Andrew Clark is a financial advisor at Lexaurum Advisors with 38 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 63. Prior to joining Lexaurum Advisors in 2021, he worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Persinger Planning. Outside of his advisory role, he serves as president of the Tyson Corner Chamber of Commerce and is involved in fundraising for a special education school. Lexaurum Advisors serves individuals, families, businesses, and institutions by providing investment management, financial planning, and retirement-plan services through a multi-advisor team. The firm manages diversified portfolios utilizing modern portfolio theory and offers discretionary as well as non-discretionary engagements, including a sub-advisory program with model portfolios implemented primarily through low-cost ETFs.

Ryan Perraut is a CFA® charterholder with 13 years of industry experience. He has been with Snowden Lane Partners, now Snowden Capital Advisors LLC, since 2015. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients through discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm leverages multi-team scale and institutional capabilities, offering customized portfolios and access to unaffiliated sub-advisers and third-party managers.

Keith Mayhew is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked at RSM US Wealth Management LLC for 22 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Lynwood Hill Jr. is a financial advisor at MissionSquare Retirement with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA and TIAA-CREF for a combined 20 years before joining MissionSquare in 2024. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Chad Goldberg is a financial advisor at Marshfield Associates with 15 years of industry experience. He holds a Series 65 designation and has been with Marshfield Associates since 2009. Marshfield Associates is a registered investment adviser serving a diverse client base including 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 offering both equity and balanced strategies.

Radley Ellenbogen is a CFP® and holds a Series 65 license with three years of industry experience. He has been with XML Financial Group since 2018 and has prior experience at BDO Wealth Management and The Meltzer Group, as well as roles at the University of Maryland and ZeniMax. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Krista Baumgardner is a CFP® professional with nine years of industry experience, currently serving as an advisor at Choreo, LLC since 2022. Prior to joining Choreo, she worked at RSM US Wealth Management LLC for five years and at The Vanguard Group, Inc. for one year. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Glenn Arons is a financial advisor at Arax Advisory Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Guardian Life for 19 years. In addition to his advisory role, he is principal of Assets, LLC, where he provides business advisory and estate structuring services to professional practice owners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management and third-party relationships with tailored asset-allocation strategies, and it is notable for its use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Cengiz Akyol is a financial advisor at MissionSquare Retirement with 22 years of industry experience and holds a Series 66 designation. He has worked at ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Emilio Solernou is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Sequent Planning, LLC and IAMS Wealth Management. Outside of advising, he serves on the board of Bridge for Hope, Inc., a nonprofit focused on assisting disabled individuals and ex-offenders with job placement and education. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support individual security recommendations.

Rebeka King is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with five years of industry experience. She previously worked at Bridgemark Wealth Management from 2014 to 2021. In addition to her advisory role, she is involved in selling insurance products as an insurance agent. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of services including financial planning, portfolio management, and sub-advisory roles across various asset classes and specialized investment vehicles.

Edward Crawford is a financial advisor at Douglass Winthrop Advisors LLC with 12 years of industry experience. He previously worked at Sweetbay Capital Management LLC for nine years. In addition to his advisory role, Mr. Crawford is an adjunct professor of Value Investing at Georgetown University and a passive partner in Roumell Asset Management LLC. Douglass Winthrop Advisors provides customized investment management services primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions. The firm offers discretionary and non-discretionary accounts with portfolios that include domestic and international equities and investment-grade fixed income, featuring a Sustainable Equity Strategy alongside its core equity approach.

Marguerita Cheng is a CFP® professional with 27 years of experience in financial advising. She is affiliated with Private Client Services, LLC and also serves as CEO of Blue Ocean Global Wealth. Cheng contributes to Forbes on GenX women's issues and participates in several industry councils, including the CFP Board of Directors and the CNBC Digital FA Council. 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 provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and employs a structured risk-profiling process to develop and implement investment strategies across multiple platforms.

Matthew Chua is a financial advisor at Main Street Financial Solutions, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at SoFi and periods of self-employment. Main Street Financial Solutions serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach with a focus on mutual funds and low-cost passive ETFs, while also utilizing actively managed funds and alternative investment platforms.

Kevin Reese is a financial advisor at Navy Federal Investment Services, LLC with 37 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Reese has been with Navy Federal-affiliated firms since 2006 in various roles across investment services and financial group entities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product, utilizing third-party portfolio managers and model-driven strategies on the Envestnet platform.

Nicholas Shirley is a financial advisor at Archer Investment Corporation with a Series 65 designation. He has one year of industry experience and has previously worked at Sullivan & Company, NYLIFE Securities LLC, New York Life Insurance Company, and Bretton Woods. His background includes roles in education at American University, Northwest High School, and Kingsview Middle School. 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 diversified investment approach tailored to clients’ financial situations and risk tolerance, offering both discretionary management and model-driven strategies.

Brian Curtin is a CFA®-chartered financial advisor with nine years of industry experience. He has been with Heritage Investors Management Corporation since 2018, following a prior role at FBR Capital Markets. Heritage Investors Management Corporation offers investment management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, diversified portfolios focused on long-term strategies, managing approximately $4.6 billion in assets across about 680 client relationships.

Bradley Lipman is a CFP® professional with eight years of industry experience, currently serving at AlphaCore Capital LLC. His prior experience includes six years at Raymond James Financial Services, Inc., and roles at SPC Financial, Inc. and Sella & Martinic, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual and high-net-worth clients, entities, and institutional investors. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory.

Michelle Cooper is a financial advisor with XML Financial Group in Bethesda, MD, holding a Series 66 credential and 25 years of industry experience. She previously worked at Merrill Lynch Trust Company, FSB for 19 years before joining XML Financial, LLC and XML Securities, LLC. In addition to her advisory work, she is the author of the book *I've Still Got Me* and participates in related speaking engagements. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets and serving around 2,890 clients. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through a combination of fundamental and technical analysis and third-party managers.

Joseph Kantakevich is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with United Brokerage Services, Inc. and United Bank, having previously worked at Dai Securities, Jwk Financial Group, Eaglestone Wealth Advisors, and Triad Advisors. He serves on the board of the Montgomery College Foundation. 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 assets on a non-discretionary basis and is affiliated with United Bank, combining banking relationships with a primarily non-discretionary advisory model.