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.

Elissa Buie is a CFP® professional with 32 years of industry experience. She has been with Yeske Buie Inc. since 2007 and has worked in financial planning since 1993, including a lengthy tenure at Financial Planning Group, Inc. Yeske Buie Inc. provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm emphasizes a structured investment process using ETFs and mutual funds grounded in Modern Portfolio Theory, managing over $1 billion with a ten-person advisory team.

David Mulhearn is a financial advisor with Advisors Financial, Inc. He holds a Series 65 designation and has six years of industry experience. Prior to joining Advisors Financial in 2019, he worked at Washington College from 2015 to 2019. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, foundations, endowments, and charitable organizations. The firm manages approximately $321 million in discretionary assets with a six-person advisory team, using a fundamental analysis approach and multi-year investment horizons tailored to client-specific needs.

Sumedha Malhotra is a CFP® with 13 years of industry experience, currently serving at Armstrong, Fleming & Moore, Inc. since 2019. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Armstrong, Fleming & Moore, Inc. provides portfolio management, financial planning, and retirement plan consulting primarily to high-income and high-net-worth clients. The firm emphasizes tailored investment allocations and fundamental analysis, delivering services in partnership with Commonwealth Financial Network and maintaining an active role in client education and publication.

W Booth is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2008. 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, focusing on tailored investment strategies implemented through equities, fixed income, mutual funds, and ETFs. The firm combines broker-dealer operations with a limited advisory business and supports ongoing wealth management activities typical of multi-team advisers.

Mel Casey is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at FBB Capital Partners since 2021 and previously spent five years at 1919 Investment Counsel, LLC. Casey serves on the Board of Advisors for C.G. Medici & Co., providing feedback on the development of an online financial planning application. FBB Capital Partners advises individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm manages approximately $2.16 billion in assets across about 1,150 client relationships, utilizing diversified, low-cost portfolios informed by multiple analytical approaches and offering access to private funds and alternative investments.

Raeonna Jefferson is a financial advisor at Zenith Wealth Partners in Alexandria, VA, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Zenith Solutions, Inc., Broadridge, Datto Inc., Juice Generation, and Smashburger. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm employs both active and passive investment strategies and provides a range of services including wealth planning, estate and tax planning facilitation, and private investment sourcing.

Eugene Sarrge is a financial advisor at Chesapeake Investment Management LLC with 24 years of industry experience. He holds a Series 65 credential and has been with Chesapeake since 2005. Outside of his advisory role, he is also a principal at Washington Financial Planners, LLC, a financial planning company. Chesapeake Investment Management provides fee-based asset management and consulting services primarily to high-net-worth individuals, trusts, foundations, and institutional clients. The firm employs individualized discretionary portfolio management focused on equity and fixed-income securities with low turnover, and it does not provide custody or firm-level financial planning.

Tony Nguy is a financial advisor at Axiom Value Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including SunTrust Advisory Services and Osaic Wealth. In addition to his advisory role, Tony is an independent licensed insurance agent with Axiom Value LLC. Axiom Value Wealth Management LLC serves individual and high-net-worth clients, providing portfolio management and financial planning through a small team of advisors. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education via workshops and webinars.

Justin Bass is a financial advisor at Graham Capital Wealth Management, LLC with a Series 65 designation. He joined the firm in 2025 and previously served in the United States Marine Corps from 2017 to 2021. Outside of finance, he has experience working at Splash Zone and The Giant Company. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million and employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios using ETFs, bonds, mutual funds, and individual stocks, with ongoing monitoring and formal annual reviews.

Naomi Parham is a CFP® and holds a Series 66 license with six years of experience in the financial industry. She has worked at Fruitful since 2024 and previously held roles at Wealth with Wisdom, LLC, Fidelity Brokerage Services, and Lazard Asset Management. Earlier in her career, she also worked at JP Morgan Chase and the Federal Reserve. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management primarily to individual clients through a subscription membership model. The firm focuses on passive, low-cost investment strategies using exchange-traded funds and index funds, with personalized planning centered on linking life goals to asset allocation and risk tolerance.

Bryant Boswell is a financial advisor at Aviso Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC and Cetera Advisors LLC. Outside of his advisory role, Boswell coaches JV lacrosse at Georgetown Preparatory School. Aviso Wealth Management offers personalized financial planning, investment supervisory services, and portfolio management to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm serves approximately 913 clients with $621 million in assets under management, utilizing a variety of analytical approaches and managing both discretionary and non-discretionary accounts.

John Shanley is a financial advisor at Aspect Partners, LLC in Fairfax, VA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Obsidian Planning Solutions and Vanish Farmworks Brewery. Outside of his advisory duties, he is an investor in Nurev.IO, a company specializing in website content monetization software. Aspect Partners serves a diverse client base, including individuals, trusts, nonprofits, pension plans, corporations, and insurance company clients. The firm offers customized portfolio management and financial planning services, employing quantitative and technical analysis alongside third-party managers and AI-enhanced tools.

Anthony Cortina is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at firms including RMB Capital Management LLC and Wolf Group Capital Advisors before joining Lynx Investment Advisory, LLC. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations typically implemented through third-party managers and offers both discretionary and non-discretionary portfolio management, including advising a multi-manager private fund.

Kevin Deans is a financial advisor at KFA Private Wealth Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Management LLC and Spire Securities, LLC. Outside of finance, he is an investor in Aperture Coffee Roasters and serves as a paid baseball coach for Stars Showcase Baseball. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, investment management, and in-house tax and accounting services. The firm uses goal-based strategic asset allocation and a combination of passive and active management, with a focus on manager selection and low-cost share classes.

Griffin Baker is a CFP® professional with eight years of experience at CJM Wealth Advisers, Ltd. based in Falls Church, VA. He has been with the firm since 2014 and focuses on delivering comprehensive financial advisory services within a team environment. CJM Wealth Advisers provides investment advisory services, financial planning, and retirement plan consulting to individuals and institutions, including high net worth clients and charitable organizations. The firm utilizes a multi-office structure and manages investments through its own wrap-fee platform, incorporating mutual funds, ETFs, equities, and fixed income with both fundamental and technical analysis.

Bob Amoako is a Series 65 licensed advisor with Rembert Pendleton Jackson in Vienna, VA. He has three years of industry experience and has worked at several firms, including Commonwealth Financial Network and AFS 401(k) Retirement Services. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting services to individual and institutional clients. The firm uses a client-specific, Modern Portfolio Theory-based approach with diversified asset allocations and manages both discretionary and non-discretionary portfolios.

Yusuf Abugideiri is a CFP® professional at Yeske Buie Inc. with 14 years of industry experience. He has been with Yeske Buie since 2009. Yeske Buie provides integrated wealth management services including financial planning, discretionary asset management, and fiduciary advisory for a range of clients such as individuals, high-net-worth clients, trusts, and institutional plans. The firm emphasizes a structured investment process using Modern Portfolio Theory and manager due diligence, managing over $1 billion in assets with a ten-person advisory team.

Robert Ready Jr. is a financial advisor at Widmann Financial Services in Bowie, MD, holding a Series 66 designation with 25 years of industry experience. He has been with Widmann Financial Services and Commonwealth Financial Network since 2001. Ready is a co-owner of Widmann Financial Services, a private entity involved in securities, advisory, and insurance business. Widmann Financial Services offers discretionary asset management, financial planning, and consulting services to individuals, families, businesses, charitable organizations, trusts, and estates. The firm employs a hybrid, research-driven investment process that incorporates third-party research from providers such as Morningstar and Standard & Poor’s, managing portfolios on a discretionary, long-term basis while also engaging in active trading and use of derivatives.

Lawrence Judge is a financial advisor at Lafayette Investments, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lafayette Investments since 2010. 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 focuses on fundamental and qualitative security analysis with a long-term, low-turnover investment approach, managing portfolios across equities, municipal and corporate fixed income, mutual funds, and ETFs.