Pierre De La Croix Vaubois is a financial advisor at TritonPoint Wealth, LLC, holding a Series 65 designation. He has been with TritonPoint since 2024 and has prior experience at the University of Massachusetts Amherst and various other organizations. TritonPoint Wealth, LLC provides financial planning, discretionary investment and wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach focuses on long-term asset allocation based on modern portfolio theory, incorporating public equities, fixed income, and private-market alternative investments to improve risk-adjusted outcomes.

Brett Bender is a financial advisor with AMJ Financial Wealth Management LLC, holding a Series 65 designation and nine years of industry experience. He has been with AMJ Financial since 1997 and AMJ Financial Wealth Management since 2012. Outside of advisory work, he is a member and owner of AMJ Financial LLC, where he manages office operations and accounting functions. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients including retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement client-specific portfolios across multiple asset classes.

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 industry experience, currently serving at FBB Capital Partners since 2014. She is a managing member and owner of Delashmutt LLC, a non-investment-related maritime and real estate business. Additionally, she serves on the board of directors, including as treasurer, for Talbot Hospice. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, utilizing diversified, low-cost portfolios with discretionary trading authority and a mix of traditional and alternative investments. The firm manages approximately $2.39 billion in assets for about 1,000 clients.

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.

Zachary Payne is a CFP® with nine years of industry experience, currently serving as a financial advisor at PlanVest Financial, Inc. since 2017. He previously worked at LPL Financial LLC and its DBA PlanVest Financial from 2015 to 2019. PlanVest Financial, Inc. provides wealth planning and investment management services to individual and high-net-worth clients, including specialized programs for federal employees. The firm employs a variety of analytical methods and offers discretionary and non-discretionary portfolio management with a focus on tailored strategies and tax-aware rebalancing.

Ann Schnorrenberg is a CFP® with 10 years of industry experience, currently serving at Withum Wealth Management. She has worked at Pinnacle Associates, Ltd., Savant Capital Management, and Monument Wealth Management. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, and charitable organizations. The firm uses a goals-based investment process with tax optimization and customized portfolios, offering integrated wealth management services for higher-balance clients.

Emily Lee is a financial advisor at Professional Financial Solutions, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked at GDIT for five years and S2 Analytical Solutions for three years. Professional Financial Solutions, LLC serves primarily individual clients, including those with living or irrevocable trusts, and small business owners on retirement plans and charitable gifting of securities. The firm offers financial planning, consulting, and investment management using a buy-and-hold, passive-minded approach with diversified mutual funds and ETFs.

Tameem Qasem is a financial advisor at Azzad Asset Management, Inc. with one year of industry experience and holds a Series 65 designation. Prior to joining Azzad, he worked at Progressive and held various roles including at George Mason University and State Farm. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing using proprietary screening tools and offers a range of asset-allocation strategies through its advisory team and affiliated mutual funds.

Brian Mackin is a CFP® professional with 23 years of industry experience, currently associated with West Financial Services, Inc. He has been with the firm in various roles since 2014. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement and profit sharing plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion and employs a diversified, client-specific asset allocation strategy with a long-term approach.

Sara Cortes is a CFP® at Evermay Wealth Management, LLC in Arlington, VA, with one year of industry experience. Prior to joining Evermay, she worked at the CFP Board for three years and spent fourteen years at the US Securities and Exchange Commission. 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 takes a team-centric approach, tailoring investment recommendations based on clients’ investor profiles and providing discretionary and non-discretionary management along with financial planning and retirement-plan consulting.

Alejandro Vela is a CFP® professional with five years of industry experience, currently serving as part of the team at FBB Capital Partners. He has been with the firm since 2016. 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 with an emphasis on diversified, low-cost portfolios. The firm manages approximately $2.39 billion in assets across a team of 11 advisors and incorporates alternative investments and model portfolio structures in its approach.

Robert Behr is a financial advisor with PlanVest Financial, Inc. in Gaithersburg, MD, holding a Series 66 designation and 25 years of industry experience. He has been with PlanVest Financial since 2018 and concurrently associated with LPL Financial LLC since 2013. Outside of his advisory role, he is involved in CFO Advisory and Tax Services, LLC, a CPA business offering tax preparation, accounting, and bookkeeping services. PlanVest Financial is a team-based registered investment adviser managing approximately $126 million for individual and high-net-worth clients. The firm provides comprehensive wealth planning, ongoing portfolio management, and tailored financial planning services, emphasizing customized plans and regular portfolio supervision.

Jonathan Marcellino is a CFP® and Series 65 credentialed advisor at McLean Asset Management Corporation with three years of industry experience. Prior to joining McLean Asset Management, he worked at Councilor Buchanan & Mitchell and has a background that includes academic roles at the University of South Carolina and Bethesda Chevy Chase High School. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $819.2 million in assets and employs a multi-advisor team of 17, utilizing Modern Portfolio Theory and broad asset-allocation principles in its investment approach.

Beverly Fischetti is a CFP® professional with over 43 years of experience in financial advising. She has been with Delta Financial Advisors, Inc. since 1992 and has prior experience at Regulus, LLC and Beacon Global Advisor Network, LLC. In addition to her advisory role, she owns a tax preparation service providing IRS filings and individual tax advice. Delta Financial Advisors serves individuals and families, including high-net-worth clients, offering wealth management, financial planning, and consulting services. The firm combines customized asset-allocation strategies with in-house accounting and tax capabilities, as well as an affiliated insurance agency.

Ryan Fleming is a CFP® with 30 years of industry experience, currently serving as co-owner, president, and director of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and associated with Commonwealth Financial Network since 2009. Fleming is involved in fixed insurance sales conducted from the branch location. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s approach emphasizes tailored allocations and fundamental analysis, with portfolios managed for multi-year horizons and reviewed by an investment committee.

Kelly Demers is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Northwest Financial Advisors, she worked at Bank of America, Merrill, and BNY Mellon. She serves as a board member of the Alabama Ballet, contributing to fundraising and awareness efforts. 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 custodial programs and an Outsourced Chief Investment Officer program to support portfolio oversight while allowing adviser discretion.

Lisa Brandau is a Certified Financial Planner (CFP®) with 13 years of industry experience. She has worked at CJM Wealth Advisers, Ltd. since 2018 and previously spent nine years at Aspect Partners. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to both individual and institutional clients. The firm operates a wrap-fee program that incorporates mutual funds, ETFs, equities, and fixed income using fundamental and technical analysis, and maintains specific policies on discretionary authority and AI tool use.

Claire Dwyer is a CFP® professional with seven years of experience, currently serving as an advisor at Schaeffer Financial LLC since 2015. She is part of a five-advisor team based in Rockville, MD. Schaeffer Financial serves individuals and families, including federal government employees and foreign nationals holding G‑IV visas, as well as trusts, foundations, and small businesses. The firm offers financial planning and discretionary portfolio management with a focus on diversified asset allocation and coordinates with outside professionals to address specialized client needs.

Victoria Shubert is a financial advisor with Bull Harbor Capital LLC and holds Series 63, 65, and 66 licenses. She has 27 years of industry experience, including a tenure at Morgan Stanley Smith Barney LLC from 2014 to the present. Outside of her advisory role, she serves as a board member on the Atlee High School PTA in Mechanicsville, VA. 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 implements client strategies through a combination of direct investments, independent managers, and third-party platforms.