David Wexler is a financial advisor with M HOLDINGS SECURITIES, Inc. in Bethesda, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 25 years with M HOLDINGS SECURITIES and over four decades with Home Life Insurance Company. He is a partner at Freedman Risk Management, LLC, which provides personal lines property and casualty insurance for the high net worth market, and at Greenberg Wexler & Eig, LLC, a life settlement provider and buyer of policies. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by multiple platform providers and third-party sub-advisors.

Tyquia Clark is a Series 66 credentialed financial advisor at MissionSquare Retirement with seven years of industry experience. Her prior roles include positions at Edward Jones, MassMutual, Northwestern Mutual, Bank of America, and Merrill Lynch. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, featuring investment advice developed by Morningstar Investment Management and a multi-team advisory structure supporting over 40,000 participants.

Michael Cornfeld is a CFA® charterholder and holds a CIC designation along with a Series 65 license. He has 36 years of industry experience and has been with Heritage Investors Management Corp since 1975. Heritage Investors Management Corporation serves a diverse client base, including individuals, retirement accounts, trusts, foundations, and corporate entities. The firm emphasizes customized portfolios aligned with clients’ risk profiles and generally pursues long-term investment strategies with a focus on diversified holdings of U.S. stocks, bonds, and ETFs.

Victor Krasij is a CFA® charterholder with three years of industry experience. He is currently an advisor at Aprio Wealth Management, LLC and has prior experience with BNY Mellon Wealth Management and U.S. Trust, Bank of America. Outside of advisory work, he 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 businesses. The firm focuses on tailored portfolio management and financial planning, emphasizing asset allocation and long-term purchasing power preservation through a variety of investment strategies.

Srinivas Raghavan is a financial advisor at Global View Capital Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Blend 360 and Verizon Communications. He also operates a sole proprietorship, Analytics And Bi Consulting & Advisory. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and trading infrastructure.

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 with Capital Analysts in Washington, DC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Lincoln Investment, Merrill, The Prudential Insurance Company of America, Axa Advisors, and Morgan Stanley. He also worked in the New York State Assembly from 2016 to 2018. Capital Analysts serves both retail and institutional clients, offering portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through a combination of discretionary in-house teams and non-discretionary advisor and third-party services, supported by proprietary screening processes and institutional relationships.

Faress Alakwaa is a CFP® certificant with three years of industry experience, currently affiliated with Navy Federal Investment Services, LLC. Prior to joining Navy Federal, Alakwaa held positions at Morgan Stanley, Merrill, Bank of Montreal, and Questrade. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily leveraging third-party portfolio managers through managed advisory programs.

Renee Lennon is a financial advisor with Mutual Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. Her career includes roles at Neuberger Berman, Fidelity Investments, and Triad Advisors. Outside of her advisory work, she serves on the board of the Arts Council of Howard County, contributing to fundraising and strategic planning efforts. Mutual Advisors, LLC provides asset management, financial planning, and consulting services to a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs both active and passive strategies tailored to client objectives and manages approximately $9.45 billion through 154 advisors.

John Flynn is a CFP® professional at AlphaCore Capital LLC with three years of industry experience. Prior to joining AlphaCore, he held roles at SPC Financial Inc. and Northwestern Mutual Wealth Management Company. He also engages in insurance-related activities as a producing agent for an affiliate of AlphaCore. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion in assets. The firm serves individuals, entities, and institutional investors, offering a range of services including financial planning, investment management, retirement plan advisory, and institutional sub-advisory, with an emphasis on multi-asset portfolios that incorporate both traditional and alternative investments.

Eden Akana is a financial advisor with AlphaCore Capital LLC in Bethesda, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining AlphaCore in 2025, Akana 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 with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, emphasizing multi-asset portfolios that incorporate alternative investments alongside traditional assets through fundamental and qualitative macro analysis and manager due diligence.

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 and holds a Series 66 license with 14 years of industry experience. He has worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. before joining AlphaCore Capital LLC in 2025. Outside of his advisory work, he owns rental real estate. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory with a focus on multi-asset portfolios that include alternative investments and private market commitments.

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® professional with 22 years of industry experience. He is currently with Founders Financial Securities LLC and has held prior roles at Wells Fargo Clearing Services, LPL Financial, M&T Securities, PNC Investments, and Morgan Stanley. 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 through a network of IARs managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and emphasizes services such as retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.

Richard Sebastian is a CFP® professional with 14 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2024. His prior roles include positions at CIC Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Commonwealth Financial Network, McAdam LLC, and VOYA Financial Advisors, Inc. In addition to his advisory work, he is involved in fixed insurance sales, providing clients with insurance recommendations. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors and 67 offices. The firm serves individuals, families, family offices, trusts, estates, businesses, retirement plans, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing technology tools including generative AI.

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 Series 66 licensed advisor at Lifeworks Advisors, LLC with six years of industry experience. His prior roles include positions at Signature Estate & Investment Advisors LLC and Morgan Stanley. He has also been involved with Polish Your Business, LLC. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs both planning-based and risk-based investment approaches, combining quantitative and fundamental analysis with a range of model strategies, and integrates tax and accounting services through affiliated entities.

Hali London is a CFP® and holds a Series 65 license, with eight years of industry experience. She is currently with Compound Planning, Inc. and previously worked at Motley Fool Wealth Management and Facet Wealth. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process that utilizes a variety of strategies—from low-cost ETFs to professional options and synthetic lending—supported by technology partnerships and automated monitoring.