Richard Pinion is a financial advisor with Pinion Financial Services, LLC in Bethesda, MD, holding CFP® and ChFC® designations and over 40 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been with OSAIC since 2023. Outside of investment advisory work, he is involved in health and life insurance writing and recruitment. Pinion Financial Services provides financial planning, pension and retirement-plan consulting, and referral services for third-party investment advisory programs. The firm emphasizes selecting and monitoring outside advisors and favors long-term mutual fund investments, without managing client assets on a discretionary basis.

Peter Ryan is a financial advisor at Alikos Wealth Management, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Alikos since 2015. Ryan also has over 30 years of experience at Ryan & Wetmore P.C. Outside of his advisory work, he is involved as a member in several real estate investment partnerships. Alikos Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios primarily implemented with passively managed mutual funds and ETFs, and offers customized solutions including ESG, tax-sensitive, and fixed-income accounts.

Policarpio Sanchez is a CFP® professional with 24 years of industry experience. He is a principal at Sanchez & Zures, LLC, where he has worked since 2006. Prior to that, he spent nine years with UFC Gym. Sanchez & Zures, LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm follows a long-term, passive investment approach emphasizing asset allocation and primarily uses exchange-traded funds, offering portfolio construction, ongoing rebalancing, and written financial plans.

Saqib Rashid is a financial advisor at One Oak with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Inverness Capital Advisors, Blue Sand Securities LLC, and Abraaj North America. Outside of his advisory role, he is a partner at OneOak Holdings, LLC, which provides outsourced CIO and investment portfolio services to charitable foundations, and he also consults for several private equity and venture capital firms on marketing and institutional investor relations. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm employs an integrated OCIO model that includes policy development, asset allocation, manager selection, due diligence, and performance reporting, focusing on larger or institutional mandates with a low client-to-advisor ratio.

Daniel Serra is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at SageVest Wealth Management since 2021. Prior to joining SageVest, he worked for seven years at Chevy Chase Trust Company. He also serves as an adjunct faculty member in higher education at Southern New Hampshire University. SageVest Wealth Management is an independent, fee-only firm that provides discretionary investment management and coordinated financial planning services to individuals, families, trusts, charitable accounts, and small businesses. The firm manages diversified, multi-asset class portfolios using no-load mutual funds, ETFs, and individual bonds, combining fundamental analysis with research-driven tactical adjustments without market timing.

Jeremy Jacques is a financial advisor with Jacques Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Jacques Advisors since 2017 and is also involved with Jacques & Associates Certified Public Accountants, LLC and Jacques Financial, LLC, both since 2013. Outside of advisory work, he is associated with a certified public accounting firm. Jacques Advisors serves individual and high-net-worth clients by offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm combines advisory, brokerage, and accounting services, managing approximately $86 million for about 250 clients through customized portfolios and a mix of in-house and third-party strategies.

Jennifer Myers is a CFP® and Series 65 credentialed advisor with 29 years of industry experience. She has been with Sage Financial Management Group, Inc., now known as SageVest Wealth Management, since 2007. SageVest Wealth Management is an independent, fee-only advisory firm serving individuals, families, trusts, charitable accounts, and small businesses. The firm manages approximately $423 million in discretionary assets with a team of four advisors and employs diversified, multi-asset class portfolios that combine fundamental analysis with limited technical analysis, supported by an independent consulting firm.

Goeun Choi is a CFP® professional with seven years of experience in the financial advisory industry. She is currently with Buchanan Wealth Management, where she has worked since 2018, and has prior experience at LPL Financial LLC. In addition to her advisory role, she has held positions outside finance, including at Freddy's Frozen Custard & Steakburgers and United We Dream. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, focusing on retirement objectives. The firm uses an asset-allocation driven approach, combining efficient-market strategies with quantitative and qualitative analysis, and offers discretionary portfolio management alongside financial and retirement plan consulting.

Audrey Jones is a financial advisor at Poder Wealth Advisors with a Series 65 designation and three years of industry experience. She previously worked at Carson Wealth and CWM, LLC. Outside of her advisory role, she is the founder and CEO of SkateFit, LLC, a fitness business. Poder Wealth Advisors serves individual clients, including high-net-worth households, business owners, and nonprofit entities. The firm uses a primarily passive, Modern Portfolio Theory-based investment approach and offers discretionary portfolio management, financial planning, and insurance assistance.

Kevin Mcloughlin is a CFP® professional with six years of industry experience, currently advising at Trio Wealth Management, LLC. His prior experience includes roles at Chain Bridge Bank, United Capital Financial Advisers, Arista Wealth Advisors, and Capital Financial Services. 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 combines strategic asset allocation and a mix of passive and active investment vehicles with options to delegate management to independent third-party managers while maintaining supervisory oversight.

Ehab Selim is a financial advisor at Investology Inc. with 21 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Investology in 2017, he worked at Lincoln Financial Advisors, New England Securities, Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley Dw Inc. In addition to his advisory role, he is an agent offering various insurance products through Synergy Consulting. Investology serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management and investment policy development. The firm employs a multi-faceted investment process within a modern portfolio theory framework and is affiliated with an accounting firm that provides related insurance and accounting services.

Amanda Piper is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. She has been with Raymond James Financial since 2010 and is also involved with Wagener-Lee, LLC as a financial advisor and owner. Piper operates out of Columbia, MD. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and access to an extensive affiliate network.

Dzhemma Menkeeva is a financial advisor at Foxman Asset Advisors Inc. with one year of industry experience. Prior to joining Foxman Asset Advisors in 2025, she worked at PJSC Rosbank for 11 years and at Suffolk University for one year. She is also an insurance agent involved in client solicitation for insurance products. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm generally pursues long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques.

Ryan Beckwith is a financial advisor at Bluestone Financial Advisors, LLC, holding a Series 65 designation with three years of industry experience. His prior work includes roles at GP Strategies Corporation and Waddell & Reed. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations. The firm acts as a personal CFO, providing financial planning, consulting, and investment management through fixed-fee arrangements, focusing on long-term financial strategy and using fundamental research to guide investments.

Mikayla Rodarte is a financial advisor at Capitol Financial Consultants, Inc. with one year of industry experience. She holds a Series 65 designation and has prior work experience at George Mason University and Westfield High School. Outside of her advisory role, she is the lead instructor and general manager at Kore Defense Industries, where she teaches martial arts and manages youth and women’s programs. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach with adjustments based on market conditions and offers ancillary services including tax preparation and business planning.

Matthew Buchanan is a financial advisor with Buchanan Wealth Management in Reston, VA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 21 years before founding Buchanan Wealth Management in 2022. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, with a focus on retirement objectives. The firm employs an asset-allocation approach combining efficient-market strategies with quantitative and qualitative analysis, managing portfolios largely composed of mutual funds, ETFs, and selected individual securities.

Iram Amir is a CFP®-credentialed financial advisor at SageVest Wealth Management with four years of industry experience. Prior to joining SageVest, Amir held roles at Global Advisor Group, Pavlov Financial Planning, and Sleep Clinics of America. SageVest Wealth Management is an independent, fee-only firm serving individuals, families, trusts, charitable accounts, and small businesses with discretionary investment management and comprehensive financial planning. The firm manages approximately $423 million in discretionary assets for around 150 clients, utilizing diversified multi-asset class portfolios and a blend of fundamental and limited technical analysis supported by an independent CFA-staffed consulting firm.

Michael Shipley is a CFP®-certified financial advisor with Raymond James Financial in Columbia, MD, bringing 27 years of industry experience. He has been with Raymond James since 2009 and is also associated with Wagener-Lee LLC, where he provides financial and tax planning services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network, emphasizing advisory services with client-directed decision-making.

Travis Funkhouser is a financial advisor at Glover Park Wealth Management, LLC in Gaithersburg, MD. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining the advisory firm, he has worked at the National Institutes of Health and Maryland Tax Service, Inc. outside the financial advisory industry. Glover Park Wealth Management is a small, owner-operated SEC-registered advisory firm that serves individuals—including high-net-worth clients—trusts, estates, corporations, and retirement plans. The firm offers customized investment management, financial planning, and retirement plan advisory services, utilizing a variety of strategies and portfolio constructions to meet client needs.

Endrit Lloshi is a financial advisor with Wealthy & Wise Family Office in Columbia, MD, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to his advisory career, he worked for five years at Aldo's Restaurant. Wealthy & Wise Family Office provides fee-only wealth management and investment advisory services to individuals, small business owners, professionals, corporations, trusts, estates, and charitable organizations. The firm offers customized discretionary portfolio management and comprehensive financial planning, emphasizing long-term wealth preservation, steady growth, and global diversification.