Derek Stone is a CFA® charterholder and holds a Series 65 license with 36 years of experience in the financial industry. He has been with Heritage Investors Management Corporation in Bethesda, MD since 1982. Heritage Investors Management Corporation provides investment management and financial planning to a diverse client base, including individuals, institutions, trusts, and foundations. The firm emphasizes tailored, diversified portfolios and generally pursues long-term strategies with discretionary management and fiduciary oversight.

Daniel Pessagno is a financial advisor at Apollon Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CIC Wealth, LLC, Nationwide Investment Advisors, and Cadaret Grant. Outside of advising, he is involved with a business that offers group benefits to business owners. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and retirement plans, combining centrally managed strategies with locally managed portfolios and employing a range of investment approaches and technologies.

Cynthia Perini is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Her career includes positions at Lincoln Investment Planning, Inc. since 2006, Sovereign Bank since 2004, and Raymond James Financial Services from 1999 to 2004. Outside of her advisory work, she serves on several nonprofit boards, including the Magnolia Foundation and MedSource Community Services, and participates in community fundraising and philanthropic initiatives. 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 combines discretionary and non-discretionary investment management supported by an in-house research team and partners with institutional platforms such as Lincoln Investment and Pershing/BNY.

Jonathan Wright is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Transamerica Financial Advisors, Inc., Innovation Partners LLC, and his own firm, Jonathan Wright LLC. Outside of his advisory work, Wright leads All Can Thrive LLC, a business education company for entrepreneurs, and serves as a trustee at First Mount Zion Baptist Church, providing guidance on church property management. IP Financial Advisory Services LLC primarily serves individual retail clients and offers services such as portfolio management, financial planning, and consulting. The firm employs a range of analytical approaches to construct personalized portfolios and works with third-party managers to provide discretionary investment programs, focusing mainly on non-high-net-worth retail investors and retirement plan participants.

Barbara Joyce is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is affiliated with Mason Investment Advisory Services Inc, where she has worked since 2000. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and a manager-selection process that uses mutual funds, ETFs, and third-party money managers.

Taylor Fucci is a CFA® charterholder affiliated with Heritage Investors Management Corporation, with one year of experience in financial advisory roles. Prior to joining Heritage Investors, Fucci held positions at Wells Fargo, BNY Mellon, and State Street, and also spent two years at Cornell University. Heritage Investors Management Corporation provides investment management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored portfolios with diversified holdings and generally pursues long-term investment strategies, managing about $4.6 billion in assets across approximately 680 client relationships.

Thomas Falkenberry is a CFA® charterholder with 14 years of industry experience. He is currently with Modern Wealth Management, LLC and previously spent 24 years at Autumn Wind Asset Management Inc., where he served as president and majority shareholder. Falkenberry serves on the board of directors for Memory Care Communities of Illinois. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized investment committee and a combination of strategic allocation and tactical adjustments, supported by third-party tools and a focus on integrated advisory services.

Tommy Davis is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 license and 13 years of industry experience. He has worked at Navy Federal Investment Services and Navy Federal Financial Group since 2017 and has prior experience with Northwestern Mutual in various roles from 2012 to 2017. 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 focuses on managed advisory programs that utilize third-party portfolio managers and supports a range of solutions including unified managed accounts and automated ETF portfolios.

Matthew Callahan is a financial advisor with Snowden Capital Advisors LLC in Bethesda, MD. He holds a Series 66 designation and has five years of industry experience. Before joining Snowden Lane Partners in 2021, he worked at US Express Freight Systems and McDaniel College. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm utilizes customized model portfolios and third-party managers, with a focus on a broad range of investment tools and ongoing account review.

Frances Toler is a financial advisor at Rossby Financial, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Rossby Financial since 2024. Prior to that, she spent nine years with Cambridge Investment Research Advisors and has operated Toler Financial Group since 2012. In addition to her advisory work, she is an author and speaker associated with Toler Financial Group. 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 a range of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Keenan Bailey is a Series 65-licensed financial advisor with Mason Investment Advisory Services Inc. in Reston, VA, and has one year of industry experience. His prior roles include positions at MUFG Investor Services and Mariner Finance. Mason Investment Advisory Services provides fee-based financial planning and investment management to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach focuses on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a compact advisory team.

Todd Jorgenson is a financial advisor with United Brokerage Services, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Citigroup, New York Life Insurance Company, and State Farm. United Brokerage Services provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, use of mutual funds and ETFs, third-party research, model portfolios, and tax-aware overlays, typically offering advice on a non-discretionary basis.

Ryan Perraut is a CFA® charterholder with 13 years of industry experience. He has been with Snowden Lane Partners, now Snowden Capital Advisors LLC, since 2015. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients through discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm leverages multi-team scale and institutional capabilities, offering customized portfolios and access to unaffiliated sub-advisers and third-party managers.

Keith Mayhew is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked at RSM US Wealth Management LLC for 22 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Radley Ellenbogen is a CFP® and holds a Series 65 license with three years of industry experience. He has been with XML Financial Group since 2018 and has prior experience at BDO Wealth Management and The Meltzer Group, as well as roles at the University of Maryland and ZeniMax. 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 combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Angelique Ayala is a CFP® with 12 years of industry experience, currently serving at Savvy since 2025. She previously worked at Horizon Advisory Group, Commonwealth Financial Network, MML Investors Services, and MassMutual. Outside of financial advising, she is a board member and co-chair of the events committee for the Equality Chamber of Commerce DC and also provides dog sitting services in Centreville, VA. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by proprietary technology and third-party platforms.

Krista Baumgardner is a CFP® professional with nine years of industry experience. She is currently with Choreo, LLC and previously worked at RSM US Wealth Management LLC and The Vanguard Group, Inc. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic, quantitative investment process and offers a range of advisory services such as portfolio management, financial planning, and specialized consulting for ultra-high-net-worth clients.

Glenn Arons is a financial advisor at Arax Advisory Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Guardian Life for 19 years. In addition to his advisory role, Arons is principal of Assets, LLC, where he advises business owners on strategy, succession, and exit planning. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments supported by in-house teams and third-party analytics.

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.

Caleb Fry is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Mason Investment Advisory Services Inc and has previously worked at firms including LPL Financial, Water Street Financial LLC, and Sterling Financial Partners. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a relatively small advisory team.