Jacob Thompson is a financial advisor at Bull Harbor Capital LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ashford Advisors for two years. His background also includes four years in academia at the University of Georgia and four years at Chamblee High School. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million for around 421 clients through a team of 28 advisors. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term portfolios and a combination of direct investment and third-party advisory relationships.

Brawn Sproul is a CFP® with 35 years of industry experience and has been with Toth Financial Advisory Corp since 2006. He holds Series 63 and Series 65 licenses and is based in Leesburg, VA. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, also serving investors through a private pooled vehicle. The firm employs a fundamental analysis-driven, buy-and-hold investment approach combined with the use of margin, leveraged ETFs, options, and macroeconomic asset allocation adjustments.

Judith Barnhard is a CFP® professional with 12 years of industry experience, currently serving at Councilor Wealth LLC, a team-based firm. She has managed May Barnhard Investments, LLC since 2013 and previously worked at May & Barnhard, PC, a full-service accounting firm providing accounting, tax, and financial planning services, from 1991 to 2018. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, employing long-term strategies based on fundamental and technical analysis and modern portfolio theory. The firm typically seeks discretionary trading authority and integrates financial planning with investment advisory services.

Thomas Toth is a financial advisor with Toth Financial Advisory Corp in Leesburg, VA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been affiliated with Toth and Associates, Inc. and Toth Financial Advisory Corporation since 1986. Outside of his advisory role, he is a managing member of two non-investment related entities focused on commercial property development and aircraft leasing. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, as well as investors through a private pooled vehicle. The firm employs a fundamental, buy-and-hold investment approach with adjustments based on economic cycle assessments and uses leverage and other instruments, serving sophisticated investors with approximately $1 billion in assets under management.

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.

Marcio Silveira is a CFP® and CFA® with 17 years of industry experience. He is currently with First Affirmative Financial Network LLC and has held roles at Cambridge Investment Research and other firms. He serves as a board member of the Brazilian Association for Culture and Education and the Financial Planning Association National Capital Area. First Affirmative Financial Network, operating as Formative, provides fiduciary investment management, financial planning, and retirement-plan consulting to individuals, institutions, and high-net-worth clients nationwide. The firm emphasizes values-aligned and faith-based investing, integrating ESG factors into diversified portfolio construction.

Henry Meadows is a financial advisor with WMS Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes over two decades at Grove Point Investments LLC (formerly H. Beck, Inc.) and a formal tax principal role at SKMB, P.A. He also serves as a trustee for the Virginia Harris Holsinger Trust and is involved in life insurance sales. 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 asset-class oriented portfolios using ETFs, index funds, individual securities, and selective alternatives, providing both discretionary and non-discretionary management alongside comprehensive financial planning and tax and insurance advice.

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 the sole advisor at HZ Investments Inc. in Chevy Chase, MD, holding the CFA® designation and a Series 65 license with 33 years of industry experience. His prior work includes roles at United Capital Financial Advisers, LLC and MTB Asset Management, Inc. He also serves as a trustee for multiple private trust relationships outside of his firm. HZ Investments Inc. provides portfolio management primarily to high-net-worth individuals and charitable organizations, focusing on tailored investment policy statements and a long-term, fundamental analysis approach. The firm operates with discretionary trading authority and manages over half a billion dollars in assets, emphasizing customized service for its clientele.

Ashley Barber is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA. She holds the CFP® designation and Series 65 license and has 10 years of industry experience. Barber has been with AMJ Financial Wealth Management since 2016. AMJ Financial Wealth Management provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm blends macroeconomic analysis with fundamental and quantitative research to guide its investment strategies and offers additional services such as retirement-plan advisory and small-business consulting.

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 with a Series 65 designation and approximately two years of industry experience. His career includes roles at TritonPoint Capital, LLC and prior work in diverse fields such as real estate and hospitality. TritonPoint Wealth 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 combines long-term asset allocation, modern portfolio theory, and a mix of public equities, fixed income, and private-market alternatives, utilizing independent managers, model portfolios, and technology tools.

Brett Bender is a Series 65 licensed advisor at AMJ Financial Wealth Management LLC with 10 years of industry experience. He has been with AMJ Financial in various capacities since 1997 and currently focuses on operations and accounting management within the firm. Outside of advisory duties, he serves as a member and owner of AMJ Financial LLC, overseeing office operations and accounting functions. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm’s investment approach combines macroeconomic analysis with fundamental and quantitative research, offering a range of strategies tailored to client risk tolerance, along with specialized retirement-plan and small-business consulting services.

Michael Schimmel is a financial advisor at Wealthcare Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Arkadios Capital, Coastal Equities, Inc., Wealthcare Advisory Partners LLC dba Fellows Financial Group, LPL Financial, and HSBC Securities. Schimmel is involved in insurance planning through Fellows Risk Solutions and maintains dual registrations with multiple advisory firms. Wealthcare Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in client assets using a goals-based, evidence-based investment process that incorporates behavioral economics and quantitative metrics to align long-term strategies with client preferences.

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.