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.

Pamela Mudd is a CFP® professional with 22 years of industry experience. She is currently with AlphaCore Capital LLC and previously worked at SPC Financial, INC. and Sella & Martinic, LLC for over two decades. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm provides comprehensive wealth planning and investment management, focusing on both traditional and alternative investment strategies, and offers services including tax preparation, trustee services, and ERISA retirement plan advisory.

Christopher Vanderkolk is a CFA® charterholder with 15 years of industry experience. He is currently with HUB Investment Partners, LLC and has prior experience at AFS Financial Group, LLC, Commonwealth Financial Network, and Pi Analytics. HUB Investment Partners serves a diverse client base including institutional investors, foundations, trusts, businesses, banks, and individual clients. The firm employs a combination of active and passive strategies across multiple asset types and provides specialized services for banking and municipal clients.

Cody Hobelmann is a CFP® with nine years of industry experience and is currently affiliated with EverSource Wealth Advisors, LLC. His prior roles include positions at Turning Point Financial, LPL Financial, LLC, Northwestern Mutual Investment Services LLC, and Wilmington Trust. Hobelmann is also a licensed insurance agent, selling non-variable insurance as an independent activity. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers comprehensive wealth management, financial planning, and investment advisory services, utilizing multiple investment programs and platforms to address clients’ risk, tax, and values considerations.

Robert Obraitis is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. from 2014 to 2025. Outside of his advisory work, he serves as CEO of the O'Braitis Family Charitable Foundation. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Paul Pourreza Jourshari is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 designation and seven years of industry experience. He has worked with Mutual of Omaha and its investor services division since 2019. In addition to his advisory role, he owns an online retail business called Paul Pourreza and is also licensed as an insurance agent specializing in life, health, and accident insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through platforms like Envestnet and emphasizes model portfolios and third-party manager relationships.

Christopher Bishop is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Mr. Bishop also operates a business in insurance, benefits, and human resources and offers insurance products through multiple companies. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Jeffrey D. Smith is a financial advisor with Private Client Services, LLC in Rockville, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at Private Client Services since 2020, with previous roles at Bright Futures Wealth Management, Cetera Advisors, and Brightline Financial. Outside of his advisory work, he serves as treasurer for a girls’ competitive gymnastics team parent association and acts as an expert witness for a legal firm. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and employs a structured discovery and risk-profiling process to develop customized investment strategies.

Edward Skelly is a financial advisor with ValMark Advisers, Inc. in Ashburn, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including 15 years at ValMark Advisers and ValMark Securities. Skelly serves as a partner and owner of W3 Wealth Management, LLC, and is a board member of the Loudoun Symphony Association. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Jeffrey Maged is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Summit Financial, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. He serves on the board of the Healing Hearts Respite Foundation and is a citizen representative on the Loudoun County OPEB Board. Additionally, he is the managing member of Jaskol Asset Advisors, LLC, a fee-for-service business succession planning firm. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a blend of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Dawn Wright is a CFP® professional with four years of industry experience, currently serving at Apollon Wealth Management, LLC. She previously worked at CIC Wealth, LLC and Knollwood Investment Advisory. Outside of her advisory role, Wright is involved in insurance planning and manages a farming property. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including high-net-worth individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment strategies with locally managed portfolios and offers a broad range of services including financial planning, portfolio management, and sub-advisory roles with a focus on tailored client solutions across various asset classes.

Veralynn Morris is a financial advisor at AdvisorNet Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Capital Portfolio Management, Inc. and Potomac Financial Services Group LLC. She is also a Certified Divorce Financial Analyst and provides mediation and expert witness services related to marital property for divorcing couples. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and manages accounts with both discretionary and non-discretionary approaches.

Vincent Mccarron is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, Inc., Obsidian Personal Planning Solutions, and National Planning Corporation. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Eric Dallavalle is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously operated Dallavalle Financial from 2015 to 2022 and has been with Founders Financial Securities since 2012. Outside of his advisory role, he serves as Treasurer for the Rotary Club of Carroll Creek’s Tour de Frederick community event. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and integrates advisory, brokerage, and insurance services through various programs and third-party sub-advisors.

Patrick Brosnan is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Capitol Securities Management since 2012 and also operates Patrick T. Brosnan & Associates, LLC, providing tax preparation and accounting services. Additionally, he is involved in insurance sales, offering life, disability, health, and long-term care insurance. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser with a focus on IAR-managed programs, separately managed accounts, and third-party money managers.

Daniel Pessagno is a financial advisor at Apollon Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CIC Wealth, LLC, Securian Financial Group, and Cadaret Grant. Outside of his advisory role, he works with business owners to design group benefit packages. Apollon Wealth Management is a multi-team SEC-registered adviser serving a range of clients including individuals, families, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers diversified investment approaches including ESG models, direct indexing, and sub-advisory services for pooled and insurance-dedicated funds.

Jonathan Wright is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has a diverse background including roles at the Department of Defense since 2009 and leadership positions in several financial services and entrepreneurial ventures. Outside of his advisory work, Wright is CEO of All Can Thrive LLC, which offers business educational courses for entrepreneurs, and serves as a trustee for First Mount Zion Baptist Church. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting services. The firm offers personalized investment strategies and discretionary management, with an emphasis on non–high-net-worth investors and retirement plan participants.

Steven Switlick is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has been with Lombard Advisers since 2000 and Lombard Securities since 1999. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios.

Keith Mayhew is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked at RSM US Wealth Management LLC for 22 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, 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.

Krista Baumgardner is a CFP® professional with nine years of industry experience, currently serving as an advisor at Choreo, LLC since 2022. Prior to joining Choreo, she worked at RSM US Wealth Management LLC for five years and at The Vanguard Group, Inc. for one year. Choreo, LLC 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 asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.