Erin Holt is a CFP®-credentialed financial advisor with eight years of industry experience, currently serving at F.L. Putnam Investment Management Company. Her prior roles include positions at Kalos Capital and Alpha Omega Group, Inc. She volunteers with the Foundation for Financial Planning, providing pro bono financial planning to program participants. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering team-based, customized investment management and financial planning. The firm combines internally managed strategies and third-party managers across various asset classes and emphasizes a research-driven approach with limited use of artificial intelligence in decision-making.

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.

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.

Sharon Ifrach is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Bright Futures Wealth Management, LLC and Cetera Advisors LLC. Outside of advising, she operates a part-time business consulting firm focused on improving small business operations efficiency. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Kristian Ayala is a financial advisor at Choreo, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history including positions at VLP and several educational institutions. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a disciplined investment process anchored in strategic asset allocation and quantitative screening, offering a broad array of services such as portfolio management, financial planning, and outsourced CIO solutions.

Scott George is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 37 years with Mason Securities, Inc. and 28 years with Mason Investment Advisory Services. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm focuses on fee-based financial planning, separately managed accounts, and institutional services such as outsourced chief investment officer engagements, using a strategic, long-term investment approach centered on asset allocation, rebalancing, and manager selection.

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.

Garrett Beckstrom is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at Lincoln Financial Advisors, Ameriprise, and other firms. Outside of finance, he has experience in the food service industry with roles at Philly Pretzel Factory and Publico Kitchen and Tap. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customization in investment strategies and offers a broad affiliate network and technology platform that serves other independent advisors.

Brian Turner is a financial advisor at Procyon with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Outside of his advisory role, Turner is a 50% owner of Quorum Recycling, LLC, a company facilitating partnerships between U.S. and international recycling businesses. Procyon offers investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, delivering both discretionary and predominantly non-discretionary portfolio management using a range of fundamental analysis-based investment vehicles.

Craig Alden is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Gwn Securities, and Interactive Financial Advisors. Outside of his advisory work, Alden serves as a baseball umpire for college, high school, and recreational games. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various delivery methods including managed portfolios, third-party asset managers, and co-advised wealth management programs.

James Ortlip is a CFP® with 26 years of industry experience. He currently works at F.L. Putnam Investment Management Company and has previously been affiliated with Kalos Capital, Inc., AOG Wealth Management, Pacific West Financial Consultants Inc, and Capital Financial Group Leesburg Associates, LLC. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm integrates internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Harriet Fountain is a financial advisor with The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with The Burney Company since 2019 and previously worked at Macy's and Marshall's. The Burney Company serves mainly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and offers discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

Matthew Plourde is a CFP® and Series 66 licensed advisor at AlphaCore Capital LLC with three years of industry experience. He previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. Outside of financial advising, he performs part-time gig economy work through Task Rabbit. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning and specialized services, including tax preparation and retirement plan advisory.

Pamela Mudd is a CFP® professional with 22 years of industry experience. She has worked at SPC Financial, INC. and Sella & Martinic, LLC from 2002 to 2024 before joining AlphaCore Capital LLC in 2025. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm offers comprehensive wealth planning and investment management, emphasizing a mix of traditional and alternative investment strategies designed for multi-asset diversification and resilience.

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.

Albert Mullan is a Series 65-licensed financial advisor at The Burney Company with four years of industry experience. He has worked at The Burney Company since 2021 and has prior work experience at DP Facilities Data Centers, Telos Corporation, James Madison University, and Loudoun County High School. The Burney Company primarily serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages about $3.59 billion in discretionary assets and offers a multi-team advisory platform with services including discretionary equity portfolio management, financial planning, and tax preparation through an affiliated CPA firm.

Erick Mejia is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2021, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Erick is also the owner and manager of Mejia Capital, LLC, which operates securities and investment advisory businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an independent adviser representative model, offering tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a long-term investment approach that allows for tactical adjustments.

Christopher Vanderkolk is a CFA® charterholder with 15 years of industry experience. He is currently with HUB Investment Partners, LLC, having joined in 2023, and previously worked at AFS Financial Group, Commonwealth Financial Network, Pi Analytics, and Mass Mutual Investors Services. Outside of his advisory role, he is involved in managing a short-term rental property jointly owned with his wife. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering both discretionary and non-discretionary portfolio management alongside retirement and financial planning services. The firm employs a combination of active and passive investment strategies and maintains specialized service lines for banking and municipal clients.

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.

Steven Collins is a financial advisor at XML Financial Group, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. He has been with XML Financial, LLC since 2019 and with XML Securities, LLC since 2016. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients with tailored portfolio management, financial planning, retirement plan advisory, and access to alternative investments through various platforms and affiliated managers.