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.

Jeffrey D. Smith is a financial advisor with Private Client Services, LLC in Rockville, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at Private Client Services since 2020, with previous roles at Bright Futures Wealth Management, Cetera Advisors, and Brightline Financial. Outside of his advisory work, he serves as treasurer for a girls’ competitive gymnastics team parent association and acts as an expert witness for a legal firm. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and employs a structured discovery and risk-profiling process to develop customized investment strategies.

Alphonso Houston is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 designations, with 39 years of industry experience. His background includes roles at AHW Advisors since 2006 and independent insurance agency work focusing on life, health, and annuities since 2014. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, using programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven, with accounts managed on discretionary or non-discretionary bases and maintained through third-party custodians.

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 CFP® with 31 years of industry experience, currently serving as a financial advisor at Verdence Capital Advisors, LLC since 2023. His prior experience includes twelve years at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he owns and leases residential properties in Alexandria, Virginia. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, technical, and cyclical analysis across various investment vehicles tailored to client objectives.

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, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Snowden Lane Partners since 2015. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with customized portfolio management and investment consulting, utilizing multi-team resources and a broad range of investment tools and strategies.

Derek Stone is a CFA® charterholder with 35 years of experience in the financial industry. He has been with Heritage Investors Management Corporation since 1982. Heritage Investors Management Corporation is an SEC-registered investment adviser that provides personalized investment management to high-net-worth individuals, retirement accounts, trusts, and other entities. The firm employs a long-term, buy-and-hold strategy focused on U.S. stocks, bonds, and ETFs, emphasizing diversification and tailored portfolio construction based on client objectives.

Charles Hartley is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wells Fargo Advisors. Outside of his advisory work, he is a partner in a family-owned non-investment business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through specialized strategies and combines advisory recommendations with 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 nine years of industry experience. He holds the Series 66 designation and previously worked at First Command Insurance Services, Inc. and affiliated firms for seven years, as well as Fairfax County Public Schools for six years. Guglielmo serves as a board member on the investment committee of ACT for Alexandria, a community organization focused on philanthropic giving and engagement. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions across a range of strategies and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

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 Series 66 licensed advisor with 13 years of industry experience. He has worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC since 2017, and previously held roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2012 to 2017. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels, utilizing third-party portfolio managers and model-driven asset allocation on the Envestnet platform.

Matthew Callahan is a financial advisor at Snowden Capital Advisors LLC with five years of industry experience. He holds a Series 66 designation and has a background that includes roles at Snowden Lane Partners, US Express Freight Systems, and McDaniel College. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients with a range of services including portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale and institutional capabilities, utilizing customized model portfolios, third-party managers, and a variety of investment tools across asset classes.

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.

Roger Follis is a financial advisor with A.G.P. / Alliance Global Partners in Washington, DC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wells Fargo Advisors. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product-distribution activities beyond standard advisory services.