Wayne Ferbert is a Series 65 licensed advisor with 15 years of experience in the financial industry. He is currently with Reyes Financial Architecture Inc., a team firm based in Columbia, MD, and has prior experience at ZEGA Financial, LLC, and Alpha Dna Investment Management. Outside of his advisory role, Ferbert co-founded and serves as co-managing director of a software and education business that supports online brokerages. Reyes Financial Architecture Inc. provides discretionary asset management, personalized financial planning, and consulting primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm follows a long-term investment approach, incorporating fundamental, technical, and cyclical analysis, and integrates complimentary financial planning as part of its asset management services.

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.

Eliza Jeffereis is a financial advisor at Promethium with Series 65 and Series 66 licenses and two years of industry experience. Her prior work includes roles at GWU, DECA Inc., UC Leuven-Limburg, and Noble Americas Corp. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both high-net-worth and non-HNW individuals, as well as institutional clients such as pension plans, foundations, and nonprofits. The firm combines passive and active strategies with diversification across asset classes and continuously monitors client portfolios and any Independent Managers it employs.

Zemin Zhu is a financial advisor at Kendall Capital Management in Rockville, MD, holding a Series 65 designation with nine years of industry experience. He has been with Kendall Capital Management since 2016. Kendall Capital Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships through an eight-person advisory team. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and uses both long- and short-term strategies, including short sales and option strategies, tailored to clients' objectives.

Abigail Just is a financial advisor at West Financial Services, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at 8th Street Investments, LLC. West Financial Services, Inc. is a fee-only, SEC-registered investment advisory firm serving individuals, retirement plans, charitable organizations, and corporations. The firm emphasizes diversified, client-specific asset allocation with a long-term approach, managing approximately $2.8 billion in assets.

Sean Mcelhaney is a CFP® professional with 18 years of industry experience. He is currently with Family Office Research, LLC, where he has worked since 2022. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Investments, Navy Federal Asset Management, and Merrill. Outside of his advisory work, Sean serves as Director of Operations and Logistics for Glover Park Tour, coordinating recreational golf outings and social events. 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 a range of investment vehicles and employs fundamental analysis alongside both long- and short-term trading strategies.

Raquel Tennant is a CFP® professional with four years of industry experience, currently serving at Fruitful. She has held previous roles at 2050 Wealth Partners, FAI Wealth Management, WMS Partners, and Wells Fargo Bank. Tennant’s background includes a variety of positions in both financial services and other industries. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm focuses on personalized financial plans called “Money Maps” and emphasizes passive, low-cost investment strategies using ETFs and index funds.

George Watson III is a financial advisor at Williams Asset Management in Columbia, MD, holding the CFP®, CFA®, and Series 66 designations with 12 years of industry experience. His prior work includes four years at Academy Financial, Inc. He serves as the treasurer of the Stansfield Estates Homeowners Association. Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm employs a range of investment strategies including fundamental, quantitative, Modern Portfolio Theory, and technical analysis, tailoring portfolios to client risk tolerances and time horizons.

John Petrofsky is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has worked at FBB Capital Partners since 2017 and previously spent three years at Torray LLC. 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, low-cost portfolios and includes alternative investments when appropriate, managing approximately $2.39 billion for around 1,000 clients across a multi-advisor team.

Jacob Gurock is a CFP® and Series 66-licensed advisor with seven years of industry experience. He is currently with Centurion Wealth Management and has previously worked at Cerity Partners, AWM Capital, and The Vanguard Group. Jacob serves on the Texas Tech Personal Financial Planning Alumni Board and the Texas Tech Center for Collegiate Recovery Communities Advisory Board, and he is a National Ambassador for Shatterproof, a nonprofit focused on addiction recovery. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes diversified, asset-allocation portfolio construction overseen by an investment committee and provides private investment opportunities to eligible clients.

Townsend Hornor Jr. is a financial advisor at Baltimore-Washington Financial Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with the firm since 2015. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs model portfolio strategies overseen by a weekly investment committee and integrates tax considerations into both portfolio management and financial planning, supporting a high client load through standardized, scalable processes.

Zachary Teutsch is a financial advisor with Values Added Financial in Washington, DC, holding a Series 65 designation and eight years of industry experience. Prior to joining Values Added Financial in 2017, he worked at the Consumer Financial Protection Bureau from 2015 to 2017. He occasionally writes and teaches financial education and serves on the CNBC Advisor Council. Additionally, he is a senior advisor and finance chair for the Janeese for DC Mayor campaign. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small- to mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm’s client-centered investment process emphasizes customized asset allocation and diversification using mutual funds, ETFs, and fixed income, supported by ongoing supervision and flexible engagement options.

Cristi Tanner is a CFP® professional with five years of experience at Meritas Wealth Management, LLC. Prior to joining Meritas, she worked at the University of Georgia and Concord High School. Meritas Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm follows a fee-only model and emphasizes long-term diversification using no-load mutual funds and passive strategies guided by academic research and Modern Portfolio Theory.

Luke Griffin is a financial advisor at D'Orazio Wealth Advisors in Vienna, VA, holding a Series 65 credential. He joined the firm in 2026 and has professional experience from prior roles in diverse fields including veterinary services and education. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm follows a long-term, globally diversified investment approach using fundamental and quantitative analysis, managing portfolios with mutual funds, ETFs, individual equities, bonds, and separately managed account programs.

Robert Noyes is a CFP® professional with 31 years of industry experience. He has been with Lafayette Investments, Inc. since 2005. 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 emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.

Nirvan Khaksarfard is a financial advisor at Alpha Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and has been with Alpha Financial Advisors since 2022. Prior to his advisory role, he was a student for ten years. Alpha Financial Advisors serves individual and high-net-worth clients, as well as a single pension/profit-sharing plan, typically working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive financial planning and investment management using a combination of modern portfolio theory and various analytical techniques, focusing on customized, long-term strategies with an emphasis on cost and tax efficiency.

Athena Chang is a CFP® and Series 65-licensed financial advisor with 21 years of industry experience. She has been with McLean Asset Management Corporation since 2001. McLean Asset Management Corporation offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse clientele, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory, utilizes no-load mutual funds and ETFs, and provides specialized strategies such as tax-managed equity and ESG screening models.

Brad Neumann is a CFA® charterholder with 20 years of industry experience. He has been with Trumbower Financial Advisors LLC since 2011. Outside of his advisory role, he has experience as a rental property owner and manager. 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 emphasizing conservative fixed income strategies and generally favors managed mutual funds and broad index ETFs.

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 one year of industry experience. She holds a Series 65 designation and has prior work experience at Navy Federal Title Services and PNC Bank. Brown Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations and provides both discretionary portfolio management and consulting services through an 11-advisor team.