Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jeremy Jacques is a financial advisor with Jacques Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Jacques Advisors since 2017 and is also involved with Jacques & Associates Certified Public Accountants, LLC and Jacques Financial, LLC, both since 2013. Outside of advisory work, he is associated with a certified public accounting firm. Jacques Advisors serves individual and high-net-worth clients by offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm combines advisory, brokerage, and accounting services, managing approximately $86 million for about 250 clients through customized portfolios and a mix of in-house and third-party strategies.

Patricia Houlihan is a CFP® with 23 years of industry experience and has been with Houlihan Financial Resource Group, Ltd. since 1999. She holds Series 63 and Series 65 licenses and is based in Ashburn, VA. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm offering discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm primarily serves high-net-worth clients using an in-house management model and implements portfolios through five internal investment program categories.

Dzhemma Menkeeva is a financial advisor at Foxman Asset Advisors Inc. with one year of industry experience. Prior to joining Foxman Asset Advisors in 2025, she worked at PJSC Rosbank for 11 years and at Suffolk University for one year. She is also an insurance agent involved in client solicitation for insurance products. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm generally pursues long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques.

Travis Funkhouser is a financial advisor at Glover Park Wealth Management, LLC in Gaithersburg, MD. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining the advisory firm, he has worked at the National Institutes of Health and Maryland Tax Service, Inc. outside the financial advisory industry. Glover Park Wealth Management is a small, owner-operated SEC-registered advisory firm that serves individuals—including high-net-worth clients—trusts, estates, corporations, and retirement plans. The firm offers customized investment management, financial planning, and retirement plan advisory services, utilizing a variety of strategies and portfolio constructions to meet client needs.

William Bancroft is a financial advisor at Impact Capital, LLC with 24 years of industry experience. He has held positions at Impact Capital since 2018 and previously worked at PagnatoKarp from 2016 to 2018. Bancroft holds a Series 65 designation. Impact Capital provides discretionary portfolio management, pension consulting for employee benefit plans, and financial planning to individual and high-net-worth clients. The firm uses a multi-method investment approach combining fundamental, quantitative, and technical analyses with modern portfolio theory.

Ashley Perlmutter is a financial advisor at Sherman Wealth Management LLC with four years of industry experience. She holds the Series 65 designation and has worked at Sherman Wealth Management since 2020, following four years at the University of Maryland. Outside of financial advising, she operates a small affiliate linking and clothing resale business. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a customized, open-architecture investment approach focused on long-term investing and strategic asset allocation, often incorporating low-cost mutual funds, ETFs, alternative investments, and third-party advisers.

Timothy Stolz is a Certified Financial Planner® with seven years of experience, currently serving as an advisor at Bestgate Wealth Advisors, LLC. He has a background that includes roles at SurePath Wealth Management, Court Place Advisors, and McLean, Koehler, Sparks & Hammond. Stolz is also a Certified Public Accountant and partner at Bestgate Tax & Accounting Advisors, LLC, a CPA firm focused on tax and accounting for small businesses and individuals. Bestgate Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, businesses, and retirement plans. The firm employs an investment approach that combines fundamental analysis, modern portfolio theory, and quantitative analysis, with a focus on long-term trading and diversified allocations.

Laura Markoff is a financial advisor at Meritis Wealth Management, Inc. with 21 years of industry experience. She previously worked at Morgan Stanley for 10 years and then at Wells Fargo under the Meritis Wealth Management name for six years before joining Meritis as a supported firm in 2025. She holds a Series 66 license and is also a licensed insurance agent. Meritis Wealth Management serves individuals, trusts, estates, and businesses by providing customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm implements investment programs tailored to client objectives and risk tolerance, typically on a discretionary basis, and employs research from multiple sources to construct portfolios.

Dale Rice Jr. is a CFP® with 30 years of industry experience, currently serving as an advisor at Intentional, LLC. His career includes roles at Prime Wealth Management, Commonwealth Financial Network, LPL Financial, and Uvest Financial Services Group, Inc. He is also part owner of Rice Financial, LLC. Intentional provides discretionary portfolio management and financial planning services to individuals, families, businesses, and institutions. The firm’s investment process integrates fundamental, technical, and economic analysis, with specialized pension consulting and a structured due diligence program for alternative investments.

Gregory Will is a CFP® professional with six years of experience in financial advising. He has worked at Bestgate Wealth Advisors, LLC since 2019 and previously at Park Avenue Securities, LLC and Hertzbach & Company, PA. In addition to his advisory role, he is a principal at Bestgate Tax & Accounting Advisors, LLC, where he has been involved since 2018. Bestgate Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, businesses, and retirement plans. The firm manages approximately $129 million for over 100 clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to implement long-term, diversified investment strategies.

Jeffrey Yeakle is a CFP® and ChFC® with 28 years of industry experience. He is currently with My Wealth Management, Inc., where he has worked since 2013, and previously held positions at Purshe Kaplan Sterling Investments and LPL Financial. My Wealth Management, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and business entities. The firm manages portfolios using a variety of securities and employs a combination of fundamental, technical, quantitative, and qualitative analysis tailored to client objectives and risk tolerance.

Joseph Jacques is a financial advisor at Jacques Advisors, LLC in Rockville, MD, holding the CFP® and ChFC® designations with 42 years of industry experience. He has been with Jacques Advisors since 2000 and also owns Jacques and Associates, Certified Public Accounts, LLC, a separate accounting firm. Jacques Advisors serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting services. The firm offers customized portfolios utilizing a blend of in-house analysis, institutional models, and third-party managers, combining advisory, brokerage, and accounting capabilities within a small, credentialed team.

Matthew Sanchez is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Ivy League Financial Advisors LLC since 2019, following prior roles at The Wealth Consulting Group and Pinnacle Advisory Group. Ivy League Financial Advisors LLC serves individuals, high-net-worth clients, and institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with an investment approach that includes constructing Growth or Withdrawal portfolios across various asset classes and providing trustee-directed ERISA services and participant education.

Daniel Faircloth is a financial advisor at Berg Faircloth Investment Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at BDO LLP. In addition to advising, he provides accounting and legal services related to financial accuracy and compliance. Berg Faircloth Investment Advisors offers discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental and cyclical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk tolerance.

Lisa Crivella is a CFP® professional with 20 years of experience at Ivy League Financial Advisors LLC in Rockville, MD. She has been with the firm since 2006. Ivy League Financial Advisors LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement plan consulting, with a focus on documented client objectives and ongoing account monitoring and rebalancing.

Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in North Bethesda, MD. He holds the Certified Financial Planner® (CFP®) designation and earned a Bachelor of Science in Business Administration with an emphasis in Finance at the Catholic University of America. Patrick has a strong focus on his clients’ overall financial wellbeing and recognizes that money is only a tool to help achieve the vision each person has for their life. He focuses on providing a very deep level of service balanced with simplicity to provide each client with greater peace of mind around their finances. Patrick and his wife, Kate, have four boys ranging from elementary school through high school. He coaches various youth sports teams and is an active volunteer at his children’s schools. Patrick is active in the financial planning community and is a member of XY Planning Network and the National Association of Personal Financial Advisors (NAPFA).

Christopher Campbell is a Series 65-licensed financial advisor with CJC Wealth Management and has three years of industry experience. He is the founder and CEO of both Ace 3 Holdings, LLC, which owns CJC Wealth Management, LLC, and CJ Campbell & Associates, an insurance company. Campbell spends significant time engaged in these business activities, which include recommending insurance and annuity products as a licensed insurance agent. CJC Wealth Management offers portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across its four advisors. The firm utilizes fundamental and quantitative analysis along with modern portfolio theory to build diversified, long-term portfolios tailored to clients’ goals, and also provides educational seminars on retirement planning and financial literacy.

Kira Rogozhina is a financial advisor at Foxman Asset Advisors Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Avantax Investment Services, and NBAC Corporation. Outside of her advisory role, she is a commissioned notary in Virginia. Foxman Asset Advisors provides advisory services to individuals, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm employs long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques, primarily recommending mutual funds alongside ETFs, fixed income, and other securities.

Timothy Miller is a financial advisor at Monocacy Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and is also a partner in an accounting and consulting firm, Faragalla and Associates. Additionally, Miller is involved in a technology and software company, Entegrated, LLC, where he assists with CRM-based projects. Monocacy Wealth Management primarily serves individual and high-net-worth clients, providing portfolio management and financial planning services that include a range of investment strategies and retirement plan consulting. The firm combines advisory services with affiliated insurance and accounting businesses, allowing integrated tax, insurance, and real estate analysis.