Elizabeth Clark is a financial advisor at Heritage Financial LLC in Gainesville, VA, holding Series 63, Series 65, and Series 66 licenses with 14 years of industry experience. She has worked at Heritage Financial since 2016 and previously held roles at Intelligent Back Office Solutions, LLC, The Strategic Financial Alliance, Inc., and Optifour Integrated Wealth Management, LLC. Outside of advisory work, she is involved with Intelligent Back Office Solutions, a private business focused on simplifying business transitions. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations through a seven-advisor team, managing approximately $408 million in assets. The firm employs a LifeMap Discovery process and individualized core-and-satellite allocations, often utilizing model portfolios from third-party advisers, and maintains a formal due-diligence process for manager selection.

Rodney Gray is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, Fidelity, Edward Jones, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory role, he owns and operates Fiddlers Green Farm, where he sells hay to a local farmer. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Michael Macey is a CFP® and ChFC® with 27 years of experience in financial services, currently working at Mutual Of Omaha Investor Services, Inc. since 1998. He is also an insurance agent specializing in life, health, disability, group benefits, 401(k), and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and integrates broker‑dealer and insurance distribution businesses within the Mutual of Omaha group.

Christopher Smith is a financial advisor at Encompass More Asset Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked in aviation before joining the financial services sector. Smith is also a licensed independent insurance agent. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million through about 85 advisors and employs model-based strategies that combine proprietary models and third-party sub-advisers across a range of investment options.

Peter Burnham is a CFP® with 24 years of industry experience, currently serving at Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investment, LLC, Surevest Wealth Management, and Charles Schwab. Outside of his advisory work, he is president of the board for Driven To Cure, a nonprofit organization, and serves as an advisory board member for Creighton Farms Country Club. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Fabiano De Franco is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Sound Income Strategies, LLC since 2019 and concurrently owns Retirement Solution LLC, where he focuses on fixed insurance sales. Prior to that, he worked at ICMA Retirement Corporation from 2010 to 2017. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity evaluation, supported by a scalable advisor network and specialized family-office style services.

Brett Nelson is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, VOYA Financial Advisors, and Nelson Financial Partners. He is also a life and annuity insurance producer. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized plan services supported by institutional and retirement plan resources.

April Blake is a financial advisor at Founders Financial Securities LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Fortune Financial Services, Inc. and Interactive Financial Advisors. Blake is also a partner in Beach, Blake, & Assoc Financial Services, LLC, where she engages in insurance sales. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and specializes in services such as managed portfolios, private wealth solutions, and 1031 exchange consulting.

Anthony Dietrich is a financial advisor at Blackridge Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Retirement Wealth Advisors, Inc. and PEAK Brokerage Services, LLC. Outside of his advisory role, he owns and operates a mosquito and pest control business. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by providing financial planning, investment management, and consulting services. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms.

Joan Kaye is a financial advisor at Bison Wealth, LLC with 37 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Bison Wealth, she worked at Key Investment Services LLC, KeyBank NA, Bank of America, N.A., and Merrill. Bison Wealth, LLC serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, and access to third-party managers. The firm focuses on outcome-oriented, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.

Sophearath Uoy is a financial advisor at IP Financial Advisory Services LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2020. In addition to his advisory role, he is president and owner of Sophearath Uoy, CPA, P.C., a firm providing bookkeeping, tax, auditing, payroll, and consulting services to individuals and small to medium-sized businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while providing a range of investment advisory and insurance-related services.

Michael Moss Jr. is a CFP® with 14 years of industry experience, currently serving as President of The Ascent Group, LLC and Alera Investment Advisors, LLC. He is the Wealth Platform Leader for Alera Group, Inc. and holds non-registered associate roles at Osaic Wealth, Inc. Moss’s career includes positions at Ameritas Investment Corp., Triad Advisors, and OSAIC. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and offers a combination of discretionary and non-discretionary portfolio management, model portfolios, and access to alternative investments through various platforms.

Joshua Moskowitz is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameritas Advisory Services, W.C. Moore Financial Services, and First Command Financial Planning. In addition to his advisory role, he is involved with Retirement Solutions, LLC, where he provides investment advisory services and fixed insurance sales. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, offering a scalable advisor network supported by affiliated business lines and specialized services.

David Herndon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been affiliated with Mutual of Omaha and its related entities since 1997. Outside of his advisory role, he is also licensed as an insurance agent specializing in individual and group life, annuities, and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Ross Hansberger is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 credential and three years of industry experience. Prior to his current role, he worked at Millstone Wealth Management for four years and spent thirteen years with the Federal Bureau of Investigation. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm supports a network of approximately 190 advisors and offers investment management, financial planning, and retirement-plan consulting using a combination of in-house strategies and third-party managers.

John May is a CFP® professional with 47 years of industry experience. He has worked at XML Financial Group since 2019 and has been affiliated with XML SECURITIES, LLC and its predecessor firms since 1999. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, utilizing a combination of fundamental and technical analysis alongside third-party managers.

Christian Prioretti is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked with Navy Federal Credit Union and Monarch Financial Solutions LLC. Prior to his current role, Prioretti also held positions at Lord Fairfax Community College and Wegmans. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and supports solutions such as unified managed accounts and automated ETF portfolios.

Amy Emery is a Series 65 licensed financial advisor with Blackridge Asset Management, LLC, based in Gainesville, VA. She has three years of industry experience, all with Blackridge, and has concurrently worked for Loudoun County Public Schools since 2013 as a Student Assistant Specialist focusing on mental health and substance abuse. Blackridge Asset Management provides financial planning, investment management, and consulting through a network of investment adviser representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-driven investment process incorporating fundamental, technical, and charting analysis, and operates a multi-office distribution network with 66 advisors.

Joshua Jones is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and entering his first year in the industry. His work experience includes roles at Sound Income Strategies and Retirement Solution, LLC since 2026, and involvement with Complex Tax and Efile, LLC since 2012. Sound Income Strategies serves a diverse client base, including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Matthew Douglas is a financial advisor at Kestra Advisory with 22 years of industry experience and holds the Series 66 designation. He has worked at Kestra Advisory since 2016 and previously held roles at PRUCO Securities, LLC and Equitable Advisors. Outside of his advisory duties, he is involved in business development for NFP, focusing on insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients that include large institutional investors and sovereign wealth funds.