Candace Lee is a CFP® professional with 10 years of experience in financial advising. She has worked at Glassman Wealth Services, LLC since 2017 and was previously with FJY Financial from 2015 to 2017. Glassman Wealth Services serves individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored portfolio approach that includes mutual funds, ETFs, independent managers, and private funds, with attention to incorporating non-managed assets into client reporting and advice.

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.

Maxwell Elsasser is a CFP® at Glassman Wealth Services, LLC with one year of industry experience. Prior to joining Glassman Wealth Services, he worked at Beyond Your Hammock, Baystate Financial, and Ameriprise. He has a background that includes several years in education before entering the financial sector. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a range of investment vehicles and incorporates private investment funds, cash management, and planning tools to align portfolios with client objectives.

Tarun Mehta is a financial advisor at Onyx Bridge Wealth Group LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at EagleStone Wealth Advisors, Inc. for a total of 14 years. Mehta also serves as President and Chief Compliance Officer of EagleStone Tax & Wealth Advisors, which provides investment management and tax services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and a range of investment vehicles to build portfolio models, conducting ongoing reviews tailored to clients’ goals and risk tolerances.

Clark Kendall is a CFP® and CFA® with 25 years of experience in the financial industry. He has been with Kendall Capital Management since 2005, where he is part of a six-person advisory team. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a range of strategies including long-term holdings, short-term trading, option writing, and short sales, and integrates financial planning into its asset-based advisory services.

Carol Petrov is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. She has been with Kendall Capital Management since 2014, where she is part of a six-person advisory team. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis across a range of strategies, including option writing and short sales.

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.

Jonathan Rosner is a financial advisor at TritonPoint Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and Wealthspire Advisors dba Bronfman E.L. Rothschild, LP. Rosner has been with TritonPoint Wealth since 2023. TritonPoint Wealth, LLC provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm’s investment approach focuses on long-term asset allocation using modern portfolio theory and incorporates public equities, fixed income, and private-market alternative investments to improve risk-adjusted outcomes.

Peter Gerlach Mack is a financial advisor at Axiom Value Wealth Management LLC in Rockville, MD. He holds a Series 65 designation and has over 20 years of experience, including a long tenure at State Department FCU. He is also a licensed insurance agent independent of his advisory role. Axiom Value Wealth Management LLC serves individual and high-net-worth clients with portfolio management and financial planning, employing a combination of fundamental and quantitative investment strategies. The firm also offers retirement education through workshops and webinars.

Dionne Thompson is a financial advisor at Capital Investment Advisors with 22 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Capital Investment Advisors serves both individual clients, including non‑high-net-worth and high-net-worth households, and institutional entities such as trusts and pension accounts. The firm offers personalized financial planning and asset management, emphasizing client education through structured planning processes and proprietary workshops.

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.

Steven Scott is a CFP® with five years of industry experience, currently serving as a financial advisor at Arca Wealth, LLC. His prior experience includes roles at Ameriprise Financial Services, LLC and Sandbox Financial Partners LLC. Scott is also a licensed insurance agent in Bethesda, MD. Arca Wealth, LLC is a registered investment adviser that provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across multiple investment approaches, utilizing a broad range of securities including mutual funds, ETFs, equities, fixed income, and alternative strategies.

Chad Reineke is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Hazard & Siegel Inc. Outside of advising, he performs contract work in accounting for financial services. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equity, fixed income, and covered options.

Timothy Flanigan is a CFP® with 17 years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC since 2020. His prior roles include positions at Wells Fargo Clearing and Investments Professionals Inc. Brown | Miller Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware asset allocation approach that combines active and passive strategies and integrates third-party managers and a UMA overlay to deliver discretionary portfolio management and advisory 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.

Rena Abdalla is a financial advisor at Preston Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Preston Wealth Advisors and Manna Capital Management since 2014. Outside of advising, she is involved in mortgage lending through Everett Financial, Inc. and runs an event and design consulting business focused on nonprofit fundraising. Preston Wealth Advisors provides investment advice and financial planning to individuals, families, and plan fiduciaries, employing both active and passive portfolio management strategies. The firm uses model-driven approaches and third-party software to manage discretionary client accounts and offers specialized services including private pooled investment vehicles and participant account management for held-away retirement accounts.

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 with SB Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Bank of America and Merrill since 2013 and 2012, respectively. Forster serves as a director of the Committee for the Capital City, a nonprofit focused on voting rights for DC residents. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients, including individuals, businesses, and retirement plans. The firm primarily delivers non-discretionary advice, employing mutual funds, ETFs, undervalued equities, and outside managers through fundamental, technical, and qualitative analysis.