John Kelly is a CFP® professional with 16 years of industry experience. He has been with Baltimore-Washington Financial Advisors since 2009. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm emphasizes diversified, model portfolio strategies overseen by a weekly investment committee and integrates tax considerations closely with investment management, while managing a high client load through scalable, standardized processes.

Samantha Nash is a financial advisor with Baltimore-Washington Financial Advisors, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Prostatis Financial Group, SFG Wealth Management, and LPL Financial. Outside of finance, she has experience working in the hospitality industry at Old Stein Inn and Buddy's Crab & Ribs. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio strategy overseen by a weekly investment committee, emphasizing diversified allocations and long-term capital growth, while integrating tax considerations into portfolio management and offering specialized services such as business transaction support and a Living Legacy aging plan.

Crystal Matlock is a financial advisor at Reston Wealth Management with 25 years of industry experience. She holds Series 65 and Series 66 credentials and has been with Reston Wealth Management since 2016, following a brief tenure at LPL Financial. Outside of advisory services, she is a licensed notary public in Virginia. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and various institutional clients. The firm employs a long-term investment strategy focused on globally diversified portfolios, low-cost funds, and tax-aware decisions, offering both discretionary and non-discretionary services along with comprehensive wealth planning.

David Petersen is a CFP® with 37 years of industry experience, currently serving at FSA Wealth Partners in Rockville, MD. He has been with Financial Services Advisory, Inc. since 1982. FSA Wealth Partners is a multi-advisor firm managing approximately three-quarters of a billion dollars in assets, providing discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans. The firm employs a technical analysis-driven investment process with an explicit exit framework, combining actively managed and indexed funds alongside tactical strategies.

Paul Meehan is a CFA® charterholder with 19 years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2006 and previously worked at Integrity Funds Distributor, Inc. from 2009 to 2016. Edgemoor Investment Advisors provides discretionary investment management and related services to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm follows a value-oriented, fundamental analysis approach, building concentrated equity and income portfolios designed for long-term holding, and offers financial planning at no additional charge to its advisory clients.

Matthew Gelfand is a CFP® and CFA® with 21 years of industry experience. He is currently with Princeton Global Asset Management LLC and has previously worked at Bank of America, Merrill, Tricolor Capital Advisors, Moreland Associates, and Rockefeller Capital Management. Outside of his advisory role, he serves on the Investment and Compensation Committees of The Forward Association and is a member of the Board of Advisors for The Journal of Taxation of Investments. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm uses a fundamental analysis-based investment process tailored to clients’ specific needs and incorporates third-party managers and technology platforms to enhance portfolio management and estate-planning services.

Camille Svitek is a CFP® and CFA® with five years of industry experience, currently serving at Evermay Wealth Management, LLC. Her prior roles include positions at Prime Capital Investment Advisors, Sendero Wealth Management, and SmartBiz Loans. Evermay Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm takes a team-centric approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting tailored to clients’ investor profiles.

Jennifer Stewart is a CFP® with three years of industry experience, currently serving as a financial advisor at Glassman Wealth Services, LLC. Her prior work includes roles at Evermay Wealth Management, Fastmarkets AMM, Argus Media, and Schlumberger Oilfield Services. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that incorporates mutual funds, ETFs, independent managers, and private funds, with attention to cash management and integration of non-managed assets.

Leslie Irby is a CFP® professional with 12 years of experience and is currently with Rembert Pendleton Jackson, where she has worked since 2007. She holds a Series 65 license and is based in Vienna, VA. Irby has been with the firm through its various phases, including its operation as SSB Wealth Management, Inc. D/B/A Rembert Pendleton Jackson. 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 asset allocations and manages both discretionary and non-discretionary portfolios.

Austin Philbin is a financial advisor at Activ8 Family Office LLC with 14 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at OFS, Dynasty Securities, LLC, and Dynasty Financial Partners. Activ8 Family Office primarily serves professional athletes and their related families, trusts, estates, and businesses. The firm provides a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services, with portfolios tailored to clients’ individual objectives.

Patrick Mc Namara is a CFP® and Series 66-registered advisor at Glassman Wealth Services, LLC with three years of industry experience. His prior roles include positions at Pathstone, Campbell Wealth, First Financial Group, and KPMG, as well as service in the U.S. Marine Corps. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that accounts for less-liquid investments and integrates non-managed assets into client reporting.

Konstantina Karterouli is a financial advisor at Folger Nolan Fleming Douglas Incorporated with five years of industry experience. She holds a Series 66 designation and has worked at Folger Nolan Fleming Douglas Capital Management Inc. since 2020, focusing on securities research and assisting with investment management. Her prior experience includes positions at Dumbarton Oaks and Arthur Al. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, coordinating customized management strategies involving equities, fixed income, mutual funds, and ETFs.

Alison Cain is a financial advisor at Capitol Private Wealth Group LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2017, following a 12-year tenure at Ameriprise Financial Services, Inc. Outside of advising, she is involved in property management through a personal business entity. Capitol Private Wealth Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a combination of analytical approaches and ongoing portfolio monitoring to align investments with client goals and risk tolerance.

Kirstie Sturman is a financial advisor at West Financial Services, Inc. with 23 years of industry experience. She holds a Series 65 credential and has been with West Financial Services in various capacities since 2010. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion using a diversified, client-specific asset allocation approach with a focus on long-term investment strategies and offers discretionary portfolio management along with comprehensive financial planning and consulting services.

Eric Harris is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Marathon Financial Group, LLC and Guardian Life Insurance Co of America. Outside of his advisory role, he serves on several nonprofit boards, including the Bay Theatre Company and the Central Maryland Chamber Foundation, and is involved in local community organizations in Laurel, MD. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, and offers both discretionary and nondiscretionary mandates with oversight of third-party managers.

Victoria Trumbower is a CFP® and holds a Series 65 license with 29 years of industry experience. She has been with Trumbower Financial Advisors LLC since 1996. 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 emphasizes a Conservative Fixed Income component and generally favors managed mutual funds and broad index ETFs over separately managed accounts.

Alex D'attilio is a financial advisor at Acorn Financial Advisory Services, Inc. with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at the University of Connecticut Recreational Center and Hartford Magnet Trinity College Academy. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion across various client types, including individuals, families, and institutions. The firm uses globally diversified portfolios with an array of investment vehicles and implements model strategies that may include alternatives and tactical tools, offering subadvisory and educational services.

David Seamans is a CFP® professional with 10 years of industry experience, currently serving at Sargent Investment Group. His prior roles include positions at William Blair, Greenhill & Co., Closed Loop Partners, Booz Allen Hamilton, and Drift Capital Partners. Sargent Investment Group provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, non-profits, and corporations. The firm employs a consultative, goals-based process to construct customized portfolios using a variety of asset classes and manages both discretionary and non-discretionary accounts.

Sean Joiner is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life and Mass Mutual Investors Services. Outside of his advisory role, Joiner is involved in veteran employment placement through Transition Overwatch, LLC, and serves as co-executive director of FFG Cares, Inc., a charitable foundation supporting military veterans, disadvantaged youth, and medical research. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $355 million across 421 clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services through a collaborative team approach.

Young Park is a CFP® with 11 years of experience in the industry. He currently works at Victrix Investment Advisors and King Tide Advisors LLC, having previously held positions at Aafmaa Wealth Management & Trust, Alexis Goines Agency Allstate, Fortera Credit Union, and Cuso Financial Services, LP. He serves as Assistant Treasurer for the Military Order of the World Wars General George G. Meade Chapter. Victrix Investment Advisors provides fee-only investment advisory services to individual investors, trusts, and retirement plan clients. The firm employs a mix of fundamental, technical, and cyclical analysis to create tailored financial profiles and investment plans, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting.