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.

Brandi Kachouri is a financial advisor at MissionSquare Retirement with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Swain Wealth Partners. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways platform. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and include discretionary Managed Accounts and nondiscretionary Fund Advice tailored to participant information.

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.

Judith Becker is a financial advisor at Marshfield Associates with six years of industry experience. She holds a Series 65 designation and has been with Marshfield Associates since 2018. Prior to joining the firm, she worked at the US Department of Education for 11 years. Marshfield Associates is a registered investment adviser serving a diverse client base, including high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary and non-discretionary portfolio management services.

John James is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Transamerica Financial Advisors and World Financial Group. Outside of advising, he works as an IT Manager at Progressive. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates investment advisory services with insurance and benefits consulting.

Richard Nilsen is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Advisors since 2016. His prior experience includes positions at Ashton Royce & Co. and Summit Wealth Management, LLC. Nilsen is also the founder and president of Nilsen Financial Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers customized financial planning and portfolio management services, utilizing a range of third-party managers and platform solutions.

Kathryn Cotter is a Series 65-licensed financial advisor with Marshfield Associates in Washington, DC, where she has worked since 2024. She has six years of prior experience at Nexercise, Inc. and five years at BET Networks. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, government entities, sovereign wealth funds, and investment companies. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy, supported by in-house research and a willingness to hold substantial cash positions.

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 currently works at Compound Planning, Inc. and previously held roles at Motley Fool Wealth Management and Facet Wealth. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Rocco Russo III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. He previously spent 17 years at Edward Jones before joining Kestra Private Wealth Services and Kestra Investment Services in 2026. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations while allowing flexibility in product selection within its approved menu.

Manuel Moral is a CFP® professional with 18 years of industry experience, currently advising at United Brokerage Services, Inc. since 2018. His prior experience includes roles at Cetera Investment Services LLC, First National Bank of PA, Capital One Financial Advisors LLC, and Chevy Chase Financial Services. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various wrap and unified managed account programs. The firm’s investment approach incorporates strategic and tactical asset allocation, mutual funds and ETFs, individual equity and fixed income selection, third-party research, model portfolios, and tax-aware overlays when appropriate.

Samuel Woo is a financial advisor at AlphaCore Capital LLC with a Series 65 credential. He has one year of industry experience and previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. before joining AlphaCore. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with a focus on alternative investing alongside traditional equity and fixed-income strategies.

Bilal Qaiser is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at TD Bank, Bank of America, Merrill, and JPMorgan Chase. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic and tactical asset allocation approach and offers wrap and unified managed account programs through its clearing relationship with Wells Fargo Clearing Services.

Gary Diegert II is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently an advisor at Rossby Financial, LLC and has previously worked at RiversEdge Advisors, LLC and myCIO Wealth Partners. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers tailored portfolio management and wealth consulting using a variety of analytical approaches and diversified strategies across multiple asset classes.

Robert Roark is a financial advisor with Capitol Securities Management, Inc. in Washington, DC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Capitol Securities Management since 1996. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and wrap fee programs, utilizing a network of investment adviser representatives who develop client-specific investment policies and manage accounts with a variety of investment instruments.

Biswojit Rebeiro is a financial advisor at WesBanco Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Edward Jones, Bank of America, Merrill, Chase, Wells Fargo Bank, M&T Bank, and Educational Systems Federal Credit Union. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies using fundamental, technical, and charting analysis, delivering customized financial planning and portfolio management through non-discretionary advisor-managed wrap accounts and other managed programs.

Amy Lillis Konopacki is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including Nationwide Investment Advisors and Lincoln Financial Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm offers personalized investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Robert Ryder Jr. is a financial advisor at Kingswood Wealth Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, HSBC Bank USA, and Mutual Advisors. Outside of his advisory role, he owns Renaissance Digital Investments Inc, a business related to custody services for clients. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform that incorporates third-party managers and sub-advisors to tailor investment strategies.

Isaiah Carter is a financial advisor at MissionSquare Retirement with 16 years of industry experience. He holds the ChFC® designation and Series 65 and 66 licenses. His work history includes roles at ICMA-RC Services, LLC and ICMA Retirement Corporation since 2014, as well as MSI Financial Services, Inc. from 2010 to 2013. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which incorporates investment advice and model portfolios developed by Morningstar Investment Management.