Lisa Barbieri is a financial advisor at Capitol Private Wealth Group LLC in Vienna, VA, with 25 years of industry experience. She has been with Capitol Private Wealth Group since 2016. Barbieri is licensed with the Series 63 and Series 66 designations. She is also the owner of Barbieri & Associates, LLC, an entity used for business expenses. Capitol Private Wealth Group serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including the use of structured products and derivatives, and integrates tax and accounting services provided by several team members.

Christopher Schaefer is a CFP® with 23 years of industry experience, currently serving at Mv Capital Management, Inc. and Mv Financial Group since 2002. He has been with Purshe Kaplan Sterling Investments and Mv Capital Management since 2006. Outside of his advisory roles, Schaefer serves as treasurer for the Gambrinus Stein Club, a social nonprofit organization. Mv Capital Management, Inc. provides investment management and financial planning services to individuals, high-net-worth clients, and institutional entities, employing a customized asset allocation approach overseen by an Investment Committee and supported by in-house research.

Adam Croll is a financial advisor at F/M Investments LLC in Washington, DC, holding a Series 66 designation with 11 years of industry experience. Prior to joining F/M Investments in 2019, he worked at Vestmark Inc., Clarion Wealth Management Partners, Cambridge Investment Research, and Legacy Financial. Outside of advisory work, Mr. Croll serves as Director of Operations at F/m Acceleration, LLC, providing back-office and marketing support to registered investment advisors. F/M Investments LLC offers discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, institutions, charitable organizations, retirement plans, and other registered investment advisers. The firm employs a multi-strategy portfolio approach across equities and fixed income, combining fundamental, quantitative, technical, and third-party manager analysis to support both active and passive investment options.

Jacob Thompson is a financial advisor at Bull Harbor Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Bull Harbor Capital, he worked at Ashford Advisors for two years and has a background in education, having taught at the University of Georgia and Chamblee High School. Bull Harbor Capital LLC provides investment advisory and financial planning services to a range of clients including 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 offers portfolio management, financial planning, and retirement plan advisory services.

David Armstrong is a financial advisor with Monument Wealth Management in Alexandria, VA, holding the CFA® designation along with Series 65 and Series 66 licenses and 26 years of industry experience. He previously worked at LPL Financial for 10 years before joining Monument Wealth Management in 2013. Outside of his advisory role, Armstrong serves as Chair of the Investment Committee and Director on the board of a community foundation, hosts and produces a podcast through Moments in Leadership, LLC, and operates a charter boat sightseeing business called Outrage LLC. Monument Wealth Management is a team of nine advisors managing approximately $648 million in assets, serving individuals, high-net-worth clients, trusts, and estates. The firm offers discretionary asset management and financial planning services, using strategies that combine fundamental and technical analysis, and integrates client technology platforms for portfolio monitoring.

Judith Barnhard is a CFP® professional with 11 years of industry experience, currently serving as an advisor at MBI LLC. She has been involved with May Barnhard Investments, LLC dba MBI, LLC since 2013 and has over three decades of experience at May & Barnhard, PC, a full-service accounting firm providing accounting, tax, and financial planning services. MBI LLC offers portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations, utilizing a blend of fundamental and technical analysis alongside modern portfolio theory. The firm manages client accounts with individualized Investment Policy Statements and provides ongoing reviews, financial planning, and educational resources.

Matthew Lipscomb is a financial advisor at Bull Harbor Capital LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bull Harbor Capital in 2025, he worked at Park Avenue Securities LLC for 26 years and has been affiliated with Guardian Life Insurance Company since 1992. Outside of his advisory role, he mentors college students during their summer internships and operates a hunting outfitter business with a strict vetting process. 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 manages portfolios through a range of investment vehicles, including independent managers and third-party platforms.

Nikyla Young is a Certified Financial Planner (CFP®) with eight years of industry experience. She has been with Northwest Financial Advisors, LLC since 2017, concurrently working with LPL Financial and Northwest Financial LLC. 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 each client’s time horizon, risk tolerance, and objectives, implementing strategies primarily through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.

Mitchel Schlesinger is a CFA® charterholder with 20 years of industry experience. He is currently with Evermay Wealth Management, LLC, where he has worked since 2021. Prior to joining Evermay, he held roles at Wells Fargo Bank NA and Stone Bridge Investment Partners LLC. 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, tailoring investment strategies to client profiles that consider goals, risk tolerance, liquidity needs, and time horizon, while offering discretionary and non-discretionary management across a range of asset classes.

Maureen Bigger is a CFP® and holds a Series 66 license, with 24 years of experience in the financial industry. She has been with Chesapeake Investment Management LLC since 2007 and also serves as CEO and President of Bigger & Company, LLC, an insurance firm she has led since 2005. Additionally, she is involved in retirement education through Novustar, LLC. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily for high-net-worth individuals and institutions. The firm focuses on customized portfolios with a mix of individual equities and fixed income, applying a variety of analytical methods and maintaining regular client communication and reporting.

Matthew Albritton is a CFP® professional with 14 years of industry experience. He is currently with AMJ Financial Wealth Management LLC and previously worked at SageVest Wealth Management, Pegasus Financial Group, and Unitedplanners Financial Services of America. In addition to his advisory work, he holds a life insurance agent license. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research to manage client portfolios and offers specialized services including retirement-plan advisory and small-business consulting.

Harold Zirkin is a CFA® charterholder and holds a Series 65 license with 33 years of industry experience. He is the principal of HZ Investments Inc., a firm he has led since 2021 after previously working at United Capital Financial Advisers, LLC. He also owns Harold Zirkin Fiduciary Services, through which he serves as trustee for multiple relationships outside his advisory firm. HZ Investments Inc. provides tailored portfolio management primarily for high-net-worth individuals and charitable organizations. The firm employs fundamental analysis and a long-term trading approach, managing discretionary accounts with client-specific investment policies focused on equities, mutual funds, ETFs, fixed income, and real estate funds.

Ashley Barber is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at AMJ Financial Wealth Management LLC for 10 years and is based in Leesburg, VA. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm employs a multi-step investment process combining macroeconomic analysis, fundamental research, and quantitative sector evaluations, offering a range of advisory and small-business consulting services.

Jeff Pomerantz is a financial advisor at Analog Capital Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 21 years. Outside of his advisory role, he owns and operates accounting and tax services businesses, including Shield Tax Services, LLC, which assists clients with resolving tax issues. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

Pierre De La Croix Vaubois is a financial advisor at TritonPoint Wealth, LLC, holding a Series 65 designation. He has been with TritonPoint since 2024 and has prior experience at the University of Massachusetts Amherst and various other organizations. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth 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 based on modern portfolio theory, incorporating public equities, fixed income, and private-market alternative investments to improve risk-adjusted outcomes.

Brett Bender is a financial advisor with AMJ Financial Wealth Management LLC, holding a Series 65 designation and nine years of industry experience. He has been with AMJ Financial since 1997 and AMJ Financial Wealth Management since 2012. Outside of advisory work, he is a member and owner of AMJ Financial LLC, where he manages office operations and accounting functions. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients including retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement client-specific portfolios across multiple asset classes.

Alexander Schutz is a financial advisor at WMS Advisors, LLC with the designations ChFC® and Series 66 and six years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Williams Associates, Grove Point Advisors, and Grove Point Investments. Outside of finance, he has been a varsity soccer coach at Holy Child School. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension plans, trusts, and business entities. The firm employs core asset-class oriented strategies using ETFs, index funds, individual securities, and select alternatives, offering both discretionary and non-discretionary portfolio management as well as comprehensive financial planning and consulting services.

Jane O'mara is a CFP® professional with 12 years of experience in financial advising, currently serving at FBB Capital Partners since 2014. She is a managing member and owner of DELASHMUTT LLC, a maritime and real estate business, and serves as treasurer on the board of directors for Talbot Hospice, participating on both the investment and finance committees. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning and discretionary portfolio management. The firm employs diversified, cost-effective investment strategies that include stocks, bonds, and alternative investments, supported by quantitative and fundamental analysis.

Jacob Hampton is a financial advisor with Pactolus and holds Series 65 and Series 66 licenses. He joined Pactolus in 2026 after working at Terra Alpha Investments for 11 years. Although he has no prior advisory industry experience before 2026, he has been with Pactolus for one year. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers investment advisory, portfolio management, financial and estate planning, and other wealth-planning services, typically managing client accounts on a discretionary basis and utilizing quantitative tools, sub-advisers, and bundled wrap-fee programs.

Ann Schnorrenberg is a CFP® with 10 years of industry experience, currently serving at Withum Wealth Management. She has worked at Pinnacle Associates, Ltd., Savant Capital Management, and Monument Wealth Management. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, and charitable organizations. The firm uses a goals-based investment process with tax optimization and customized portfolios, offering integrated wealth management services for higher-balance clients.