Momodou Bojang is a financial advisor with Axiom Value Wealth Management LLC, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has worked at various firms including USAdvisors Wealth Management and Securities America Advisors, Inc. He is also the founder and CEO of Axiom Value, LLC, an investment and retirement planning business. Axiom Value Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm integrates planning with ongoing asset management and uses a variety of investment strategies, including fundamental and quantitative analysis, while employing a third-party sub-advisory model and custodial resources for client education.

Michael Mattison is a financial advisor at PlanVest Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanVest Financial since 2018, with previous experience at LPL Financial and Purshe Kaplan Sterling Investments. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm employs a comprehensive approach including fundamental and technical analysis, offering multiple engagement models and managing discretionary and non-discretionary portfolios.

Cornell Abod is the sole advisor at Beacon Investment Advisors LLC with a Series 65 credential and 23 years of industry experience. He has been with Beacon since 2003 and is also the owner of C.P. Abod & Co., LLC, an accounting firm, as well as Beacon RPC, LLC, a retirement plan consulting company. Beacon Investment Advisors LLC provides discretionary wealth management, portfolio management, and financial and retirement planning services to individuals, families, high-net-worth households, trusts, estates, corporations, and retirement plans. The firm manages approximately $542 million in discretionary assets and uses fundamental analysis to develop client-specific investment plans that often include diversified portfolios and derivative strategies.

Michelle Hoesly is a financial advisor with Atcap Partners, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 48 years of industry experience, including work with Ceros Financial Services, Inc. and operating as an independent RIA under Resource 1, Inc. Hoesly is also involved in motivational and industry speaking engagements. Atcap Partners serves individual clients across wealth levels, as well as pension plans, trusts, estates, and corporate entities, offering tailored investment management and financial planning using a blend of fundamental and technical analysis, including market-timing strategies.

Neil Kaplan is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Caitlin John, LLC and previously worked at Guardian Pointe Private Wealth Management, LLC. Outside of his advisory role, he owns and operates KIS Financial, LLC, a business focused on college funding solutions and insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm provides personalized investment programs through a team of registered investment adviser representatives, utilizing a range of strategies and instruments, including proprietary dynamic allocation strategies and consulting on non-traditional investments.

Anthony Logiudice is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding a Series 66 designation and five years of industry experience. He previously worked at National Securities Corp from 2017 to 2022 and Ceros Financial Services, Inc. since 2022. Outside of his advisory role, he is the owner of A+D All Day LLC, an auto transport startup that is not currently operating. AtCap Partners provides investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods, including fundamental and technical analysis, and incorporates market-timing strategies alongside access to third-party asset managers and alternative investments.

Scott Dinn is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis and employs a long-term, low-turnover investment approach, managing portfolios customized to client objectives and restrictions.

Joshua Cohen is a financial advisor at AMJ Financial Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Glory Days, Domino’s, James Madison University, and Staples. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients including retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management, financial planning, retirement plan advisory, and small business consulting, using a research-driven approach that incorporates macroeconomic, fundamental, and quantitative analysis.

Annabelle Saez is a financial advisor at Axiom Value Wealth Management LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at USAdvisors Wealth Management, LLC and the Defense Contract Audit Agency. In addition to her advisory role, she operates Anna Saez, CPA, and was involved in Travel and Business Preparations. Axiom Value Wealth Management LLC provides portfolio management and financial planning to individual and high-net-worth clients, integrating planning with ongoing asset management. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis, employing both long- and short-term trading strategies, and incorporates third-party sub-advisory model portfolios and custodial educational resources into its service model.

Aaron Weston is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with FSA Wealth Partners and has previously worked at Financial Services Advisory, Inc., Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis-driven investment process supplemented by fundamental review and uses a structured approach that includes tactical strategies and a defined exit framework called the FSA Safety Net.

Mamie Liu is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Advocate Investing Services since 2016. She has also been affiliated with LPL Financial since 2010. Advocate Investing Services is a team-based registered investment adviser managing approximately $154 million for individuals, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and employs a range of trading strategies including the use of derivatives within separately managed accounts.

Tony Nguy is a financial advisor at Axiom Value Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including SunTrust Advisory Services and Osaic Wealth. In addition to his advisory role, Tony is an independent licensed insurance agent with Axiom Value LLC. Axiom Value Wealth Management LLC serves individual and high-net-worth clients, providing portfolio management and financial planning through a small team of advisors. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education via workshops and webinars.

Chandru Ramachandran is a financial advisor at Veridian Capital Partners with 29 years of industry experience. He holds the ChFC® designation and has worked previously at Ameriprise Financial Services, Inc. as well as Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as president of Diversified Business Associates, a company that supports his financial planning practice. Veridian Capital Partners provides investment advisory and financial planning services to individuals, trusts, estates, business clients, and employer retirement plans. The firm offers discretionary portfolio management through wrap fee programs and employs a variety of asset allocation strategies using a wide range of investment instruments, including derivatives and alternative investments.

Lawrence Judge is a financial advisor at Lafayette Investments, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lafayette Investments since 2010. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm focuses on fundamental and qualitative security analysis with a long-term, low-turnover investment approach, managing portfolios across equities, municipal and corporate fixed income, mutual funds, and ETFs.

Ethan Holobinko is a financial advisor at Veridian Capital Partners in Frederick, MD. He holds a Series 65 designation and has been with Veridian since 2024. Prior to joining the firm, he worked at Meritus Medical Center and attended Mount Saint Mary's University. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach that includes qualitative, quantitative, and technical analysis across a broad range of strategies.

Henry Meadows is a financial advisor with WMS Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes over two decades at Grove Point Investments LLC (formerly H. Beck, Inc.) and a formal tax principal role at SKMB, P.A. He also serves as a trustee for the Virginia Harris Holsinger Trust and is involved in life insurance sales. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension plans, trusts, and business entities. The firm employs asset-class oriented portfolios using ETFs, index funds, individual securities, and selective alternatives, providing both discretionary and non-discretionary management alongside comprehensive financial planning and tax and insurance advice.

Matthew Albritton is a CFP® professional with 14 years of industry experience. He is currently with AMJ Financial Wealth Management LLC and previously worked at SageVest Wealth Management, Pegasus Financial Group, and Unitedplanners Financial Services of America. In addition to his advisory work, he holds a life insurance agent license. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research to manage client portfolios and offers specialized services including retirement-plan advisory and small-business consulting.

Ashley Barber is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA. She holds the CFP® designation and Series 65 license and has 10 years of industry experience. Barber has been with AMJ Financial Wealth Management since 2016. AMJ Financial Wealth Management provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm blends macroeconomic analysis with fundamental and quantitative research to guide its investment strategies and offers additional services such as retirement-plan advisory and small-business consulting.

Stephanie Ramachandran is a financial advisor with Veridian Capital Partners, holding a Series 66 designation and 24 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Veridian and Purshe Kaplan Sterling Investments in 2021. In addition to her advisory role, she is involved in financial planning and bookkeeping through Diversified Business Associates. Veridian Capital Partners is a team-based registered investment adviser serving individuals, trusts, estates, and business clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach that includes asset allocation, fixed income, options, and derivatives, and sponsors a wrap fee program with individualized management for its clients.

Stephen Koda is a financial advisor at Advocate Investing Services with five years of industry experience. He holds a Series 65 designation and has worked at firms including Univers Tech and Northrop Grumman. Outside of advising, he is the owner and president of Rocket Sports, LLC, a custom apparel printing business. Advocate Investing Services is a four-advisor firm offering portfolio management, financial planning, pension consulting, and advisory services to individuals, charitable organizations, and business entities. The firm employs a variety of investment approaches, including the use of derivatives and market-linked instruments within separately managed accounts.