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 Series 65 and Series 66 licenses and previously worked at CIC Wealth, LLC for six years. Pearl also served in the U.S. Department of Defense for sixteen years. Outside of his advisory role, he is involved in insurance sales as an agent for fixed insurance products. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory and consulting services, and manages private funds and pooled investment vehicles through a combination of centrally managed model strategies and locally managed portfolios.

Connor Stanley is a Series 65-licensed financial advisor with four years of industry experience, currently with Apollon Wealth Management, LLC. He previously worked at Bridgemark Wealth Management and Northwestern Mutual. Outside of advisory work, Stanley is also involved in selling insurance products to meet clients’ needs. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, high-net-worth clients, businesses, charitable organizations, and pooled investment vehicles. The firm utilizes a combination of centrally managed strategies and locally managed portfolios, investing across various asset classes and offering specialized services including ESG models, sub-advisory roles, and portfolio consulting.

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.

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 with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and over 37 years of industry experience. His career includes roles at Morgan Stanley and FullArc Wealth Management, among others. He has been with Snowden Capital Advisors since 2023. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients with discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection. The firm leverages multi-team scale and institutional capabilities, offering customized model portfolios and a variety of investment tools across global markets.

David Wexler is a financial advisor with M HOLDINGS SECURITIES, Inc. in Bethesda, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 25 years with M HOLDINGS SECURITIES and over four decades with Home Life Insurance Company. He is a partner at Freedman Risk Management, LLC, which provides personal lines property and casualty insurance for the high net worth market, and at Greenberg Wexler & Eig, LLC, a life settlement provider and buyer of policies. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by multiple platform providers and third-party sub-advisors.

Michael Cornfeld is a CFA® charterholder and holds a CIC designation along with a Series 65 license. He has 36 years of industry experience and has been with Heritage Investors Management Corp since 1975. Heritage Investors Management Corporation serves a diverse client base, including individuals, retirement accounts, trusts, foundations, and corporate entities. The firm emphasizes customized portfolios aligned with clients’ risk profiles and generally pursues long-term investment strategies with a focus on diversified holdings of U.S. stocks, bonds, and ETFs.

Victor Krasij is a CFA® charterholder with three years of industry experience. He is currently with Aprio Wealth Management, LLC, having previously worked at BNY Mellon Wealth Management and U.S. Trust, Bank of America. He also serves as an agent in insurance sales through Aprio Risk Management and 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 business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, with continuous account monitoring and at least annual reviews.

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 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at Neuberger Berman and Fidelity Investments. 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 serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is notable for its breadth of institutional work and operational features that integrate insurance and third-party management solutions.

John Flynn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. Prior to joining AlphaCore, he held roles at SPC Financial Inc. and Northwestern Mutual in various capacities related to wealth and investment management. Flynn is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his advisory firm. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies, and provides services including tax preparation, trustee services, and ERISA retirement plan advisory.

Eden Akana is a financial advisor at AlphaCore Capital LLC with eight years of industry experience. Akana holds the Series 66 designation and has previously worked at SPC Financial, Raymond James Financial Services, Grove Point Advisors, Grove Point Investments, H. Beck, and PNC Bank. 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 asset classes.

Jason Davis is a CFA® charterholder with 14 years of industry experience. He currently works at AlphaCore Capital LLC and previously spent 12 years at Raymond James Financial Services, Inc. Davis owns a rental real estate business. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies for multi-asset diversification.

John Orem is a CFP® with 25 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Potomac Wealth Advisors, Commonwealth Financial Network, Grove Point Investments, Grove Point Advisors, H.Beck, Inc., and Truist Investment Services. He also engages in fixed insurance sales as a secondary business activity. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, families, businesses, trusts, charitable organizations, and more. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, and advisory roles for private funds and pooled investment vehicles.

James Frangenberg is a CFP® with 22 years of experience in the financial services industry, currently with Founders Financial Securities LLC. His prior roles include positions at Wells Fargo Clearing Services, LPL Financial, M&T Securities, M&T Bank, and PNC Investments. He serves on the advisory council for Adventist Shady Grove Hospital Center and is a Leadership Council Member for Make-A-Wish Mid Atlantic. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in client assets. The firm offers diverse advisory platforms and delegates investment decisions to its representatives, supporting a broad range of services including managed portfolios, financial planning, and 1031 exchange consulting.

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.

Geoffrey Wistow is a Series 65-licensed financial advisor with Encompass More Asset Management LLC, bringing three years of industry experience. Prior to joining Encompass More, he worked at Bull Run Investment Management LLC, Bull Run Financial Group, and Rillhurst Capital. Wistow is also an attorney and manages a legal practice alongside his advisory role, providing legal services independently from his work at Encompass More. Additionally, he is a licensed insurance agent offering insurance products through Skyline Financial Partners, LLC. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach, utilizing both in-house and third-party sub-advisers, and manages approximately $582 million for around 4,000 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.