John Orem is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His prior experience includes roles at Potomac Wealth Advisors, Commonwealth Financial Network, Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. He is also involved in fixed insurance sales as a minor part of his business activities. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and invests across various asset classes including mutual funds, ETFs, equities, fixed income, and alternatives, offering specialized services such as ESG models, Direct Indexing, and sub-advisory roles for pooled and insurance-dedicated funds.

James Frangenberg is a CFP® with 22 years of experience in the financial services industry, currently with Founders Financial Securities LLC. His prior roles include positions at Wells Fargo Clearing Services, LPL Financial, M&T Securities, M&T Bank, and PNC Investments. He serves on the advisory council for Adventist Shady Grove Hospital Center and is a Leadership Council Member for Make-A-Wish Mid Atlantic. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in client assets. The firm offers diverse advisory platforms and delegates investment decisions to its representatives, supporting a broad range of services including managed portfolios, financial planning, and 1031 exchange consulting.

Richard Sebastian is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. His prior roles include positions at CIC Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Commonwealth Financial Network, McAdam LLC, and VOYA Financial Advisors, Inc. In addition to his advisory work, Sebastian provides fixed insurance services to clients. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, family offices, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a broad range of investment vehicles.

Shayna Lebowitz is a CFP® with 13 years of experience in the financial services industry. She is currently with Mason Investment Advisory Services, Inc. and has prior experience at firms including Creative Planning, LLC, Sullivan, Bruyette, Speros & Blayney, LLC, and Savant Wealth Management. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm provides fee-based financial planning, portfolio management, and institutional services with an emphasis on long-term asset allocation, rebalancing, and manager selection.

Geoffrey Wistow is a Series 65-licensed financial advisor with Encompass More Asset Management LLC, bringing three years of industry experience. Prior to joining Encompass More, he worked at Bull Run Investment Management LLC, Bull Run Financial Group, and Rillhurst Capital. Wistow is also an attorney and manages a legal practice alongside his advisory role, providing legal services independently from his work at Encompass More. Additionally, he is a licensed insurance agent offering insurance products through Skyline Financial Partners, LLC. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach, utilizing both in-house and third-party sub-advisers, and manages approximately $582 million for around 4,000 clients.

Jennifer Antosh is a CFA® charterholder based in Potomac, MD, with two years of industry experience. She is currently with Merit Financial Advisors and previously worked at TritonPoint Wealth, Goldman Sachs PFM, Mercer Consulting, and BNY Mellon. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary authority supported by fundamental analysis and supplemental investment tools.

Kent Johnson is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Navy Federal Investment Services, LLC and its affiliated entities since 2017, following earlier roles at Equitable Advisors and Ameriprise. Kent is based in Reston, VA. 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 emphasizes using third-party portfolio managers on the Envestnet platform and provides both managed advisory programs and digital automated ETF portfolio solutions.

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.

Shawna Bieda is a CFP® with 20 years of industry experience, currently serving at XML Financial Group and XML Securities LLC since 2022. She previously worked at Bank of America N.A. and Merrill, where she spent eight and eighteen years respectively. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting 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 blended investment approach using fundamental and technical analysis alongside third-party managers and an internal Investment Committee.

Beth Levine is a financial advisor at XML Financial Group with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with XML Financial and its affiliated entities since 2009. Outside of her advisory role, she is the sole owner of Coyote Sun LLC, a holding company for rental properties. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and uses a combination of fundamental and technical analysis, along with third-party managers and an internal Investment Committee, to tailor portfolios to client needs.

Meredith Wade is a financial advisor at XML Financial Group with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and SunTrust Advisory Services. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, combining fundamental and technical analysis with access to alternative investments and affiliated managers.

Samuel Woo is a financial advisor at AlphaCore Capital LLC with a Series 65 designation. He has been in the industry since 2023, with prior experience at SPC Financial, Inc. and Raymond James Financial Services, Inc. before joining AlphaCore Capital. 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 equity and fixed-income exposures.

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.

Marc Magas is a financial advisor at Tucker Asset Management LLC with a Series 65 designation and two years of industry experience. He has previously worked at Magas Advisory Group and held roles at LGO Hospitality and Aerotek. Marc is also involved with Magas Advisory Group, dedicating time monthly to this investment-related activity. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macroeconomic asset-allocation approach, integrating a variety of growth, fixed-income, and alternative investment strategies.

Emily Parent is a financial advisor with Founders Financial Securities LLC in Reston, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Fortune Financial Services and Brooklight Place Securities, Inc. In addition to her advisory role, she is involved with Shenandoah Financial Advisors, where she provides financial planning, tax preparation, and fixed insurance services. 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 client assets. The firm offers a variety of advisory platforms and specialized services, including retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.

Scott Welch is a financial advisor at Certuity, LLC with 22 years of industry experience. He has held positions at firms including WisdomTree Asset Management, Dynasty Wealth Management, and Foreside Fund Services. Welch holds a Series 63 designation. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and offers access to private markets through its private fund series.

Alex Stevenson is a financial advisor with Encompass More Asset Management LLC in Potomac Falls, VA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bull Run Investment Management LLC, Centaurus Financial Inc., and National Securities Corporation. Stevenson is also a licensed insurance agent and provides insurance services through Skyline Financial Partners, LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through a combination of proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based investment approach and delegates portfolio management to in-house models and unaffiliated sub-advisers.

Tristine Altamirano is a financial advisor at AlphaCore Capital LLC with a Series 65 credential and one year of industry experience. Prior to joining AlphaCore, she held roles at SPC Financial, Inc., Grossberg Company LLP, and Liptz, Roberts, Marquez, Merkle, Singh & Zipor Chtd. Outside of financial advising, she is an instructor at Pure Barre Rockville, where she teaches for 6-8 hours per month. 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 with an emphasis on both traditional and alternative investment strategies.

James Musgrave is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including ten years at Purshe Kaplan Sterling Investments and concurrent roles since 2022 at Regal Investment Advisors and Regulus Financial Group. Outside of advisory work, he is a financial seminar presenter for the nonprofit Society for Financial Awareness. Regal Investment Advisors, operating under the name LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, focusing on proprietary and third-party strategies through a sub-advisory platform managing approximately $2.88 billion in assets.

Jason Klopman is a CFP® professional with 20 years of industry experience. He has been with XML Financial Group since 2016, following a decade at LPL Financial. Klopman is also an equity member of BR Financial Associates Management Company, LLC, which manages XML Financial, LLC and XML Securities, LLC. 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 investment management, financial planning, retirement plan advisory, and access to alternative investments, employing a portfolio approach that combines fundamental and technical analysis with third-party managers.