Heath Brewer is a CFP® with 12 years of industry experience and has been with Trumbower Financial Advisors LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Bethesda, MD. 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 a Conservative Fixed Income component and generally favors managed mutual funds and broad index ETFs.

Zealan Hoover is a financial advisor at Torrey Growth & Income Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to entering the financial advisory field, he worked at the U.S. Environmental Protection Agency and McKinsey & Company. He is also the owner of Impact Strategies, LLC, a consulting firm focused on climate, energy, and environmental matters. Torrey Growth & Income Advisors primarily serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management and modular financial planning services, employing both fundamental and technical analysis with an emphasis on tailored portfolio risk and asset allocation.

Sean Tyll is a financial advisor with Acorn Financial Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Acorn since 2019 and has held roles with Mutual of Omaha and Guardian Life Insurance. Outside of his advisory work, Sean is also active as a licensed insurance agent and mortgage loan originator. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion in assets for individuals, families, and various organizations. The firm offers globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, along with defined model families and tactical tools, and provides educational seminars and subadvisory services.

Brett Schmader is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding a Series 65 designation. He has one year of industry experience, including prior roles outside finance such as at Ozzie's Good Eats and Chipotle. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric model with distinct service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Ross Loomis is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Evermay Wealth Management, LLC since 2014. 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, tax, and estate planning through affiliated services and third-party platforms.

Matthew Pisera is a financial advisor at Generational Financial Partners, LLC with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including New York Life Insurance Company and Eagle Strategies. Outside of his advisory work, he serves as a swim instructor at the Kennedy Shriver Aquatic Center and volunteers with the CFP Exam Development Advisory Group to assist in developing CFP exam questions. Generational Financial Partners, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a client-specific investment process considering time horizon and risk tolerance, and offers managed accounts with ongoing provider due diligence.

Denise Proctor is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding CFP®, Series 63, and Series 65 designations and bringing 21 years of industry experience. Her work history includes roles at M&T Bank and M&T Securities from 2009 to 2026, along with experience at LPL Financial since 2021 and Northwest Financial Group since 2026. Northwest Financial Advisors LLC provides investment advisory and financial planning services to a range of clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio management and oversight.

Bryan Baquer is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 27 years of industry experience. He holds the Series 66 designation and has been with Folger Nolan Fleming Douglas since 2006. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to the client’s objectives and managing portfolios through equities, fixed income, mutual funds, and ETFs.

Jing Quan is a CFP® professional at Rainey & Randall Wealth Advisors, Inc. with two years of industry experience. She has been associated with Rainey & Randall Investment Management, Inc. since 2012. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope 3(21) ERISA retirement-plan services. The firm emphasizes tailored asset-allocation models primarily using mutual funds and ETFs, incorporating a range of strategies and analytical approaches.

Courtney Vojdani is a Series 65 licensed advisor at Mv Capital Management, Inc. with 13 years of industry experience. She has been with Mv Capital Management since 2010. Mv Capital Management serves individual and high-net-worth clients, as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process includes customized asset allocation, security selection, and periodic monitoring, with portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Anh Nguyen is a financial advisor at Evermay Wealth Management, LLC, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Evermay in 2024, Nguyen worked at Dynamic Wealth Advisors, Merrill Lynch, and River Capital Advisors. He also has experience at the University of North Florida. 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 recommendations based on client goals, liquidity needs, tax sensitivity, time horizon, and risk tolerance, and manages approximately $1.33 billion in assets across an 18-advisor team.

Michael Sellers is a financial advisor at Fidelis Capital with Series 65 and Series 66 licenses and five years of industry experience. He previously worked at Bank of America Private Bank for 14 years before joining Fidelis Capital Partners, LLC. Fidelis Capital Partners serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a multidisciplinary investment approach and acts as a sub-adviser to a private fund exempt under the Investment Company Act of 1940.

Mitchell Strobel is a CFP® with 15 years of industry experience, currently serving as an advisor at Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2009 and also associated with Commonwealth Financial Network throughout his career. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting services primarily to high-income and high-net-worth individuals. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios over multi-year horizons with an investment committee overseeing reviews.

Rosemary Yue is a financial advisor at Brown | Miller Wealth Management, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC for nine years before joining her current firm in 2020. Brown | Miller Wealth Management offers 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 investment approach that combines active and passive strategies and integrates third-party managers and UMA overlays.

Samer Eshmawy is a CFP® with six years of industry experience, currently serving at Azzad Asset Management, Inc. since 2025. His prior experience includes roles at Modera Wealth Management, LLC, JP Morgan Chase & Co., and T-Mobile US. Azzad Asset Management provides investment management and financial planning services to a diverse client base including individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

Fadoua Arif is a financial advisor at Lynx Investment Advisory, LLC with four years at the firm and a total of seven years of industry experience. She holds a Series 65 designation. Her prior work includes roles at Zeitnot Consulting and Silk Invest. Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans. The firm builds customized, multi-manager portfolios and conducts detailed manager vetting, offering both discretionary and non-discretionary services across a variety of investment vehicles.

Hillary Landen is a financial advisor at YHB Investment Advisors Inc with eight years of industry experience. She holds Series 63 and Series 65 designations and previously worked at TM Wealth Management and Bull Run Financial Group. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm uses a team-based investment approach focused on diversified allocations, independent research, and regular portfolio reviews, offering additional services such as pension consulting, trustee roles, and management of held-away participant accounts.

Aditya Bhatnagar is a financial advisor at Westbourne Investments, Inc. in Fairfax, VA, with 16 years of industry experience. He holds a Series 66 designation and has been with Westbourne since 2016 following a brief tenure at CenturyLink. Outside of his advisory role, he participates in career mentoring through the University of Maryland Alumni Advisor Network. Westbourne Investments provides investment management and financial planning services to individuals, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, employing a combination of top-down macro analysis and bottom-up security selection, including the use of options strategies within defined risk parameters.

Elizabeth Sharp is a CFP® professional with 11 years of experience in financial advising. She has worked at Brown | Miller Wealth Management, LLC since 2020 and previously held roles at Seia LLC and Zhang Financial. She holds Series 66 and Series 63 licenses. 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 process combining active and passive strategies, integrates third-party independent managers, and manages held-away retirement and insurance assets through a third-party platform.

Walter Billodeaux is a financial advisor with USAdvisors Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with USAdvisors since 2012 and also has experience with Osaic Wealth, Inc. and Securities America Inc. Outside of his advisory role, he is involved in insurance sales, specifically equity indexed annuities. USAdvisors Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a combination of asset-allocation model portfolios and fundamental security selection, sourcing model solutions from multiple institutional providers, and offers a range of investment strategies including socially responsible portfolios and access to certain alternative investments.