Michael Mcintyre is a CFA® charterholder with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously held roles at Proshares Advisors, T. Rowe Price, and Morgan Stanley. Glassy Mountain Advisors provides wealth management services primarily to high-net-worth individuals and institutional clients, combining discretionary investment management with integrated financial planning. The firm uses a value-oriented, fundamentals-based approach to build diversified equity and income portfolios and offers customized asset allocation, including ESG-focused options.

Keron Smith is an advisor at Brighter Financial Capital Management, LLC in Reston, VA. He holds Series 63 and Series 65 designations and has been in the industry since 2026. His prior roles include positions at Avantax Insurance Agency LLC and Wells Fargo Advisors. Brighter Financial Capital Management provides investment and financial planning services to individuals, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, ERISA plan advisory, multi-tiered financial planning, and regularly conducts educational seminars.

Samuel Beach Jr. is a financial advisor at Sargent Investment Group with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, defined-contribution plans, and pooled investment vehicles. The firm employs a consultative, goals-based process to create customized portfolios and serves higher-asset households while maintaining flexibility for smaller relationships.

Barry Glassman is a CFP® with 29 years of industry experience and has been with Glassman Wealth Services, LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Washington, DC. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs tailored portfolio strategies using mutual funds, ETFs, independent managers, and private funds, and incorporates unique valuation methods for private investments and a comprehensive approach to asset aggregation and reporting.

Benjamin Hilyard is a financial advisor at Fidelis Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for 17 years at Bank of America, Private Bank. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a model-driven investment process that integrates quantitative, fundamental, technical, and economic analysis to manage portfolios using both long- and short-term strategies.

Nicole Mongeon is a CFP® and Series 66-registered financial advisor with Rembert Pendleton Jackson, bringing 22 years of industry experience. She has worked at Rembert Pendleton Jackson since 2020 and previously spent 15 years with Ameriprise Financial Services, Inc. Rembert Pendleton Jackson offers investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, employing a Modern Portfolio Theory-based approach with both discretionary and non-discretionary programs.

Jason Seney is a financial advisor at Brown | Miller Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Brown Miller Wealth Management in 2024, he worked at Chevy Chase Trust and Morgan Stanley. Brown Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for individual, high-net-worth, trust, retirement plan, and business clients. The firm provides customized, tax-aware asset allocations that blend active and passive strategies and offers both discretionary portfolio management and consulting services.

Jonathan Adams is a Chartered Financial Consultant (ChFC®) with 33 years of industry experience. He has been with Northwest Financial Advisors LLC since 2014 and also maintains an affiliation with LPL Financial, LLC since 2007. Adams is licensed to sell non-variable insurance products, including universal life, whole life, and disability insurance. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial’s custodial programs and Outsourced Chief Investment Officer (OCIO) services to support portfolio management and oversight.

Gregory Grimsley is a financial advisor at Wealthcrest Financial Services, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research since 2015 and Wealthcrest Financial since 2014. In addition to his advisory role, he is co-owner of the Grimsley Agency, a real estate partnership. 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 fee-based portfolio management using custodial relationships primarily with Cambridge and combines fundamental and technical analysis with both long- and short-term trading strategies.

Nicholas Ferrari Smith is a CFP® with seven years of experience in financial advising. He is currently with Capitol Private Wealth Group LLC, where he has worked since 2024. Prior to this, he held various roles at Northwestern Mutual and MAI Capital Management. Capitol Private Wealth Group serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including ETFs, mutual funds, individual securities, bonds, and alternative instruments, integrating tax and accounting services and utilizing structured products and derivatives in client portfolios.

Brian Fyock is a CFP® professional with three years of industry experience, currently serving at Evermay Wealth Management, LLC. His previous work includes roles at Sterne Kessler Goldstein & Fox P.L.L.C. and Venable LLP. Evermay Wealth Management is an SEC-registered advisory firm that manages approximately $1.33 billion in assets across an 18-advisor team, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-centric approach, tailoring investment recommendations to client-specific profiles and providing discretionary and non-discretionary management along with financial planning and retirement-plan consulting.

Peter Baker is a financial advisor at Preston Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Catoctin Wealth Management LLC and Ameriprise. Baker serves on the board of directors for Ruritans of Lucketts, a nonprofit community aid group. Preston Wealth Advisors provides investment and planning services to individuals, families, retirement plan sponsors, and other entities. The firm employs a blend of active and passive strategies, utilizing technical, quantitative, cyclical, and strategic analyses to manage portfolios and private pooled investment vehicles.

Jacob Kaufmann is a Series 65-credentialed advisor at Astra Prime Wealth Management with one year of industry experience. Prior to joining Astra Prime, he worked with Fairfax County Public Schools and has a background that includes operating Shield Squad Automotive LLC. He attended George Mason University from 2021 to 2025. Astra Prime Wealth Management provides fee-based, custom investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, and business clients. The firm employs a tactical asset-allocation strategy using fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management, incorporating advanced trading techniques and performance-based fee arrangements for qualified clients.

Laura Hodgson is a financial advisor at Sargent Investment Group with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley, Raymond James Financial Services Advisors, Inc., and The Meakem Group of Raymond James. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to tailor asset allocation and portfolio management, including the use of third-party managers and ongoing portfolio monitoring.

Sebastian Florero is a CFP® and Series 65-registered financial advisor at D'Orazio Wealth Advisors with one year of industry experience. He previously worked at VLP Financial Advisors and has a diverse background that includes roles outside finance, such as working at Five Guys and teaching at Annadale High School. D'Orazio Wealth Advisors offers financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Andrew Leonard is a Certified Financial Planner® with 19 years of industry experience. He has been with Geometric Wealth Advisors, LLC since 2014 and previously worked at Classic Capital, Inc. from 2007 to 2015. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm follows a long-term, diversified investment approach using primarily passive mutual funds and ETFs, supported by an in-house tax team and periodic estate-plan reviews.

Theron Weimer is a financial advisor at KFA Private Wealth Group, LLC with 20 years of industry experience and holds a Series 66 designation. His prior work includes roles at Arete Wealth Management LLC and Ameriprise. There are no other notable outside business activities reported. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm uses strategic asset allocation and combines passive and active management with an emphasis on manager selection and low-cost share classes.

David Greenleigh is a financial advisor with LGG Financial in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors and The Luts & Greenleigh Group, Inc. He serves as vice-chairman for fundraising at the Trip McNealy Foundation, which hosts events to raise money for military charities. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, discretionary investment approach using diversified portfolios and integrates third-party platforms and lending features uncommon among similar advisory teams.

Vladimir Zyuzin is a Series 65 licensed financial advisor with eight years of industry experience. He has worked at Wellington Consulting Services, Inc. since 2017 and previously spent four years at Wellington Financial Group, Inc. He also serves as a pension consultant for Wellington Retirement Solutions. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting for individuals, plan participants, and company-sponsored retirement plans. The firm frequently assumes ERISA fiduciary roles and uses a low-cost approach with diversified model portfolios, no-load mutual funds, index funds, and ETFs, supported by a platform-oriented service model.

Susette Gustini is a financial advisor at Sargent Investment Group with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sargent Investment Group since 2018, following eight years at SKG Group. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, defined-contribution plans, and pooled investment vehicles. The firm employs a consultative, goals-based process to develop customized asset allocations and manages portfolios with ongoing monitoring and rebalancing.