Henry Stern is the sole advisor at HDS Capital Management, Inc., an independent firm based in Potomac, MD. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Stern has led HDS Capital Management since 1999. HDS Capital Management provides tailored portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and manager review across a broad range of securities, combining long-term and short-term strategies while continuously monitoring client accounts.

Stephanie Bigwood is a CFP® and ChFC® with 30 years of experience in financial advisory and related fields. She is the principal of Goldsborough Capital Management, LLC, a firm she has led since 2012. In addition to her advisory work, she manages Goldsborough Tax and Accounting Services, LLC, where she prepares tax returns. Bigwood is also involved with the TowsonTowne Rotary Foundation as a board member. Goldsborough Capital Management provides investment advisory and portfolio management services to individuals, trusts, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm designs portfolios tailored to clients' objectives and risk tolerance, employing a range of strategies including asset allocation, option strategies, and the use of sub-advisers.

Christopher Smith is a CFP® with two years of industry experience, currently serving as the sole advisor at Origin Wealth Management LLC in Reston, VA. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as service in the United States Marine Corps. In addition to his advisory work, he operates an affiliated insurance practice involving insurance and annuity product sales. Origin Wealth Management provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct portfolios, which include long-term holdings, short-term trades, and option strategies, managing accounts on a discretionary basis through a selected custodian.

Victoria Mcgruder is a financial advisor at FinPowered Female LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2019. She also took time away from the industry as a stay-at-home mom before founding her current firm in 2021. FinPowered Female LLC primarily manages pooled investment vehicles and institutional assets while also serving a limited number of individual non-high-net-worth clients. The firm combines institutional portfolio management with client education through seminars and workshops and utilizes hourly fee arrangements for certain advisory and consulting services.

Ravi Myneni is a financial advisor at BanyanTree Wealth Management with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at BanyanTree Capital Advisors LLC since 2007. BanyanTree Wealth Management provides discretionary portfolio management, pension consulting, and financial consulting to individuals and institutional clients, including pension plan sponsors, trusts, and charitable organizations. The firm combines traditional individual portfolio management with institutional pension and corporate financial consulting services, emphasizing written investment policy statements and mutual-fund-based implementations.

Edrees Feda is the sole advisor at Lucrum Capital Advisors in McLean, VA, holding Series 65 and Series 63 licenses with three years of industry experience. He serves as CEO and President of multiple affiliated entities including Lucrum Capital Advisors, Lucrum Capital, Lucrum Realty, and Feda Enterprises, which involve investment management, real estate brokerage, and holding companies. He is also a licensed principal broker for residential and commercial real estate across numerous states. Lucrum Capital Advisors is a state-registered investment advisor specializing in alternative investments, primarily private real estate-related securities and private funds. The firm serves institutional, family-office, and high-net-worth clients, focusing on asset-level underwriting, acquisitions support, and portfolio monitoring through fundamental and technical analysis and third-party valuation practices.

Kevin O Neil is a financial advisor at KO Financial with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to founding KO Financial, he worked at Cary Street Partners Investment Advisory LLC and Rafalko Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent with the Hilb Group, where he sells and services life, health, disability, and dental insurance plans. KO Financial is a solo-registered investment adviser serving primarily individual clients, as well as corporate pension and profit-sharing plans. The firm offers asset management, financial planning, and retirement-plan consulting, employing modern portfolio theory and asset-dedication models to build tailored portfolios and maintain alignment with clients’ objectives and risk tolerances.

I’m an advice-only financial planner based in North Bethesda, MD. I offer three services: The Hour, The Plan and The Clubhouse. My current clients are generally seeking help with: 1) Planning for retirement or financial independence (FIRE). 2) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starting to invest, etc. 3) A second opinion on their self-managed or advisor-managed investment portfolio. Check my guide, Where to Start With Money? https://nineinningfinance.com/writing/nine-inning-finance-guide-where-to-start-with-money To learn more, visit www.nineinningfinance.com. Read Nick’s newsletter here: https://moundvisits.substack.com/

Zefan Huang is the principal of Zefan & Company, LLC, an independent firm based in Fairfax, VA. He holds a Series 65 designation and has industry experience beginning in 2024. His prior work includes roles at Navy Federal Credit Union, the University of Hawaii at Manoa, Jiangsu International Trust Corporation Limited, and Duke University. Huang also has substantial outside employment in financial data work. Zefan & Company, operating under the trade name Occidental Wealth, provides discretionary portfolio management primarily to individuals, high-net-worth clients, trusts, estates, and business entities eligible for performance-based fee arrangements. The firm employs a top-down investment process that considers macroeconomic conditions, industry trends, and company fundamentals to tailor portfolios according to client objectives and risk tolerance.

Dean Daniel is the principal of Daniel Capital Management, LLC and holds a Series 65 designation with 18 years of industry experience. He has been with Rosemore since 2014 and occasionally provides strategic finance consulting services to corporations and start-ups on an hourly basis. Daniel Capital Management offers investment advisory services primarily to high-net-worth individuals, municipal entities, other investment advisers, and nonprofit clients, generally focusing on accounts of $2 million or more. The firm pursues absolute returns through multi-asset investing and a dynamic allocation approach that incorporates macro, micro, and quantitative analysis, including the use of hedging, derivatives, and illiquid securities.

Ryan Worch is the sole advisor at Worch Capital LLC in Rockville, MD, holding Series 63, 65, and 66 licenses with 15 years of industry experience. He has worked with Sanders Morris Harris, Inc. and Concept Capital Markets, LLC since 2011. Worch Capital provides discretionary and non-discretionary investment management, financial planning, and consulting services to individual and institutional clients, managing a private pooled investment vehicle alongside separately managed accounts. The firm uses a proprietary strategy that combines momentum and swing trading with special-situations fundamental research, employing derivatives and hedging techniques as part of its active trading approach.

Owen Lyons is a financial advisor at Demand Wealth with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Financial Planning Services, Spencer Lyons Partners, LLC, and The Solutions Center. Demand Wealth serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services using ETF-based model portfolios and digital planning tools. The firm’s investment approach incorporates fundamental analysis and modern portfolio theory, with a focus on both long- and short-term trading strategies.

Yingjie Shu is a financial advisor at Kailasa Capital Management LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, he is involved with Blue Latitude, LLC, a non-investment-related business. Kailasa Capital Management provides wealth management and investment services to individual clients, family offices, institutions, and pooled investment vehicles. The firm employs a long-term, fundamentals-based investment approach and manages both individual accounts and private pooled funds, using strategies that include equities, fixed income, ETFs, mutual funds, options, and derivatives for portfolio construction and risk management.

Colleen Harrington is a CFP® with four years of industry experience. She has worked at Longview Financial Advisors, LLC, Apella Wealth, Facet Wealth, Inc., Armstrong, Fleming & Moore, Inc., and previously held a position at MedStar Georgetown University Hospital. Longview Financial Advisors provides investment management and financial planning primarily to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm uses an evidence-based, strategic asset allocation approach centered on passive ETFs and Dimensional Funds Advisors products, supplemented by active managers when appropriate.

Efrata Kirose is a Series 65-credentialed financial advisor at One Oak with one year of industry experience. Prior to joining One Oak, Kirose held positions at Align Impact, LLC, Working Within, Syntrinsic LLC, Syntrinsic Investment Counsel, Obermeyer Wood Investment Counsel, and Established. Outside of financial advising, Kirose owns and operates EDK Creative LLC, a graphic design and marketing services business. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients, including endowments, foundations, and family offices. The firm offers portfolio management, financial consulting, and access to alternative investments through an integrated OCIO model emphasizing diverse analytical techniques and active manager oversight.

Andrew Evans is a CFP® and ChFC® with 13 years of industry experience. He is currently an advisor at Revolution Wealth, LLC and has previously worked at PBMares Wealth Management, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, Evans works as an independent insurance sales professional, focusing on life, disability, long-term care, and fixed annuities. Revolution Wealth, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative models, and technical analysis, offering both long- and short-term trading across various asset classes while maintaining close integration with accounting and insurance services.

Mary Boland is a CFP® professional with one year of experience at Brass Capital. Prior to joining Brass Capital, she worked at Dominion Financial Consultants, LLC, and has a background that includes roles at Florida Atlantic University and involvement with Fields of Athenry Farm, LLC. Brass Capital provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, utilizing client-specific investment policy statements and a variety of analytical methods with a long-term trading orientation. The firm offers family-office style ongoing services and manages approximately $72.7 million in discretionary assets under management.

Nevin Kaul is a financial advisor at Kirk Capital Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Ategra Capital Management, LLC and 1st Portfolio, Inc. since 2012. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, using firm-developed model portfolios and discretionary oversight of certain held-away retirement accounts. The firm employs a mix of modern portfolio theory, fundamental, and technical analysis in its investment approach and sponsors a wrap-fee program with institutional custody relationships.

Ben Avor is a CFA® charterholder with experience in financial services roles dating back to 2017. He currently serves as managing partner at Adnate Credit Opportunities GP I, LLC and is involved in managing multiple investment entities within the Adnate Capital group. Prior to founding Adnate Capital Management LLC, he held positions at Midcap Financial Services LLC, Capital One Bank NA, and JP Morgan Bank NA. Adnate Capital Management LLC advises private pooled investment vehicles focused on private credit, emphasizing senior-secured lending to U.S. middle-market companies through a bottom-up, credit-focused investment approach that integrates ESG considerations and risk-mitigation tools. The firm provides discretionary management primarily to funds and plans to offer separately managed accounts to high-net-worth individuals, family offices, trusts, and institutional clients.

Arthur Locke III is a CFP® and PFS™ credentialed financial advisor with nine years of industry experience. He is the sole advisor at Locke Asset Management in Great Falls, VA. Outside of advising, he co-owns and manages two residential properties in Fairfax, VA. Locke Asset Management provides discretionary investment management alongside personal financial and tax planning services for individuals, trusts, and small business owners. The firm emphasizes integrated advice supported by written investment policy statements and diversified portfolios, incorporating both fundamental and technical analysis.