serving as an advisor at Allegiance Financial Group. He has held roles at Allegiance Financial Group and associated entities since 2001 and is also a registered representative of The Strategic Financial Alliance. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans, providing discretionary and non-discretionary investment management alongside holistic financial planning and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term perspective, with client accounts reviewed quarterly.

Gregory Blake is a financial advisor at TritonPoint Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs Personal Financial Management, WMS Partners, Convergent Wealth Advisors, and AllianceBernstein. TritonPoint Wealth provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a long-term asset allocation strategy that integrates public equities, fixed income, and private-market alternatives, utilizing both quantitative and fundamental analysis to select securities and managers.

Berkeley Meredith is a CFP® with eight years of industry experience, currently serving as an advisor at Hughes Financial Services, LLC. Meredith has been with Hughes Financial Services since 2017 and previously worked at Virginia Tech from 2013 to 2017. Hughes Financial Services is a team-based registered investment adviser with nine advisors managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that combines investment management, trading, and custodial services.

Mikael Hallstrom is a financial advisor at USAdvisors Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Osaic Wealth, Inc., Securities America Inc., and USAdvisors Wealth Management. In addition to his advisory role, he is also involved in life, health, and annuity insurance sales. USAdvisors Wealth Management is a multi-advisor firm with 14 professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services.

James Bailey is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Torray Investment Partners LLC since 2010 and previously at Resolute Capital Management from 1999 to 2011. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process focused on quality and long-term growth, managing concentrated portfolios across large cap growth, small/mid cap growth, and equity income strategies.

Jonathan Cox is a financial advisor at Acorn Financial Advisory Services, Inc. with four years of industry experience. He holds a Series 65 designation and is also an attorney, owning NOVA Estate Planning, PLLC, an estate planning and administration law firm where he provides legal services on a flat-fee and hourly basis. Cox serves clients in northern Virginia and has plans to expand similar legal services to the Richmond area. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion for around 2,300 to 2,400 clients through 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management across multiple platforms.

Neal Bobys is a financial advisor at Research Financial Strategies with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Research Financial Strategies and Reutemann Financial Solutions since 2013. Outside of advisory work, he serves as Vice President and Treasurer of eCruisers.com LLC, a shuttle cart transportation company, and is involved in media buying through Executive Media Communications, Inc. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension plans and trusts. The firm employs a technical analysis and active trading approach with proprietary indicators and focuses on risk mitigation through a disciplined sell-side strategy, primarily using ETF-centric portfolios managed on a discretionary basis.

Michael Creamer is a CFP® professional with 29 years of experience in the financial services industry. He is currently associated with Glass Jacobson Wealth Advisors and has worked at Mercer Advisors Tax Services LLC, Mercer Global Advisors Inc., Triad Advisors Inc., National Planning Corporation, and Medallion Advisory Services, LLC. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee, and manages portfolios using diversified vehicles including mutual funds, ETFs, corporate and municipal debt, and alternative fixed-income investments.

Charles Kimmel III is a financial advisor with Councilor Wealth LLC in Bethesda, MD, holding a Series 63 designation and 15 years of industry experience. He previously worked at SPC Financial Inc. and Raymond James Financial Services, Inc. from 2009 to 2023, and has been with MBI LLC since 2025. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations, employing a combination of fundamental analysis, technical analysis, and modern portfolio theory to implement long-term investment strategies. The firm offers discretionary and non-discretionary account management and integrates financial planning with tax and accounting services through its ownership by Councilor, Buchanan & Mitchell, P.C.

Alan Menase is a CFP® with eight years of industry experience. He currently works at West Financial Services, Inc., where he has been since 2025. Prior to joining West Financial Services, he was with The Vanguard Group for three years and Mallard Financial Partners for eight years. 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 employs a diversified, client-specific asset allocation strategy with a long-term focus, managing roughly $2.8 billion in client assets.

Joni Alt is a CFP® with 23 years of industry experience, currently serving as an advisor at Evermay Wealth Management, LLC since 2021. She previously worked at Hopwood Financial Services, Inc. for 11 years. Evermay Wealth Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm operates a team-centric model offering tailored client service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Cathleen Phelps is a financial advisor with Monument Wealth Management in Alexandria, VA, holding a Series 65 license and four years of industry experience. She has been with Monument Wealth Management since 2015. Outside of her advisory role, she is associated with CDP Consulting LLC, a consulting business based in Alexandria. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates with investment advisory and financial planning services. The firm manages approximately $648 million across a team of nine advisors and employs a range of strategies including discretionary asset management, modular and full financial plans, and access to independent managers and private funds for qualified clients.

Alex Graham is a financial advisor at Graham Capital Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Graham Capital Wealth Management since 2015. In addition to his advisory role, he serves as president of Graham Capital Advisors LLC, an insurance-focused and estate planning firm, where he manages employees, technology, and accounting functions. Graham Capital Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, utilizing a combination of ETFs, bonds, low-cost mutual funds, and individual stocks with a long-term investment approach supported by fundamental, technical, and cyclical analysis.

Edward Giese is a Series 65-registered financial advisor with 14 years of industry experience. He is currently with Promethium Advisors, LLC, where he has worked since 2024. Prior to joining Promethium, he was with Sargent Investment Group LLC and United Capital Financial Advisors. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both individual and institutional clients. The firm employs a diversified investment approach, combining passive and active strategies, alternatives, and tactical asset allocation, and manages a wrap fee program that encompasses the majority of its assets.