Mark Avallone is a CFP® with 32 years of industry experience currently serving at Apollon Wealth Management, LLC. He has held roles at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Potomac Wealth Advisors, where he was also owner and president. Avallone is an author, having written "Countdown to Financial Freedom" and contributed finance and economics articles to Forbes. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios, investing across asset classes and offering specialized services including portfolio management, sub-advisory, and retirement plan advisory.

Raymond Cooley is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining Waverly Advisors in 2026, he worked at Wealthplans, LLC for five years and spent over 27 years with Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, he is president of Cooley & Associates, P.C., a tax preparation and accounting firm, and serves on the boards of multiple local organizations in Frederick, MD. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and operates with a range of affiliated entities, including a state-chartered trust company and a tax and accounting business.

Suzanne Wheeler is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Arkadios since 2019. Outside of her advisory role, she serves as secretary for South Village Homes Corp and is an appointed agent at RAK Group Inc., providing life insurance and fixed annuity products. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers a range of portfolio management and consulting services, using customized investment plans that integrate fundamental, technical, and cyclical analysis.

Caitlin Douglas is a financial advisor at Elevation Point Wealth Partners, LLC with 14 years of industry experience. She holds the Series 66 designation and has previously worked at Dynasty Wealth Management, Dynasty Securities, Triad Advisors, Planning Solutions Group, and Keeney Financial Group. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and business entities through model portfolio strategies that include tactical asset allocation across various investment vehicles and incorporates insurance distribution and annuity servicing within its advisory services.

Andrew Theobald is a CFP® and Series 66 holder with four years of industry experience. He currently works at AlphaCore Capital LLC and has prior experience at SPC Financial, Northwestern Mutual Investment Services, and other firms. He is also a producing agent for an insurance affiliate of AlphaCore Capital. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with a focus on both traditional and alternative investment strategies.

Todd Rundle is a CFP® professional with experience spanning from 2006 to the present. He has worked at AlphaCore Capital LLC since 2025 and previously held roles at SPC Financial, Inc. and Raymond James Financial Services, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies across multiple asset classes.

Michael Lin is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent ten years at RSM US Wealth Management LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Donald Andrus Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Navy Federal Financial Group and its related entities since 2009. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, providing portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and offers wrap fee programs, unified managed accounts, and model-driven fund strategist portfolios.

Francis Hebert is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at Foundations Investment Advisors since 2017, with prior experience at Riversource Wealth Management and Summit Financial Services. He is also involved in providing fixed life insurance and annuity solutions through Summit Financial Services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing strategy, offering a range of investment management and sub-advisory services through a large network of affiliated offices.

Jordan Shuck is a financial advisor at Choreo, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Choreo since 2022. His prior work experience includes roles at Merrill Lynch and Fairfield University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic investment process that combines quantitative screening and due diligence to manage portfolios through a variety of investment vehicles and specialized advisory services.

Anita Carr is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Her prior work history includes roles at FEI Systems, Equinox, and Motionsoft. She has also taken a sabbatical since 2024. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated tools to tailor and maintain investment strategies according to client objectives and risk tolerance.

Mark Huber Jr. is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. He currently works at Integrated Advisors Network LLC, where he has been since 2022, and has prior experience at Bolder, LLC, DFPG Investments, Inc., and Financial Foundations, Inc. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment approaches and frequently utilizes third-party sub-adviser platforms.

Christopher Oxenham is a financial advisor with Verus Capital Partners, LLC, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. He has worked at Verus Capital Partners since 2011 and has prior experience with LPL Financial and Securities America, Inc. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios, incorporates tactical adjustments and selective hedging, and tailors allocations based on clients’ time horizons, risk tolerances, and tax considerations.

Lanta Evans is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Purshe Kaplan Sterling Investments, Wike Financial, Raymond James Financial, and LEM Financial Services, LLC. She is also the owner of LEM Financial Services, LLC, where she provides non-investment financial and business consulting. Concurrent Investment Advisors is an SEC-registered firm offering wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach incorporating ETFs, mutual funds, and selected individual securities.

Sharon Ifrach is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Bright Futures Wealth Management, LLC and Cetera Advisors LLC. Outside of advising, she operates a part-time business consulting firm focused on improving small business operations efficiency. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Kristian Ayala is a financial advisor at Choreo, LLC with a Series 65 designation and one year of industry experience. Prior to joining Choreo, he worked at VLP and has held roles in education and retail. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Allen Bruce is a financial advisor with ON Investment Management Company who holds the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience, including roles at The O.N. Equity Sales Company, Ohio National Financial Services, and A.R. Bruce & Company Inc., where he also serves as president. Bruce is a guest lecturer at Howard University School of Business, delivering annual sessions on financial planning topics. He is also the treasurer of the Headley Carter Cares Foundation, a nonprofit organization. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through comprehensive and modular plans, access to third-party investment programs, and both discretionary and non-discretionary management options.

Brian Turner is a financial advisor at Procyon with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is a co-owner of Quorum Recycling, LLC, a company that facilitates partnerships between U.S. and international recycling businesses. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, consulting, and retirement plan advisory services, employing a fundamentally driven, customized investment approach through a combination of internal management and third-party relationships.

Deborah Kelly is a CFP® with 16 years of experience in the financial industry. She is currently with Concurrent Investment Advisors, LLC and Potomac Financial Group, where she provides financial advice to clients. Prior to these roles, she worked at Raymond James Financial Services, Inc. for 17 years. Outside of her advisory work, she is an officer and president of D&E Kelly Services LLC, a support company unrelated to investment activities. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with strategies aligned to client goals, risk tolerance, and tax considerations.

Matthew Plourde is a CFP® with three years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. He previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. Outside of his advisory work, Plourde engages in part-time gig economy work on Task Rabbit. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies and managing accounts with a focus on multi-asset diversification and resilience.