Jason Rizkallah is a financial advisor at McLean Asset Management Corporation with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining McLean Asset Management in 2019, he worked at Charles Schwab & Co., Inc. from 2012 to 2019. Outside of his advisory role, he serves as a board member of the Montgomery Countryside Alliance, where he provides education on general investing and financial topics. McLean Asset Management Corporation offers investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation principles, using no-load mutual funds, ETFs, and approved managers, and provides specialized strategies such as tax-managed equity and ESG screening.

Stephen Wintermeier is a CFP® with 21 years of industry experience, currently serving at Lynx Investment Advisory, LLC. He previously worked at Fenway Financial Advisors, LLC for 20 years. He is the author of a self-published book titled "Grand Theft Portfolio." Lynx Investment Advisory provides investment consulting to individual and institutional clients, focusing on customized multi-manager portfolios and comprehensive manager vetting. The firm manages both discretionary and non-discretionary assets, serving high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans.

Andrew Sponaugle is a CFP® certified financial advisor with 16 years of industry experience. He has worked at Evermay Wealth Management, LLC since 2017 and previously spent six years with United Capital Financial Advisers. 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 to investment management and financial planning, tailoring recommendations to clients' specific investor profiles and providing discretionary and non-discretionary services across a range of asset classes.

Scott Dinn is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis and employs a long-term, low-turnover investment approach, managing portfolios customized to client objectives and restrictions.

Frank Zecca Jr. is a CFP® certified financial advisor with 26 years of industry experience. He is currently with Activ8 Family Office LLC and previously worked at Octagon Financial Services and CETERA Financial Specialists LLC. Outside of his advisory role, he serves on the board of the Eat Learn Play Foundation, a children’s nonprofit, and is an advisory board member for Uncharted Power. Activ8 Family Office primarily serves professional athletes and their families, offering a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm utilizes outsourced CIO and TAMP solutions with customized portfolios, including access to private fund investments, tailored to clients’ objectives.

Brian Henderson is a CFA® charterholder affiliated with Signature Resources Capital Management, LLC. He has been with the firm since 2025 and has 19 years of experience through his work with Henderson Financial Consulting LLC, where he provides investment research and expert witness consulting. Henderson also serves as an Associate Professor of Finance at The George Washington University. Signature Resources Capital Management offers investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm utilizes a “Global Target Risk” approach that emphasizes global diversification and factor tilts, focusing on longer-term holdings mainly through mutual funds and ETFs.

David Tenerelli is a CFP® professional with six years of industry experience. He has worked at Values Added Financial, LLC since 2025 and previously spent six years at Strategic Financial Planning, Inc. Before entering financial advising, he worked for nine years with the Frisco Independent School District. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses, providing comprehensive financial planning and discretionary investment management. The firm offers flexible engagement formats including project-based and single-session consultations, with an investment approach centered on customized asset allocation and diversification.

Christopher Warner is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has worked at Warner Financial, Inc. since 2008 and was previously with Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial, Inc. is a team of four advisors providing 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.

Robert Tucker is a financial advisor at Reston Wealth Management with 39 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at LPL Financial from 1996 to 2017 before joining Reston Wealth Management in 2009. Outside of advisory work, he has an ownership interest in a franchise business. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and various institutions. The firm offers tailored wealth planning and portfolio management with an emphasis on globally diversified allocations, tax-aware decisions, and the use of low-cost ETFs and mutual funds.

Benjamin Corson is a CFA® charterholder with 14 years of industry experience. He is currently with D'Orazio Wealth Advisors, where he has worked for three years. Prior to that, he was with Hemington Wealth Management for one year and Absolute Investment Management for eleven years. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm emphasizes a long-term, globally diversified investment approach that combines fundamental analysis with quantitative tools and performs ongoing monitoring and rebalancing on a discretionary basis.

Margaret Swinney is a financial advisor at Acorn Financial Advisory Services, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Voya Financial Advisors, Inc. and The Strategic Financial Alliance, Inc. outside of her current firm. Swinney also owns and manages a financial services LLC and is involved in the sale of fixed life insurance. 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 2,300–2,400 clients across 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management.

Rebecca Blevins is a CFP® and holds a Series 65 license, with 13 years of experience in the financial advisory industry. She currently works at Concord Wealth Partners and has previously been affiliated with Andersen and United Capital Financial Advisers, LLC. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, tailoring investment strategies to client objectives and utilizing a range of mutual funds, ETFs, and alternative strategies.

Heath Brewer is a CFP® with 12 years of industry experience and has been with Trumbower Financial Advisors LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Bethesda, MD. Trumbower Financial Advisors serves individuals, families, small pension and profit-sharing plans, charities, foundations, trusts, estates, and personal service corporations with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process emphasizing a Conservative Fixed Income component and generally favors managed mutual funds and broad index ETFs.

Zealan Hoover is a financial advisor at Torrey Growth & Income Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to entering the financial advisory field, he worked at the U.S. Environmental Protection Agency and McKinsey & Company. He is also the owner of Impact Strategies, LLC, a consulting firm focused on climate, energy, and environmental matters. Torrey Growth & Income Advisors primarily serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management and modular financial planning services, employing both fundamental and technical analysis with an emphasis on tailored portfolio risk and asset allocation.

Sean Tyll is a financial advisor with Acorn Financial Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Acorn since 2019 and has held roles with Mutual of Omaha and Guardian Life Insurance. Outside of his advisory work, Sean is also active as a licensed insurance agent and mortgage loan originator. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion in assets for individuals, families, and various organizations. The firm offers globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, along with defined model families and tactical tools, and provides educational seminars and subadvisory services.

Brett Schmader is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding a Series 65 designation. He has one year of industry experience, including prior roles outside finance such as at Ozzie's Good Eats and Chipotle. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric model with distinct service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Ross Loomis is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Evermay Wealth Management, LLC since 2014. 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 advisory model with distinct service levels and integrates investment, tax, and estate planning through affiliated services and third-party platforms.

Matthew Pisera is a financial advisor at Generational Financial Partners, LLC with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including New York Life Insurance Company and Eagle Strategies. Outside of his advisory work, he serves as a swim instructor at the Kennedy Shriver Aquatic Center and volunteers with the CFP Exam Development Advisory Group to assist in developing CFP exam questions. Generational Financial Partners, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a client-specific investment process considering time horizon and risk tolerance, and offers managed accounts with ongoing provider due diligence.

Bryan Baquer is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 27 years of industry experience. He holds the Series 66 designation and has been with Folger Nolan Fleming Douglas since 2006. 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. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to the client’s objectives and managing portfolios through equities, fixed income, mutual funds, and ETFs.

Annabelle Saez is a financial advisor with Axiom Value Wealth Management LLC and holds a Series 65 designation. She has one year of experience at Axiom Value Wealth Management and previously worked in related financial and accounting roles, including operating her own CPA practice. Outside of advisory work, she has experience in travel and business preparations. Axiom Value Wealth Management LLC provides portfolio management and financial planning to individual and high-net-worth clients, integrating planning into ongoing asset management. The firm uses a combination of fundamental, quantitative, technical, charting, and cyclical analysis, and employs both long- and short-term trading strategies tailored to clients’ Investment Policy Statements.