Dean Daniel is the principal of Daniel Capital Management, LLC and holds a Series 65 designation with 18 years of industry experience. He has been with Rosemore since 2014 and occasionally provides strategic finance consulting services to corporations and start-ups on an hourly basis. Daniel Capital Management offers investment advisory services primarily to high-net-worth individuals, municipal entities, other investment advisers, and nonprofit clients, generally focusing on accounts of $2 million or more. The firm pursues absolute returns through multi-asset investing and a dynamic allocation approach that incorporates macro, micro, and quantitative analysis, including the use of hedging, derivatives, and illiquid securities.

Sean Falk is a financial advisor with Peak Investment Advisors, Inc. in Germantown, MD, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Peak Investment Advisors since 2006 and also manages Peak Insurance & Benefit Services, LLC, an insurance and benefit services firm serving individuals, employers, and groups. Additionally, he works part-time as a tax preparer during tax season. Peak Investment Advisors, Inc. provides discretionary asset management to individuals, trusts, pension plans, and other entities, combining fundamental, cyclical, and technical analysis with a primarily buy-and-hold investment strategy. The firm manages accounts on a discretionary basis and refers clients to unaffiliated third-party money managers.

Ryan Worch is the sole advisor at Worch Capital LLC in Rockville, MD, holding Series 63, 65, and 66 licenses with 15 years of industry experience. He has worked with Sanders Morris Harris, Inc. and Concept Capital Markets, LLC since 2011. Worch Capital provides discretionary and non-discretionary investment management, financial planning, and consulting services to individual and institutional clients, managing a private pooled investment vehicle alongside separately managed accounts. The firm uses a proprietary strategy that combines momentum and swing trading with special-situations fundamental research, employing derivatives and hedging techniques as part of its active trading approach.

Ethan Miller is a CFP® with nine years of industry experience and the sole advisor at Planning for Progress in Silver Spring, MD. His prior work includes roles at the Department for Professional Employees, AFL-CIO, and Jobs With Justice. He also serves as finance and operations director for IFPTE Local 70, a Washington, DC-based union, managing its financial operations on a part-time consulting basis. Planning for Progress serves middle- and upper-middle-income individuals and families, as well as small businesses, nonprofits, and employer plan sponsors. The firm offers comprehensive and project-based financial planning, investment management, and retirement plan consulting, using diversified, long-term asset allocation strategies tailored to clients’ goals and values.

Efrata Kirose is a Series 65-credentialed financial advisor at One Oak with one year of industry experience. Prior to joining One Oak, Kirose held positions at Align Impact, LLC, Working Within, Syntrinsic LLC, Syntrinsic Investment Counsel, Obermeyer Wood Investment Counsel, and Established. Outside of financial advising, Kirose owns and operates EDK Creative LLC, a graphic design and marketing services business. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients, including endowments, foundations, and family offices. The firm offers portfolio management, financial consulting, and access to alternative investments through an integrated OCIO model emphasizing diverse analytical techniques and active manager oversight.

Arthur Locke III is a CFP® and PFS™ credentialed financial advisor with nine years of industry experience. He is the sole advisor at Locke Asset Management in Great Falls, VA. Outside of advising, he co-owns and manages two residential properties in Fairfax, VA. Locke Asset Management provides discretionary investment management alongside personal financial and tax planning services for individuals, trusts, and small business owners. The firm emphasizes integrated advice supported by written investment policy statements and diversified portfolios, incorporating both fundamental and technical analysis.

Khalid Usmani is a financial advisor with One Oak, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at firms including GuideVine, Avantax Wealth Management, and Allstate. Outside of advisory roles, he serves as president of MIU Partners LLC, an independent insurance agency providing property, casualty, and life insurance. One Oak delivers outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model with a focus on governance, manager selection, and risk management.

Andrew Bellamah is a financial advisor with BNB Wealth Management, LLC in Silver Spring, MD, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He is the owner of BNB Wealth Management and is involved in multiple commercial real estate management and leasing ventures across Florida and Maryland. BNB Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm manages diversified portfolios primarily using mutual funds and provides financial planning, pension consulting, and participant education services.

Saqib Rashid is a financial advisor at One Oak with 11 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Inverness Capital Advisors, Blue Sand Securities LLC, and Abraaj North America. Outside of his advisory role, he is a partner at OneOak Holdings, LLC, which provides outsourced CIO and investment guidance services to charitable foundations, and he also consults with several private equity and venture capital firms on marketing and institutional investor relations. One Oak offers outsourced chief investment officer and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm focuses on a low client-to-advisor ratio with a high account threshold and employs an integrated OCIO model that includes manager selection, risk management, and access to alternative investments.

Jeremy Jacques is a financial advisor with Jacques Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Jacques Advisors since 2017 and is also involved with Jacques & Associates Certified Public Accountants, LLC and Jacques Financial, LLC, both since 2013. Outside of advisory work, he is associated with a certified public accounting firm. Jacques Advisors serves individual and high-net-worth clients by offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm combines advisory, brokerage, and accounting services, managing approximately $86 million for about 250 clients through customized portfolios and a mix of in-house and third-party strategies.

Patricia Houlihan is a CFP® with 23 years of industry experience and has been with Houlihan Financial Resource Group, Ltd. since 1999. She holds Series 63 and Series 65 licenses and is based in Ashburn, VA. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm offering discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm primarily serves high-net-worth clients using an in-house management model and implements portfolios through five internal investment program categories.

Kevin Mcloughlin is a CFP® professional with six years of industry experience, currently advising at Trio Wealth Management, LLC. His prior experience includes roles at Chain Bridge Bank, United Capital Financial Advisers, Arista Wealth Advisors, and Capital Financial Services. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm combines strategic asset allocation and a mix of passive and active investment vehicles with options to delegate management to independent third-party managers while maintaining supervisory oversight.

Dzhemma Menkeeva is a financial advisor at Foxman Asset Advisors Inc. with one year of industry experience. Prior to joining Foxman Asset Advisors in 2025, she worked at PJSC Rosbank for 11 years and at Suffolk University for one year. She is also an insurance agent involved in client solicitation for insurance products. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm generally pursues long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques.

Travis Funkhouser is a financial advisor at Glover Park Wealth Management, LLC in Gaithersburg, MD. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining the advisory firm, he has worked at the National Institutes of Health and Maryland Tax Service, Inc. outside the financial advisory industry. Glover Park Wealth Management is a small, owner-operated SEC-registered advisory firm that serves individuals—including high-net-worth clients—trusts, estates, corporations, and retirement plans. The firm offers customized investment management, financial planning, and retirement plan advisory services, utilizing a variety of strategies and portfolio constructions to meet client needs.

Mark Weber is a financial advisor at DecisionMap Wealth Management, LLC with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Weber is also a licensed insurance agent selling fixed insurance products. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach that combines passive and active strategies, incorporating fundamental, technical, and cyclical analysis tailored to each client's objectives and risk tolerance.

Dale Mason is a financial advisor with MG Capital Partners, LLC, holding a Series 65 license and six years of industry experience. He has worked at MG Capital Partners and Kaufman Accounting since 2020 and owns his own CPA business, Dale Mason, CPA & Co., where he provides international tax consulting services. MG Capital Partners, LLC offers ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm employs a non-discretionary advisory model, utilizes modern portfolio theory, and manages approximately $83.3 million in non-discretionary assets.

William Bancroft is a financial advisor at Impact Capital, LLC with 24 years of industry experience. He has held positions at Impact Capital since 2018 and previously worked at PagnatoKarp from 2016 to 2018. Bancroft holds a Series 65 designation. Impact Capital provides discretionary portfolio management, pension consulting for employee benefit plans, and financial planning to individual and high-net-worth clients. The firm uses a multi-method investment approach combining fundamental, quantitative, and technical analyses with modern portfolio theory.

Ashley Perlmutter is a financial advisor at Sherman Wealth Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Sherman Wealth Management since 2020. Outside of her advisory role, she is involved in affiliate linking and reselling clothing through Poshmark. Sherman Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized, open-architecture investment approach focused on long-term investing and asset allocation using low-cost mutual funds, ETFs, and selected alternative investments.

Laura Markoff is a financial advisor at Meritis Wealth Management, Inc. with 21 years of industry experience. She previously worked at Morgan Stanley for 10 years and then at Wells Fargo under the Meritis Wealth Management name for six years before joining Meritis as a supported firm in 2025. She holds a Series 66 license and is also a licensed insurance agent. Meritis Wealth Management serves individuals, trusts, estates, and businesses by providing customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm implements investment programs tailored to client objectives and risk tolerance, typically on a discretionary basis, and employs research from multiple sources to construct portfolios.

Sean Geiger is a financial advisor with Geiger Group Wealth Management in Sterling, VA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Geiger Group Wealth Management is an SEC-registered investment adviser established in 2026 that serves individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plan sponsors. The firm employs a tactical allocation approach combining strategic asset allocation with fundamental, technical, and cyclical analysis, offering discretionary portfolio management, retirement income planning, pension consulting, and broader financial planning services.