Corey Truss is a financial advisor at Navy Federal Investment Services, LLC with eight years of industry experience. He holds the Series 65 and Series 66 designations. His prior experience includes roles at LPL Financial, Tower Federal Credit Union, and HF Advisory Group, LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm’s investment approach primarily involves selecting and monitoring third‑party portfolio managers through managed advisory programs on the Envestnet platform.

Robin Drews is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Regal, Drews worked at Regulus Financial Group, LLC. Outside of financial services, Drews coaches high school field hockey and owns a vending machine business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party investment strategies with discretionary implementation and rebalancing authority granted by clients’ advisers.

Shuron Morton is a financial advisor at United Brokerage Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Investments and Capital One Advisors. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Brian Davis is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at CIC Wealth, LLC and Commonwealth Financial Network. Davis is also involved with Clearview Consulting, Inc., where he has been active since 2011. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and institutional clients, employing a combination of centrally managed strategies and locally tailored portfolios supported by technology and specialized investment approaches.

Christopher Niemczewski is a financial advisor at Marshfield Associates with 33 years of industry experience. He holds a Series 65 credential and has been with Marshfield Associates since 2009. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm specializes in long-only value investing through a concentrated Core Value Equity Strategy and an optional Balanced Strategy, emphasizing quality and a strict margin-of-safety discipline.

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.

Anna Wisniewski is a CFP® professional with three years of industry experience, currently with Facet since 2021. She previously worked at Murphy O'Brien Inc. for ten years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through phone, video, and a proprietary web platform. The firm offers model-based asset allocations using ETFs and employs technology-driven processes, including machine-learning algorithms, to support tax-optimized portfolio implementation and regular account reviews.

Samuel Forkkio is a financial advisor at Archer Investment Corporation with eight years of industry experience. He holds a Series 65 designation and has worked at Archer since 2019. Prior to this, he was with HD Vest Investment Services for three years and has managed accounting operations at the FDIC since 1989. He is also the owner and sole proprietor of Forkkio and Company, providing accounting, bookkeeping, payroll, and tax preparation services. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm emphasizes diversified portfolio construction based on comprehensive financial assessments and offers both discretionary management and model-driven strategies.

Danita Yetter is a CFP® with six years of industry experience, currently serving at Cape Investment Advisory, Inc. She has held roles at American Global Wealth Management, Inc. and The Prudential Insurance Company of America among others. In addition to her advisory work, she acts as a financial advisor involved in the sale of long-term care insurance, fixed annuities, and life insurance products, and serves as a notary for the state of Maryland. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, qualified pension and profit-sharing plans, and trusts. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to both affiliated and third-party asset managers, utilizing a process that incorporates clients’ financial situations and risk tolerances with portfolio optimization tools.

Donald Moore II is a financial advisor with Capital Analysts based in Greenbelt, MD, holding a Series 66 designation and having 11 years of industry experience. He has worked at Lincoln Investment since 2015. Outside of advisory work, Moore also serves as a representative for Columbus Life, providing product knowledge on non-equity life insurance, and for The State Life Insurance Company/One America, assisting clients with long-term care insurance needs. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

Alan Johnson is a financial advisor at Financial & Tax Architects, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Professional Group, Inc. since 2011. In addition to his advisory role, he works full-time as an independent insurance agent. 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 “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Todd Hall is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Principal Advised Services since 2022 and has also worked with Principal Securities Inc. and Principal Life Insurance Company since 2006. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models and discretionary investment management. The firm operates as part of the Principal Financial Group, leveraging affiliated entities for a comprehensive suite of financial products and services.

Adelaine Hollander is a financial advisor at Curi Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes positions at Charles Schwab and Baysore and Christian Fiduciary Services. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach that includes both discretionary and non-discretionary services across various portfolio structures.

Rick Hoskins Jr. is a financial advisor at Impact Partnership Wealth, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Sorrento Pacific Financial, and New Perspective Financial Solutions. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 91 advisors. The firm offers a range of portfolio management and financial planning solutions and operates within a broad affiliated-entity ecosystem that supports diverse investment strategies and advisor flexibility.

Mindy Gasthalter is a financial advisor with CW Advisors, LLC in Washington, DC, holding the CFP® and Series 63 designations and bringing 23 years of industry experience. Her prior roles include positions at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc, Freed Advisors, and Alexandria Financial Associates, Ltd. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, estates, charitable organizations, and institutions, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Jose Jimenez is a CFP® professional with 11 years of industry experience, currently affiliated with OneAscent Financial Services LLC since 2024. He previously worked at Parsonex Advisory Services, Inc. and Parsonex Securities, and concurrently serves as a Battalion Chaplain in the US Navy, providing religious support to soldiers. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and unified managed account solutions, utilizing both advisor-managed and model-based investment approaches.

Gregory Karanzalis is a financial advisor at Mariner Independent with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Valic Financial Advisors and Mutual Advisors, LLC. Outside of advising, he serves as a notary public and is a managing member of a real estate investment LLC with his wife. Mariner Independent serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and alternative investments through a network of over 100 advisors supported by in-house and third-party resources.

Richard Seaton is a Series 65-licensed financial advisor at Marshfield Associates with eight years of industry experience. He has worked at Marshfield Associates since 2017 and previously spent six years at TTR Sotheby's Realty and 20 years at Impact Marketing + Communications. Marshfield Associates serves a diverse client base that includes high net worth individuals, institutional investors, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy with an emphasis on quality and intrinsic value.

Trent Schneider is a financial advisor at Beaumont Financial Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at The BAHA Financial Group and Medstar Health. Outside of finance, he is the co-founder and CEO of Good Vida Group, LLC, a company that sells a dietary supplement powdered drink mix. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing and offers tailored portfolio management supported by an Investment Committee and a network of affiliated solutions.

Macklin Luckinbill is a financial advisor at Curi Capital, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Curi Capital, Macklin held roles at Hensel Phelps Construction Company, L3Harris, Prins USA, and Elysium Technology Group. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, applying a long-term, fundamentally driven investment approach across a range of strategies.