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.

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.

Michael Schwartz is a financial advisor with MZ Capital, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked at MZ Capital Management since 2018 and previously held roles at Securities America Advisors, Inc., Securities America, Inc., and Master's Financial Associates. Outside of advising, he owns Home Instead Senior Care and serves as a regional leadership council member for Messiah College. MZ Capital Management provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a passive, asset-class allocation strategy using institutional funds with a buy-hold-rebalance approach and offers ongoing portfolio supervision, written planning reports, newsletters, and client seminars.

Ryan Beckwith is a financial advisor at Bluestone® Financial Advisors, LLC in Baltimore, MD, 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, providing personal CFO services through financial planning, consulting, and investment management. The firm emphasizes long-term financial strategy and capital allocation, using fundamental research to guide investment decisions and operates with a fixed-fee pricing model.

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.

Iram Amir is a CFP® and Series 65-registered advisor with SageVest Wealth Management in McLean, VA, bringing three years of industry experience. Prior to joining SageVest, Iram worked at Global Advisor Group and Pavlov Financial Planning. SageVest Wealth Management is an independent, fee-only advisory firm managing approximately $423 million in discretionary assets for individuals, families, trusts, charitable accounts, and small businesses. The firm constructs diversified, multi-asset portfolios using no-load mutual funds, ETFs, and individual bonds, combining fundamental and limited technical analysis with integrated financial planning.

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.

Taro Taguchi is a financial advisor at MZ Capital, LLC with 9 years of industry experience. He holds a Series 65 designation and has been with MZ Capital Management since 2015. MZ Capital Management provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes a passive, asset-class allocation approach using institutional funds within a buy‑hold‑and‑rebalance framework, managing accounts primarily on a discretionary basis with individualized investment policy statements.

Christopher Poch is a financial advisor at Promethium Advisors, LLC with 39 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank and as an independent consultant and author. Outside of his advisory work, he is involved in executive coaching through Purpose Advisors, LLC, serves on the finance committee of the Society of the Sacred Heart, and has authored books on investment topics. Promethium Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including both high-net-worth and non-HNW clients—as well as institutional clients such as pension plans and nonprofits. The firm uses a diversified investment approach that combines passive and active strategies, alternatives, and tactical asset allocation, with continuous portfolio monitoring and oversight of any Independent Managers employed.

Justin Roudiez is a CFP® and ChFC® with 16 years of industry experience. He is currently with White Oak Wealth Management, operating under Oakmont Wealth Advisory, where he has worked since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and affiliated entities from 2008 to 2017. Oakmont Wealth Advisory, doing business as White Oak Wealth Management, provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm employs a range of investment vehicles and strategies, including borrowing and derivatives within separately managed accounts, and integrates financial planning with portfolio management.

Endrit Lloshi is a financial advisor at Wealthy & Wise Family Office in Columbia, MD, holding Series 65 and Series 63 licenses with 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, and institutions, offering discretionary portfolio management, comprehensive financial planning, and family office consulting with a focus on long-term preservation, steady growth, and global diversification.

John Ohly is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Bontempo Ohly since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling and customized portfolios based on client risk tolerance, time horizon, and goals, operating with discretionary trading authority and conducting ongoing portfolio reviews.

Timothy Mudd is a financial advisor at Pointer Financial Advisors LLC with 26 years of industry experience. He holds a Series 65 designation and previously worked at Chesapeake Financial Advisors for 24 years before joining Pointer Financial Advisors. Pointer Financial Advisors serves individuals, trusts, estates, charitable organizations, family businesses, and plan sponsors by providing discretionary investment management and bundled wealth management, including financial planning. The firm customizes portfolios based on client objectives and risk tolerances, uses fundamental analysis for security selection, and conducts ongoing account reviews considering factors such as time horizon and tax situation.

Joshua Stillman is a financial advisor at Capitol Financial Consultants, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Capitol Financial Consultants since 2014. Outside of his advisory role, he serves as an adjunct professor at George Mason University, teaching a financial planning and wealth management capstone course. Capitol Financial Consultants provides financial planning, investment advice, and supervisory services to individuals, high net worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs in-house asset allocation models, fundamental analysis, and manager due diligence, following a primarily buy-and-hold strategy with tactical adjustments.

Ormand Bontempo is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Bontempo Ohly Capital Management since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling for security analysis and manages customized portfolios based on client risk tolerance, time horizon, and goals.

Mark Weber is a financial advisor at DecisionMap Wealth Management, LLC with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Weber is also a licensed insurance agent selling fixed insurance products. DecisionMap Wealth Management provides 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, incorporating fundamental, technical, and cyclical analysis tailored to each client's objectives and risk tolerance.

Daniel Irvine is a financial advisor at 3Summit Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Wells Capital Management, Inc. and both entities of 3Summit since 2010. He serves as Chairman of the Board of Trustees for PHILLIPS Programs and is a board member of SpringForward, both nonprofit organizations in Washington, DC. 3Summit Investment Management is a team-based registered investment adviser serving individuals, charitable organizations, companies, and other advisers. The firm manages approximately $25 million in client assets using customized portfolios developed through proprietary software, combining multiple investment approaches and offering both discretionary and non-discretionary management.

David Morgante is a CFP® and Series 66 licensed financial advisor with 23 years of experience. He has worked at Variant Private Wealth LLC since 2017 and previously spent 13 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Morgante owns and operates an income tax preparation business. Variant Private Wealth provides fee-based financial planning and individualized investment management to a range of clients, including individuals, families, trusts, and organizations. The firm combines fundamental and technical analysis to tailor investment strategies based on client-specific financial plans.