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 with Founders Financial Securities LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. She has previously worked at Fortune Financial Services, Inc. and Interactive Financial Advisors. In addition to her advisory role, she is a partner in Beach, Blake, & Assoc Financial Services, LLC, where she is involved 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 services, including managed portfolios, fee-based annuities, financial planning, and 1031 exchange consulting, with investment strategies tailored by its representatives under firm oversight.

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 Blackridge since 2018. His prior roles include positions at PEAK Brokerage Services and Retirement Wealth Advisors. Outside of advising, he owns a mosquito and pest control business. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based, multi-manager approach with a mix of fundamental, technical, and charting analysis, and delivers services primarily through an affiliated turnkey asset management platform and wrap-fee programs.

Joan Kaye is a financial advisor with Bison Wealth, LLC, holding Series 63, 65, and 66 credentials and over 37 years of industry experience. Her career includes previous roles at Key Investment Services, KeyBank NA, Bank of America, and Merrill. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA retirement plan advice. The firm’s investment approach includes outcome-focused model portfolios blending tactical and strategic allocations across liquid and private-market investments, with distinctive services such as a turnkey asset management platform and option-based overlay 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® professional with 13 years of experience, currently serving as President of The Ascent Group, LLC and Alera Investment Advisors, LLC. He holds leadership roles within Alera Group, including Wealth Platform Leader, and has prior experience with Ameritas Investment Corp. and Triad Advisors. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and combines discretionary and non-discretionary portfolio management with model portfolios, third-party independent managers, and digital delivery 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 27 years of industry experience. He has worked with Mutual of Omaha and its affiliates since 1997. Outside of advisory services, he is also an insurance agent focusing on 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, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and integrates 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 46 years of industry experience. He has been with XML Financial Group since 2019 and has worked at XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2008. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs 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 blend of fundamental and technical analysis, leveraging third-party managers and an internal Investment Committee to customize portfolios according to client objectives.

Christian Prioretti is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked within Navy Federal’s affiliated entities since 2017, including roles at Navy Federal Credit Union and Navy Federal Financial Group. Prioretti also has experience with Monarch Financial Solutions LLC and has worked in educational institutions such as Lord Fairfax Community College and Kettle Run High School. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Amy Emery is a financial advisor at Blackridge Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and has been employed by Blackridge since 2023. Outside of her advisory role, Emery works as a Student Assistant Specialist focusing on mental health and substance abuse at Loudoun County Public Schools, a position she has held since 2013. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management and a mix of fundamental, technical, and charting analysis to manage client assets primarily through an affiliated turnkey asset management platform.

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 Series 66-licensed financial advisor with Kestra Advisory, where he has worked since 2016. He has 21 years of industry experience and also holds a business development role with NFP focused on insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Christopher Bonham is a CFP® professional with 11 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Planning, Inc. since 2014. In 2024, he established CGB Financial, although it is not actively used for business operations at this time. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Alan Sprinkel is a financial advisor with Money Concepts Capital Corp in Gainesville, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Money Concepts Advisory Service and Money Concepts Capital Corp since 1995. Outside of his advisory role, he serves as president of APS Enterprises, Inc., a position he has held since 1984. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, utilizing model portfolios, advisor-designed portfolios, and third-party sub-advisers.