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 an advisor at Aprio Wealth Management, LLC and has prior experience with BNY Mellon Wealth Management and U.S. Trust, Bank of America. Outside of advisory work, he 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 businesses. The firm focuses on tailored portfolio management and financial planning, emphasizing asset allocation and long-term purchasing power preservation through a variety of investment strategies.

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 65 and Series 63 licenses and bringing 17 years of industry experience. Her career includes roles at Neuberger Berman, Fidelity Investments, and Triad Advisors. 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 provides asset management, financial planning, and consulting services to a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs both active and passive strategies tailored to client objectives and manages approximately $9.45 billion through 154 advisors.

John Flynn is a CFP® professional at AlphaCore Capital LLC with three years of industry experience. Prior to joining AlphaCore, he held roles at SPC Financial Inc. and Northwestern Mutual Wealth Management Company. He also engages in insurance-related activities as a producing agent for an affiliate of AlphaCore. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion in assets. The firm serves individuals, entities, and institutional investors, offering a range of services including financial planning, investment management, retirement plan advisory, and institutional sub-advisory, with an emphasis on multi-asset portfolios that incorporate both traditional and alternative investments.

Eden Akana is a financial advisor with AlphaCore Capital LLC in Bethesda, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining AlphaCore in 2025, Akana worked at SPC Financial, Inc., Raymond James Financial Services, Inc., Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc., and PNC Bank. 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, emphasizing multi-asset portfolios that incorporate alternative investments alongside traditional assets through fundamental and qualitative macro analysis and manager due diligence.

Theodore Crites is a CFP® and holds a Series 65 license, with two years of experience in financial advising. He is currently with Composition Wealth, LLC and has worked previously at Miracle Mile Advisors, Caplan Financial Group, and Manring & Farrell. Prior to his advisory career, he held roles in the restaurant industry and at Capital University. Composition Wealth, LLC 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 centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and comprehensive portfolio oversight.

Jason Davis is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. before joining AlphaCore Capital LLC in 2025. Outside of his advisory work, he owns rental real estate. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory with a focus on multi-asset portfolios that include alternative investments and private market commitments.

Robert Berg III is a Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at Heritage Financial Advisors, USAA, and Messiah University. Outside of financial advising, he has experience working with Mad Dog Lacrosse and Santa Fe Christian Schools. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including core-satellite, momentum, ESG, and faith-based allocations, with an emphasis on retirement-plan consulting and fiduciary services.

John Orem is a CFP® professional with 25 years of industry experience. He currently serves at Apollon Wealth Management, LLC and has previously worked at Potomac Wealth Advisors, Commonwealth Financial Network, H.Beck, Inc., and Truist Investment Services. He also engages in fixed insurance sales, dedicating less than 1% of his business hours to this activity. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and institutional clients, offering a range of advisory and portfolio management services integrating fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

James Frangenberg is a CFP® professional with 22 years of industry experience. He is currently with Founders Financial Securities LLC and has held prior roles at Wells Fargo Clearing Services, LPL Financial, M&T Securities, PNC Investments, and Morgan Stanley. 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 through a network of IARs managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and emphasizes services such as retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.

Mark Timmick is a financial advisor at Founders Financial Securities LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Timmick Financial Group, LLC since 2013. Outside of his advisory work, he is involved as a music DJ with Black Tie Entertainment and owns an investment newsletter called A Need to Know. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and combines advisory, broker-dealer, and insurance services through various investment programs and third-party partnerships.

Richard Sebastian is a CFP® professional with 14 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2024. 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, he is involved in fixed insurance sales, providing clients with insurance recommendations. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors and 67 offices. The firm serves individuals, families, family offices, trusts, estates, businesses, retirement plans, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing technology tools including generative AI.

Jennifer Antosh is a CFA® charterholder 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 Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, and retirement plan consulting with an investment approach centered on long-term, diversified asset allocation managed by an internal team and investment committee.

Levene Le Blanc Mc Lean is a Series 66 licensed advisor at Lifeworks Advisors, LLC with six years of industry experience. His prior roles include positions at Signature Estate & Investment Advisors LLC and Morgan Stanley. He has also been involved with Polish Your Business, LLC. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs both planning-based and risk-based investment approaches, combining quantitative and fundamental analysis with a range of model strategies, and integrates tax and accounting services through affiliated entities.

Hali London is a CFP® and holds a Series 65 license, with eight years of industry experience. She is currently with Compound Planning, Inc. and previously worked at Motley Fool Wealth Management and Facet Wealth. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process that utilizes a variety of strategies—from low-cost ETFs to professional options and synthetic lending—supported by technology partnerships and automated monitoring.

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 serving at CW Advisors, LLC. His prior experience includes roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., Ferris, Baker Watts, LLC, Morgan Stanley Dw Inc., and Capital Investment Advisors. He is a partner at Waypoint Consulting Group, a non-investment related business. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including high-net-worth individuals, families, trusts, and institutional clients. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.