Maedi Carney is a CFP® professional with 21 years of industry experience, currently serving at Chesapeake Investment Management LLC. She has been president of M&L Special Needs Planning LLC since 2009, providing non-investment related financial planning services. Chesapeake Investment Management offers fee-based, discretionary asset management and consulting primarily for high-net-worth individuals, trusts, foundations, nonprofit organizations, corporations, and retirement plans. The firm emphasizes customized investment policies and individualized portfolios, using a combination of fundamental, technical, cyclical, and quantitative analysis.

Brittany Heath is a financial advisor at Brown | Miller Wealth Management, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Navy Federal Title Services and PNC Bank. Brown Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and institutional entities. The firm employs a goal-oriented investment approach that combines active and passive strategies, integrates third-party independent managers, and offers discretionary management of held-away assets.

Daniel Kane is a CFA® charterholder with 24 years of industry experience. He has been with Carderock Capital Management, Inc. since 2002. Kane holds a Series 65 license and is based in Chevy Chase, MD. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension, and charitable accounts. The firm employs an active, long-term management approach, creating customized investment plans managed by a four-advisor team overseeing approximately $666 million in discretionary assets.

Tarun Mehta is a financial advisor at Onyx Bridge Wealth Group LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at EagleStone Wealth Advisors, Inc. for a total of 14 years. Mehta also serves as President and Chief Compliance Officer of EagleStone Tax & Wealth Advisors, which provides investment management and tax services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and a range of investment vehicles to build portfolio models, conducting ongoing reviews tailored to clients’ goals and risk tolerances.

Clark Kendall is a CFP® and CFA® with 25 years of experience in the financial industry. He has been with Kendall Capital Management since 2005, where he is part of a six-person advisory team. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a range of strategies including long-term holdings, short-term trading, option writing, and short sales, and integrates financial planning into its asset-based advisory services.

Carol Petrov is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. She has been with Kendall Capital Management since 2014, where she is part of a six-person advisory team. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis across a range of strategies, including option writing and short sales.

Robert Speece is a CFP® professional with six years of industry experience. He has worked at Trumbower Financial Advisors LLC since 2019 and previously held roles at Guidehouse and PwC LLP. 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 includes a Conservative Fixed Income component and emphasizes tax-oriented planning and a preferences-driven account model.

Abraham Abich is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a five-advisor team where he has worked since 2021. Prior to this, he held roles at J. Hagan Capital Inc. and Retirement Wealth Advisors. Outside of his advisory work, he serves as president of Abich Financial Services, Inc., where he is involved in insurance sales and services, and is a member of the Loudoun County Chamber of Commerce. Abich Financial Wealth Management provides ongoing investment management and financial planning to individuals and high-net-worth clients. The firm employs a multi-method investment process incorporating fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside access to third-party managers and wrap-fee programs.

Nakia Brown is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial, Morgan Stanley, Madison Avenue Securities, and Campbell Wealth Management. Outside of advising, she works part-time as a delivery driver for DoorDash and is a commissioned notary in Virginia. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets, using a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

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.

Jeff Doan is a CFP® with 14 years of industry experience, currently serving at Craft Wealth Services since 2018. Prior to this, he worked at Capital One Advisors and Capital One Investing from 2015 to 2018. In addition to his advisory work, he is an insurance agent and author of the book *The One Percent - Financial Independence*, which is available on Amazon. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that incorporates fundamental and technical analysis, with discretionary management and tailored client advice.

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.

Timothy Flanigan is a CFP® with 17 years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC since 2020. His prior roles include positions at Wells Fargo Clearing and Investments Professionals Inc. Brown | Miller Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware asset allocation approach that combines active and passive strategies and integrates third-party managers and a UMA overlay to deliver discretionary portfolio management and advisory services.

Evgeniy Yashin is a CFA® charterholder with 17 years of industry experience. He has been with Signet Financial Management, LLC since 2014 and previously worked at Summit Financial, LLC. Outside of his advisory role, he serves as CEO of Hollistico, a financial technology AI company, and is a board member and passive investor in GreenSmith, LLC, a hemp growing farm. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary wealth management, portfolio management, financial planning, and advisory services. The firm uses a disciplined, evidence-based investment process combining fundamental and quantitative analysis to construct customized portfolios for its clients.

Rena Abdalla is a financial advisor at Preston Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Preston Wealth Advisors and Manna Capital Management since 2014. Outside of advising, she is involved in mortgage lending through Everett Financial, Inc. and runs an event and design consulting business focused on nonprofit fundraising. Preston Wealth Advisors provides investment advice and financial planning to individuals, families, and plan fiduciaries, employing both active and passive portfolio management strategies. The firm uses model-driven approaches and third-party software to manage discretionary client accounts and offers specialized services including private pooled investment vehicles and participant account management for held-away retirement accounts.

Richard Holden is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been affiliated with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial since 2016. Outside of his advisory role, he holds a notary commission in Virginia and is engaged in an airplane leasing business. 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 and primarily implements strategies through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.

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.