Richard Sebastian is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. His prior roles include positions at CIC Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Commonwealth Financial Network, McAdam LLC, and VOYA Financial Advisors, Inc. In addition to his advisory work, Sebastian provides fixed insurance services to clients. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, family offices, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a broad range of investment vehicles.

Tiffany Amspacher is a financial advisor at Founders Financial Securities LLC with a Series 66 designation. She joined the firm in 2024 and has prior experience in various roles including hospitality and education. Outside of advising, she works part-time as a golf cart bartender and a catering bartender. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and other services through various programs and sub-advisory relationships.

Emmett Stewart is a CFP® with 16 years of industry experience, currently serving at Wedmont Private Capital. He has previously worked at Facet Wealth and Charles Schwab. Outside of financial advising, he was involved with Monster Brazilian Jiu Jitsu for five years. Wedmont Private Capital offers financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a fixed advisory fee model and employs a primarily passive, tax-aware investment approach supplemented by selective specialized strategies for qualified clients.

Jennifer Antosh is a CFA® charterholder based in Potomac, MD, with two years of industry experience. She is currently with Merit Financial Advisors and previously worked at TritonPoint Wealth, Goldman Sachs PFM, Mercer Consulting, and BNY Mellon. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary authority supported by fundamental analysis and supplemental investment tools.

Samuel Woo is a financial advisor at AlphaCore Capital LLC with a Series 65 designation. He has been in the industry since 2023, with prior experience at SPC Financial, Inc. and Raymond James Financial Services, Inc. before joining AlphaCore Capital. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Wythe Hogge is a Certified Financial Planner (CFP®) with ten years of industry experience. He has been with Capitol Securities Management, Inc. since 2015. Hogge holds the Series 66 designation and is based in Leesburg, Virginia. Capitol Securities Management serves individual, corporate, and charitable clients, including high-net-worth individuals, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside comprehensive financial planning, pension consulting, insurance products, and educational seminars.

Mario Ruiz is a financial advisor at Regal Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at James C Musgrave for six years. Ruiz provides both financial and insurance services through Regal Financial Group. Regal Investment Advisors LLC offers discretionary investment management to independent advisers and subadvisors, serving individual, charitable, and corporate clients. The firm uses proprietary and third-party model portfolios with discretionary authority granted to implement and manage allocations selected by financial advisers.

Marc Magas is a financial advisor at Tucker Asset Management LLC with a Series 65 designation and two years of industry experience. He has previously worked at Magas Advisory Group and held roles at LGO Hospitality and Aerotek. Marc is also involved with Magas Advisory Group, dedicating time monthly to this investment-related activity. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macroeconomic asset-allocation approach, integrating a variety of growth, fixed-income, and alternative investment strategies.

Scott Welch is a financial advisor at Certuity, LLC with 22 years of industry experience. He has held positions at firms including WisdomTree Asset Management, Dynasty Wealth Management, and Foreside Fund Services. Welch holds a Series 63 designation. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and offers access to private markets through its private fund series.

Thomas Senseney Jr. is a financial advisor with Founders Financial Securities LLC in Frederick, MD, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory work, he serves as a board member of the Thunderbolt Foundation and is a recreational musician. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset managers, utilizing a variety of investment programs and a combination of advisory, brokerage, and insurance services.

Erik Rinehold is a CFP® with 10 years of industry experience, currently affiliated with Summit Financial, LLC. His prior experience includes roles at Purse Kaplan Sterling Investments, Cambridge Investment Research, and Raymond James Financial Services, among others. He serves as a board member and treasurer for The Kash Foundation, a nonprofit organization. Summit Financial, LLC is a multi-team 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, and retirement plan advisory services, utilizing diversified platforms and third-party managers.

Tristine Altamirano is a financial advisor at AlphaCore Capital LLC with a Series 65 credential and one year of industry experience. Prior to joining AlphaCore, she held roles at SPC Financial, Inc., Grossberg Company LLP, and Liptz, Roberts, Marquez, Merkle, Singh & Zipor Chtd. Outside of financial advising, she is an instructor at Pure Barre Rockville, where she teaches for 6-8 hours per month. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management with an emphasis on both traditional and alternative investment strategies.

Eric Meushaw is a CFP® professional with 23 years of industry experience, currently serving at Integrated Advisors Network LLC. He has been affiliated with Integrated Advisors Network and DFPG Investments, Inc. since 2015 and has led Financial Foundations, Inc. since 1998. In addition to his advisory roles, he owns and manages a consulting firm, H&M Strategic Consulting, LLC. Integrated Advisors Network is an SEC-registered multi-team adviser providing portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, estates, and corporate entities. The firm employs a range of investment strategies and frequently utilizes third-party sub-advisers while overseeing portfolio management and rebalancing.

Stephen Sikes is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at SPC Financial, Raymond James Financial Services, and ATEL Securities Corporation. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm focuses on comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Johnny Lynum is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials. He has over 20 years of prior experience in the U.S. Air Force and has worked at Wright Time Financial and Innovation Partners LLC before joining his current firm. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and specialized consulting services, employing a range of analytical approaches and discretionary management options.

Anthony Spano is a Certified Financial Planner® with 19 years of industry experience. He has been with Choreo, LLC since 2022 and previously worked at McGladrey Wealth Management LLC for 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Philip Mantua Jr. is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at AlphaCore Capital LLC since 2025 and previously spent eight years at Raymond James Financial Services, Inc. He is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Noah Valdez is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Cambridge Investment Research Inc., Agm Institute, and United Bank. Summit Financial, LLC is an SEC-registered 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.

Ashley Helm is a CFP® professional with 10 years of industry experience, currently affiliated with Merit Financial Advisors. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Obsidian Personal Planning Solutions, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and institutions. The firm utilizes a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Curtis Harris IV is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He has worked at Navy Federal since 2017 and previously spent four years with Pruco Securities LLC and The Prudential Insurance Company of America. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm’s investment approach involves selecting and monitoring third-party portfolio managers on the Envestnet platform and providing layered solutions including unified managed accounts and tax or impact overlays.