Eugene Wozny is a financial advisor at Savvy with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stratos Wealth Advisors, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Wozny also operates Wozny Capital Advisors, LLC, focusing on investment advisory and financial planning. Savvy serves individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations, offering a range of wealth management and financial planning services. The firm typically employs a primarily index-based, long-term investment approach while integrating specialized sub-adviser strategies and fintech tools.

Elise Weinstein is a CFP® professional at AlphaCore Capital LLC with eight years of industry experience. She previously worked at Sella & Martinic, LLC for 13 years and SPC Financial, INC. for 15 years. Elise is based in Rockville, MD. 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 both traditional and alternative investment strategies to pursue multi-asset diversification and resilience.

Samuel Lam is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Capitol Securities Management since 2016. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by providing portfolio management, comprehensive financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice primarily through advisor-managed programs, separately managed accounts, and third-party money managers.

Claudelle Gehy is a financial advisor at Mason Investment Advisory Services Inc with nine years of industry experience. She holds the Series 66 designation and has been with Mason Investment Advisory Services since 2015. 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’s investment approach centers on long-term strategic asset allocation, disciplined rebalancing, and manager selection, offering services including separately managed accounts and outsourced chief investment officer solutions.

Samuel Forkkio is a financial advisor at Archer Investment Corporation with eight years of industry experience. He holds a Series 65 designation and has worked at Archer since 2019. Prior to this, he was with HD Vest Investment Services for three years and has managed accounting operations at the FDIC since 1989. He is also the owner and sole proprietor of Forkkio and Company, providing accounting, bookkeeping, payroll, and tax preparation services. 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 emphasizes diversified portfolio construction based on comprehensive financial assessments and offers both discretionary management and model-driven strategies.

William Carlton is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. Prior to joining Aegis in 2023, he worked at UBS Financial Services Inc. for 16 years. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

John Keenan is a financial advisor with SEIA holding the CFP® designation and Series 63 and 65 licenses, with 28 years of industry experience. His career includes long-term tenures at Signator Investors, Inc. and Royal Alliance Associates, Inc., among others. Keenan holds an insurance license and serves on the board of a retirement plan group. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process supported by research and offers both discretionary and non-discretionary investment programs across a platform of more than 130 advisors managing approximately $22.5 billion in assets.

Thomas Caruso is a financial advisor at Prospera Financial Services, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, Mr. Caruso is President and Owner of Puglia LLC, a non-investment-related business. Prospera Financial Services, Inc. is a multi-team firm serving individual, corporate, charitable, and retirement plan clients through approximately 207 advisors across 140 offices. The firm offers investment advisory and financial planning services via various platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

Zachary Weaver is a CFP® and ChFC® with seven years of experience in financial advising. He currently works at XML Financial Group and XML Securities, having previously held roles at NYLIFE Securities LLC, Eagle Strategies, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis, third-party managers, and custodial support primarily via Fidelity and First Clearing.

Riley Saunders is a financial advisor at Cassaday & Company, Inc. with six years of industry experience. He holds the CFP® and Series 66 credentials. Prior to his current role, Saunders worked at Andersen Tax and Royal Alliance. In addition to advising clients, he manages financial planning processes and supports onboarding and training within Cassaday’s Financial Planning department. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing actively managed funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Connor Becton is a CFP® with one year of industry experience, currently affiliated with Spire Wealth Management, LLC in McLean, VA. He has held roles at multiple firms including Campbell Wealth Management, Madison Avenue Securities, and Raymond James Financial Services. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management as well as manager-of-managers arrangements. The firm manages approximately $4.5 billion in assets for over 6,100 clients through a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised strategies.

Tyler Gahs is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at notable firms including Stifel, Citi, Morgan Stanley, and Commonwealth Financial Network. His background also includes roles outside finance, such as working with the Maryland General Assembly and the Maryland Democratic Party. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and portfolio advice primarily through an online platform that integrates AI tools alongside human oversight. The firm emphasizes tailored asset allocation and utilizes third-party Turn-key Asset Management Platforms for discretionary management.

Charles York is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining United Capital Financial Advisors in 2022, he worked at BNYM Securities Corporation, BNY Mellon, and Bessemer Investor Services. York is also an adjunct professor of finance at George Mason University, where he teaches finance courses. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and access to a range of investment strategies.

Hannah Terwilliger is a financial advisor at The Burney Company with a Series 65 designation and over five years of industry experience. She previously worked at Moog, Inc. before joining The Burney Company, where she has been since 2021. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team platform that combines proprietary fundamental and quantitative models and offers a range of portfolio management options, including actively managed ETFs and sub-advisory services.

Alex Bryer is a financial advisor at Snowden Capital Advisors LLC with 29 years of industry experience. He has been with Snowden Lane Partners since 2015. Bryer holds Series 63 and Series 65 designations. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and access to third-party managers through customized model portfolios and specialized programs.

Alex Vazquez is a CFP® with one year of industry experience, currently affiliated with Cassaday & Company, Inc. He has previously worked at OSAIC and Centurion Wealth Management, LLC. Prior to his financial advisory roles, he held positions in mortgage lending and the food service industry. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is long-term and asset-allocation driven, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Andrew Malay is a CFP® professional with 12 years of industry experience, currently serving at Cassaday & Company, Inc. He has been associated with Cassaday & Co Wealth Management, LLC since 2012 and Osaic Wealth, Inc. since 2013. Outside of his advisory role, Malay is involved as an insurance agent offering fixed annuities and long-term care insurance products. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Mark Avallone is a CFP® with 32 years of industry experience. He is currently with Apollon Wealth Management, LLC and previously held roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Potomac Wealth Advisors, among others. Avallone is the author of *Countdown to Financial Freedom* and contributes finance and economics articles to Forbes. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement advisory services. The firm combines centrally managed model strategies with locally managed portfolios and offers ESG-focused investment options, private funds, and specialized consulting through a broad network of advisors.

Sarah Gosselin is a CFP® with eight years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. She has previously worked at AOG Wealth Management and Kalos Capital, Inc. Since joining F L Putnam in 2025, she has been part of a multi-team firm based in Reston, VA. F L Putnam serves a diverse range of individual and institutional clients, offering customized investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes, including equities, fixed income, and alternatives.

Zulpikar Iskander is a financial advisor with SEIA holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, Vega Consulting Solutions, and Planning Solutions Group. SEIA serves a diverse client base including high-net-worth individuals, trusts, estates, and retirement plans, offering investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary programs supported by in-house research and third-party platforms.