Vernon Holleman III is a financial advisor with M Holdings Securities, Inc. holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at M Holdings Securities since 2000 and at Bcg Companies since 2013, in addition to a longstanding role at Phoenix Home Life Mutual Insurance Co. Holleman serves as a trustee for the Federal City Council, is on the Board of Directors for the Washington DC Estate Planning Council, and acts as Secretary-Treasurer for the St. Albans School Alumni Association Board. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities nationwide through independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory services.

Anthony Spano is a CFP® professional with 20 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to this, he spent 19 years at Mcgladrey Wealth Management LLC. Choreo 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 Investment Committee approval to manage portfolios through various methods such as separately managed accounts, direct indexing, and options overlays.

Philip Mantua Jr. is a CFP® with 10 years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. He previously worked at Raymond James Financial Services, Inc. and SPC Financial, Inc. Mantua also acts as a producing agent for an insurance affiliate of AlphaCore Capital. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, utilizing a multi-asset investment approach that includes alternative investments alongside traditional equities and fixed income.

Andrew Hoskins is a financial advisor with Interactive Financial Advisors in Arlington, VA, holding a Series 65 license and seven years of industry experience. He has worked at Interactive Financial Advisors since 2018 and also serves as an independent contractor for Shenandoah Financial Advisors. In addition to his advisory role, Hoskins is licensed as an independent insurance agent and can transact insurance products for clients. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and incorporates Modern Portfolio Theory, fundamental analysis, and risk profiling tools in its investment approach.

Ashley Helm is a CFP® professional based in Rockville, MD, with 10 years of industry experience. She currently works at Merit Financial Advisors and has previously held roles at firms including Purshe Kaplan Sterling Investments, Northwestern Mutual, and Triad Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation, offering both discretionary and non-discretionary account management, supported by an internal investment management team and third-party sub-advisers.

James Smith is a CFP® with 12 years of experience in financial advisory roles. He currently works at Mission Wealth Management, LP, joining the firm in 2025 after prior positions at LPL Financial, Burke and Herbert Bank, and several other firms. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment strategies with tax, trust, philanthropy, and risk planning, utilizing both internal and external management resources.

Gregory Klingler is a CFP® professional with 23 years of industry experience, currently affiliated with Cape Investment Advisory, Inc. He has worked at American Global Wealth Management, Inc. since 2023 and Cape Securities Inc. since 2010. Klingler holds executive roles at the Government Employee Benefit Association, a nonprofit offering group insurance products, where he serves as COO and Vice President of Wealth Management. He is also a licensed real estate agent with Exit Community Realty. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and advisory services to individuals, businesses, pension and profit-sharing plans, and trusts. The firm employs a client-focused process that incorporates asset allocation plans based on risk tolerance and utilizes a combination of internal portfolio managers, sub-managers, and third-party asset managers.

Craig Johnson is a financial advisor with Cape Investment Advisory, Inc. He holds the Series 66 designation and has experience working at the Government Employees Benefits Association and Transamerica Agency Network. Prior to his advisory roles, he has a background that includes positions at enterprises such as de Lazy Lizard and Seacrets. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, with an investment process that incorporates personal client discussions, risk assessment, and asset allocation informed by historical data and optimization software.

Jason Perlman is a financial advisor at AlphaCore Capital LLC with 10 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining AlphaCore in 2025, he worked at Raymond James Financial Services for eight years and SPC Financial for eleven years. He also serves as a producing agent for an affiliate insurance agency related to the firm. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, offering a range of services including financial planning, investment management, and retirement plan advisory, with an emphasis on multi-asset portfolios that incorporate alternative investments alongside traditional assets.

Robert Kantor is a financial advisor with XML Financial Group in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with XML Financial, LLC since 2004 and XML Securities, LLC since 2019, and was previously with Purshe Kaplan Sterling Investments. Kantor serves as managing partner of BR Financial Associates Management Company, LLC, and volunteers as treasurer for two homeowners associations. 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 discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments.

Patrick Moriarty is a financial advisor at Foundations Investment Advisors LLC with 38 years of industry experience. He has held positions at Foundations since 2019 and previously worked at CETERA Advisor Networks LLC from 2016 to 2019. Outside of his advisory role, Moriarty is also an insurance agent, selling life, annuities, and long-term care insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a variety of investment strategies and uses model portfolios combined with discretionary or non-discretionary authority assigned to its representatives.

Winter Troxel is a financial advisor at Apollon Wealth Management, LLC with 15 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked for Monumental Financial Group, Inc. dba Bridgemark Wealth Management for 13 years. In addition to his advisory role, he is an independent insurance agent involved in selling insurance products as needed to meet client needs. Apollon Wealth Management is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets and serving individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients. The firm combines centrally managed strategy mandates with locally managed portfolios and employs a range of investment techniques including fundamental analysis, tactical allocations, ESG risk-based models, and technology tools such as generative AI.

Amanda Avila is a financial advisor at Mission Wealth Management, LP with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Goldman Sachs & Co. LLC and has an academic background from The George Washington University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering discretionary and client-directed portfolio management that includes a diverse range of investments and specialized advisory services.

Todd Feldman is a CFP® professional with 28 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, and Morgan Stanley. Feldman serves on the Board of Directors for the Exit Planning Exchange DC-Metro Chapter. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed through standardized and customizable portfolios, supported by an internal investment team and third-party managers.

James Lee is a Series 66 licensed financial advisor with one year of industry experience, currently with XML Financial Group. Prior to joining XML, he was affiliated with MassMutual Life Insurance Co and MML Investors Services, LLC. Before his financial career, Lee worked in education with Howard County Public Schools in various roles. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves a diverse client base through discretionary and non-discretionary 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.

David Sherwood Jr. is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management with 20 years of industry experience. He holds a Series 65 credential and has been with Evanson since 2026, following a 20-year tenure at Evanson Asset Management, LLC. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets using a long-term, strategic asset allocation approach that favors low-cost mutual funds and ETFs with portfolio tilts toward small-cap and value investments.

Christina Cunningham is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 65 designation. She has been in the industry since 2020, previously working at Cardinal Wealth Management and First Financial Group. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Kirk Blackman is a financial advisor with Eagle Strategies (NY Life) based in Mitchellville, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities since 2005, as well as experience with Equitable Advisors prior to that. He serves as chairman of the Hillside Work-Scholarship Connection Prince Georges Advisory Council and is treasurer of the Epsilon Phi Boule Foundation, both organizations focused on youth development and education in Prince George’s County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and corporate clients. The firm emphasizes tailored solutions delivered largely on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Heather Ramlal is a financial advisor with Transamerica Financial Advisors in Laurel, MD, holding Series 65 and Series 63 credentials and having 10 years of industry experience. She is also president of HLR Financial Solutions Inc. and has worked with Amplify and (V) WeCare. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services through a variety of proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Daniel Goldman is a financial advisor at Truist Advisory Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Truist Bank and educational services firms Revolution Prep and C2 Education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary solutions supported by third-party platform and manager relationships.