Sean Cullen is a financial advisor at Prestige Wealth Management with a Series 65 designation and one year of industry experience. He has served in the United States Air Force since 2003. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm offers a range of services including discretionary investment management, financial planning, and retirement plan advisory, utilizing an asset-allocation approach and various third-party tools.

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.

Mariame Pierce is a CFP® professional with two years of experience currently working at The Advisory Group of San Francisco, LLC. She previously worked at The Table Financial Planning and Worth Winning, and she owns Lovemariame, a business providing guidance sessions. The Advisory Group of San Francisco, LLC is a fee-only advisory firm serving individuals, foundations, endowments, and retirement plans with a six-advisor team managing approximately $809.9 million. The firm employs a blend of modern portfolio theory and fundamental and quantitative analysis, offering discretionary investment management and integrated financial planning across multiple offices.

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.

Christopher Cutlip is a CFP® professional with two years of industry experience, currently serving at Evermay Wealth Management, LLC. Prior to joining Evermay, he held roles at Global Advisor Group and has experience working in various capacities including education and hospitality. Evermay Wealth Management is an SEC-registered firm managing approximately $1.33 billion in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-centric approach, tailoring investment recommendations based on an Investor Profile and conducting due diligence on third-party managers while acting as a fiduciary in its advisory services.

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.

Joshua Brockwell is a financial advisor with Azzad Asset Management, Inc. in Falls Church, VA. He holds a Series 65 designation and has 7 years of industry experience, working at Azzad since 2013. Azzad Asset Management provides investment management and financial planning to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude certain industries, and offers multiple asset-allocation strategies through both in-house and independent managers.

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.

Charles Rembert is a CFP® professional with 24 years of industry experience, currently serving at Rembert Pendleton Jackson where he has worked since 1995. He holds Series 63 and Series 65 licenses and contributes as a Corporate Advisor to Trimetrix Inc., supporting executive management in business operations. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a range of individual and institutional clients. The firm employs a Modern Portfolio Theory-based approach to portfolio design and serves both high-net-worth individuals and institutional investors.

Daniel Kane is a CFA charterholder with 24 years of experience in the financial industry. He has been with Carderock Capital Management, Inc. since 2002. Carderock Capital Management, Inc. provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, long-term investment approach that integrates fundamental, quantitative, and technical analysis to create customized portfolios tailored to client needs.

Russell Robertson is a CFP® and ChFC® with 18 years of industry experience. He has been with Wealthcrest Financial Services, LLC since 2008 and has also been affiliated with Cambridge Investment Research, Inc since 2007. He serves on the USMA Class of 1958 Endowment Board and is involved in educational services as a course director and instructor. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, combining fundamental and technical analysis with both long- and short-term trading strategies.

Robert Speece is a CFP® professional with six years of industry experience. He has worked at Trumbower Financial Advisors LLC since 2019 and previously held roles at Guidehouse and PwC LLP. 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 that includes a Conservative Fixed Income component and emphasizes tax-oriented planning and a preferences-driven account model.

Nakia Brown is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial, Morgan Stanley, Madison Avenue Securities, and Campbell Wealth Management. Outside of advising, she works part-time as a delivery driver for DoorDash and is a commissioned notary in Virginia. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets, using a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

Jeff Doan is a CFP® with 14 years of industry experience, currently serving at Craft Wealth Services since 2018. Prior to this, he worked at Capital One Advisors and Capital One Investing from 2015 to 2018. In addition to his advisory work, he is an insurance agent and author of the book *The One Percent - Financial Independence*, which is available on Amazon. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that incorporates fundamental and technical analysis, with discretionary management and tailored client advice.

Dionne Thompson is a financial advisor at Capital Investment Advisors with 22 years of industry experience and holds a Series 66 designation. She has worked at several firms, including Financial Engines Advisors L.L.C., Edelman Financial Services, and Facet Wealth. Thompson currently operates within a six-advisor team based in Washington, D.C. Capital Investment Advisors manages approximately $374 million for a diverse client base that includes individuals, trusts, pension plans, and nonprofit entities. The firm offers individualized financial planning, ongoing consultation, and portfolio management, incorporating educational programming and workshops into its client onboarding and planning process.

Chad Reineke is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he performs contract work in accounting for financial services. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million across 421 clients with a team of 28 advisors. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term investment strategies that incorporate mutual funds, ETFs, equities, fixed income, and tactical adjustments.

Timothy Flanigan is a CFP® with 17 years of industry experience. He has worked at Brown | Miller Wealth Management, LLC since 2020 and previously held roles at Wells Fargo Clearing and Investments Professionals Inc. 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 using a blend of active and passive strategies and provides both discretionary portfolio management and consulting services.

Eliot Simon is a CFP® professional with nine years of industry experience. He has worked at Evermay Wealth Management, LLC since 2021 and previously spent seven years with Garnet Group LLC. 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 management with tax and estate planning through affiliated services and third-party platforms.

Rena Abdalla is a financial advisor at Preston Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Preston Wealth Advisors and Manna Capital Management since 2014. Outside of advising, she is involved in mortgage lending through Everett Financial, Inc. and runs an event and design consulting business focused on nonprofit fundraising. Preston Wealth Advisors provides investment advice and financial planning to individuals, families, and plan fiduciaries, employing both active and passive portfolio management strategies. The firm uses model-driven approaches and third-party software to manage discretionary client accounts and offers specialized services including private pooled investment vehicles and participant account management for held-away retirement accounts.