Fadoua Arif is a financial advisor at Lynx Investment Advisory, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining Lynx in 2022, Arif worked at Zeitnot Consulting and Silk Invest. Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans. The firm offers customized, multi-manager portfolios and utilizes a range of investment vehicles, supporting both discretionary and non-discretionary trading strategies.

Sumedha Malhotra is a CFP® professional with 13 years of industry experience, currently with Armstrong, Fleming & Moore, Inc., where she has worked since 2019. Her prior experience includes roles at Commonwealth Financial Network, Financial Engines Advisors L.L.C., and Citigroup Global Markets. Armstrong, Fleming & Moore serves high-net-worth individuals and qualified retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios over multi-year horizons with oversight from an investment committee.

Kimberly Owen is a CFP® and holds a Series 66 credential with 17 years of experience in financial advisory roles. She is currently with Prostatis Financial Advisors Group and has previously worked at The Vanguard Group and SunTrust Advisory Services. In addition to her advisory work, she owns a rental property in Fort Myers, Florida. Prostatis Financial Advisors Group serves individual clients, including high-net-worth individuals, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and integrates independent third-party managers, including those utilizing AI and machine-learning models, into client portfolios.

W Booth Sr. is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley & Co., Wells Fargo Clearing, and Prudential Equity Group. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family client, coordinating customized strategies across equities, fixed income, mutual funds, and ETFs while working alongside other advisors on estate and cash-flow matters.

Justin Bass is a financial advisor at Graham Capital Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Graham Capital Wealth Management in 2025, he served four years in the United States Marine Corps and has worked in various roles at Splash Zone, Talamore Country Club, and The Giant Company. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients and uses a combination of fundamental, technical, and cyclical analysis to build customized, primarily ETF- and bond-based portfolios with a long-term focus.

Bryant Boswell is a financial advisor at Aviso Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC and Cetera Advisors LLC. Outside of his advisory role, Boswell coaches JV lacrosse at Georgetown Preparatory School. Aviso Wealth Management offers personalized financial planning, investment supervisory services, and portfolio management to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm serves approximately 913 clients with $621 million in assets under management, utilizing a variety of analytical approaches and managing both discretionary and non-discretionary accounts.

Anthony Cortina is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at firms including RMB Capital Management LLC and Wolf Group Capital Advisors before joining Lynx Investment Advisory, LLC. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations typically implemented through third-party managers and offers both discretionary and non-discretionary portfolio management, including advising a multi-manager private fund.

James Brennan is a CFP® with 21 years of industry experience, currently serving at Middleton Gardiner Group, LLC. He is based in Annapolis, MD and holds a Series 63 license. Brennan is part of the advisory team at 1 North Wealth Services, LLC, which includes five professionals. 1 North Wealth Services provides discretionary investment management and financial planning to individuals, closely held businesses, retirement plans, estates, trusts, and charitable foundations. The firm uses an active, discretionary approach with multiple strategies, emphasizing fundamental analysis, and offers services including quarterly reporting, annual reviews, and specialized planning such as ERISA and 401(k) engagement.

Robert Ready Jr. is a financial advisor at Widmann Financial Services in Bowie, MD, holding a Series 66 designation with 25 years of industry experience. He has been with Widmann Financial Services and Commonwealth Financial Network since 2001. Ready is a co-owner of Widmann Financial Services, a private entity involved in securities, advisory, and insurance business. Widmann Financial Services offers discretionary asset management, financial planning, and consulting services to individuals, families, businesses, charitable organizations, trusts, and estates. The firm employs a hybrid, research-driven investment process that incorporates third-party research from providers such as Morningstar and Standard & Poor’s, managing portfolios on a discretionary, long-term basis while also engaging in active trading and use of derivatives.

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.

Alexander Baloga is a financial advisor at ValueWealth Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at 4J Wealth Management, LLC and The Ellerson Group. Prior to his financial services career, he was employed at the Flaum Eye Institute and Rochester Medical School. ValueWealth Services, LLC manages approximately $319 million for around 420 clients, offering investment supervisory and portfolio management services along with financial planning. The firm employs a multi-factor investment process incorporating fundamental, technical, and cyclical analysis, and may utilize strategies such as short-term trading, margin, short sales, and options when appropriate.

Glenn Drake is a CFP® professional with 38 years of industry experience, currently serving at Apollon Financial, LLC. He has previously worked at LPL Financial for six years and Wells Fargo Advisors Financial Network LLC for ten years. Outside of his advisory work, he co-manages a company 401(k) plan and holds ownership interests in several related business entities. Apollon Financial is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team-based approach that combines centrally managed model strategies with locally managed portfolios and access to private and alternative investments.

Brian Canet is a financial advisor at Prostatis Financial Advisors Group in Hanover, MD, holding a Series 65 designation with seven years of industry experience. He has been with Prostatis Group LLC since 2018 and previously worked at Howard County Community College from 2013 to 2017. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in assets through a multi-team approach, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services with a focus on tactical asset allocation and sector rotation.

Ryan Fleming is a CFP® with 30 years of industry experience, currently serving as co-owner, president, and director of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and associated with Commonwealth Financial Network since 2009. Fleming is involved in fixed insurance sales conducted from the branch location. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s approach emphasizes tailored allocations and fundamental analysis, with portfolios managed for multi-year horizons and reviewed by an investment committee.

Joseph Sera is a Series 65-licensed advisor at Sera Capital Management, LLC with five years of industry experience. He has worked at Sera Capital Management since 2019. Outside of his advisory role, he is the president and owner of JTM, Inc., a commercial real estate sales and leasing business. Sera Capital Management serves individuals and families, including high-net-worth clients, with discretionary and non-discretionary portfolio management and targeted investment consulting. The firm manages a mix of liquid securities and alternative investments, providing specialized consulting such as 1031 like-kind exchange support.

Kara Lilian is a financial advisor at Lynx Investment Advisory, LLC with 21 years of industry experience. She holds the Series 65 designation and has been with Lynx Investment Advisors since 2003. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, policy development, manager research, and portfolio monitoring. The firm creates customized allocations implemented primarily through third-party managers and offers both discretionary and non-discretionary portfolio management, including advisory services for pooled investment vehicles.

Scott Shively is a CFP® professional with one year of experience at Foundation Wealth & Tax Advisors, LLC. He has prior experience at RCN & Associates LLC, where he also serves as Tax Director, as well as roles at Burkett, Burkett, & Burkett CPAs PA, Piedmont CPA Group PC, and Brown Edwards & Company LLP. Outside of his advisory role, he provides accounting, bookkeeping, and income tax preparation services through RCN & Associates LLC. Foundation Wealth & Tax Advisors, LLC serves individuals, corporations, and retirement plans, offering portfolio management, financial planning, pension consulting, and digital asset services. The firm uses multiple analytical approaches and third-party platforms and distinguishes itself by combining investment management with plan-level consulting and maintaining principals with outside law and accounting interests.

Edward Stroman is a CFP® with 11 years of industry experience and has been with Strathmore Capital Advisors since 2014. He holds a Series 65 license and is based in Washington, DC. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning to individuals, trusts, endowments, and participant-directed retirement plans. The firm employs an asset-allocation approach focused on long-term investment using mutual funds and ETFs, supplemented by technology for client service and integrated tax preparation and estate-planning offerings.

Glen Frost is a CFP® with nine years of industry experience, currently serving as an advisor at Foundation Wealth & Tax Advisors, LLC. He has held roles at several firms, including Bestgate Wealth Advisors and Court Place Advisors, and is involved in multiple accounting and tax preparation businesses. Outside of financial advising, he is a 51% partner in Maryland Crabs Delivered, a retail crab business. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients. The firm employs a variety of analytical methods and incorporates third-party managers and platforms to support its investment strategies.

Catherine Portner is a financial advisor at Folger Nolan Fleming Douglas Incorporated with six years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Prior to her financial services career, she was involved with Portner Brewhouse, a family-owned business. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, coordinating customized strategies across equities, fixed income, mutual funds, and ETFs. The firm combines broker-dealer and SEC-registered investment adviser roles, managing approximately $637.7 million in private wealth assets.