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.

Kathleen Duffy is a CFP® and ChFC® with 28 years of industry experience. She currently works at Apella Wealth and was previously with Independence Wealth Advisors Inc. for 18 years. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support portfolio customization and monitoring.

Brandon Gulley is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes 12 years at MML Investors Services Inc and MassMutual. Outside of advising, he owns a professional networking group called Elite Mind Connections and provides college funding coaching through seminars and workshops. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline using proprietary software and behavioral economics, combining passive and active investment strategies alongside dynamic rebalancing.

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 a Series 65 designation and one year of industry experience. Prior to joining Choreo, he worked at VLP and has held roles in education and retail. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, 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.

Scott George is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Mason Investment Advisory Services since 1998 and previously with Mason Securities, Inc. from 1988 to 2025. Mason Investment Advisory Services provides fee-based financial planning and investment management to a range of clients including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach emphasizes long-term strategic asset allocation, disciplined rebalancing, and manager selection, utilizing mutual funds, ETFs, third-party money managers, and limited direct equity or fixed-income positions.

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.

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®-certified financial advisor with 26 years of industry experience. He is currently with F. L. Putnam Investment Management Company and has previously worked at Kalos Capital, Inc. and AOG Wealth Management. F. L. Putnam serves a diverse range of individual and institutional clients, offering various investment management and advisory services including discretionary and non-discretionary portfolio management, family office solutions, and consulting. The firm uses a strategic asset allocation framework supplemented by internally managed strategies, third-party managers, and specialized offerings such as Optimized Indexing and AI-supported research.

Aidan Baron is a financial advisor with ValMark Advisers, Inc. holding a Series 66 license and one year of industry experience. His prior roles include positions at W3 Financial Group and Christopher Newport University. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Chris Belchamber is a financial advisor at Brookwood Investment Group with 22 years of industry experience. He holds a Series 65 designation and has worked at several firms including CB Investment Management, LLC, Belpointe Asset Management, LLC, and Great Lakes & Atlantic Wealth Management and Advisory Partners. He is also the author of two books, "UK Government Bond Market" and "Invest Like the Best." Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using tailored portfolios that incorporate passive, active, tactical, and blended strategies.

Lloyd Layton is a financial advisor with Realta Investment Advisors, Inc. in Ashburn, VA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs a goal-oriented approach using asset allocation across a variety of investment vehicles and offers multiple portfolio management options including third-party manager programs and held-away account aggregation.

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.

Deborah Kelly is a CFP® with 16 years of experience in the financial industry. She is currently with Concurrent Investment Advisors, LLC and Potomac Financial Group, where she provides financial advice to clients. Prior to these roles, she worked at Raymond James Financial Services, Inc. for 17 years. Outside of her advisory work, she is an officer and president of D&E Kelly Services LLC, a support company unrelated to investment activities. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with strategies aligned to client goals, risk tolerance, and tax considerations.

Matthew Plourde is a CFP® with three years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. He previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. Outside of his advisory work, Plourde engages in part-time gig economy work on Task Rabbit. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies and managing accounts with a focus on multi-asset diversification and resilience.

Pamela Mudd is a CFP® professional with 22 years of industry experience. She is currently with AlphaCore Capital LLC and previously worked at SPC Financial, INC. and Sella & Martinic, LLC for over two decades. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm provides comprehensive wealth planning and investment management, focusing on both traditional and alternative investment strategies, and offers services including tax preparation, trustee services, and ERISA retirement plan advisory.

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.

Kevin Pinto is a CFP® professional with 27 years of industry experience. He is currently an advisor at Concurrent Investment Advisors, LLC, having joined the firm in 2026. Prior to this, he spent 15 years at Raymond James Financial Services Advisors and was involved with Wike Financial Dba Potomac Financial Group. Outside of his advisory role, he is an owner of DHJ Advisors, LLC, a support company. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm providing wealth management, financial planning, and retirement plan services to individuals, families, and institutions. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets with a multi-office platform.

Albert Mullan is a financial advisor at The Burney Company with three years of industry experience. He holds a Series 65 designation and has worked in roles at The Burney Company, DP Facilities Data Centers, Telos Corporation, James Madison University, and Loudoun County High School. The Burney Company serves primarily 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 advisory platform that employs proprietary fundamental and quantitative models and offers a variety of investment options, including actively managed ETFs and OCIO services.

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.