Michael Cornfeld is a CFA®, CIC, and holds a Series 65 license with 35 years of industry experience. He has been with Heritage Investors Management Corporation since 1975. Based in Bethesda, MD, Cornfeld is part of an eight-advisor team at Heritage Investors. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth clients. The firm manages approximately $4.18 billion across various account types, implementing a long-term, buy-and-hold strategy tailored to individual client objectives and emphasizing diversification and execution quality.

Victor Krasij is a CFA® charterholder with three years of industry experience. He is currently with Aprio Wealth Management, LLC, having previously worked at BNY Mellon Wealth Management and U.S. Trust, Bank of America. He also serves as an agent in insurance sales through Aprio Risk Management and volunteers on the finance committee of the CFA Society of Washington, DC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, with continuous account monitoring and at least annual reviews.

Andrew Clark Jr. is a financial advisor at Marshfield Associates with seven years at the firm and a total of ten years in the industry. He holds Series 65 and Series 66 licenses and previously worked at Arthur Gallagher & Co for three years. Marshfield Associates manages approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, institutional investors, and government entities. The firm employs a long-only value investing approach focused on a concentrated portfolio and a disciplined margin-of-safety strategy.

Loren Glaser is a CFP® professional with 26 years of industry experience, currently serving at WesBanco Securities, Inc. and WesBanco Bank since 2021. His prior experience includes roles at Merrill Lynch, Bank of America, BB&T, and SunTrust. He also holds a position as Vice President and Senior Investment Officer/Portfolio Manager for trust investments at WesBanco Trust. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee programs and third-party managed solutions, employing diverse analytical methods and investment strategies while maintaining affiliations with a bank, trust company, and insurance agency.

Vandolf Parish is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Investment, Merrill, and The Prudential Insurance Company of America. Prior to his financial career, he served in legislative roles with the New York State Assembly and Congressman Mike Honda. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, using proprietary screening processes and detailed custodial arrangements.

Faress Alakwaa is a CFP® professional with three years of industry experience currently serving at Navy Federal Investment Services, LLC. Prior to joining Navy Federal, he held positions at Morgan Stanley, Merrill, Bank of Montreal, and Questrade. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services, private wealth consulting, and a dual registration as both an SEC investment adviser and broker-dealer.

John Flynn is a CFP® with three years of industry experience, currently serving at AlphaCore Capital LLC. Prior to joining AlphaCore, he held roles at SPC Financial Inc. and Northwestern Mutual in various capacities. Flynn is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his advisory firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory.

Eden Akana is a financial advisor at AlphaCore Capital LLC in Rockville, MD, holding a Series 66 designation with eight years of industry experience. Prior to joining AlphaCore Capital in 2025, Eden worked at SPC Financial, Inc., Raymond James Financial Services, Inc., Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc., and PNC Bank. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies, and provides a range of services including tax preparation, trustee services, and ERISA retirement plan advisory.

Brandi Kachouri is a financial advisor at MissionSquare Retirement with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Swain Wealth Partners. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways platform. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and include discretionary Managed Accounts and nondiscretionary Fund Advice tailored to participant information.

Jason Davis is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at AlphaCore Capital LLC and previously worked at Raymond James Financial Services, Inc. for 12 years and SPC Financial, Inc. His outside business activities include ownership of rental real estate. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm combines traditional equity and fixed-income strategies with alternative investments and offers a range of services including comprehensive wealth planning, tax preparation, and retirement plan advisory.

Judith Becker is a financial advisor at Marshfield Associates with six years of industry experience. She holds a Series 65 designation and has been with Marshfield Associates since 2018. Prior to joining the firm, she worked at the US Department of Education for 11 years. Marshfield Associates is a registered investment adviser serving a diverse client base, including high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary and non-discretionary portfolio management services.

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. He is currently with Apollon Wealth Management, LLC and previously worked at CIC Wealth, LLC and other firms. In addition to advisory services, he is involved in fixed insurance sales, providing clients with appropriate insurance recommendations. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, direct indexing, and sub-advisory services for pooled and insurance-dedicated funds.

Kathryn Cotter is a Series 65-licensed financial advisor with Marshfield Associates in Washington, DC, where she has worked since 2024. She has six years of prior experience at Nexercise, Inc. and five years at BET Networks. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, government entities, sovereign wealth funds, and investment companies. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy, supported by in-house research and a willingness to hold substantial cash positions.

Levene Le Blanc Mc Lean is a financial advisor at Lifeworks Advisors, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Signature Estate & Investment Advisors LLC, Morgan Stanley, and Stone Street Capital. Outside of his advisory role, he was involved with Polish Your Business, LLC, indicating entrepreneurial experience. Lifeworks Advisors serves a diverse client base including individuals, trusts, and institutions, offering wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach and integrates tax and accounting capabilities alongside proprietary technology and a national multi-advisor platform.

Hali London is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She has worked at Compound Planning, Inc. since 2025 and previously held roles at Motley Fool Wealth Management, Facet Wealth, and her own practice, Hali Browne London. Compound Planning, Inc. provides financial planning, discretionary portfolio management, and institutional advisory services to individuals, families, businesses, and retirement plans. The firm employs a customized, risk-based investment approach using low-cost ETFs, direct indexing, and alternative strategies supported by technology partnerships and third-party sub-advisors.

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.

Manuel Moral is a CFP® professional with 18 years of experience in the financial services industry. He has been with United Brokerage Services, Inc. since 2018, following prior roles at Cetera Investment Services LLC and First National Bank of PA. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, model portfolios, rebalancing, and tax-aware overlays, typically advising on a non-discretionary basis.

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.