Lloyd Polmateer is a financial advisor at Bull Harbor Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life for over two decades before joining Bull Harbor Capital in 2023. He is the Executive Director of FFG Cares, a charitable foundation supporting military veterans, disadvantaged youth, medical research, and financial literacy. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term investment strategies and maintaining various third-party advisory relationships.

Matthew Hunt is a financial advisor with Bright Road Wealth Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Greystone Management Solutions and HR&A, and also operates Hunt Advisory, a real estate consulting firm, as a Director. Bright Road Wealth Management provides advisory services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm focuses on discretionary portfolio management and financial planning, using fundamental analysis and client-specific profiling to guide long-term investment strategies.

Kedest Baharu is a financial advisor at Mv Capital Management, Inc. with 26 years of industry experience. She holds a Series 65 designation and has worked at Purshe Kaplan Sterling Investments and Mv Capital Management since 2006, as well as Mv Financial Group since 1998. Mv Capital Management, Inc. 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 offers discretionary and non-discretionary investment management, standalone financial planning, and consulting, with a focus on customized asset allocation and regular portfolio monitoring.

Angela Holland is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has held compliance and advisory roles at Innovation X Advisors LLC, Foothill Securities, Inc., Advisors Preferred, LLC, and Ceros Financial Services, Inc. Outside of her financial services career, she operates Clearwater Fan Girl, LLC, a sports entertainment fan webpage and podcast. AtCap Partners provides investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a mix of proprietary strategies, sub-advisors, and outside managers, combining fundamental and technical analysis with market-timing techniques as part of its approach.

Kacie Fawls is a CFP® professional with five years of experience at Yeske Buie Inc. and prior roles at Global Advisor Group and the Defense Logistics Agency. She has a background that includes both financial advisory and non-financial positions. Yeske Buie Inc. provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations, employing a disciplined investment approach based on Modern Portfolio Theory and manager due diligence. The firm manages over $1 billion with a ten-person advisory team, focusing on clients with substantial investable assets.

Haley Ellis is a CFP® with eight years of experience in financial services and is currently affiliated with Allegiance Financial Group. Her prior positions include roles at The Strategic Financial Alliance and Cooke Capital. She volunteers as secretary for Hoppy Tides Rabbit Rescue, a nonprofit focused on rabbit rescue. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and charitable organizations. The firm emphasizes a long-term, strategic asset allocation approach informed by Modern Portfolio Theory and utilizes multiple custodial and third-party platforms.

Jennifer Scher is a CFP®-designated financial advisor at FBB Capital Partners with three years of industry experience. Prior to joining FBB Capital Partners in 2022, she worked six years at Resource Furniture. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion in assets across a multi-advisor team and employs diversified, low-cost portfolios supported by comprehensive market analysis.

Kimberly Weihbrecht is a financial advisor at Atwood Financial Planning LLC in Alexandria, VA, holding a Series 65 designation and having six years of industry experience. She has worked at Atwood since 2020 and concurrently serves as an Operations Research Analyst for the U.S. Department of Energy, focusing on energy statistics and data collection related to coal use and international coal trading. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities with comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment strategy, and non-discretionary portfolio management, while also offering unique programs such as concierge services, seminars, and a branded finance app.

Ehijie Sado is a CFP® professional with five years of experience in financial advising. He is currently with Values Added Financial, where he has worked for one year. Prior to this, he held positions at Ellevest, Advocacy Wealth Management, Ferrer and Associates, Greater Sum, and Glory International Group. Values Added Financial is a fee-only, SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm offers comprehensive financial planning, discretionary portfolio management, and educational workshops, employing a tailored investment approach focused on asset allocation, diversification, and periodic rebalancing.

Nicholas Rath is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He works with wealth accumulators, retirees, business owners, and non-profits to develop financial plans and investment strategies that align with each client's specific goals. Nicholas has been with Fidelity Investments since 2021, serving in multiple roles including Customer Relationship Advocate, Financial Representative, Relationship Manager, and Planning Consultant before becoming an Investment Consultant. This progression reflects his experience in client relationship management and financial planning within the firm.

Joseph Yoon is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with QM Advisors LLC and has worked at several firms including Resources Investment Advisors, TimeScale Financial, and Charles Schwab. Outside of advisory work, he is the principal of Castle Hill Consulting, LLC, which manages various 1099 business activities. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a range of analytical methods and manages both separately managed accounts and pooled investment vehicles, including a private hedge fund and portfolios that incorporate diverse asset classes and strategies.

Marc Wehmeyer is a CFP® with 12 years of industry experience, currently serving at Praetorian Guard, a division of Praetorian Wealth Management, Inc., since 2013. He is based in Arlington, VA, and holds a Series 65 license. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base, applying fundamental and cyclical analysis to equities, fixed income, and cash while integrating ongoing financial planning and asset-allocation oversight.

Matthew Hoesly is a financial advisor with AtCap Partners, LLC, holding CFP® and ChFC® designations and over 20 years of industry experience. He has worked at firms including Ceros Financial Services, Inc. and Resource 1, Inc. Outside of advising, Hoesly is involved in motivational speaking and serves as chair of the MDRT Foundation Finance Committee, volunteering on several MDRT and MDRT Foundation committees. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods and market-timing strategies, offering discretionary and non-discretionary portfolios as well as access to third-party asset managers, distinguishing itself through affiliated private fund offerings and robust back-office support.

Brendan Lyons is a financial advisor at West Financial Services, Inc. with one year of industry experience. He holds the Series 65 designation and has worked at several firms, including Cambridge Associates and Carradice Wealth Advisors. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm uses a diversified, client-specific approach with a core-and-satellite equity strategy and laddered fixed-income allocations, managing portfolios primarily on a discretionary basis.

Anthony Jones is a CFP® with four years of industry experience, currently serving at CJM Wealth Advisers, Ltd. He has been with the firm since 1998, which collectively has 28 years of history prior to his tenure. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients, including high net worth individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes a wrap-fee program featuring mutual funds, ETFs, equities, and fixed income, applying both fundamental and technical analysis with long- and short-term strategies.

Theadora Westlake Stearns is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Values Added Financial, where she has worked since 2025. Prior to this, she was with Northwest Asset Management and Purshe Kaplan Sterling Investments. Outside of advising, she has experience working at Cowen Park Grocery and McDaniel College. 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 emphasizes customized asset allocation and diversification aligned with client goals and offers flexible engagement formats including project-based and single-session consultations.

Michael Opalski is a financial advisor at Capital Investment Advisors with six years of industry experience. He holds a Series 66 designation and has worked with firms including Cambridge Investment Research and Voya Financial Advisors. Outside of his advisory roles, he has been involved with several entrepreneurial ventures such as City Bonfires LLC and Egg'n LLC. Capital Investment Advisors is a team of six advisors managing approximately $374 million for a diverse client base that includes individuals, trusts, pension plans, and nonprofit entities. The firm offers a tiered financial planning process, educational workshops, and manages portfolios through third-party multi-manager programs or discretionary model portfolios tailored to different risk profiles.

Christopher Hill is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 24 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Investors Management Corporation, Cherry Bekaert Wealth Management, LLC, and Capital One Investing LLC. Hill also serves as Chief Compliance Officer at Folger Nolan Fleming Douglas Capital Management Inc., focusing on regulatory matters. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, tailoring strategies that include equities, fixed income, mutual funds, and ETFs while coordinating with other advisors on estate and cash-flow issues.

Katrina Lamb is a financial advisor at Mv Capital Management, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mv Capital Management since 2005. In addition to her advisory role, she provides business strategy consulting and valuation services outside of investment-related activities. Mv Capital Management serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation and security selection overseen by an Investment Committee, with portfolios built from mutual funds, ETFs, equities, and fixed income.

Jonathan Mckinney is a financial advisor at Audible Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Northwestern Mutual and Guardian Life Insurance Company. Outside of advising, he is involved in content creation for an online subscription service. Audible Wealth Management serves individual and business clients, offering financial planning, portfolio management, educational seminars, and bill-pay services. The firm employs a diverse investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, and it sponsors a wrap-fee program alongside unique operational features such as third-party platforms for held-away accounts.