Levene Le Blanc Mc Lean is a financial advisor at Lifeworks Advisors, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Signature Estate & Investment Advisors LLC, Morgan Stanley, and Stone Street Capital. Outside of his advisory role, he was involved with Polish Your Business, LLC, indicating entrepreneurial experience. Lifeworks Advisors serves a diverse client base including individuals, trusts, and institutions, offering wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach and integrates tax and accounting capabilities alongside proprietary technology and a national multi-advisor platform.

Shawna Bieda is a CFP® with 20 years of industry experience, currently serving at XML Financial Group and XML Securities LLC since 2022. She previously worked at Bank of America N.A. and Merrill, where she spent eight and eighteen years respectively. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and employs a blended investment approach using fundamental and technical analysis alongside third-party managers and an internal Investment Committee.

David Kauffman is a CFP® professional with 26 years of industry experience, currently with CW Advisors, LLC. He previously worked at Pinnacle Advisory Group, Inc. for 14 years and Congress Wealth Management LLC for 5 years. He is also a partner at Waypoint Consulting Group, a non-investment-related business. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides services such as wealth management, family office support, and retirement plan advisory.

Beth Levine is a financial advisor at XML Financial Group with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with XML Financial and its affiliated entities since 2009. Outside of her advisory role, she is the sole owner of Coyote Sun LLC, a holding company for rental properties. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and uses a combination of fundamental and technical analysis, along with third-party managers and an internal Investment Committee, to tailor portfolios to client needs.

Meredith Wade is a financial advisor at XML Financial Group with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and SunTrust Advisory Services. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, combining fundamental and technical analysis with access to alternative investments and affiliated managers.

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.

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.

Christopher Patterson is a financial advisor at Spire Wealth Management, LLC in Potomac, MD, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with Spire Investment Partners, LLC since 2008. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm also provides financial planning, manager-of-managers programs, and access to separately managed portfolios and wrap programs.

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.

James Musgrave is a financial advisor at Regal Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and Reutemann Financial Solutions. In addition to his advisory role, Musgrave is a financial seminar presenter for the nonprofit Society for Financial Awareness. Regal Investment Advisors LLC provides discretionary investment management services through a network of independent advisers, serving individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios, allowing advisers to select and manage allocations with discretionary authority.

Carl Noble is a CFA® charterholder with five years of industry experience. He currently works at Congress Wealth Management LLC and previously spent 20 years at Pinnacle Advisory Group. He is based in Columbia, MD. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and portfolio management.

Jason Klopman is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at XML Financial Group since 2016. He holds a Series 66 license and is an equity member of BR Financial Associates Management Company, LLC, which manages XML Financial and XML Securities. 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 with services including discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments.

Byron Moore is a financial advisor with Realta Investment Advisors, Inc in Columbia, MD, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes positions at Capital One Investing, LLC from 2015 to 2018. He is also the CEO of Sovereign Wealth Management, a fee-based investment advisory and financial planning firm. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning for individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through advisor interviews and employs diversified strategies including mutual funds, ETFs, equities, fixed income, and alternative investments.

Stephen Sikes is a financial advisor at AlphaCore Capital LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at SPC Financial, Inc., Raymond James Financial Services, Inc., and ATEL Securities Corporation. 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 a focus on both traditional and alternative investment strategies, employing discretionary management, qualitative analysis, and third-party sub-advisers.

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.

Bradley Schell is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Raymond James Financial Services Advisors, Inc. Schell also serves as an independent contractor associate financial advisor with Potomac Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities.

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 at Navy Federal Investment Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. He has been with Navy Federal since 2017. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses third-party portfolio managers on the Envestnet platform and other subadvisers to manage client accounts, providing ongoing monitoring, rebalancing, and optional tax and impact overlay services.