Lucinda Crist is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has been with the firm since 1984. Folger Nolan Fleming Douglas operates a limited private wealth management business serving a single ultra-high-net-worth family client with non-discretionary, fee-based advisory services. The firm customizes investment strategies and coordinates with other client advisors while managing approximately $637.7 million in assets.

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.

Candace Lee is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Glassman Wealth Services, LLC since 2017. Prior to that, she worked at FJY Financial from 2015 to 2017. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach including allocations to mutual funds, ETFs, independent managers, and private investment funds, with a focus on comprehensive reporting and formal AI governance.

Stash Graham is a financial advisor with Graham Capital Wealth Management, LLC in Washington, DC, holding Series 63 and Series 65 registrations and possessing 10 years of industry experience. He has been with Graham Capital Wealth Management since 2015. Graham also works as an independent insurance agent. Graham Capital Wealth Management provides discretionary wealth management and financial planning services for individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach is primarily long-term, combining fundamental, technical, and cyclical analysis to construct diversified portfolios, with ongoing monitoring and periodic reporting to clients.

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.

Miguel Padilla is a financial advisor at BNB Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Capitol Securities Management since 2011. Prior to that, he was with Equitable Advisors and Edward Jones. Outside of his advisory role, he owns and manages a vacation rental property. 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 through a multi-office team approach.

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.

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.

Amy Cooper is a financial advisor at Folger Nolan Fleming Douglas Incorporated with one year of industry experience. She holds a Series 66 designation and previously worked at Optimal Beginnings LLC for eight years. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family client. The firm customizes management strategies across equities, fixed income, mutual funds, and ETFs, coordinating with other advisors on estate and cash-flow matters.

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.

David Warner is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Warner Financial, Inc. since 2005 and previously worked at Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial, Inc. is a four-advisor team providing fee-only investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million, employing a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios using no-load mutual funds and ETFs.

Morgan Freund is a financial advisor at Family Office Research, LLC with a Series 65 designation and one year of industry experience. Prior to joining Family Office Research, Freund worked at CW Capital and Excel Sports. Family Office Research provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, pension plans, and business clients. The firm manages customized portfolios using fundamental analysis and both long- and short-term trading approaches, overseeing approximately $648 million in regulatory assets.

Bard Malovany is a CFP® with 29 years of industry experience. He is currently with Aspect Partners, LLC, where he has worked since 2022, and has prior experience at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. Malovany is also involved in selling disability and traditional life insurance through his ownership role at Aspect Partners. Aspect Partners serves individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients, providing discretionary asset management, portfolio management, financial planning, and retirement-plan consulting. The firm uses individualized investment advice with a range of securities and employs quantitative and technical analysis, operating under a fiduciary standard.

John Forster is a financial advisor at SB Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. He serves as a director of the Committee for the Capital City, a nonprofit focused on voting rights for Washington, DC residents. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice, using a combination of mutual funds, ETFs, individual equities, and third-party managers tailored through fundamental, technical, and qualitative analysis.

Eric Hirsch is a CFP® professional with 21 years of experience in the financial services industry. He currently serves as an advisor at SEIA and previously worked at Goldman Sachs for ten years and Signator Investors, Inc. for seven years. Hirsch also provides occasional consulting on financial advisor-related topics. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a strategic investment approach combining asset allocation, quantitative and qualitative security selection, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Jane Anderson is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Canlis, Marathon Wealth Management, and academic work with Boston College's Economics Department and Alumni Center. Outside of finance, she has experience with organizations such as Outdoors For All and entrepreneurial ventures including Boba Up and Six Pack Foods. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach and access to a range of affiliated investment and fiduciary services.