Christopher Tate is a financial advisor at Fidelis Capital with a Series 65 designation and three years of industry experience. He previously worked at Bank of America Private Bank and Wells Fargo Private Bank, with six years at each firm. Since May 2024, Tate contributes investment-related articles to Kiplinger, dedicating a portion of his time to this role. Fidelis Capital Partners provides investment advisory and related services to a diverse client base including individuals, family offices, trusts, and nonprofit organizations. The firm combines quantitative, fundamental, technical, and economic analysis to guide portfolio management and also serves as a sub-advisor to a private fund.

Luke Addington is a financial advisor at Preston Wealth Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Preston Wealth Advisors provides investment advice and financial planning to individuals, families, and plan fiduciaries, combining active and passive portfolio management with model-driven strategies. The firm also serves as sub-adviser for other advisers and sponsors private pooled investment vehicles.

Ronald Rough is a CFA® charterholder and holds a Series 65 license with 29 years of experience in the financial services industry. He is part of a nine-advisor team at FSA Wealth Partners in Rockville, MD, where he has worked since 2006. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm employs a technical analysis-driven investment approach supplemented by fundamental review and uses a structured process for client onboarding and communication.

Jozsef Szadvari III is a financial advisor with Northwest Financial Advisors LLC based in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank, where he worked for eight years. He is also involved with Northwest Financial Group LLC, a registered broker-dealer affiliated with his firm. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and Investment Committee.

Megan Clark is an investment adviser representative with Brighter Financial Capital Management, LLC and holds Series 63 and Series 66 credentials. She has 12 years of industry experience and has worked with firms including Madison Avenue Securities and Clark/Barbour Asset Strategy Partners. Clark is also the CEO and owner of Clark & Associates, Inc. Financial Solutions and serves as treasurer for the Fairway Executive Center Condo Board. Brighter Financial Capital Management provides investment and financial planning services to individuals, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, plan advisory, and educational seminars, serving a high client load with a multi-tiered planning approach.

Joshua Barbin is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a team of five advisors based in Ashburn, VA. His prior experience includes roles at Magellan Federal, The Connemara Group, Ameriprise, LPL Financial, Ameriserv Trust, Edward Jones, Harmony Inc, and West Chester Capital Investors Inc. Joshua is also involved with Tidy Wealth Designs, LLC, an outside business activity he has maintained since 2021. Abich Financial Wealth Management provides ongoing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment approach that incorporates fundamental, technical, cyclical, and charting analysis, with options for discretionary and non-discretionary portfolio management, and emphasizes client education through monthly retirement workshops.

Mitchell King is a financial advisor at Bull Harbor Capital LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance. Prior to his financial services career, he was employed at the University of Alabama at Birmingham and Madison Academy High School. 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 equities, and fixed income.

Ross Smyth Jr. is a CFA® charterholder with 20 years of industry experience. He is currently with Glassy Mountain Advisors, Inc., where he has worked since 2021, following a 16-year tenure at Edgemoor Investment Advisors, Inc. He holds a Series 63 license and is based in Bethesda, MD. Glassy Mountain Advisors provides wealth management and financial planning services to individual and institutional clients, managing approximately $370 million across about 127 client relationships. The firm employs a value-oriented, fundamental analysis investment approach and offers discretionary portfolio management along with financial planning at no additional charge.

Christina Bresnan is a CFA® charterholder with 20 years of experience in the financial advisory industry. She has been with Trumbower Financial Advisors LLC since 2005. Trumbower Financial Advisors serves individuals, families, and various types of plans and organizations with comprehensive financial planning, portfolio management, and tax compliance services. The firm follows a documented five-step investment advisory process emphasizing a Conservative Fixed Income approach and manages a large asset base relative to its team size.

Gordon Daisley IV is a financial advisor at Advisors Financial, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked for Fairfax Water for 17 years. Advisors Financial, Inc. serves individuals, trusts, estates, foundations, endowments, and charitable organizations, managing approximately $321 million in discretionary assets across about 220 clients. The firm provides customized financial planning and portfolio management, employing an in-house investment committee that focuses on multi-year horizons and client-specific considerations.

Matthew Williams is a financial advisor at Activ8 Family Office LLC with a Series 65 designation and one year of industry experience. He previously worked for nine years at OFS Wealth before joining Activ8 Family Office. Activ8 Family Office serves professional athletes and their related families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services, including advising on private fund investments.

Aaron Wall is a CFA® charterholder with three years of industry experience. He is currently an advisor at Fidelis Capital and previously worked at Bank of America for six years. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, nonprofit organizations, and business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its investment process and serves a mix of retail, institutional, and investment company clients, including through sub-advisory roles.

Alejandro Murguia is a financial advisor at McLean Asset Management Corp. with 22 years of industry experience. He holds a Series 65 designation and has worked at McLean Asset Management since 2005. Mr. Murguia is also the CEO and owner of RISA, LLC, a product designed to assist investment advisors with retirement income planning, which he promotes through podcasts, webinars, and community engagement. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified asset allocation grounded in Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management with options for ESG screening and tax-efficient strategies.

Payton Rembert is a Series 65-licensed financial advisor with Rembert Pendleton Jackson, where he has worked for one year. His prior experience includes roles at Booz Allen Hamilton and Atlas Research, as well as academic work at the University of Richmond. 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 portfolios, managing both discretionary and non-discretionary assets.

Eleni Milligan is a financial advisor at Hughes Financial Services, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Savant Wealth Management and Aerie, as well as part-time work while attending Salisbury University. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning and an all-inclusive wrap-fee program.

James Joseph is a CFP® certified financial advisor with 22 years of experience, currently practicing at FSA Wealth Partners in Rockville, MD. He has worked at Financial Services Advisory, Inc. since 2004. FSA Wealth Partners is a fee-only fiduciary registered investment adviser serving individuals, business owners, foundations, trusts, and retirement accounts. The firm manages approximately $820 million across about 700 clients, employing both actively managed and passive investment strategies supported by technical and fundamental analysis.

Richard Stolz is a CFA® charterholder with eight years of industry experience. He currently serves as an advisor at West Financial Services, Inc., where he has worked since 2018. Prior to joining West Financial Services, Stolz held roles at Dmi and RMA Laos. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, combining core-and-satellite equity approaches and laddered fixed-income allocations.

Giancarlo Dalimonte is a financial advisor with Capitol Private Wealth Group LLC in Vienna, VA, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has worked at Capitol Private Wealth Group since 2016 and also leads Dalimonte and Associates. Outside of his advisory work, he manages a rental property jointly owned with his wife. Capitol Private Wealth Group serves individual and high-net-worth clients with 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 through several of its advisers.

Nathan Levin is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 65 and Series 63 licenses with three years of industry experience. He has worked at LPL Financial LLC and Northwest Federal Credit Union since 2022, and previously held positions with the United States Senate and Amazon. 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 assigns clients to advisers who tailor strategies based on individual goals, utilizing LPL Financial custodial programs and an Outsourced Chief Investment Officer platform for portfolio oversight.

Kelly Ryan is a financial advisor at OLIO Financial Planning with a Series 65 designation and four years of industry experience. Prior to joining OLIO, Ryan worked at Egan, Berger, & Weiner, LLC and has held roles related to event services and administrative support at Virginia Tech. OLIO Financial Planning serves individual clients across a range of wealth levels, as well as retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and investment consultation using a buy-and-hold, core-and-satellite approach, and employs a fee structure based on project, fixed, hourly, or recurring fees rather than traditional asset-based fees.