Susette Gustini is a financial advisor at Sargent Investment Group with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sargent Investment Group since 2018, following eight years at SKG Group. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, defined-contribution plans, and pooled investment vehicles. The firm employs a consultative, goals-based process to develop customized asset allocations and manages portfolios with ongoing monitoring and rebalancing.

Lloyd Polmateer is a financial advisor at Bull Harbor Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life for over two decades before joining Bull Harbor Capital in 2023. He is the Executive Director of FFG Cares, a charitable foundation supporting military veterans, disadvantaged youth, medical research, and financial literacy. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term investment strategies and maintaining various third-party advisory relationships.

Matthew Hunt is a financial advisor with Bright Road Wealth Management, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Greystone Management Solutions and HR&A and also directs Hunt Advisory, a real estate consulting firm. Bright Road Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and standalone financial planning. The firm employs a fundamental analysis approach combined with client-specific profiling and uses long-term trading alongside income-oriented option strategies.

Kedest Baharu is a financial advisor at Mv Capital Management, Inc. with 26 years of industry experience. She holds a Series 65 designation and has worked at Purshe Kaplan Sterling Investments and Mv Capital Management since 2006, as well as Mv Financial Group since 1998. Mv Capital Management, Inc. serves individual and high-net-worth clients, as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, standalone financial planning, and consulting, with a focus on customized asset allocation and regular portfolio monitoring.

Justin Horner is a financial advisor with Widmann Financial Services in Bowie, MD, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Morgan Stanley and JP Morgan Chase Bank, as well as ownership of Volley Monster LLC, an adult volleyball tournament business. Widmann Financial Services provides discretionary asset management, financial planning, and education seminars to individuals, families, businesses, and nonprofit entities. The firm employs a hybrid, research-driven investment approach combining quantitative and qualitative analysis, utilizing third-party research from providers such as Morningstar and Standard & Poor’s.

Jennifer Scher is a CFP®-designated financial advisor at FBB Capital Partners with three years of industry experience. Prior to joining FBB Capital Partners in 2022, she worked six years at Resource Furniture. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion in assets across a multi-advisor team and employs diversified, low-cost portfolios supported by comprehensive market analysis.

Kimberly Weihbrecht is a financial advisor at Atwood Financial Planning LLC in Alexandria, VA, holding a Series 65 designation and having six years of industry experience. She has worked at Atwood since 2020 and concurrently serves as an Operations Research Analyst for the U.S. Department of Energy, focusing on energy statistics and data collection related to coal use and international coal trading. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities with comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment strategy, and non-discretionary portfolio management, while also offering unique programs such as concierge services, seminars, and a branded finance app.

Ehijie Sado is a CFP® professional with four years of industry experience, currently serving at Values Added Financial. Prior to joining Values Added Financial, he worked at Ellevest, Advocacy Wealth Management, Ferrer and Associates, Greater Sum, and Glory International Group. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a client-centered investment process focused on customized asset allocation and diversification, offering flexible engagement options including project-based work and educational presentations.

Nicholas Rath is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He works with wealth accumulators, retirees, business owners, and non-profits to develop financial plans and investment strategies that align with each client's specific goals. Nicholas has been with Fidelity Investments since 2021, serving in multiple roles including Customer Relationship Advocate, Financial Representative, Relationship Manager, and Planning Consultant before becoming an Investment Consultant. This progression reflects his experience in client relationship management and financial planning within the firm.

Marc Wehmeyer is a CFP® with 12 years of industry experience, currently serving at Praetorian Guard, a division of Praetorian Wealth Management, Inc., since 2013. He is based in Arlington, VA, and holds a Series 65 license. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base, applying fundamental and cyclical analysis to equities, fixed income, and cash while integrating ongoing financial planning and asset-allocation oversight.

Brendan Lyons is a financial advisor at West Financial Services, Inc. with one year of industry experience. He holds the Series 65 designation and has worked at several firms, including Cambridge Associates and Carradice Wealth Advisors. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm uses a diversified, client-specific approach with a core-and-satellite equity strategy and laddered fixed-income allocations, managing portfolios primarily on a discretionary basis.

Anthony Jones is a CFP® with four years of industry experience, currently serving at CJM Wealth Advisers, Ltd. He has been with the firm since 1998, which collectively has 28 years of history prior to his tenure. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients, including high net worth individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes a wrap-fee program featuring mutual funds, ETFs, equities, and fixed income, applying both fundamental and technical analysis with long- and short-term strategies.

Theadora Westlake Stearns is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Values Added Financial, where she has worked since 2025. Prior to this, she was with Northwest Asset Management and Purshe Kaplan Sterling Investments. Outside of advising, she has experience working at Cowen Park Grocery and McDaniel College. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification aligned with client goals and offers flexible engagement formats including project-based and single-session consultations.

Michael Opalski is a financial advisor at Capital Investment Advisors with six years of industry experience. He holds a Series 66 designation and has worked with firms including Cambridge Investment Research and Voya Financial Advisors. Outside of his advisory roles, he has been involved with several entrepreneurial ventures such as City Bonfires LLC and Egg'n LLC. Capital Investment Advisors is a team of six advisors managing approximately $374 million for a diverse client base that includes individuals, trusts, pension plans, and nonprofit entities. The firm offers a tiered financial planning process, educational workshops, and manages portfolios through third-party multi-manager programs or discretionary model portfolios tailored to different risk profiles.

Christopher Hill is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 24 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Investors Management Corporation, Cherry Bekaert Wealth Management, LLC, and Capital One Investing LLC. Hill also serves as Chief Compliance Officer at Folger Nolan Fleming Douglas Capital Management Inc., focusing on regulatory matters. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, tailoring strategies that include equities, fixed income, mutual funds, and ETFs while coordinating with other advisors on estate and cash-flow issues.

Katrina Lamb is a financial advisor at Mv Capital Management, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mv Capital Management since 2005. In addition to her advisory role, she provides business strategy consulting and valuation services outside of investment-related activities. Mv Capital Management serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation and security selection overseen by an Investment Committee, with portfolios built from mutual funds, ETFs, equities, and fixed income.

Jonathan Mckinney is a financial advisor at Audible Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Northwestern Mutual and Guardian Life Insurance Company. Outside of advising, he is involved in content creation for an online subscription service. Audible Wealth Management serves individual and business clients, offering financial planning, portfolio management, educational seminars, and bill-pay services. The firm employs a diverse investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, and it sponsors a wrap-fee program alongside unique operational features such as third-party platforms for held-away accounts.

Andrea Mc Clelland is a CFP® professional with three years of experience in financial advising. She has been with Aegis Wealth and Aegis Wealth Management since 2019 and 2022, respectively, and was self-employed for sixteen years prior. Aegis Wealth Management is a team advisory firm managing approximately $708 million for individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management, financial planning, and tax preparation services, utilizing fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerances.

Brian Horan is a financial advisor at West Financial Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at West Financial Services since 2017, as well as at PNC Investments and PNC Bank. Outside of advising, he is president of DELICO Homes, an S Corporation formed to hold real estate investments. West Financial Services, Inc. is a fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion using a diversified, client-specific asset allocation strategy with a long-term perspective and offers discretionary portfolio management and comprehensive financial planning.

Dwayne Jackson is a financial advisor at Rembert Pendleton Jackson with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rembert Pendleton Jackson and its predecessor firm since 2001. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a client-specific, Modern Portfolio Theory-based approach and manages assets across various account types, offering both discretionary and non-discretionary programs.