Krista Baumgardner is a CFP® professional with nine years of industry experience. She is currently with Choreo, LLC and previously worked at RSM US Wealth Management LLC and The Vanguard Group, Inc. 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, quantitative investment process and offers a range of advisory services such as portfolio management, financial planning, and specialized consulting for ultra-high-net-worth clients.

Glenn Arons is a financial advisor at Arax Advisory Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Guardian Life for 19 years. In addition to his advisory role, Arons is principal of Assets, LLC, where he advises business owners on strategy, succession, and exit planning. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments supported by in-house teams and third-party analytics.

Emilio Solernou is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Sequent Planning, LLC and IAMS Wealth Management. Outside of advising, he serves on the board of Bridge for Hope, Inc., a nonprofit focused on assisting disabled individuals and ex-offenders with job placement and education. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support individual security recommendations.

Rebeka King is a Series 65 licensed financial advisor with five years of industry experience. She is currently with Apollon Wealth Management, LLC and previously worked at Bridgemark Wealth Management. In addition to her advisory work, she is also involved in insurance sales as an agent. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets and serving a diverse client base including individuals, high-net-worth families, trusts, estates, and institutional clients. The firm employs a combination of centrally managed strategies and locally managed portfolios, utilizing fundamental analysis, ESG models, and technology tools such as generative AI, while also participating actively in pooled investment vehicles and private funds.

Marguerita Cheng is a CFP® professional with 27 years of industry experience, currently serving at Private Client Services, LLC since 2013. She previously worked at Ameriprise for 14 years and was CEO of Blue Ocean Global Wealth. Cheng contributes to financial media outlets including CNBC and Forbes and serves on the Certified Financial Planners Board of Directors. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and nonprofits. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering both discretionary and non-discretionary portfolio management alongside brokerage services through its FINRA membership.

Kevin Reese is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and several securities licenses. He has 37 years of industry experience, with a career largely spent at Navy Federal-affiliated entities dating back to 2002. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides layered investment solutions including unified managed accounts and automated ETF portfolios.

Michelle Cooper is a financial advisor with XML Financial Group in Bethesda, MD, holding a Series 66 credential and 25 years of industry experience. She previously worked at Merrill Lynch Trust Company, FSB for 19 years before joining XML Financial, LLC and XML Securities, LLC. In addition to her advisory work, she is the author of the book *I've Still Got Me* and participates in related speaking engagements. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets and serving around 2,890 clients. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through a combination of fundamental and technical analysis and third-party managers.

Tyler Miles is a CFP® professional with 10 years of experience in financial advising. He is currently with Wedmont Private Capital and has also worked at Triad Advisors, Keeney Financial Group, and several other firms throughout his career. Wedmont Private Capital provides ongoing financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm primarily employs a passive investment approach based on modern portfolio theory, using diversified portfolios of low-cost index funds alongside selective use of outside managers and specialized strategies for qualified clients.

Austin Pearl is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at CIC Wealth, LLC for six years and the U.S. Department of Defense for sixteen years. Outside of his advisory role, he is involved in insurance sales on a part-time basis. Apollon Wealth Management is a multi-team investment adviser with approximately 145 advisors overseeing about $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients, offering a range of financial planning and portfolio management services.

Connor Stanley is a financial advisor with Apollon Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He has previously worked at Bridgemark Wealth Management and Northwestern Mutual. Stanley is also involved with Advisor Insurance Solutions, where he sells insurance products as needed to meet client requirements. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other entities, offering a range of services including financial planning, portfolio management, and consulting. Its investment approach combines centrally managed strategies with locally managed portfolios, utilizing fundamental analysis, ESG risk models, and technology tools such as generative AI.

Daniel Schueren is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Merrill Lynch and Vanguard before joining Principal Financial Group entities in 2021. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and is distinguished by its integration within the Principal Financial Group family, enabling access to affiliated products and services.

Matthew Cheney is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Composition Wealth, LLC. He previously worked at Connectus Wealth and Horan Capital Management, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments.

Terri Laflam is a financial advisor with Choreo, LLC in Potomac, MD, holding a Series 65 credential and seven years of industry experience. She previously worked at RSM US Wealth Management LLC and RSM US LLP, where she spent a combined 19 years. 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 process emphasizes strategic asset allocation and diversified model portfolios overseen by a centralized management team and an Investment Committee.

Douglas Gill is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Morgan Stanley, FullArc Wealth Management, and ChangePath, LLC. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to various investment tools and third-party managers.

Victor Krasij is a CFA® charterholder with three years of industry experience. He is currently an advisor at Aprio Wealth Management, LLC and has prior experience with BNY Mellon Wealth Management and U.S. Trust, Bank of America. Outside of advisory work, he volunteers on the Finance Committee of the CFA Society of Washington, DC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored portfolio management and financial planning, emphasizing asset allocation and long-term purchasing power preservation through a variety of investment strategies.

Srinivas Raghavan is a financial advisor at Global View Capital Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Blend 360 and Verizon Communications. He also operates a sole proprietorship, Analytics And Bi Consulting & Advisory. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and trading infrastructure.

Faress Alakwaa is a CFP® certificant with three years of industry experience, currently affiliated with Navy Federal Investment Services, LLC. Prior to joining Navy Federal, Alakwaa held positions at Morgan Stanley, Merrill, Bank of Montreal, and Questrade. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily leveraging third-party portfolio managers through managed advisory programs.

Renee Lennon is a financial advisor with Mutual Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. Her career includes roles at Neuberger Berman, Fidelity Investments, and Triad Advisors. Outside of her advisory work, she serves on the board of the Arts Council of Howard County, contributing to fundraising and strategic planning efforts. Mutual Advisors, LLC provides asset management, financial planning, and consulting services to a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs both active and passive strategies tailored to client objectives and manages approximately $9.45 billion through 154 advisors.

Theodore Crites is a CFP® and holds a Series 65 license, with two years of experience in financial advising. He is currently with Composition Wealth, LLC and has worked previously at Miracle Mile Advisors, Caplan Financial Group, and Manring & Farrell. Prior to his advisory career, he held roles in the restaurant industry and at Capital University. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and comprehensive portfolio oversight.

John Orem is a CFP® professional with 25 years of industry experience. He currently serves at Apollon Wealth Management, LLC and has previously worked at Potomac Wealth Advisors, Commonwealth Financial Network, H.Beck, Inc., and Truist Investment Services. He also engages in fixed insurance sales, dedicating less than 1% of his business hours to this activity. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and institutional clients, offering a range of advisory and portfolio management services integrating fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.