Anh Nguyen is a financial advisor at Evermay Wealth Management, LLC, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Evermay in 2024, Nguyen worked at Dynamic Wealth Advisors, Merrill Lynch, and River Capital Advisors. He also has experience at the University of North Florida. Evermay Wealth Management, LLC 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, tailoring recommendations based on client goals, liquidity needs, tax sensitivity, time horizon, and risk tolerance, and manages approximately $1.33 billion in assets across an 18-advisor team.

Michael Sellers is a financial advisor at Fidelis Capital with five years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Bank of America Private Bank, Highline Wealth Management, and Ameriprise. Fidelis Capital Partners serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, offering discretionary and non-discretionary portfolio management along with financial planning and business consulting. The firm employs a multi-disciplinary investment approach combining quantitative, fundamental, technical, and economic analysis, and also acts as a sub-advisor to a private fund.

Mitchell Strobel is a CFP® with 15 years of industry experience, currently serving as an advisor at Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2009 and also associated with Commonwealth Financial Network throughout his career. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting services primarily to high-income and high-net-worth individuals. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios over multi-year horizons with an investment committee overseeing reviews.

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, holding a Series 65 designation with two years of industry experience. Prior to joining Lynx in 2022, Arif worked 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 offers customized, multi-manager portfolios and utilizes a range of investment vehicles, supporting both discretionary and non-discretionary trading strategies.

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 following prior roles at Seia LLC and Zhang Financial. 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 combining active and passive strategies and provides both discretionary portfolio management and consulting services.

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® with 16 years of industry experience, currently serving at Councilor Wealth LLC. She has worked at May Barnhard Investments, LLC since 2013 and May and Barnhard PC since 2008. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm employs a long-term investment approach based on fundamental and technical analysis combined with modern portfolio theory, serving clients with a range of asset types and offering both discretionary and non-discretionary account management.

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.

Peter Grose is a CFP® with 34 years of industry experience, currently serving at Bay Colony Advisors since 2021. His prior roles include long-term positions at The Strategic Financial Alliance, Inc. and Acorn Financial Advisory Services, Inc. Outside of his advisory work, he is president of the George Mason University Ice Hockey Alumni Foundation and an author of a novel titled "Time." Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside an active private-investment program.

Elissa Buie is a CFP® with 33 years of experience in financial advising. She has worked at Yeske Buie Inc. since 2007 and previously spent 15 years with Financial Planning Group, Inc. She holds Series 63 and Series 65 licenses. Yeske Buie provides integrated wealth management services including financial planning, discretionary asset management, and fiduciary services for a range of clients such as individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process grounded in Modern Portfolio Theory, primarily using ETFs and mutual funds, and manages over $1 billion with a dedicated advisory team.