Theodore Smith is a financial advisor at Next Capital Management LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Innovation Partners LLC, Northern Lights Distributors, LLC, and Mount Yale Capital Group. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning for individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investment vehicles, emphasizing customized asset allocation and integrated reporting solutions.

Christopher Tate is a financial advisor at Fidelis Capital with a Series 65 designation and three years of industry experience. He previously worked at Bank of America Private Bank and Wells Fargo Private Bank, with six years at each firm. Since May 2024, Tate contributes investment-related articles to Kiplinger, dedicating a portion of his time to this role. Fidelis Capital Partners provides investment advisory and related services to a diverse client base including individuals, family offices, trusts, and nonprofit organizations. The firm combines quantitative, fundamental, technical, and economic analysis to guide portfolio management and also serves as a sub-advisor to a private fund.

Lucas Campbell is a CFP® with three years of industry experience, currently serving as a financial advisor at Armstrong, Fleming & Moore, Inc. He has held roles at several firms, including Red Clover Financial Planning and Commonwealth Financial Network. Armstrong, Fleming & Moore, Inc. provides portfolio management, financial planning, and retirement plan consulting services primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios with a multi-year horizon and offering a range of services through partnerships with Commonwealth Financial Network.

Ehab Alalfey is a financial advisor at Azzad Asset Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has a background in real estate since 2012. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, and other entities, with a focus on socially responsible Islamic investing using proprietary screening tools. The firm manages approximately $1.82 billion in discretionary assets through a small advisory team and sponsors the Azzad Ethical Wrap Program as well as affiliated mutual funds.

Damon White is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding a Series 66 designation with 20 years of industry experience. He has been with Evermay Wealth Management since 2009. Evermay Wealth Management 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 to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, tailoring recommendations based on individual investor profiles and conducting due diligence on third-party managers.

Marika Weinstein is a financial advisor with Just Futures, holding a Series 65 designation and having two years of industry experience. She has worked with Just Futures Advisors, LLC and its public benefit corporate parent since 2022, and previously held roles at Impact Justice and AGH Strategies. Just Futures serves a diverse client base including nonprofit organizations, foundations, family offices, and small- to mid-sized businesses, focusing on values-aligned investing informed by social justice movements. The firm integrates ESG considerations and a range of public and private market solutions into client portfolios and operates under a public benefit corporation structure with specialized services for mission-aligned investors.

Mitchell King is a financial advisor at Bull Harbor Capital LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance. Prior to his financial services career, he was employed at the University of Alabama at Birmingham and Madison Academy High School. 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 utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Laura Faul is a financial advisor with Folger Nolan Fleming Douglas Incorporated in Washington, DC, holding Series 63, 65, and 66 licenses and 28 years of industry experience. She has been with Folger Nolan Fleming Douglas since 2016. Folger Nolan Fleming Douglas operates a limited private wealth management business serving a single ultra-high-net-worth family client through non-discretionary, fee-based investment advisory services. The firm customizes strategies based on client objectives and coordinates with other advisors, managing approximately $637.7 million in assets as of December 31, 2025.

Raisa Siddique is a financial advisor at Graham Capital Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Global Arena, LLC, The Palladium Group, Mobile Medical Care Inc., and American University. Graham Capital Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth individuals, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients and employs a mix of fundamental, technical, and cyclical analysis with a long-term investment approach.

Ross Smyth Jr. is a CFA® charterholder with 20 years of industry experience. He is currently with Glassy Mountain Advisors, Inc., where he has worked since 2021, following a 16-year tenure at Edgemoor Investment Advisors, Inc. He holds a Series 63 license and is based in Bethesda, MD. Glassy Mountain Advisors provides wealth management and financial planning services to individual and institutional clients, managing approximately $370 million across about 127 client relationships. The firm employs a value-oriented, fundamental analysis investment approach and offers discretionary portfolio management along with financial planning at no additional charge.

Lindsey Vardi is a financial advisor with Aspect Partners, LLC, holding a Series 66 license and 16 years of industry experience. Her prior roles include positions at Private Client Services, Almanack Investment Partners, Lincoln Financial Advisors Corporation, Wells Fargo Advisors, Osaic FA, Inc., and Wilbanks Securities Advisory. She is also a notary and performs client document notarizations as part of her professional activities. Aspect Partners serves a diverse client base including individuals, trusts, estates, nonprofits, pension plans, and corporations, with a noted focus on insurance company clients. The firm offers asset and portfolio management, financial planning, retirement plan consulting, and third-party manager oversight, using quantitative and technical analysis alongside AI and machine-learning supported providers.

Christina Bresnan is a CFA® charterholder with 20 years of experience in the financial advisory industry. She has been with Trumbower Financial Advisors LLC since 2005. Trumbower Financial Advisors serves individuals, families, and various types of plans and organizations 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 approach and manages a large asset base relative to its team size.

Christian Litscher is a CFP® and CFA® credentialed advisor at Illumination Wealth Management with six years of industry experience. He has worked at Illumination Wealth Management since 2026, following three years as a self-employed advisor and six years at McLean Asset Management Corp. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s team of nine advisors manages about $471 million, offering comprehensive Financial Life Management, pension consulting, and business-owner exit planning through client-specific investment policy statements and diversified model portfolios.

Gordon Daisley IV is a financial advisor at Advisors Financial, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked for Fairfax Water for 17 years. Advisors Financial, Inc. serves individuals, trusts, estates, foundations, endowments, and charitable organizations, managing approximately $321 million in discretionary assets across about 220 clients. The firm provides customized financial planning and portfolio management, employing an in-house investment committee that focuses on multi-year horizons and client-specific considerations.

Matthew Williams is a financial advisor at Activ8 Family Office LLC with a Series 65 designation and one year of industry experience. He previously worked for nine years at OFS Wealth before joining Activ8 Family Office. Activ8 Family Office serves professional athletes and their related families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services, including advising on private fund investments.

Aaron Wall is a CFA® charterholder with three years of industry experience. He is currently an advisor at Fidelis Capital and previously worked at Bank of America for six years. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, nonprofit organizations, and business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its investment process and serves a mix of retail, institutional, and investment company clients, including through sub-advisory roles.

Alejandro Murguia is a financial advisor at McLean Asset Management Corp. with 22 years of industry experience. He holds a Series 65 designation and has worked at McLean Asset Management since 2005. Mr. Murguia is also the CEO and owner of RISA, LLC, a product designed to assist investment advisors with retirement income planning, which he promotes through podcasts, webinars, and community engagement. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified asset allocation grounded in Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management with options for ESG screening and tax-efficient strategies.

Payton Rembert is a Series 65-licensed financial advisor with Rembert Pendleton Jackson, where he has worked for one year. His prior experience includes roles at Booz Allen Hamilton and Atlas Research, as well as academic work at the University of Richmond. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm uses a Modern Portfolio Theory-based approach to design diversified portfolios, managing both discretionary and non-discretionary assets.

Richard Stolz is a CFA® charterholder with eight years of industry experience. He currently serves as an advisor at West Financial Services, Inc., where he has worked since 2018. Prior to joining West Financial Services, Stolz held roles at Dmi and RMA Laos. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific asset allocation strategy with a long-term focus, combining core-and-satellite equity approaches and laddered fixed-income allocations.

Giancarlo Dalimonte is a financial advisor with Capitol Private Wealth Group LLC in Vienna, VA, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has worked at Capitol Private Wealth Group since 2016 and also leads Dalimonte and Associates. Outside of his advisory work, he manages a rental property jointly owned with his wife. Capitol Private Wealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including the use of structured products and derivatives, and integrates tax and accounting services through several of its advisers.