Leon Malnik is a financial advisor with Malnik Wealth Management, LLC in Clarksville, MD, holding Series 63 and Series 66 licenses and over 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and The Retirement Group, LLC. Outside of advisory work, he is involved in selling fixed insurance and annuity products and owns an insurance agency. Malnik Wealth Management provides personalized asset management primarily focused on retirement preparation and ongoing portfolio oversight for individuals and families. The firm manages approximately $79 million for around 150 clients, employing a mix of active and passive strategies across equities, ETFs, and fixed income, with services including management of held-away retirement accounts.

Kurt Laubinger is a financial advisor at Potomac Wealth Management LLC with 18 years of industry experience. He has held his current position since 2009 and previously worked at HSBC Securities (USA) Inc. in 2008. Laubinger holds Series 63 and Series 66 credentials. Potomac Wealth Management LLC is a fee-only registered investment adviser serving high-net-worth individuals, trusts, qualified retirement plans, and nonprofit organizations. The firm employs a broadly diversified, often passive, asset-allocation strategy using low-cost investment vehicles and provides retirement plan consulting and participant education workshops.

Paul Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. In addition to his advisory work, he is an author who writes and promotes books. DecisionMap Wealth Management offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach that combines passive and active strategies, utilizing fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.

Zachary Moss is a financial advisor with Potomac Investment Company, holding a Series 66 designation and no prior industry experience. His work history includes roles at Bank of Montreal, Hamilton Ventures, Georgetown University, Potomac Investment Co, and The York School. Potomac Investment Company is a small investment management firm serving individuals, trusts, estates, charitable organizations, and retirement accounts. The firm employs a conservative, long-term investment strategy focused on diversification and fundamental analysis, managing portfolios of publicly traded equities, mutual funds, and fixed-income securities.

Jeffrey Yeakle is a CFP® and ChFC® with 28 years of industry experience. He is currently with My Wealth Management, Inc., where he has worked since 2013, and previously held positions at Purshe Kaplan Sterling Investments and LPL Financial. My Wealth Management, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and business entities. The firm manages portfolios using a variety of securities and employs a combination of fundamental, technical, quantitative, and qualitative analysis tailored to client objectives and risk tolerance.

Lauren Bell is a financial advisor at Trio Wealth Management, LLC in Great Falls, VA. She holds a Series 65 designation and has been in the industry since 2022, with prior experience at HH Global and Pride Global. Lauren joined Trio Wealth Management in 2024. Trio Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and access to unaffiliated third-party managers. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies to align with clients’ objectives and risk tolerance.

Michelle Hundley is a financial advisor at Trio Wealth Management, LLC with 10 years of industry experience. She holds the CFP® and Series 65 credentials. Prior to joining Trio in 2023, she worked at Goldman Sachs (formerly United Capital Advisors, LLC) for five years and Hemington Wealth Management for four years. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm’s investment approach combines strategic asset allocation, diversification, and a mix of passive and active vehicles, and it offers educational seminars and flexible planning engagements alongside oversight of third-party managers.

Joseph Jacques is a financial advisor at Jacques Advisors, LLC in Rockville, MD, holding the CFP® and ChFC® designations with 42 years of industry experience. He has been with Jacques Advisors since 2000 and also owns Jacques and Associates, Certified Public Accounts, LLC, a separate accounting firm. Jacques Advisors serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting services. The firm offers customized portfolios utilizing a blend of in-house analysis, institutional models, and third-party managers, combining advisory, brokerage, and accounting capabilities within a small, credentialed team.

Matthew Sanchez is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Ivy League Financial Advisors LLC since 2019, following prior roles at The Wealth Consulting Group and Pinnacle Advisory Group. Ivy League Financial Advisors LLC serves individuals, high-net-worth clients, and institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with an investment approach that includes constructing Growth or Withdrawal portfolios across various asset classes and providing trustee-directed ERISA services and participant education.

Daniel Faircloth is a financial advisor at Berg Faircloth Investment Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at BDO LLP. In addition to advising, he provides accounting and legal services related to financial accuracy and compliance. Berg Faircloth Investment Advisors offers discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental and cyclical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk tolerance.

Lisa Crivella is a CFP® professional with 20 years of experience at Ivy League Financial Advisors LLC in Rockville, MD. She has been with the firm since 2006. Ivy League Financial Advisors LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement plan consulting, with a focus on documented client objectives and ongoing account monitoring and rebalancing.

Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in North Bethesda, MD. He holds the Certified Financial Planner® (CFP®) designation and earned a Bachelor of Science in Business Administration with an emphasis in Finance at the Catholic University of America. Patrick has a strong focus on his clients’ overall financial wellbeing and recognizes that money is only a tool to help achieve the vision each person has for their life. He focuses on providing a very deep level of service balanced with simplicity to provide each client with greater peace of mind around their finances. Patrick and his wife, Kate, have four boys ranging from elementary school through high school. He coaches various youth sports teams and is an active volunteer at his children’s schools. Patrick is active in the financial planning community and is a member of XY Planning Network and the National Association of Personal Financial Advisors (NAPFA).

Christopher Campbell is a Series 65-licensed financial advisor with CJC Wealth Management and has three years of industry experience. He is the founder and CEO of both Ace 3 Holdings, LLC, which owns CJC Wealth Management, LLC, and CJ Campbell & Associates, an insurance company. Campbell spends significant time engaged in these business activities, which include recommending insurance and annuity products as a licensed insurance agent. CJC Wealth Management offers portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across its four advisors. The firm utilizes fundamental and quantitative analysis along with modern portfolio theory to build diversified, long-term portfolios tailored to clients’ goals, and also provides educational seminars on retirement planning and financial literacy.

Liliang Chen is a financial advisor at Enduro Capital Partners LLC with a Series 65 designation and no prior industry experience. Before joining Enduro Capital Partners in 2026, Chen worked at Fannie Mae, Freddie Mac, and American General Life Insurance Company. Enduro Capital Partners LLC provides discretionary portfolio management and limited financial planning guidance to individual and high-net-worth clients. The firm uses modern portfolio theory and a top-down, historical analysis approach to construct low-correlation asset mixes across equities, mutual funds, ETFs—including leveraged ETFs—and fixed-income securities tailored to client risk and return objectives.

Derek Elphick is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Castfirm Advisors LLC, where he has worked since 2026. Prior to this, he spent a decade at The Warner Companies, serving as Chief Investment Officer focused on asset allocation and investment management. Castfirm Advisors LLC provides discretionary portfolio management and one-time financial planning services to individual and high-net-worth clients. The firm emphasizes modern portfolio theory and a long-term investment horizon, primarily utilizing equity ETFs alongside mutual funds and fixed income to build diversified portfolios.

Kira Rogozhina is a financial advisor at Foxman Asset Advisors Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Avantax Investment Services, and NBAC Corporation. Outside of her advisory role, she is a commissioned notary in Virginia. Foxman Asset Advisors provides advisory services to individuals, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm employs long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques, primarily recommending mutual funds alongside ETFs, fixed income, and other securities.

James Brown Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Meritis Wealth Management, Inc. He previously worked for Wells Fargo under the Meritis Wealth Management brand for 10 years. James is also a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm focuses on tailored investment strategies typically implemented on a discretionary basis, combining fundamental and technical analysis and managing over $200 million in assets with a three-advisor team.

Sherif Othman is a financial advisor at Poise Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and previously operated SO Financial Consultants from 2018 to 2021. Before his advisory career, he worked at Green Company For Export, Import and Trading Agencies. Poise Investment Advisors is an investment manager that provides discretionary investment management, wealth management, financial planning, consulting, and educational workshops. The firm employs an asset-allocation strategy based on macroeconomic analysis and utilizes tools such as derivatives and tactical timing in portfolio management.

Boris Foxman is the CEO of Foxman Asset Advisors Inc. in Rockville, MD, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Avantax Investment Services, NBAC Corp, and Crump Insurance Agency. Outside of financial advising, he serves as president of iVenture Accounting Group, an accounting firm. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm implements long-term investment strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques, primarily recommending mutual funds alongside ETFs, fixed income, and other instruments.

Dawn Page is a financial advisor at Impact Capital, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has worked at Impact Capital since 2021 and previously spent five years at PagnatoKarp Partners. Impact Capital provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm uses a multi-method investment approach, including fundamental, quantitative, and technical analysis, and offers tailored Investment Policy Statements with monthly reporting through approved custodians.