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.

James Joseph is a CFP® professional with 21 years of experience in the financial services industry. He has been with Financial Services Advisory, Inc. since 2004. He holds Series 63 and Series 66 licenses and is based in Rockville, MD. James is part of FSA Wealth Partners, a multi-advisor team managing approximately three-quarters of a billion dollars in assets. The firm provides discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans, employing a technical and fundamental investment approach centered on risk management strategies.

Richard Stolz is a CFA® charterholder with seven years of industry experience. He is currently with West Financial Services, Inc., where he has worked since 2018. Prior to that, he was employed at Dmi and RMA Laos. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion and employs a diversified, client-specific asset allocation approach with a long-term focus through a core-and-satellite equity strategy 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.

Andrew Mc Gregor is a financial advisor at Folger Nolan Fleming Douglas Incorporated with three years of industry experience. He holds a Series 66 designation and has worked at Folger Nolan Fleming Douglas Capital Management Inc. since 2022. Prior to this, his background includes roles in education and self-employment. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, offering tailored investment strategies and coordination with other client professionals. The firm combines broker-dealer operations with a limited advisory business, focusing on portfolio review and execution services.

Kelly Ryan is a financial advisor at OLIO Financial Planning with a Series 65 designation and four years of industry experience. Prior to joining OLIO, Ryan worked at Egan, Berger, & Weiner, LLC and has held roles related to event services and administrative support at Virginia Tech. OLIO Financial Planning serves individual clients across a range of wealth levels, as well as retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and investment consultation using a buy-and-hold, core-and-satellite approach, and employs a fee structure based on project, fixed, hourly, or recurring fees rather than traditional asset-based fees.

Zemin Zhu is a financial advisor at Kendall Capital Management in Rockville, MD, holding a Series 65 designation with nine years of industry experience. He has been with Kendall Capital Management since 2016. Kendall Capital Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships through an eight-person advisory team. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and uses both long- and short-term strategies, including short sales and option strategies, tailored to clients' objectives.

Mark Herman is a financial advisor at Acorn Financial Advisory Services, Inc. in Reston, VA, with nine years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including Mutual Advisors/DCH Wealth, Platinum Wealth Partners/DCH Wealth, Knight Equity Markets, and Direct Trading Institutional. He is a partner in a personal closed investment partnership alongside two other licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered investment adviser managing approximately $1.4 billion across various account types. The firm serves individuals, families, and institutional clients with globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and offers specialized model strategies as well as subadvisory services.

Abigail Just is a financial advisor at West Financial Services, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at West Financial Services since 2015. 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 investment approach with a long-term focus, utilizing core-and-satellite equity strategies and laddered fixed-income allocations.

Sean Mcelhaney is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Family Office Research, LLC, where he has worked since 2022. Prior to that, he spent 12 years at Fidelity Investments and its affiliate, Fidelity Personal and Workplace Advisors. Outside of his advisory role, Sean serves as Director of Operations and Logistics for Glover Park Tour, coordinating recreational golf outings and social events. Family Office Research, LLC provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, employer plans, and businesses. The firm emphasizes individualized portfolio supervision and tailors investments across a range of asset types, serving primarily high-net-worth and institutional clients.

Raquel Tennant is a CFP® professional with four years of industry experience, currently serving at Fruitful. She has held previous roles at 2050 Wealth Partners, FAI Wealth Management, WMS Partners, and Wells Fargo Bank. Tennant’s background includes a variety of positions in both financial services and other industries. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm focuses on personalized financial plans called “Money Maps” and emphasizes passive, low-cost investment strategies using ETFs and index funds.

John Forbrich is a CFP® professional with 23 years of industry experience, currently advising at Acorn Financial Advisory Services, Inc. He has previously worked with Voya Financial Advisors and The Washington Financial Services Group, Inc. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and small businesses. The firm manages approximately $1.4 billion in assets and offers diversified portfolios with a range of investment strategies, including third-party managers and tactical tools.

John Petrofsky is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has worked at FBB Capital Partners since 2017 and previously spent three years at Torray LLC. 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. The firm employs diversified, low-cost portfolios and includes alternative investments when appropriate, managing approximately $2.39 billion for around 1,000 clients across a multi-advisor team.

Robert Brinkman is a financial advisor at Capital Investment Advisors in Washington, D.C., holding a Series 66 designation with 11 years of industry experience. He has worked with Capital Investment Advisors since 2017 and has prior experience at Cambridge Investment Research and Capital Asset Management Group. Brinkman is involved in financial planning and investment advisory services. Capital Investment Advisors serves individuals, high-net-worth clients, trusts, foundations, and retirement plans by providing customized financial plans, asset management, and discretionary portfolio management. The firm emphasizes an integrated wealth management process that includes educational workshops and utilizes risk-targeted model portfolios alongside direct account management.

Jacob Gurock is a CFP® and Series 66-licensed advisor with seven years of industry experience. He is currently with Centurion Wealth Management and has previously worked at Cerity Partners, AWM Capital, and The Vanguard Group. Jacob serves on the Texas Tech Personal Financial Planning Alumni Board and the Texas Tech Center for Collegiate Recovery Communities Advisory Board, and he is a National Ambassador for Shatterproof, a nonprofit focused on addiction recovery. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes diversified, asset-allocation portfolio construction overseen by an investment committee and provides private investment opportunities to eligible clients.

Zachary Teutsch is a financial advisor with Values Added Financial in Washington, DC, holding a Series 65 designation and eight years of industry experience. Prior to joining Values Added Financial in 2017, he worked at the Consumer Financial Protection Bureau from 2015 to 2017. He occasionally writes and teaches financial education and serves on the CNBC Advisor Council. Additionally, he is a senior advisor and finance chair for the Janeese for DC Mayor campaign. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small- to mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm’s client-centered investment process emphasizes customized asset allocation and diversification using mutual funds, ETFs, and fixed income, supported by ongoing supervision and flexible engagement options.

Mary Moore is a CFP®-certified financial advisor with 23 years of industry experience. She is affiliated with Armstrong, Fleming & Moore, Inc., where she has worked since 2005, and has also been associated with Commonwealth Financial Network since 2009. Moore serves as treasurer, director, and part owner of Armstrong, Fleming & Moore, focusing primarily on asset management and financial planning. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and hourly consultation services primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored portfolio allocations, fundamental analysis, and multi-year investment horizons, delivering many services through partnerships with Commonwealth Financial Network.

Cristi Tanner is a CFP® professional with five years of experience at Meritas Wealth Management, LLC. Prior to joining Meritas, she worked at the University of Georgia and Concord High School. Meritas Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm follows a fee-only model and emphasizes long-term diversification using no-load mutual funds and passive strategies guided by academic research and Modern Portfolio Theory.