Paul Sullivan Jr. is a financial advisor at Archer Investment Corporation with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in tax and accounting services through his ownership of Sullivan and Company, a CPA firm providing tax advice, preparation, and financial statements since 1980. Archer Investment Corporation offers investment management services primarily to individual clients across a range of wealth levels, delivering comprehensive financial planning and model portfolio solutions. The firm manages approximately $1.01 billion in discretionary assets and serves clients through a multi-branch, independent-contractor model.

Andrew Theobald is a CFP® with four years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. Prior to joining AlphaCore in 2025, he worked at SPC Financial, Inc. and Northwestern Mutual Investment Services LLC. He is also a producing agent for an affiliate insurance agency associated with AlphaCore, dedicating a small portion of his time to insurance-related activities. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional clients, employing a multi-asset investment approach that includes alternative investments and offers a range of services from financial planning to sub-advisory and model portfolios.

Alan Johnson is a financial advisor at Financial & Tax Architects, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Professional Group, Inc. since 2011. In addition to his advisory role, he works full-time as an independent insurance agent. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Todd Hall is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Principal Advised Services since 2022 and has also worked with Principal Securities Inc. and Principal Life Insurance Company since 2006. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models and discretionary investment management. The firm operates as part of the Principal Financial Group, leveraging affiliated entities for a comprehensive suite of financial products and services.

Christopher Brown Jr. is a CFA® charterholder affiliated with CW Advisors, LLC, bringing over 21 years of industry experience. He previously worked at T. Rowe Price from 2005 to 2026 before joining CW Advisors in 2026. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional investors, using a Core-and-Satellite investment approach that incorporates active, passive, quantitative, and ESG strategies across various asset classes.

Adelaine Hollander is a financial advisor at Curi Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes positions at Charles Schwab and Baysore and Christian Fiduciary Services. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach that includes both discretionary and non-discretionary services across various portfolio structures.

Todd Rundle is a CFP® professional with over 18 years of industry experience. He currently works at AlphaCore Capital LLC, where he has been since 2025. Prior to that, he worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. 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, offering comprehensive financial planning and multi-asset portfolio management that includes alternative investments alongside traditional equities and fixed income.

James Morgan is a CFA® charterholder with four years of industry experience. He is currently with Choreo, LLC and has previously worked at BDO Wealth Advisors and Hefren Tillotson. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm employs a strategic asset allocation approach with diversified model portfolios overseen by an Investment Committee, offering a range of services from portfolio management to specialized consulting such as 1031 exchange and Deferred Sales Trust™ advice.

Rick Hoskins Jr. is a financial advisor at Impact Partnership Wealth, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Sorrento Pacific Financial, and New Perspective Financial Solutions. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 91 advisors. The firm offers a range of portfolio management and financial planning solutions and operates within a broad affiliated-entity ecosystem that supports diverse investment strategies and advisor flexibility.

Benjamin Offit is a CFP® with 17 years of industry experience. He is currently an advisor at Composition Wealth, LLC and has previously worked at Offit Advisors and Clear Path Advisory. Offit is also involved in insurance planning and risk management as an insurance agent and serves as a principal at a tax and accounting firm. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, trusts, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified funds, with additional strategies such as options and private investments, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Andrew Schenker is a CFA® charterholder with 17 years of industry experience. He is currently with Heritage Investors Management Corporation, where he has worked since 2016, following a one-year tenure at Morgan Stanley & Co. LLC. Heritage Investors Management Corporation provides investment management and financial planning to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes diversified portfolios tailored to clients’ specific financial situations, generally employing long-term investment strategies.

Mindy Gasthalter is a financial advisor with CW Advisors, LLC in Washington, DC, holding the CFP® and Series 63 designations and bringing 23 years of industry experience. Her prior roles include positions at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc, Freed Advisors, and Alexandria Financial Associates, Ltd. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, estates, charitable organizations, and institutions, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Jose Jimenez is a CFP® professional with 11 years of industry experience, currently affiliated with OneAscent Financial Services LLC since 2024. He previously worked at Parsonex Advisory Services, Inc. and Parsonex Securities, and concurrently serves as a Battalion Chaplain in the US Navy, providing religious support to soldiers. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and unified managed account solutions, utilizing both advisor-managed and model-based investment approaches.

Gregory Karanzalis is a financial advisor at Mariner Independent with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Valic Financial Advisors and Mutual Advisors, LLC. Outside of advising, he serves as a notary public and is a managing member of a real estate investment LLC with his wife. Mariner Independent serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and alternative investments through a network of over 100 advisors supported by in-house and third-party resources.

Jay Wilen is a financial advisor at Merit Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Guardian Life and Equitable Advisors. Outside of his advisory work, Wilen serves as an assistant leader for a Boy Scout troop in the Millersville, MD area. 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 employs a long-term, diversified asset allocation approach managed by an internal investment team, and provides a variety of services including asset management, financial planning, retirement plan consulting, and employee financial-wellness programs.

Richard Seaton is a Series 65-licensed financial advisor at Marshfield Associates with eight years of industry experience. He has worked at Marshfield Associates since 2017 and previously spent six years at TTR Sotheby's Realty and 20 years at Impact Marketing + Communications. Marshfield Associates serves a diverse client base that includes high net worth individuals, institutional investors, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy with an emphasis on quality and intrinsic value.

Trent Schneider is a financial advisor at Beaumont Financial Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at The BAHA Financial Group and Medstar Health. Outside of finance, he is the co-founder and CEO of Good Vida Group, LLC, a company that sells a dietary supplement powdered drink mix. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing and offers tailored portfolio management supported by an Investment Committee and a network of affiliated solutions.

Brendan Walsh is a financial advisor at Composition Wealth, LLC in Columbia, MD, holding a Series 65 designation. He has experience in the industry beginning in 2025, with prior roles at Kendall Capital Management, MV Financial, Pathstone Family Office LLC, Chickasaw Nation Industries, and Cambridge Associates LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and independent manager oversight.

Macklin Luckinbill is a financial advisor at Curi Capital, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Curi Capital, Macklin held roles at Hensel Phelps Construction Company, L3Harris, Prins USA, and Elysium Technology Group. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, applying a long-term, fundamentally driven investment approach across a range of strategies.

Wayne Green is a financial advisor at KCD Financial, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Securities America, Verus Capital Partners, and The Patriot Financial Group. Outside of his advisory role, he is involved with Associates Marketing LLC, where he works as an insurance, estate planning, and precious metals consultant. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers tailored investment strategies using third-party platforms and managers, combining advisory and broker-dealer services with licensed insurance agency capabilities.