Daniel Di Peso is a CFP® with two years of industry experience, currently serving as an advisor at Elite Income Advisors, Inc. He previously worked at Capital Portfolio Management Inc. and has experience outside the financial industry at Stanley Black and Decker. Di Peso is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and other entities by offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses model portfolios from sub-advisers and other providers and provides client education and workshops as part of its retirement plan services.

Carolyn Catlin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fenway Financial Advisors, LLC in Arlington, VA. She has been with Fenway since 2015. Outside of her advisory role, she is involved in real estate rental activities. Fenway Financial Advisors provides personalized financial planning and investment management to individuals, trusts, estates, foundations, corporations, retirement plans, and charitable organizations. The firm manages a significant amount of assets on a non-discretionary basis and employs a client-approved, research-driven approach using a mix of mutual funds, ETFs, individual securities, and other strategies.

Brian Cohen is a financial advisor at AtCap Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corporation. Outside of his advisory work, Cohen is involved with American Creamery, Inc., and owns a boat through Big Ben Hunting, LLC. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market timing and alternative investments, to create tailored portfolios managed by its advisory team.

Christopher Jones Jr. is a financial advisor at FSA Wealth Partners in Rockville, MD, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Financial Services Advisory, Inc., Secretariat International, and PFS Partners. Before entering the financial advisory field, he worked in education at Norwich University and Sterling High School. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis approach supplemented by fundamental review, using an explicit exit framework called the FSA Safety Net to manage downside risk.

Zachary Hubbard is a CFP® with 12 years of industry experience, currently serving at Sargent Investment Group. His prior roles include positions at Greenspring Advisors and RBC Capital Markets. He is active in the National Association of Personal Financial Advisors (NAPFA), holding board and committee roles focused on event planning and outreach. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, and defined-contribution plans. The firm uses a consultative, goals-based approach to develop customized portfolios and serves higher-asset households while maintaining flexibility for smaller relationships.

Joshua Kaplan is a CFP® with five years of experience in financial advising. He is currently associated with Armstrong, Fleming & Moore, Inc. and has held prior roles at Commonwealth Financial Network, Mariner Wealth Advisors, and Alpha Omega Wealth Management. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting services primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored allocations and fundamental analysis, offering a range of services through partnerships with Commonwealth Financial Network.

Rachel Lewis is a financial advisor at Values Added Financial with a Series 65 credential and one year of industry experience. Her prior work includes roles at Dame Caroline, LifeGuide Financial Advisors, Amplified Planning, and the Boston Institute of Finance. Before entering the financial advisory field, she held positions at King Arthur Baking Company and The Hershey Company. Values Added Financial is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm offers comprehensive financial planning, discretionary portfolio management, business consulting, project-based planning, and educational workshops, with an investment approach focused on tailored policies, diversification, and ongoing monitoring.

Jason Tkach is a CFA® charterholder with 11 years of industry experience. He has been with Kendall Capital Management since 2014, working as part of a six-person advisory team in Rockville, MD. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing strategies ranging from long-term holdings to short-term trading, including option writing and short sales.

Jordan Daugherty is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at FSA Wealth Partners. His work history includes positions at Financial Services Advisory, Inc., Madison Avenue Securities, LLC, and Campbell Wealth Management. Outside of finance, he has experience working in the hospitality and retail sectors, including The Line Hotel DC and Philz Coffee. FSA Wealth Partners is a fee-only fiduciary registered investment adviser managing approximately $820 million across roughly 700 clients. The firm provides discretionary portfolio management and limited-scope financial planning, using both active and passive strategies informed by technical and fundamental analysis.

Peter Halbrook is a financial advisor at TritonPoint Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining TritonPoint in 2023, he worked at Goldman Sachs Personal Financial Management and PNC Investments. 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 using modern portfolio theory, combining fundamental and quantitative analysis with model and core-satellite strategies.

Angela Moreira is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 21 years of industry experience. She holds the Series 66 designation and has been with Folger Nolan Fleming Douglas since 2003. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on portfolio review, investment recommendations, and coordination with other professionals. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to client objectives and financial circumstances.

Christopher Sargent is a financial advisor at Sargent Investment Group with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Sargent Investment Group since 2018. 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 develop customized portfolios using a range of investment options and serves as an investment manager to pooled private investment vehicles requiring accredited investors.

Harrison Mc Quaig is a CFP® at Rothschild Capital Partners with one year of industry experience. His prior roles include positions at Bogart Wealth, LLC, Resource Planning Group, Ltd, and G Squared Funding, LLC, as well as time at The University of Georgia. Rothschild Capital Partners provides discretionary portfolio management, wealth planning, and consulting services primarily for individual and high-net-worth investors, trusts, estates, and charitable organizations. The firm combines top-down macro analysis with fundamental and technical security evaluation and is notable for its private fund operations, use of derivatives and margin, and structured conflict management procedures.

Theodore Smith is a financial advisor at Next Capital Management LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Innovation Partners LLC, Northern Lights Distributors, LLC, and Mount Yale Capital Group. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investments, with a focus on customized asset allocation, ongoing portfolio monitoring, and integrated reporting solutions.

Adam Platt is a CFP® professional with one year of experience, currently serving as an advisor at Kendall Capital Management. He previously worked at Bogart Wealth LLC for three years and spent eleven years at Value Line Publishing. Kendall Capital Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and implements both long- and short-term strategies aligned with clients’ objectives.

Christopher Tate is a financial advisor at Fidelis Capital with a Series 65 designation and two years of industry experience. He previously worked at Bank of America Private Bank and Wells Fargo Private Bank, totaling 12 years in private banking roles. Since May 2024, he has contributed investment-related articles to Kiplinger. Fidelis Capital Partners serves individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and business entities, offering portfolio management, financial planning, and consulting services. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide its investment decisions and manages approximately $1.63 billion in discretionary assets.

Lucas Campbell is a CFP® with three years of industry experience and is currently affiliated with Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2022 and previously worked at Red Clover Financial Planning and other firms. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily for high-income and high-net-worth individuals. The firm emphasizes tailored portfolio allocations and fundamental analysis, managing accounts with multi-year horizons and offering services through programs in partnership with Commonwealth Financial Network.

Ronald Rough is a CFA® charterholder and holds a Series 65 license with 29 years of experience in the financial services industry. He is part of a nine-advisor team at FSA Wealth Partners in Rockville, MD, where he has worked since 2006. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm employs a technical analysis-driven investment approach supplemented by fundamental review and uses a structured process for client onboarding and communication.

Damon White is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding a Series 66 designation with 20 years of industry experience. He has been with Evermay Wealth Management since 2009. 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 employs a team-centric approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, tailoring recommendations based on individual investor profiles and conducting due diligence on third-party managers.

Marika Weinstein is a financial advisor with Just Futures, holding a Series 65 designation and having two years of industry experience. She has worked with Just Futures Advisors, LLC and its public benefit corporate parent since 2022, and previously held roles at Impact Justice and AGH Strategies. Just Futures serves a diverse client base including nonprofit organizations, foundations, family offices, and small- to mid-sized businesses, focusing on values-aligned investing informed by social justice movements. The firm integrates ESG considerations and a range of public and private market solutions into client portfolios and operates under a public benefit corporation structure with specialized services for mission-aligned investors.