Elizabeth Duff is a financial advisor at Harbour Capital Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Harbour Capital Advisors since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management along with family office, financial planning, and foundation advisory services. Harbour Capital employs a core-satellite investment approach and offers integrated family office services and foundation administration, distinguishing its offerings from standard portfolio-only advisers.

Michael Mussio is a CFP®, CFA®, and Series 66 credentialed advisor at FBB Capital Partners with 21 years of industry experience. He has been with FBB Capital Partners since 2008. Outside of his advisory role, he serves on the finance council of St. Raphael Catholic Church and is a board member of the Jubilee Association of Maryland Campaign Leadership Committee. FBB Capital Partners provides discretionary portfolio management and comprehensive financial planning services to individual and high-net-worth clients, managing approximately $2.16 billion in assets. The firm employs diversified, low-cost portfolios using a combination of fundamental, quantitative, technical, and cyclical analyses, and offers access to private funds and alternative investments through a multi-advisor team.

Kevin Jarcho is a CFP® and holds a Series 65 license, currently serving as an advisor at Warner Financial, Inc. with four years of industry experience. Prior to joining Warner Financial in 2021, he worked at Intact Technology and Kemtah Group. Warner Financial, Inc. is a fee-only investment advisory firm serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolio construction, managing approximately $745 million across discretionary and non-discretionary accounts.

Matthew Bigelow is a financial advisor with Folger Nolan Fleming Douglas Incorporated and holds a Series 66 designation. He has 10 years of industry experience, primarily with Folger Nolan Fleming Douglas entities since 2013. His role includes securities research and assisting with investment management. 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, focusing on tailored investment strategies and coordination with the client’s other professionals. The firm operates as both a broker-dealer and SEC-registered investment adviser, managing portfolios with a combination of equities, fixed income, mutual funds, and ETFs.

Gregory Estes is a CFA® charterholder with seven years of industry experience. He is currently with MBI LLC and has previously worked at Augustine Asset Management and Intrepid Capital Management. MBI LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm combines fundamental and technical analysis with modern portfolio theory to manage diversified portfolios and conducts regular reviews while offering financial planning on various fee arrangements.

Paula Friedman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at McLean Asset Management Corp. since 2013. She is the managing member of Retirement Researcher, LLC, a firm providing educational tools and resources on retirement income planning. McLean Asset Management Corporation offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs portfolio strategies based on Modern Portfolio Theory and broad asset allocation, with a focus on no-load mutual funds, ETFs, and approved managers.

Brandyn Polmateer is a CFP® and ChFC® with 10 years of industry experience. He is currently with Bull Harbor Capital LLC and has previously worked at Northwestern Mutual and Lifeworks Advisors. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $355 million for over 400 clients, offering discretionary portfolio management, financial planning, and retirement-plan advisory services through a team of 28 advisors.

Jennifer Vanlandingham is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. She has been with D'Orazio & Associates, Inc. since 2004. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting mainly to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Hsuan Wang is a financial advisor at Corrales & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Chevy Chase Trust and Quantis Wealth Management. Outside of his advisory role, Wang serves as treasurer of a nonprofit organization and teaches Chinese weekly, both on a volunteer basis. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, quantitative, technical, and charting analysis. The firm prepares customized Investment Policy Statements and may incorporate third-party managers or private funds as part of client strategies.

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.

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.

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.

Ronald Whitley is a financial advisor at Acorn Financial Advisory Services, Inc. with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at Acorn since 2017. Outside of his advisory role, he is an independent software consultant who occasionally offers related services to clients. 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 nearly $1.4 billion in assets and implements globally diversified portfolios using a range of securities and model strategies, incorporating alternatives and tactical tools for suitable clients.