Jason Tkach is a CFA® charterholder with 11 years of industry experience. He has been with Kendall Capital Management since 2014, working as part of a six-person advisory team in Rockville, MD. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing strategies ranging from long-term holdings to short-term trading, including option writing and short sales.

Jordan Daugherty is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at FSA Wealth Partners. His work history includes positions at Financial Services Advisory, Inc., Madison Avenue Securities, LLC, and Campbell Wealth Management. Outside of finance, he has experience working in the hospitality and retail sectors, including The Line Hotel DC and Philz Coffee. FSA Wealth Partners is a fee-only fiduciary registered investment adviser managing approximately $820 million across roughly 700 clients. The firm provides discretionary portfolio management and limited-scope financial planning, using both active and passive strategies informed by technical and fundamental analysis.

Adam Platt is a CFP® professional with one year of experience, currently serving as an advisor at Kendall Capital Management. He previously worked at Bogart Wealth LLC for three years and spent eleven years at Value Line Publishing. Kendall Capital Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and implements both long- and short-term strategies aligned with clients’ objectives.

Ronald Rough is a CFA® charterholder and holds a Series 65 license with 29 years of experience in the financial services industry. He is part of a nine-advisor team at FSA Wealth Partners in Rockville, MD, where he has worked since 2006. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm employs a technical analysis-driven investment approach supplemented by fundamental review and uses a structured process for client onboarding and communication.

James Joseph is a CFP® certified financial advisor with 22 years of experience, currently practicing at FSA Wealth Partners in Rockville, MD. He has worked at Financial Services Advisory, Inc. since 2004. FSA Wealth Partners is a fee-only fiduciary registered investment adviser serving individuals, business owners, foundations, trusts, and retirement accounts. The firm manages approximately $820 million across about 700 clients, employing both actively managed and passive investment strategies supported by technical and fundamental analysis.

Zemin Zhu is a financial advisor at Kendall Capital Management in Rockville, MD, holding a Series 65 designation with nine years of industry experience. He has been with Kendall Capital Management since 2016. Kendall Capital Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships through an eight-person advisory team. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and uses both long- and short-term strategies, including short sales and option strategies, tailored to clients' objectives.

Robert Noyes is a CFP® professional with 31 years of industry experience. He has been with Lafayette Investments, Inc. 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, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.

Tarun Mehta is a financial advisor with Onyx Bridge Wealth Group LLC in Rockville, MD. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to joining Onyx Bridge Wealth Group in 2025, he worked at EagleStone Wealth Advisors, Inc. for 13 years. Mehta serves as President and Chief Compliance Officer of EagleStone Tax & Wealth Advisors, an investment management and tax services firm transitioning its client relationships to Onyx Bridge Wealth Group. Onyx Bridge Wealth Group advises individuals, trusts and estates, pension and profit-sharing plans, and corporate clients through a range of services including discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and trust establishment. The firm utilizes a combination of third-party research and internal portfolio models, offering tailored portfolios that include ETFs, structured products, alternative investments, and tax-management strategies.

Clark Kendall is a CFP® and CFA® with 25 years of experience in the financial industry. He has been with Kendall Capital Management since 2005, where he is part of a six-person advisory team. Kendall Capital Management provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a range of strategies including long-term holdings, short-term trading, option writing, and short sales, and integrates financial planning into its asset-based advisory services.

Carol Petrov is a Certified Financial Planner® with 25 years of industry experience. She has been with Kendall Capital Management since 2014 and previously worked at Morgan Stanley, Guardian Life, and Ameriprise. Kendall Capital Management serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities, managing approximately $744 million across about 352 client relationships with an eight-person advisory team. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, using both long- and short-term strategies guided by clients’ objectives and constraints.

Peter Gerlach Mack is a financial advisor at Axiom Value Wealth Management LLC in Rockville, MD. He holds a Series 65 designation and has over 20 years of experience, including a long tenure at State Department FCU. He is also a licensed insurance agent independent of his advisory role. Axiom Value Wealth Management LLC serves individual and high-net-worth clients with portfolio management and financial planning, employing a combination of fundamental and quantitative investment strategies. The firm also offers retirement education through workshops and webinars.

Angel Martinez is a financial advisor at Veridian Capital Partners with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Veridian in 2024, he worked at PNC Investments and PNC Bank for seven years. Outside of his advisory role, Angel operates a business helping homeowners recover funds lost in tax sales and foreclosures, and he also resells items purchased at yard sales. Veridian Capital Partners provides investment advisory and financial planning services to individuals, trusts, estates, business clients, and employer retirement plans. The firm offers discretionary management through a wrap fee program and employs diverse asset allocation strategies supported by quantitative and qualitative analysis.

Joshua Edwards is a financial advisor at Intrua Financial with a Series 66 designation and two years of industry experience. He has worked at LPL Financial, LPL Enterprise, and PRUCO Securities. Prior to his financial services career, he spent four years with Beast Baseball LLC. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement plans, employing a comprehensive investment approach that combines fundamental, technical, and cyclical analysis to create custom portfolios.

Vijai Rangarajan is a financial advisor with Legacy Wealth Management, LLC, holding a Series 65 designation and currently in his first year at the firm. He has prior experience at Northstar Group, Inc. and Akvarr, Inc., spanning over 18 years combined. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including in-house model portfolios and alternative investments, tailored to clients’ objectives and risk tolerances.

Pamela Flick is a CFP® professional with 21 years of experience in financial advising. She is currently with Merit Financial Advisors and has previously worked at firms including Triad Advisors, Inc. and National Planning Corporation. She volunteers as a backup signer on the bank account for Memorial United Methodist Church in Poolesville, MD, assisting in an emergency capacity. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, utilizing a long-term, diversified investment approach managed through centrally overseen model portfolios and third-party sub-advisers.

Clinelle Jean is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at H. Beck, Inc. and Kestra Advisory Services LLC, among other firms. She serves as a trustee for First Missionary Baptist Church, contributing to decision-making on church operations and budgeting. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across about 145 advisors. The firm serves individuals, high-net-worth families, and various institutional clients, combining centrally managed strategies with locally managed portfolios and employing a diverse investment approach that includes fundamental analysis, ESG risk models, and tax-managed direct indexing.

Selena Kemp is a financial advisor at Procyon with Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Wells Fargo Clearing for six years before joining Procyon in 2022. Outside of her advisory role, she is the CEO of SK Consulting Solutions, a firm focused on reviewing and improving financial systems for businesses. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets, primarily on a non-discretionary basis, utilizing fundamental analysis across various asset classes and employing AI tools to support research and monitoring.

Linda Stapf is a financial advisor with LexAurum Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has operated her tax and accounting practice, Linda L. Stapf CPA, PA, since 1989 and has prior experience at Immediate Mortgage Inc. and other advisory firms. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm utilizes a multi-advisor team approach, emphasizing diversified portfolios based on modern portfolio theory and offering both discretionary and non-discretionary services across approximately $1.27 billion in assets under management.

John Dallavalle is a ChFC® credentialed financial advisor with 38 years of industry experience, currently serving at Founders Financial Securities LLC. He has held roles at Frederick Financial Planners, Inc. and operated Dallavalle Financial prior to his current position. Outside of advisory work, he serves as treasurer and officer for the National Christian Choir, a nonprofit organization, and chairs the investment committee for the Frederick Rescue Mission. Founders Financial Securities LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, third-party asset manager access, financial planning, retirement consulting, and integrated brokerage and insurance services, utilizing both traditional and subscription-based delivery methods.

Justin Yoo is a financial advisor at Financial & Tax Architects, LLC in Urbana, MD. He holds a Series 65 credential and has professional experience at Bravium Consulting and Element Materials Technology. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.