Rosemary Yue is a financial advisor at Brown | Miller Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2020, following nine years at Wells Fargo Clearing. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a combination of active and passive strategies, including equities, fixed income, ETFs, and mutual funds, and may incorporate alternative investments or third-party managers when appropriate.

Samer Eshmawy is a CFP® with six years of industry experience, currently serving at Azzad Asset Management, Inc. since 2025. His prior experience includes roles at Modera Wealth Management, LLC, JP Morgan Chase & Co., and T-Mobile US. Azzad Asset Management provides investment management and financial planning services to a diverse client base including individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

Fadoua Arif is a financial advisor at Lynx Investment Advisory, LLC with four years at the firm and a total of seven years of industry experience. She holds a Series 65 designation. Her prior work includes roles at Zeitnot Consulting and Silk Invest. Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans. The firm builds customized, multi-manager portfolios and conducts detailed manager vetting, offering both discretionary and non-discretionary services across a variety of investment vehicles.

Hillary Landen is a financial advisor at YHB Investment Advisors Inc in Great Falls, VA, holding Series 63 and Series 65 licenses with eight years of industry experience. She previously worked at TM Wealth Management and Bull Run Financial Group. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans, applying a team-based investment process that emphasizes diversified allocations and independent research. The firm also offers pension consulting, trustee services, and targeted financial consulting alongside its core asset management.

Aditya Bhatnagar is a financial advisor at Westbourne Investments, Inc. in Fairfax, VA, with 16 years of industry experience. He holds a Series 66 designation and has been with Westbourne since 2016 following a brief tenure at CenturyLink. Outside of his advisory role, he participates in career mentoring through the University of Maryland Alumni Advisor Network. Westbourne Investments provides investment management and financial planning services to individuals, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, employing a combination of top-down macro analysis and bottom-up security selection, including the use of options strategies within defined risk parameters.

Elizabeth Sharp is a CFP® professional with 11 years of industry experience. She is currently with Brown | Miller Wealth Management, LLC, where she has worked since 2020. Prior to that, she was with Seia LLC and Zhang Financial. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for nearly 500 clients. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and businesses, offering customized, tax-aware asset allocations that blend active and passive strategies across multiple asset classes.

Walter Billodeaux is a financial advisor with USAdvisors Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with USAdvisors since 2012 and also has experience with Osaic Wealth, Inc. and Securities America Inc. Outside of his advisory role, he is involved in insurance sales, specifically equity indexed annuities. USAdvisors Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a combination of asset-allocation model portfolios and fundamental security selection, sourcing model solutions from multiple institutional providers, and offers a range of investment strategies including socially responsible portfolios and access to certain alternative investments.

Elizabeth Larson is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. She has been with Evermay Wealth Management, LLC since 2009. 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 model and offers services including portfolio management, financial planning, and retirement plan consulting, integrating investment, tax, and estate planning through affiliated and third-party resources.

Sean Rogers is a financial advisor at Evermay Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Maryland and Damascus High School. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric model offering tailored client service levels and integrates investment, tax, and estate planning through affiliated services and technology.

Garrett Welsh is a financial advisor at Allegiance Financial Group with a Series 65 license and one year of industry experience. Prior to joining Allegiance, he worked at Hunt Valley Country Club for four years. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, business entities, and charitable organizations. The firm emphasizes strategic asset allocation grounded in Modern Portfolio Theory and maintains a long-term investment orientation.

Dean Umemoto is a CFP® and ChFC® with 35 years of experience in financial advising. He has been with McLean Asset Management Corporation since 1984. He is a silent partner in a financial planning software company but has no active role in that business. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a globally diversified asset allocation approach based on Modern Portfolio Theory, with a focus on tax efficiency and periodic rebalancing.

Aaron Weston is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with FSA Wealth Partners and has previously worked at Financial Services Advisory, Inc., Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. 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-driven investment process supplemented by fundamental review and uses a structured approach that includes tactical strategies and a defined exit framework called the FSA Safety Net.

Jane Rowny is a CFP® professional with 15 years of industry experience. She has been with May Barnhard Investments, LLC dba MBI, LLC since 2013 and also works with May and Barnhard PC. MBI LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations, utilizing a combination of fundamental analysis, technical analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary services and prepares individualized Investment Policy Statements to document client goals, risk tolerance, and asset allocation.

Barbara Warner is a CFP® with 42 years of industry experience. She has been with Warner Financial, Inc. since 2005 and previously worked at Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial is a four-advisor team that provides fee-only investment advisory and financial planning services primarily to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million using a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios constructed with no-load mutual funds and ETFs.

Elizabeth Drew Verdi is a CFP® professional with 21 years of industry experience and holds a Series 66 license. She has been with Rembert Pendleton Jackson since 2011, initially joining the firm and continuing through its affiliation with SSB Wealth Management. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a Modern Portfolio Theory-based approach to create diversified portfolios and offers both discretionary and non-discretionary programs.

Elissa Buie is a CFP® professional with 32 years of industry experience. She has been with Yeske Buie Inc. since 2007 and has worked in financial planning since 1993, including a lengthy tenure at Financial Planning Group, Inc. Yeske Buie Inc. provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm emphasizes a structured investment process using ETFs and mutual funds grounded in Modern Portfolio Theory, managing over $1 billion with a ten-person advisory team.

David Mulhearn is a financial advisor with Advisors Financial, Inc. He holds a Series 65 designation and has six years of industry experience. Prior to joining Advisors Financial in 2019, he worked at Washington College from 2015 to 2019. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, foundations, endowments, and charitable organizations. The firm manages approximately $321 million in discretionary assets with a six-person advisory team, using a fundamental analysis approach and multi-year investment horizons tailored to client-specific needs.

Sumedha Malhotra is a CFP® with 13 years of industry experience, currently serving at Armstrong, Fleming & Moore, Inc. since 2019. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Armstrong, Fleming & Moore, Inc. provides portfolio management, financial planning, and retirement plan consulting primarily to high-income and high-net-worth clients. The firm emphasizes tailored investment allocations and fundamental analysis, delivering services in partnership with Commonwealth Financial Network and maintaining an active role in client education and publication.

W Booth is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2008. 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 tailored investment strategies implemented through equities, fixed income, mutual funds, and ETFs. The firm combines broker-dealer operations with a limited advisory business and supports ongoing wealth management activities typical of multi-team advisers.

Mel Casey is a CFA® charterholder with four years of industry experience. He has worked at FBB Capital Partners since 2021 and previously spent five years at 1919 Investment Counsel, LLC. In addition to his advisory role, he serves on the Board of Advisors for C.G. Medici & Co., providing feedback on product development for an online financial planning application. FBB Capital Partners advises individuals, high-net-worth clients, family offices, and institutions on wealth and risk management. The firm employs diversified, low-cost portfolios with discretionary management and incorporates alternative investments, serving approximately 1,000 clients with $2.39 billion in assets under management.