Kent Johnson is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Navy Federal Investment Services, LLC and its affiliated entities since 2017, following earlier roles at Equitable Advisors and Ameriprise. Kent is based in Reston, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes using third-party portfolio managers on the Envestnet platform and provides both managed advisory programs and digital automated ETF portfolio solutions.

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.

Shawna Bieda is a CFP® with 20 years of industry experience, currently serving at XML Financial Group and XML Securities LLC since 2022. She previously worked at Bank of America N.A. and Merrill, where she spent eight and eighteen years respectively. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting 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 employs a blended investment approach using fundamental and technical analysis alongside third-party managers and an internal Investment Committee.

Beth Levine is a financial advisor at XML Financial Group with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with XML Financial and its affiliated entities since 2009. Outside of her advisory role, she is the sole owner of Coyote Sun LLC, a holding company for rental properties. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and uses a combination of fundamental and technical analysis, along with third-party managers and an internal Investment Committee, to tailor portfolios to client needs.

Meredith Wade is a financial advisor at XML Financial Group with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and SunTrust Advisory Services. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, combining fundamental and technical analysis with access to alternative investments and affiliated managers.

Samuel Woo is a financial advisor at AlphaCore Capital LLC in Bethesda, MD, holding a Series 65 designation with one year of industry experience. Prior to joining AlphaCore, he worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. from 2023 to 2025. 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, offering comprehensive financial planning, investment management, retirement plan advisory, and sub-advisory services. AlphaCore emphasizes alternative investments alongside traditional asset classes using fundamental macro analysis and manager due diligence to construct multi-asset portfolios.

Gary Diegert II is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently an advisor at Rossby Financial, LLC and has previously worked at RiversEdge Advisors, LLC and myCIO Wealth Partners. 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 offers tailored portfolio management and wealth consulting using a variety of analytical approaches and diversified strategies across multiple asset classes.

Jordan Rubin is a CFP®, CFA®, and Series 65-registered advisor with nine years of industry experience. He is currently with Modera Wealth Management, LLC and has held prior roles at Bernhardt Wealth Management, Evermay Wealth Management, and Manchester Capital Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and offering supplemental strategies such as independent managers, private placements, and optional ESG integration.

Mario Ruiz is a financial advisor at Regal Investment Advisors LLC with three years of industry experience. He holds a Series 65 credential and previously worked at James C Musgrave from 2017 to 2023. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Marc Magas is a financial advisor at Tucker Asset Management LLC with a Series 65 designation and two years of industry experience. He has previously worked at Magas Advisory Group and held roles at LGO Hospitality and Aerotek. Marc is also involved with Magas Advisory Group, dedicating time monthly to this investment-related activity. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macroeconomic asset-allocation approach, integrating a variety of growth, fixed-income, and alternative investment strategies.

Emily Parent is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses, and has nine years of industry experience. She previously worked at Fortune Financial Services, Brooklight Place Securities, Inc., and Interactive Financial Advisors. Outside her advisory role, she serves as a financial advisor, insurance producer, and tax preparer at Shenandoah Financial Advisors. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and specialized services, including retirement guidance and 1031 exchange consulting, while delegating investment decisions to its advisers who may provide discretionary or non-discretionary management.

Scott Welch is a financial advisor at Certuity, LLC with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including WisdomTree Asset Management and Fortigent, LLC. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and consulting services primarily to high- and ultra-high-net-worth clients and institutions. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.

Erik Rinehold is a CFP® with 10 years of industry experience, currently affiliated with Summit Financial, LLC. His prior experience includes roles at Purse Kaplan Sterling Investments, Cambridge Investment Research, and Raymond James Financial Services, among others. He serves as a board member and treasurer for The Kash Foundation, a nonprofit organization. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a blend of discretionary and consultative investment management, financial planning, and retirement plan advisory services, utilizing diversified platforms and third-party managers.

David Gilbert is a CFP® with 24 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2001 and holds Series 63 and Series 65 licenses. 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 focuses on long-term strategic asset allocation, disciplined rebalancing, and rigorous manager selection, managing approximately $13.2 billion in assets with a team of 31 advisors.

Alex Stevenson is a financial advisor with Encompass More Asset Management LLC in Potomac Falls, VA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bull Run Investment Management LLC, Centaurus Financial Inc., and National Securities Corporation. Stevenson is also a licensed insurance agent and provides insurance services through Skyline Financial Partners, LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through a combination of proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based investment approach and delegates portfolio management to in-house models and unaffiliated sub-advisers.

Tristine Altamirano is a financial advisor at AlphaCore Capital LLC with one year of industry experience. She holds a Series 65 designation and previously worked at SPC Financial, Inc. and Grossberg Company LLP. Outside of finance, she is an instructor at Pure Barre Rockville, teaching classes several hours per month. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, institutional investors, and banking clients by providing comprehensive financial planning, investment management, retirement plan advisory, and sub-advisory services with a focus on multi-asset portfolios including alternative investments.

James Musgrave is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including ten years at Purshe Kaplan Sterling Investments and concurrent roles since 2022 at Regal Investment Advisors and Regulus Financial Group. Outside of advisory work, he is a financial seminar presenter for the nonprofit Society for Financial Awareness. Regal Investment Advisors, operating under the name LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, focusing on proprietary and third-party strategies through a sub-advisory platform managing approximately $2.88 billion in assets.

William Stade Jr. is a CFP® professional with 32 years of industry experience and has been with Capitol Securities Management, Inc. in Reston, VA, since 1999. He holds Series 63 and Series 65 licenses and operates under the DBA CS Wealth Management. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, utilizing a range of investment instruments and third-party money managers.

Kenny Mezher is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at The Burney Company. He has worked at various Burney Company entities since 2017 and spent one year at Growth Capital Services, Inc. outside of the Burney organization. The Burney Company advises primarily individual investors, including high net worth clients, and also manages accounts for small businesses, pension plans, trusts, estates, and charitable organizations. The firm combines proprietary fundamental and quantitative models with a multi-team advisory platform, offering discretionary equity portfolio management, financial planning, and tax services through an affiliated CPA firm.

Jason Klopman is a CFP® professional with 20 years of industry experience. He has been with XML Financial Group since 2016, following a decade at LPL Financial. Klopman is also an equity member of BR Financial Associates Management Company, LLC, which manages XML Financial, LLC and XML Securities, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with investment management, financial planning, retirement plan advisory, and access to alternative investments, employing a portfolio approach that combines fundamental and technical analysis with third-party managers.