Atta Khan is a financial advisor at Azzad Asset Management, Inc. with seven years at the firm and three years of industry experience. He holds a Series 65 designation. Prior to joining Azzad, Mr. Khan worked at Robert Half Recruiters and Employment and has experience with SeekingAlpha.com and Dawn Media Group. Azzad Asset Management provides investment management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools to exclude certain sectors and manages approximately $1.82 billion in discretionary assets.

Luke Salzer is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at T.M. Wealth Management, Cambridge Associates, and The Vanguard Group, Inc. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm follows a team-centric approach, tailoring investment recommendations to client profiles and offering discretionary and non-discretionary management across a range of asset types, with fiduciary responsibilities including ERISA duties.

Steven Brandt is a financial advisor at Acorn Financial Advisory Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Acorn since 2017, following a year at LPL Financial. He is a partner in a personal closed investment partnership, Path to AUM LLC, involving three licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion in assets for individuals, families, trusts, charitable organizations, and small businesses. The firm offers globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and provides subadvisory services and annuity contract administration.

Ehab Alalfey is a financial advisor at Azzad Asset Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has a background in real estate since 2012. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, and other entities, with a focus on socially responsible Islamic investing using proprietary screening tools. The firm manages approximately $1.82 billion in discretionary assets through a small advisory team and sponsors the Azzad Ethical Wrap Program as well as affiliated mutual funds.

Damon White is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding a Series 66 designation with 20 years of industry experience. He has been with Evermay Wealth Management since 2009. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, tailoring recommendations based on individual investor profiles and conducting due diligence on third-party managers.

Lindsey Vardi is a financial advisor at Aspect Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors Corporation and Almanack Investment Partners, LLC. Lindsey also performs notary services for client documents as part of her professional activities. Aspect Partners serves a diverse client base including individuals, trusts, estates, retirement plans, nonprofits, and insurance companies. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing quantitative and technical analysis along with a fiduciary standard in managing portfolios that may include a range of securities and strategies.

Robert Long is a CFA® charterholder with over a decade of industry experience. He is currently with Westbourne Investments, Inc. and also serves as managing partner and investment committee member at GarMark Partners, a private debt investment fund. Westbourne Investments provides investment management and financial planning services to individuals, pension plans, and institutions. The firm combines top-down macro analysis with bottom-up security selection and incorporates options strategies within defined risk parameters.

Sean Cullen is a financial advisor at Prestige Wealth Management with a Series 65 designation and one year of industry experience. He has served in the United States Air Force since 2003. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm offers a range of services including discretionary investment management, financial planning, and retirement plan advisory, utilizing an asset-allocation approach and various third-party tools.

Christopher Cutlip is a CFP® professional with two years of industry experience, currently serving at Evermay Wealth Management, LLC. Prior to joining Evermay, he held roles at Global Advisor Group and has experience working in various capacities including education and hospitality. Evermay Wealth Management is an SEC-registered firm managing approximately $1.33 billion in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-centric approach, tailoring investment recommendations based on an Investor Profile and conducting due diligence on third-party managers while acting as a fiduciary in its advisory services.

Joshua Brockwell is a financial advisor at Azzad Asset Management, Inc. in Falls Church, VA, holding a Series 65 designation with six years of industry experience. He has been with Azzad Asset Management since 2013. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, mutual funds, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude companies involved in certain industries, and offers a range of asset-allocation strategies through both its internal team and independent model managers.

Russell Robertson is a CFP® and ChFC® with 18 years of industry experience. He has been with Wealthcrest Financial Services, LLC since 2008 and has also been affiliated with Cambridge Investment Research, Inc since 2007. He serves on the USMA Class of 1958 Endowment Board and is involved in educational services as a course director and instructor. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, combining fundamental and technical analysis with both long- and short-term trading strategies.

Eliot Simon is a CFP® professional with nine years of industry experience. He has worked at Evermay Wealth Management, LLC since 2021 and previously spent seven years with Garnet Group LLC. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment management with tax and estate planning through affiliated services and third-party platforms.

Bard Malovany is a CFP® with 29 years of industry experience. He is currently with Aspect Partners, LLC, where he has worked since 2022, and has prior experience at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. Malovany is also involved in selling disability and traditional life insurance through his ownership role at Aspect Partners. Aspect Partners serves individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients, providing discretionary asset management, portfolio management, financial planning, and retirement-plan consulting. The firm uses individualized investment advice with a range of securities and employs quantitative and technical analysis, operating under a fiduciary standard.

Christian Hutchins is a CFP® with 12 years of experience in the financial industry. He is currently affiliated with Mariner Independent and its platform, Mariner Platform Solutions, and is the founder of Rolling Hills Advisors. His previous roles include positions at HighTower Advisors LLC, Royal Alliance Associates, INC., and Signature Estate & Investment Advisors LLC. Hutchins serves on the board of USC Associates, where he participates in fundraising and event planning. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of financial planning and investment services through a network of 119 advisers, utilizing firm-built model portfolios and customized discretionary management, with access to a broad set of investment tools and affiliated businesses.

Evan Beach is a CFP® professional with 16 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Madison Avenue Securities, Campbell Wealth Management, and LPL Financial. Outside of his advisory work, he owns Beach Consulting, through which he provides sales consulting and professional speaking engagements to universities and organizations. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both advisor-managed and model portfolio approaches, integrating institutional resources and retirement plan services with access to third-party managers and alternatives.

John Sciuto is a financial advisor at XML Financial Group with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

Michelle Wagner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Core Planning. She previously worked at Facet Wealth and Ellevest and has held roles focused on financial planning and client service. Wagner also works as an independent contractor with Domain Money in a non-registered business development role. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using a combination of in-house advice, third-party money managers, and model portfolios.

Sean Gates is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Apollon Wealth Management, LLC and has previous experience with Motley Fool Wealth Management and Lifestyle Wealth Partners LLC. Gates is involved in a small business startup consulting venture focused on tax-related advisory services and franchise advisory business development. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment services including ESG risk-based models, Direct Indexing, and tax management tools.

Curtis Congdon is a CFP® professional with 20 years of industry experience, currently serving at XML Financial Group since 2019. He has also been associated with XML Securities, LLC since 2009. Outside of his advisory role, he is an equity member of BR Financial Associates Management Company, LLC, a management company for XML Financial Group and XML Securities. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a broad retail client base. The firm operates through a multi-advisor team model and combines fundamental and technical analysis to tailor portfolios to client objectives, risk tolerance, and liquidity needs.

Cherisse Ferrier Yarde is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC. She is also engaged in insurance brokering through outside carriers for non-registered insurance products. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients using third-party model portfolios and platforms. The firm focuses on aligning investment strategies with clients’ financial situations and risk tolerance rather than constructing proprietary portfolios.