Matthew Gilchrist is a CFP® and PFS™ with 17 years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. He serves as Treasurer on the board of Cura Personalis Project, a nonprofit organization supporting adults with disabilities. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors through comprehensive financial planning and multi-asset portfolio management, emphasizing alternative investments alongside traditional assets.

William Warner is an investment advisor with Gradient Advisors, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including a long tenure at Main Street Financial Group where he provides retirement and financial planning as well as life insurance and annuity services. Warner has been with Gradient Advisors since 2021. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary approach tailored to client objectives and risk tolerance.

Joshua Edwards is a financial advisor at Intrua Financial with a Series 66 designation and two years of industry experience. He has worked at LPL Financial, LPL Enterprise, and PRUCO Securities. Prior to his financial services career, he spent four years with Beast Baseball LLC. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement plans, employing a comprehensive investment approach that combines fundamental, technical, and cyclical analysis to create custom portfolios.

Robin Drews is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Regal, Drews worked at Regulus Financial Group, LLC. Outside of financial services, Drews coaches high school field hockey and owns a vending machine business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party investment strategies with discretionary implementation and rebalancing authority granted by clients’ advisers.

Erin Rogers is a CFP® with 13 years of industry experience and currently an advisor at NorthRock Partners, LLC. Her prior experience includes roles at Lion Street Financial, Curi Capital, and Fidelity in both advisory and brokerage capacities. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with integration of private market allocations and AI-supported portfolio monitoring.

Vijai Rangarajan is a financial advisor with Legacy Wealth Management, LLC, holding a Series 65 designation and currently in his first year at the firm. He has prior experience at Northstar Group, Inc. and Akvarr, Inc., spanning over 18 years combined. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including in-house model portfolios and alternative investments, tailored to clients’ objectives and risk tolerances.

Yolanda Degrange is a CFP® with 18 years of industry experience, currently serving at John Hancock Personal Financial Services, LLC. She has worked with John Hancock and its affiliated entities since 2019 and previously at Diversified Investors Securities Corp. from 2012 to 2019. Outside of her financial advisory role, she is registered as an agent for a makeup-related business but is not involved in its daily operations. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base, including individuals, trusts, and non-profits. The firm uses technology-assisted, written financial plans that advisors review, providing a scalable service model with a notably high client load per advisor.

Jordan Vanoort is a CFP®, CFA®, and Series 66–licensed advisor with 19 years of industry experience. He has worked at XML Financial Group and its affiliated entity, XML Securities, LLC, since 2021 and previously spent 12 years with Wells Fargo Advisors Financial Network LLC. XML Financial Group provides discretionary and non-discretionary 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 a multi-advisor team model and uses a combination of fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Francisco Martinez is a CFP® with 17 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked at Client One Securities, LLC since 2011 and is the owner and president of Financial Choreography, LLC, where he provides financial planning and fixed insurance services. Additionally, he serves as an election judge for the Montgomery County Board of Elections in Maryland. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Pamela Flick is a CFP® professional with 21 years of experience in financial advising. She is currently with Merit Financial Advisors and has previously worked at firms including Triad Advisors, Inc. and National Planning Corporation. She volunteers as a backup signer on the bank account for Memorial United Methodist Church in Poolesville, MD, assisting in an emergency capacity. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, utilizing a long-term, diversified investment approach managed through centrally overseen model portfolios and third-party sub-advisers.

Clinelle Jean is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at H. Beck, Inc. and Kestra Advisory Services LLC, among other firms. She serves as a trustee for First Missionary Baptist Church, contributing to decision-making on church operations and budgeting. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across about 145 advisors. The firm serves individuals, high-net-worth families, and various institutional clients, combining centrally managed strategies with locally managed portfolios and employing a diverse investment approach that includes fundamental analysis, ESG risk models, and tax-managed direct indexing.

Michael Shires is a CFP® with 10 years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Private Advisor Group, LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients, including individuals, families, trusts, charitable organizations, and institutional investors, and employs a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Freddie Watson is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1989. Outside of his advisory role, Watson serves as president of Watson Family Farms LLC, a farming business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Selena Kemp is a financial advisor at Procyon with Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Wells Fargo Clearing for six years before joining Procyon in 2022. Outside of her advisory role, she is the CEO of SK Consulting Solutions, a firm focused on reviewing and improving financial systems for businesses. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets, primarily on a non-discretionary basis, utilizing fundamental analysis across various asset classes and employing AI tools to support research and monitoring.

Nino Sujashvili is a financial advisor at Choreo, LLC with a Series 65 designation and approximately six years of industry experience. His prior roles include positions at BDO Wealth Management and Biegel and Waller LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, 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.

Elise Weinstein is a CFP® with nine years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC since 2025. Prior to joining AlphaCore, she worked at Sella & Martinic, LLC for 13 years and SPC Financial, INC. for 15 years. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and banking institutions, offering financial planning, investment management, retirement plan advisory, institutional sub-advisory services, and model portfolio subscriptions. The firm combines traditional assets with alternative investments using macro analysis and due diligence, managing portfolios through in-house teams, sub-advisers, and advisor-guided platforms.

Samuel Forkkio is a financial advisor at Archer Investment Corporation with eight years of industry experience. He holds a Series 65 designation and has worked at Archer since 2019. Prior to this, he was with HD Vest Investment Services for three years and has managed accounting operations at the FDIC since 1989. He is also the owner and sole proprietor of Forkkio and Company, providing accounting, bookkeeping, payroll, and tax preparation services. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm emphasizes diversified portfolio construction based on comprehensive financial assessments and offers both discretionary management and model-driven strategies.

Danita Yetter is a CFP® with six years of industry experience, currently serving at Cape Investment Advisory, Inc. She has held roles at American Global Wealth Management, Inc. and The Prudential Insurance Company of America among others. In addition to her advisory work, she acts as a financial advisor involved in the sale of long-term care insurance, fixed annuities, and life insurance products, and serves as a notary for the state of Maryland. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, qualified pension and profit-sharing plans, and trusts. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to both affiliated and third-party asset managers, utilizing a process that incorporates clients’ financial situations and risk tolerances with portfolio optimization tools.

Linda Stapf is a financial advisor with LexAurum Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has operated her tax and accounting practice, Linda L. Stapf CPA, PA, since 1989 and has prior experience at Immediate Mortgage Inc. and other advisory firms. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm utilizes a multi-advisor team approach, emphasizing diversified portfolios based on modern portfolio theory and offering both discretionary and non-discretionary services across approximately $1.27 billion in assets under management.

Stephen Tan is a financial advisor at Founders Financial Securities LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Deloitte Tax LLP for 16 years. Outside of advising, he is principal and managing shareholder of Tan & Associates Inc., where he manages day-to-day operations and overall strategy. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of programs and third-party asset managers.