Ikesh Pandey is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and six years of industry experience. He has been with Archer since 2019 and previously worked at Sullivan & Company CPAs and Baker Tilly. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million through a range of solutions from comprehensive financial assessments and custom portfolio management to model-based strategies using mutual funds and ETFs.

Julia Madden is a financial advisor with Kestra Private Wealth Services, LLC in Arlington, VA, holding a Series 66 credential and five years of industry experience. She previously worked at Bank of America and Merrill from 2021 to 2024. In addition to her advisory role, Madden serves as Director of Client Services for Campus Private Wealth. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms with both discretionary and non-discretionary arrangements.

Christopher Hartman is a financial advisor at RBC Securities, Inc., holding a Series 66 designation with 24 years of industry experience. He has worked previously at City National Bank, SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.

Raj Goenka is a financial advisor at Archer Investment Corporation with seven years of industry experience. He holds a Series 65 designation and has worked at Archer since 2018. Additionally, he has been associated with Sullivan & Company CPAs since 2011. 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 employs a disciplined investment process that includes comprehensive financial assessments and diversified portfolio construction across various asset classes.

Paul Trinh is a CFP® professional at NorthRock Partners, LLC with seven years of industry experience. He previously worked at Wharf Financial and Commonwealth Financial Network for six years each, and has also held roles at MML Investors Services, MassMutual, and the University of Maryland. His other business activities include fixed insurance sales conducted during business hours. NorthRock Partners offers 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 asset allocation, diversification, and ongoing oversight, integrating private market investments and utilizing AI tools alongside human review.

Ayodele Adefila is a financial advisor at Archer Investment Corporation holding a Series 65 designation. Although new to the advisory industry, Ayodele has prior experience in accounting and tax-related roles, including positions at Your Legacy CPA and Tax Well/Tax ACT. He also has a background working at PriceWaterhouseCoopers and ASRC Federal. Outside of advisory work, Ayodele is involved with PG Community College. Archer Investment Corporation provides investment management primarily to individual clients across various wealth levels through separately managed accounts and proprietary mutual funds. The firm supports a multi-branch model that includes accountants and CPAs as advisory representatives and manages approximately $1.01 billion in discretionary assets.

Maxwell Schoeneborn is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has one year of industry experience and has worked at firms including DSP Wealth Strategies and Florida Financial Advisors. Outside of finance, he is the owner of MFS Wealth Management LLC, a service company supporting his independent contracting work with DSP Wealth Strategies. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a variety of portfolio management and financial planning services with flexible engagement options tailored to client objectives.

Bruce Sinclair is a financial advisor at Prosperity Wealth Management, Inc. in Alexandria, VA, with four years of industry experience. He holds a Series 65 designation and previously worked on political campaigns for U.S. Senate candidates and served at The Markham Group. Sinclair is the founder of Blue Vanguard Strategic, a consulting firm serving political and nonprofit clients, and serves on the board of Coulson Oil, a fuel distribution company. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm employs a multi-method investment approach and conducts ongoing oversight of third-party managers for approximately 1,600 clients.

Donald Moore Sr. is a financial advisor with Capital Analysts in Greenbelt, MD, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He previously worked at Cincinnati Analysts, Inc. for 13 years and has been with Lincoln Investment for 14 years. Moore also serves on the Advisor Advisory Council of the Insured Retirement Institute, where he engages with various stakeholders in the insured retirement strategies sector. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm operates through a nationwide network of independent advisors and offers both discretionary and non-discretionary investment management supported by an in-house investment team.

Endel Liias is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Nexus Impact Advisors for six years. Mr. Liias provides consulting and education services related to impact investment strategies. EverSource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services, utilizing multiple investment programs and a values-based approach, including Life Impact® Stewardship Planning.

Allen Bruce is a financial advisor with ON Investment Management Company who holds the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience, including roles at The O.N. Equity Sales Company, Ohio National Financial Services, and A.R. Bruce & Company Inc., where he also serves as president. Bruce is a guest lecturer at Howard University School of Business, delivering annual sessions on financial planning topics. He is also the treasurer of the Headley Carter Cares Foundation, a nonprofit organization. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through comprehensive and modular plans, access to third-party investment programs, and both discretionary and non-discretionary management options.

Thomas Crafa is a CFP® and ChFC® with two years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. His prior work includes roles at Navy Federal Credit Union, Gotham Government Relations, and the Town of Hempstead. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs featuring third-party portfolio managers and provides a range of investment solutions including unified managed accounts and automated ETF portfolios.

Kris Persinger is a CFP® professional with 38 years of industry experience, currently affiliated with Lexaurum Advisors in Washington, DC. His career includes roles at Brokers International Financial Services, CETERA Advisor Networks LLC, and Summit Financial Group. He also operates Persinger Planning, LLC, providing financial planning and investment management services. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm emphasizes diversified portfolios aligned with modern portfolio theory and offers discretionary and non-discretionary investment management, including a proprietary Golden Rule Program featuring low-cost ETF model allocations.

Matthew Plourde is a CFP® with three years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. His prior experience includes roles at SPC Financial, Inc. and Raymond James Financial Services, Inc. Outside of his advisory work, he engages in part-time gig economy tasks through Task Rabbit. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion. The firm serves individuals, entities, institutional investors, and some banking institutions, offering comprehensive financial planning, investment management, retirement plan advisory, and institutional sub‑advisory services with an emphasis on alternative investments alongside traditional assets.

Pamela Mudd is a CFP® professional with 22 years of industry experience. She joined AlphaCore Capital LLC in 2025 and previously worked at SPC Financial, INC. and Sella & Martinic, LLC from 2002 to 2024. 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, employing a multi-asset investment approach that includes alternative investments alongside traditional equities and fixed income.

Gulielma Fager is a CFP® and Series 65-licensed advisor with Rossby Financial, LLC, bringing five years of industry experience. She previously worked at Cambridge Investment Research Advisors and Michael Bombardier PhD LLC. Outside of her advisory role, she serves as a board member for the Friends School of Baltimore and is active as an author and speaker through Toler Financial Group LLC. 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 employs diversified investment strategies tailored to clients’ objectives and risk tolerances, managing approximately $565 million in discretionary assets.

Margaret Jones is a retirement plans specialist at MissionSquare Retirement with 22 years of industry experience. She has been with ICMA Retirement Corporation since 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 utilizes investment advice developed by Morningstar Investment Management.

Erick Mejia is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at firms including Merrill and Wells Fargo Clearing prior to joining Bolton Global Asset Management and Bolton Global Capital. He is also the owner and manager of Mejia Capital Global Wealth Management, a business focused on securities and investment advisory activities. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through independent investment adviser representatives, using a range of investment vehicles with a focus on long-term portfolio management.

Kenneth Long is a CFA® and CIC-designated financial advisor with over 30 years of experience at Heritage Investors Management Corporation, where he has worked since 1995. He holds a Series 65 license and is based in Bethesda, MD. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth clients with personalized investment management. The firm employs a long-term, buy-and-hold strategy across diversified portfolios and manages a broad range of complex account types while maintaining formal trading oversight and custody safeguards.

Laura Mcaree is a financial advisor at Heritage Investors Management Corporation with 14 years of industry experience. She previously worked at Goldman Sachs Personal Financial Management/United Capital and West Financial Services, Inc. since 2020, she has been with Heritage Investors Management Corporation, a firm founded in 1974 that provides personalized investment management primarily to high-net-worth clients. The firm manages approximately $4.18 billion across various client relationships, focusing on tailored portfolios with a long-term, buy-and-hold investment approach.