Jonathan Rosner is a financial advisor at TritonPoint Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and Wealthspire Advisors dba Bronfman E.L. Rothschild, LP. Rosner has been with TritonPoint Wealth since 2023. TritonPoint Wealth, LLC provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach focuses on long-term asset allocation using modern portfolio theory and incorporates public equities, fixed income, and private-market alternative investments to improve risk-adjusted outcomes.

Peter Gerlach Mack is a financial advisor at Axiom Value Wealth Management LLC in Rockville, MD. He holds a Series 65 designation and has over 20 years of experience, including a long tenure at State Department FCU. He is also a licensed insurance agent independent of his advisory role. Axiom Value Wealth Management LLC serves individual and high-net-worth clients with portfolio management and financial planning, employing a combination of fundamental and quantitative investment strategies. The firm also offers retirement education through workshops and webinars.

Dionne Thompson is a financial advisor at Capital Investment Advisors with 22 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Capital Investment Advisors serves both individual clients, including non‑high-net-worth and high-net-worth households, and institutional entities such as trusts and pension accounts. The firm offers personalized financial planning and asset management, emphasizing client education through structured planning processes and proprietary workshops.

Amy Cooper is a financial advisor at Folger Nolan Fleming Douglas Incorporated with one year of industry experience. She holds a Series 66 designation and previously worked at Optimal Beginnings LLC for eight years. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family client. The firm customizes management strategies across equities, fixed income, mutual funds, and ETFs, coordinating with other advisors on estate and cash-flow matters.

Steven Scott is a CFP® with five years of industry experience, currently serving as a financial advisor at Arca Wealth, LLC. His prior experience includes roles at Ameriprise Financial Services, LLC and Sandbox Financial Partners LLC. Scott is also a licensed insurance agent in Bethesda, MD. Arca Wealth, LLC is a registered investment adviser that provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across multiple investment approaches, utilizing a broad range of securities including mutual funds, ETFs, equities, fixed income, and alternative strategies.

Chad Reineke is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Hazard & Siegel Inc. Outside of advising, he performs contract work in accounting for financial services. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equity, fixed income, and covered options.

Eliot Simon is a CFP® professional with nine years of industry experience. He has worked at Evermay Wealth Management, LLC since 2021 and previously spent seven years with Garnet Group LLC. 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 management with tax and estate planning through affiliated services and third-party platforms.

David Warner is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Warner Financial, Inc. since 2005 and previously worked at Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial, Inc. is a four-advisor team providing fee-only investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million, employing a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios using no-load mutual funds and ETFs.

Morgan Freund is a financial advisor at Family Office Research, LLC with a Series 65 designation and one year of industry experience. Prior to joining Family Office Research, Freund worked at CW Capital and Excel Sports. Family Office Research provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, pension plans, and business clients. The firm manages customized portfolios using fundamental analysis and both long- and short-term trading approaches, overseeing approximately $648 million in regulatory assets.

John Forster is a financial advisor at SB Advisory, LLC in Washington, DC, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has worked at Bank of America, N.A. since 2013 and Merrill since 2012. Outside of his advisory role, he serves as a director of the Committee for the Capital City, a nonprofit focused on voting rights for DC residents. SB Advisory, LLC is a multi-team SEC-registered firm managing over $1.1 billion for approximately 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using mutual funds, ETFs, individual equities, and outside managers, complemented by fundamental, technical, and qualitative portfolio analysis.

Arden Widmann is a CFP® with 37 years of experience and has been with Widmann Financial Services since 1989. He also serves as an adjunct faculty member at Prince George's Community College, teaching estate planning courses. Widmann Financial Services provides discretionary asset management, financial planning, and consulting services to individuals, families, businesses, charitable organizations, trusts, and estates. The firm uses a hybrid, research-driven investment approach combining quantitative and qualitative analysis and offers financial education seminars with outside professionals.

Christina Cunningham is a financial advisor with Spire Wealth Management, LLC, holding a Series 65 license. She has six years of industry experience, having worked at Cardinal Wealth Management and First Financial Group. Prior to her advisory career, she spent four years at the University of Dayton. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm offers a combination of advisor-led portfolios, model asset allocation strategies, and sub-advised solutions employing tactical, active, and passive investment approaches.

Kevin Peters is a financial advisor at XML Financial Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at XML Securities, LLC since 2019 and XML Financial, LLC since 2016. In addition, he is the owner and president of Lifestyle Life Insurance Agency, a business focused on life, disability, and long-term care insurance. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative and private investments.

Craig Lukin is a CFA® charterholder with 23 years of experience in the investment industry. He has worked at Roumell Asset Management, LLC for 21 years before joining Heritage Investors Management Corporation in 2025. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth individuals and institutions. The firm employs a long-term, buy-and-hold investment approach tailored to client objectives, managing a broad range of complex account types with an emphasis on diversification and execution quality.

Matthew Gilchrist is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 17 years of industry experience. He currently serves as an advisor at AlphaCore Capital LLC and has prior experience at SPC Financial, Inc. and Raymond James Financial Services, Inc. Since 2015, Mr. Gilchrist has been an officer and treasurer on the board of Cura Personalis Project, a nonprofit serving adults with disabilities. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies along with tax preparation and retirement plan advisory services.

Christian Hutchins is a CFP® with 12 years of experience in the financial industry. He is currently affiliated with Mariner Independent and its platform, Mariner Platform Solutions, and is the founder of Rolling Hills Advisors. His previous roles include positions at HighTower Advisors LLC, Royal Alliance Associates, INC., and Signature Estate & Investment Advisors LLC. Hutchins serves on the board of USC Associates, where he participates in fundraising and event planning. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of financial planning and investment services through a network of 119 advisers, utilizing firm-built model portfolios and customized discretionary management, with access to a broad set of investment tools and affiliated businesses.

Reilly Carlton is a financial advisor at Aegis Capital Corp. with two years of industry experience. His prior work includes roles at UBS Financial Services, Inc., self-employment, and positions at the US Patent Office, ProTask Inc., and Siemens Healthineers. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services through multiple platforms. The firm manages most assets on a non-discretionary basis, allowing clients to approve recommendations before execution.

William Warner is an investment advisor with Gradient Advisors, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including a long tenure at Main Street Financial Group where he provides retirement and financial planning as well as life insurance and annuity services. Warner has been with Gradient Advisors since 2021. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary approach tailored to client objectives and risk tolerance.

Joshua Edwards is a financial advisor at Intrua Financial with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, LLC and related entities. Outside of his advisory role, he was involved with Beast Baseball LLC for four years. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of the end of 2024.

Vanessa Patterson is a Series 65-licensed financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She has previously worked with Appraisal Connections and New Perspective Financial Services and maintains a concurrent role in real estate sales with Berkshire Hathaway Home Services. Outside of financial advising, she holds a 10% ownership stake in the Southern Maryland Seahawks basketball team, where she is involved in recruiting, marketing, and ticket sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting for individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays and generally operates with discretionary trading authority subject to client restrictions.