Justin Marcus is a financial advisor at Fortis Capital Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has held roles at firms including AE Wealth Management and PFS Investments. Outside of his advisory work, Marcus is involved in staffing and business development through leadership positions at Gratus Staffing and Big 4 Talent, an online staffing platform. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, utilizing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

Amie Perl is a Series 65-licensed financial advisor at Marshfield Associates with three years of industry experience. Prior to joining Marshfield Associates, she worked for twelve years at Little Leaves Behavioral Services. Marshfield Associates is a registered investment adviser serving a diverse client base that includes 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 separately managed accounts, model portfolios, and the Marshfield Concentrated Opportunity Fund.

Brett Bernstein is a CFP®-certified financial advisor at XML Financial Group with 28 years of industry experience. He has worked at XML Securities, LLC since 2019 and at XML Financial, LLC since 2016. Bernstein is also the managing partner of BR Financial Associates Management Company, 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, providing customized portfolio management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Ikesh Pandey is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and six years of industry experience. He has been with Archer since 2019 and previously worked at Sullivan & Company CPAs and Baker Tilly. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million through a range of solutions from comprehensive financial assessments and custom portfolio management to model-based strategies using mutual funds and ETFs.

Julia Madden is a financial advisor with Kestra Private Wealth Services, LLC in Arlington, VA, holding a Series 66 credential and five years of industry experience. She previously worked at Bank of America and Merrill from 2021 to 2024. In addition to her advisory role, Madden serves as Director of Client Services for Campus Private Wealth. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms with both discretionary and non-discretionary arrangements.

Christopher Hartman is a financial advisor at RBC Securities, Inc., holding a Series 66 designation with 24 years of industry experience. He has worked previously at City National Bank, SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.

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.

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.

James Bogart is a CFP®, ChFC®, and Series 66 credentialed advisor with 19 years of industry experience. He has worked at Bogart Wealth, LLC since 2016 and held prior roles at Purshe Kaplan Sterling Investments, Morgan Stanley, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as Treasurer of the Hopkins Society of Sigma Nu Housing Corporation Alumni Association. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of passive and active strategies supported by an Investment Portfolio Committee and offers a range of investment options including direct indexing and alternative strategies.

Paul Trinh is a CFP® professional at NorthRock Partners, LLC with seven years of industry experience. He previously worked at Wharf Financial and Commonwealth Financial Network for six years each, and has also held roles at MML Investors Services, MassMutual, and the University of Maryland. His other business activities include fixed insurance sales conducted during business hours. NorthRock Partners offers wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and ongoing oversight, integrating private market investments and utilizing AI tools alongside human review.

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.

Maxwell Schoeneborn is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has one year of industry experience and has worked at firms including DSP Wealth Strategies and Florida Financial Advisors. Outside of finance, he is the owner of MFS Wealth Management LLC, a service company supporting his independent contracting work with DSP Wealth Strategies. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a variety of portfolio management and financial planning services with flexible engagement options tailored to client objectives.

Bruce Sinclair is a financial advisor at Prosperity Wealth Management, Inc. in Alexandria, VA, with four years of industry experience. He holds a Series 65 designation and previously worked on political campaigns for U.S. Senate candidates and served at The Markham Group. Sinclair is the founder of Blue Vanguard Strategic, a consulting firm serving political and nonprofit clients, and serves on the board of Coulson Oil, a fuel distribution company. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm employs a multi-method investment approach and conducts ongoing oversight of third-party managers for approximately 1,600 clients.

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.

Donald Moore Sr. is a financial advisor with Capital Analysts in Greenbelt, MD, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He previously worked at Cincinnati Analysts, Inc. for 13 years and has been with Lincoln Investment for 14 years. Moore also serves on the Advisor Advisory Council of the Insured Retirement Institute, where he engages with various stakeholders in the insured retirement strategies sector. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm operates through a nationwide network of independent advisors and offers both discretionary and non-discretionary investment management supported by an in-house investment team.

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.

Endel Liias is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Nexus Impact Advisors for six years. Mr. Liias provides consulting and education services related to impact investment strategies. EverSource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services, utilizing multiple investment programs and a values-based approach, including Life Impact® Stewardship Planning.

Chaz Billak is a CFP® professional with two years of industry experience, currently advising at Bogart Wealth, LLC. His prior experience includes roles at Avenue Wealth and Carahsoft, as well as time spent at Virginia Tech. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm employs a combination of passive and active investment strategies overseen by an Investment Portfolio Committee and manages approximately $3.19 billion in client assets.

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.