Christopher Oxenham is a financial advisor with Verus Capital Partners, LLC, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. He has worked at Verus Capital Partners since 2011 and has prior experience with LPL Financial and Securities America, Inc. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios, incorporates tactical adjustments and selective hedging, and tailors allocations based on clients’ time horizons, risk tolerances, and tax considerations.

Tristan Hawkins is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and 25 years of industry experience. He has been with United Brokerage Services since 2016. United Brokerage Services, Inc. provides investment advisory services to individuals, including high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various wrap and unified managed account programs and employs a process that includes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, third-party research, and tax-aware overlays.

Erin Holt is a CFP®-credentialed financial advisor with eight years of industry experience, currently serving at F.L. Putnam Investment Management Company. Her prior roles include positions at Kalos Capital and Alpha Omega Group, Inc. She volunteers with the Foundation for Financial Planning, providing pro bono financial planning to program participants. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering team-based, customized investment management and financial planning. The firm combines internally managed strategies and third-party managers across various asset classes and emphasizes a research-driven approach with limited use of artificial intelligence in decision-making.

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.

Neal Treanor is a financial advisor at Cassaday & Company, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wellington Management Company and State Street Global Advisors. Treanor serves as Chief Compliance Officer for Cassaday & Company Wealth Management, overseeing its SEC-driven RIA compliance program. Cassaday & Company Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers a range of services including standalone financial planning and retirement plan consulting.

Kathleen Duffy is a CFP® and ChFC® with 28 years of experience in the financial services industry. She has worked at Apella Wealth since 2025 and previously spent 18 years at Independence Wealth Advisors Inc. and nine years at Ameriprise. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven and quantitative approach to investment management, integrating proprietary and third-party tools to accommodate held-away assets and provide customized solutions across a broad client base.

Faye Lawrence is a CFP® professional with seven years of experience in financial advising. She currently works at SEIA and has prior experience with firms including Royal Alliance Associates, INC., Bogart Wealth, and Ameriprise Financial Services, Inc. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments using both quantitative and qualitative research, with most assets managed on a non-discretionary basis.

Tilysha Gleason is a financial advisor at Navy Federal Investment Services, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Navy Federal entities since 2019, as well as previously with The Huntington Investment Company and Huntington National Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs featuring third-party portfolio managers and provides digital automated ETF portfolios for clients preferring automated solutions.

Cayenne Rooks is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and two years of industry experience. Prior to joining Cassaday & Company, Rooks held roles at Osaic and Chez Le Mannequins. Cassaday & Co Wealth Management 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 centered on Modern Portfolio Theory and offers a range of services including retirement plan consulting and fiduciary monitoring.

Peter Jenkins is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles at BDO Wealth Advisors, LLC and Biegel & Waller LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Ayodele Adefila is a financial advisor at Archer Investment Corporation holding a Series 65 designation. Although new to the advisory industry, Ayodele has prior experience in accounting and tax-related roles, including positions at Your Legacy CPA and Tax Well/Tax ACT. He also has a background working at PriceWaterhouseCoopers and ASRC Federal. Outside of advisory work, Ayodele is involved with PG Community College. Archer Investment Corporation provides investment management primarily to individual clients across various wealth levels through separately managed accounts and proprietary mutual funds. The firm supports a multi-branch model that includes accountants and CPAs as advisory representatives and manages approximately $1.01 billion in discretionary assets.

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.

Joseph Dawkins is a CFP® with 18 years of industry experience and currently serves as an advisor at SEIA. His prior experience includes roles at SES LLC, Royal Alliance Associates, INC., and JHFN SII. He is also an advisor for Signature Estate & Investment Advisors LLC. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm’s investment approach combines strategic macro asset-allocation with tactical adjustments, employing both discretionary and non-discretionary management tailored to client preferences.

Donald Moore Sr. is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently affiliated with Capital Analysts and has held prior positions at Lincoln Investment and Cincinnati Analysts, Inc. He serves on the Advisor Advisory Council of the Insured Retirement Institute, interacting with various members of the insured retirement strategies ecosystem. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivered through a nationwide network of independent advisors and in-house investment management.

Kristian Ayala is a financial advisor at Choreo, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history including positions at VLP and several educational institutions. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a disciplined investment process anchored in strategic asset allocation and quantitative screening, offering a broad array of services such as portfolio management, financial planning, and outsourced CIO solutions.

Harrison Fresh is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Corbett Road Wealth Management and OSAIC before joining Cassaday. He also serves as a notary in Virginia. Cassaday & Company provides investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm emphasizes a long-term, asset-allocation driven approach grounded in Modern Portfolio Theory, utilizing actively managed funds, ETFs, fixed income, and model portfolios aligned with written investment policy statements.

Scott George is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 37 years with Mason Securities, Inc. and 28 years with Mason Investment Advisory Services. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm focuses on fee-based financial planning, separately managed accounts, and institutional services such as outsourced chief investment officer engagements, using a strategic, long-term investment approach centered on asset allocation, rebalancing, and manager selection.

Adrian Nicholson is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has been with Arete Wealth Advisors since 2020, previously working at Arete Wealth Management LLC. Outside of his advisory role, he co-hosts the investment-related podcast Retirement Lifestyle Show. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, manages assets primarily on a discretionary basis, and incorporates third-party sub-advisers and due diligence processes in its investment approach.

Allen Bruce is a financial advisor with ON Investment Management Company who holds the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience, including roles at The O.N. Equity Sales Company, Ohio National Financial Services, and A.R. Bruce & Company Inc., where he also serves as president. Bruce is a guest lecturer at Howard University School of Business, delivering annual sessions on financial planning topics. He is also the treasurer of the Headley Carter Cares Foundation, a nonprofit organization. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through comprehensive and modular plans, access to third-party investment programs, and both discretionary and non-discretionary management options.