Thomas Mudlaff is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior roles include positions at Chevy Chase Financial Services and Capital One Investment Services. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

Thurston Spaulding Jr. is a financial advisor with Advisory Services Network and holds a Series 66 credential. He has 22 years of industry experience, including prior roles at Ategra Capital Management, Capital Fiduciary Advisors, and other firms. He is also the owner and managing principal of The Spaulding Financial Company, LLC, where he oversees commercial office leasing operations. Additionally, he serves as general treasurer and finance committee member at Saint John's Episcopal Church. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services with a range of investment approaches tailored to client objectives.

Alphonso Houston is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 65 credentials and has 39 years of industry experience. His career includes roles at UBS Financial Services, Riggs Securities Inc., LPL Financial, and AHW Advisors. He also works as an independent insurance agent focusing on life, health, and annuities. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, offering various managed account programs and tailored, suitability-driven advice.

Alexandra Payne is a CFP® and Series 66 credentialed advisor at SEIA with seven years of industry experience. Her prior roles include five years at Creative Planning, LLC and two years at SBSB Financial Advisors. SEIA serves a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable entities, through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments and emphasizes non-discretionary asset management, supported by an in-house Investment Solutions Group and Investment Committee.

Michael Bolen is a financial advisor at United Brokerage Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with United Brokerage Services since 2014. Outside of his advisory role, he manages residential real estate on a part-time basis. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment approaches and maintaining affiliations with United Bank and Wells Fargo.

John Weber IV is a CFP® with three years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. His prior roles include positions at Curi RMB Capital, LLC, RMB Capital, LLC, and Omega Wealth Management LLC. Outside of advisory work, he is a partner in a real estate investment business. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices with a focus on a long-term, fundamental investment approach across equities and fixed income.

David Vitt is a financial advisor with Realta Investment Advisors, Inc. in Arlington, VA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior work includes roles at United Brokerage Services, Capital One Investment Services, and Chevy Chase Financial Services Corporation. He also serves as president and CEO of Vitt Wealth Management, LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and diversified asset allocation strategies implemented through in-house or third-party portfolio management.

Mark Amberg is a financial advisor at Verdence Capital Advisors, LLC with 32 years of industry experience. He holds the CFP® designation and has worked previously at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he owns and leases residential properties in Alexandria, Virginia. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams, employing a blend of fundamental, technical, and cyclical analysis across various investment vehicles.

Hazel Toler is a financial advisor at Rossby Financial, LLC, holding a Series 65 designation with one year of industry experience. Outside of advising, she has been involved with Joes Seafood Stonecrab and Prime Steak since 2015. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension plans, corporations, and other business entities, managing approximately $565 million in discretionary assets. The firm uses a variety of analytical approaches to tailor diversified portfolios across multiple asset classes and offers services including wrap-fee programs and retirement-plan advice under the DOL fiduciary framework.

William Mayo is a financial advisor with Snowden Capital Advisors LLC based in Bethesda, MD, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has worked at Snowden Lane Partners since 2015 and previously spent 20 years at Merrill. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutions. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, employing customized model portfolios and a range of investment tools while maintaining institutional capabilities and multi-team scale.

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.

Charles Hartley is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at B. Riley Wealth Advisors, B. Riley Wealth Management, Wells Fargo Advisors, and Raymond James Financial. Outside of advisory work, he is a partner in a non-investment related business. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors serving over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies and sub-advisory relationships, offering services including portfolio management, financial and retirement planning, and brokerage and insurance products.

Rachel Eisenhart is a financial advisor with Kestra Private Wealth Services, LLC, holding the CFP® and ChFC® designations and has 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Kestra. Outside of her advisory role, she volunteers as a Court Appointed Special Advocate (CASA), advocating for children affected by abuse or neglect. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and specialized offerings. The firm manages approximately $13.45 billion in client assets and supports advisors with various platforms and operational resources.

Anthony Di Carlo is a financial advisor with Advisor Resource Council, holding a Series 65 credential and nine years of industry experience. He has worked at 360 Wealth Management since 2018 and has been involved with Lutron Electronics since 2008. Outside of advisory work, he is engaged in lighting control sales. Advisor Resource Council serves a diverse client base including individuals, families, retirement plans, charitable organizations, and businesses. The firm employs an investment approach that combines artificial intelligence tools with traditional fundamental analysis through AIQ model portfolios and separately managed accounts, offering tailored strategies for different levels of assets.

Taylor Guglielmo is a financial advisor at Verdence Capital Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc. and related affiliates for seven years. Outside of his advisory role, Taylor serves on the investment committee of ACT for Alexandria, a community organization focused on philanthropic giving. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, and trusts, offering discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios across mutual funds, ETFs, separately managed accounts, and independent 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.

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.

Andrew Wade is a CFP® with 28 years of industry experience, currently serving at Stonex Advisors Inc. since 2011. Prior to that, he worked at Nebel Financial Services from 2008 to 2011, where he also holds a continuing leadership role as President. Outside of his advisory work, Wade is active in community and charitable organizations, including serving as past President of the Rotary Club of Dulles International Airport and participating on the finance committee at St. John's Episcopal Church. StoneX Advisors Inc. provides comprehensive financial services to individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting. The firm supports diverse account structures and investment strategies, utilizing both proprietary models and third-party managers to implement client 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.