Ryan Scott is a financial advisor at Brighter Financial Capital Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and KLDiscovery. He is also affiliated with Clark & Associates, Inc., where he is involved in insurance services. Brighter Financial Capital Management provides investment and financial planning services to individuals, including high-net-worth clients, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, plan advisory, multi-tiered financial planning, and educational seminars, often implementing client programs through discretionary authority with third-party managers.

Crystal Matlock is a financial advisor at Reston Wealth Management with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Reston Wealth Management since 2016, previously spending time at LPL Financial and Ameriprise. Additionally, she is a notary public in Virginia. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and various institutions. The firm focuses on a tailored, long-term investment strategy using globally diversified portfolios, low-cost funds, and tax-aware decisions, offering both discretionary and non-discretionary services.

David Petersen is a CFP® with 37 years of industry experience, currently serving at FSA Wealth Partners in Rockville, MD. He has been with Financial Services Advisory, Inc. since 1982. FSA Wealth Partners is a multi-advisor firm managing approximately three-quarters of a billion dollars in assets, providing discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans. The firm employs a technical analysis-driven investment process with an explicit exit framework, combining actively managed and indexed funds alongside tactical strategies.

Paul Meehan is a CFA® charterholder with 20 years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2006 and previously worked at Integrity Funds Distributor, Inc. from 2009 to 2016. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning services to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm follows a value-oriented, fundamental analysis approach focused on long-term capital appreciation, capital preservation, and income generation, managing approximately $1.5 billion in client assets across a six-advisor team.

Matthew Gelfand is a CFP® and CFA® with 21 years of experience in the financial industry. He is currently with Princeton Global Asset Management LLC and has held prior roles at firms including Bank of America, Merrill, Rockefeller Financial, and Tricolor Capital Advisors. Gelfand serves on the investment and compensation committees of The Forward Association, a charitable organization, and is a member of the Board of Advisors for The Journal of Taxation of Investments, contributing scholarly articles. Princeton Global Asset Management provides discretionary investment supervision and financial planning to individuals, pension funds, foundations, and endowments. The firm uses a fundamentally driven investment approach incorporating global macro, currency, and geopolitical analysis to build customized portfolios, often employing third-party platforms to manage held-away accounts and implement institutional consulting alongside individualized management.

Leslie Irby is a CFP® professional with 12 years of experience and is currently with Rembert Pendleton Jackson, where she has worked since 2007. She holds a Series 65 license and is based in Vienna, VA. Irby has been with the firm through its various phases, including its operation as SSB Wealth Management, Inc. D/B/A Rembert Pendleton Jackson. 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 plan sponsors. The firm uses a Modern Portfolio Theory-based approach to design diversified asset allocations and manages both discretionary and non-discretionary portfolios.

Austin Philbin is a financial advisor at Activ8 Family Office LLC with 14 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at OFS, Dynasty Securities, LLC, and Dynasty Financial Partners. Activ8 Family Office primarily serves professional athletes and their related families, trusts, estates, and businesses. The firm provides a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services, with portfolios tailored to clients’ individual objectives.

Patrick Mc Namara is a CFP® and Series 66-registered advisor at Glassman Wealth Services, LLC with three years of industry experience. His prior roles include positions at Pathstone, Campbell Wealth, First Financial Group, and KPMG, as well as service in the U.S. Marine Corps. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that accounts for less-liquid investments and integrates non-managed assets into client reporting.

Alison Cain is a financial advisor at Capitol Private Wealth Group LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2017, following a 12-year tenure at Ameriprise Financial Services, Inc. Outside of advising, she is involved in property management through a personal business entity. Capitol Private Wealth Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a combination of analytical approaches and ongoing portfolio monitoring to align investments with client goals and risk tolerance.

Kirstie Sturman is a financial advisor at West Financial Services, Inc. with 23 years of industry experience. She holds a Series 65 credential and has been with West Financial Services in various capacities since 2010. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion using a diversified, client-specific asset allocation approach with a focus on long-term investment strategies and offers discretionary portfolio management along with comprehensive financial planning and consulting services.

Victoria Trumbower is a CFP® and holds a Series 65 license with 29 years of industry experience. She has been with Trumbower Financial Advisors LLC since 1996. 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 that emphasizes a Conservative Fixed Income component and generally favors managed mutual funds and broad index ETFs over separately managed accounts.

Alex D'attilio is a financial advisor at Acorn Financial Advisory Services, Inc. with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at the University of Connecticut Recreational Center and Hartford Magnet Trinity College Academy. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion across various client types, including individuals, families, and institutions. The firm uses globally diversified portfolios with an array of investment vehicles and implements model strategies that may include alternatives and tactical tools, offering subadvisory and educational services.

David Seamans is a CFP® professional with 11 years of industry experience, currently with Sargent Investment Group. His prior experience includes roles at William Blair, Greenhill & Co., Booz Allen Hamilton, and Merrill. Sargent Investment Group provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, nonprofits, corporations, and defined-contribution plans. The firm employs a consultative, goals-based process to create customized portfolios, utilizing a range of asset classes and third-party managers, and serves as an investment manager to pooled private funds.

Heather Wilson is a CFP® with five years of industry experience, currently serving at Hughes Financial Services, LLC. Her background includes roles at Charles Schwab and Purdue University. Hughes Financial Services is a team-based registered investment adviser managing approximately $760 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program utilizing firm-developed model portfolios and diversified investment strategies.

Sean Joiner is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life and Mass Mutual Investors Services. Outside of his advisory role, Joiner is involved in veteran employment placement through Transition Overwatch, LLC, and serves as co-executive director of FFG Cares, Inc., a charitable foundation supporting military veterans, disadvantaged youth, and medical research. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $355 million across 421 clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services through a collaborative team approach.

Young Park is a CFP® with 11 years of industry experience, currently serving as an advisor at Victrix Investment Advisors. His prior roles include positions at King Tide Advisors LLC, Aafmaa Wealth Management & Trust, Alexis Goines Agency Allstate, Fortera Credit Union, and Cuso Financial Services, LP. Park serves as Assistant Treasurer for the Military Order of the World Wars General George G. Meade Chapter. Victrix Investment Advisors provides investment advisory services to individual investors, trusts, and retirement plan clients, offering discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to implement long- and short-term strategies, and uses derivatives and related strategies, including options trading and short sales, in separately managed accounts.

Eun Kim is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Aegis Wealth Management LLC since 2005. 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, consulting, and tax return preparation, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods tailored to clients’ goals and risk tolerance.

Jiashuo Qin is a CFP® professional with six years of industry experience, currently affiliated with Northwest Financial Advisors LLC. His career includes roles at LPL Financial LLC, Wells Fargo Clearing and Bank, Charles Schwab, and TD Ameritrade. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach tailored to clients' goals and implements strategies primarily through LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio oversight.

Brian Cohen is a financial advisor at AtCap Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including B. Riley Wealth Management and National Securities Corporation. Outside of advising, he is involved with Big Ben Hunting, LLC, a boat ownership business. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a blend of fundamental and technical analysis, including market-timing strategies, and offers access to alternative investments and affiliated private funds.

Keith Packard is a financial advisor at Activ8 Family Office LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services Inc. for 16 years. Outside of his advisory role, he writes for Forbes and maintains a personal blog focused on tax issues faced by athletes. Activ8 Family Office primarily serves professional athletes and their associated families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program combining financial planning, investment management, cash management, and tax services, with customized portfolios that include third-party managers, alternative investments, and private funds.