Robert Kantor is a financial advisor with XML Financial Group in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with XML Financial, LLC since 2004 and XML Securities, LLC since 2019, and was previously with Purshe Kaplan Sterling Investments. Kantor serves as managing partner of BR Financial Associates Management Company, LLC, and volunteers as treasurer for two homeowners associations. 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 discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments.

Patrick Moriarty is a financial advisor at Foundations Investment Advisors LLC with 38 years of industry experience. He has held positions at Foundations since 2019 and previously worked at CETERA Advisor Networks LLC from 2016 to 2019. Outside of his advisory role, Moriarty is also an insurance agent, selling life, annuities, and long-term care insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a variety of investment strategies and uses model portfolios combined with discretionary or non-discretionary authority assigned to its representatives.

Winter Troxel is a financial advisor at Apollon Wealth Management, LLC with 15 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked for Monumental Financial Group, Inc. dba Bridgemark Wealth Management for 13 years. In addition to his advisory role, he is an independent insurance agent involved in selling insurance products as needed to meet client needs. Apollon Wealth Management is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets and serving individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients. The firm combines centrally managed strategy mandates with locally managed portfolios and employs a range of investment techniques including fundamental analysis, tactical allocations, ESG risk-based models, and technology tools such as generative AI.

Ivan Nalibotsky is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Regal Investment Advisors LLC since 2019. He also has a long tenure at Capital Solutions Group dating back to 1993. Outside of investment advising, he is a licensed health insurance agent working with Health Markets, assisting Maryland residents with individual and small group health insurance. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes and grants discretionary authority to implement and manage these strategies.

Todd Feldman is a CFP® professional with 28 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, and Morgan Stanley. Feldman serves on the Board of Directors for the Exit Planning Exchange DC-Metro Chapter. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed through standardized and customizable portfolios, supported by an internal investment team and third-party managers.

Laura Curry is a financial advisor at Integrity Advisory Solutions with one year of experience in the industry. She holds a Series 65 credential and has a background that includes eight years at Sinclair Prosser Gasior dba Gasior Law LLC, where she worked as an attorney specializing in estate planning. Outside of advising, she is involved in managing recreational gymnastics facilities, contributing to payroll and compliance functions. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, and corporations, through a network of approximately 100 independent advisors and manages around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a range of investment approaches and third-party platforms.

James Lee is a Series 66 licensed financial advisor with one year of industry experience, currently with XML Financial Group. Prior to joining XML, he was affiliated with MassMutual Life Insurance Co and MML Investors Services, LLC. Before his financial career, Lee worked in education with Howard County Public Schools in various roles. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves a diverse client base through discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, employing a portfolio approach that combines fundamental and technical analysis with third-party managers.

Sean Dillon is a financial advisor at CW Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Merrill. CW Advisors, LLC is a multi-team registered investment adviser managing roughly $15 billion in assets for individuals, families, trusts, estates, charitable organizations, and various institutional clients. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes while offering a range of wealth management, financial planning, and advisory services.

Heather Ramlal is a financial advisor with Transamerica Financial Advisors in Laurel, MD, holding Series 65 and Series 63 credentials and having 10 years of industry experience. She is also president of HLR Financial Solutions Inc. and has worked with Amplify and (V) WeCare. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services through a variety of proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Daniel Goldman is a financial advisor at Truist Advisory Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Truist Bank and educational services firms Revolution Prep and C2 Education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary solutions supported by third-party platform and manager relationships.

Larry Whaley is a CFP®-certified financial advisor with PlanMember Securities Corporation in Elkridge, MD, bringing 37 years of industry experience. He has been with PlanMember since 2008 and also serves as president and owner of Paladin Advisor Group. Outside of his advisory work, Whaley leads worship music at a camp for families affected by disability and has involvement with the nonprofit organization Joni and Friends. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and a range of risk-based mutual fund portfolios managed through a defined strategic asset allocation and rebalancing process.

Haixia Cheng is a CFP®-certified financial advisor at Independent Financial Group, LLC with one year of industry experience. Prior to joining Independent Financial Group, she worked at YongAn GuoFu Asset Management Co., Nanhua Fund Management Co., China Securities Co., and China Asset Management Co. Cheng also pursued an MBA at UIC. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers comprehensive financial planning and portfolio management through various platforms, utilizing both firm- and third-party models to tailor investment strategies based on client risk profiles.

Max Meltzer is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wealthspire Advisors since 2015. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. Wealthspire employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation.

Matthew Burnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 66 licenses and bringing 28 years of industry experience. His prior experience includes 11 years at Wells Fargo Securities. Outside of his advisory work, he serves as Treasurer for Mastersingers USA, Inc. and Washington Men's Camerata, Inc., and is actively involved with Master Networks as a chapter secretary. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party advisory solutions.

Hermann Cruz is a financial advisor at TIAA-CREF with six years of industry experience and a Series 66 designation. His prior roles include positions at Bank of America, Merrill, and the DC Government Office. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm distinguishes between point-in-time planning and ongoing discretionary management, applying a fiduciary standard to its RIA services.

Cora Ingrim is a financial advisor with United Planners' Financial Services of America, holding CFP® and CFA® designations and bringing 32 years of industry experience. She has been affiliated with United Planners and Keating Financial Services since 1999 and 2000 respectively, and is also an independent insurance agent since 1993. In addition to her advisory work, she is a co-owner of a beach rental property in Corolla, NC. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and features a limited partnership ownership structure where financial professionals hold a majority interest.

Todd Olsen is a financial advisor with Transamerica Financial Advisors and holds Series 65 and Series 63 licenses. He has worked in various roles since 2013, including positions at Volvo Group and Komatsu Mining Corp., before joining Transamerica and affiliated firms in 2025 and 2026. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios with discretionary and non-discretionary options, and manages approximately $2.1 billion in assets under management.

Yu Huang Lee is a CFA® charterholder and Series 63 licensee with four years of industry experience. He currently works at Transamerica Financial Advisors and has held prior roles at Full Arc Planning LLC, VW Credit Inc., World Financial Group, Inc., and Capital One Bank. Outside of his advisory duties, he is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models.

Laura Siragusa is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding a Series 66 designation and bringing 11 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney and Ally Invest Securities LLC. She currently operates across multiple affiliated entities, including Alpha Solutions Group LLC and Nylife Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, defined contribution and benefit plans, and charitable and corporate clients, delivering tailored advice through various program types and emphasizing non-discretionary asset management.

Brandon Cooper is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Before joining Wealthspire, he held positions at the Kennedy Krieger Institute and Arctic Glacier and has a background that includes work in education and healthcare. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and nonprofit entities, using an institutional-style asset allocation approach with a diverse mix of investment vehicles and centralized due diligence.