Richard Nilsen is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Advisors since 2016. His prior experience includes positions at Ashton Royce & Co. and Summit Wealth Management, LLC. Nilsen is also the founder and president of Nilsen Financial Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers customized financial planning and portfolio management services, utilizing a range of third-party managers and platform solutions.

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.

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.

Rocco Russo III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. He previously spent 17 years at Edward Jones before joining Kestra Private Wealth Services and Kestra Investment Services in 2026. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations while allowing flexibility in product selection within its approved menu.

Manuel Moral is a CFP® professional with 18 years of experience in the financial services industry. He is currently with United Brokerage Services, Inc., where he has worked since 2018. His previous roles include positions at Cetera Investment Services LLC, First National Bank of PA, Capital One Financial Advisors LLC, and Chevy Chase Financial Services. United Brokerage Services, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, utilizing mutual funds, ETFs, individual securities, third-party research, and tax-aware strategies, often advising on a non-discretionary basis while allowing client-selected managers discretionary authority where authorized.

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.

Bilal Qaiser is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at TD Bank, Bank of America, Merrill, and JPMorgan Chase. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic and tactical asset allocation approach and offers wrap and unified managed account programs through its clearing relationship with Wells Fargo Clearing Services.

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.

Robert Roark is a financial advisor with Capitol Securities Management, Inc. in Washington, DC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Capitol Securities Management since 1996. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and wrap fee programs, utilizing a network of investment adviser representatives who develop client-specific investment policies and manage accounts with a variety of investment instruments.

Biswojit Rebeiro is a financial advisor at WesBanco Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Edward Jones, Bank of America, Merrill, Chase, Wells Fargo Bank, M&T Bank, and Educational Systems Federal Credit Union. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies using fundamental, technical, and charting analysis, delivering customized financial planning and portfolio management through non-discretionary advisor-managed wrap accounts and other managed programs.

Amy Lillis Konopacki is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including Nationwide Investment Advisors and Lincoln Financial Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm offers personalized investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Isaiah Carter is a financial advisor with MissionSquare Retirement in Washington, DC, holding the ChFC® designation along with Series 66 and Series 65 licenses. He has 16 years of industry experience, including over a decade with ICMA-RC Services, LLC and ICMA Retirement Corporation. Prior to that, he worked at MSI Financial Services, Inc. for three years. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary managed accounts and nondiscretionary fund advice based on Morningstar Investment Management’s models.

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.

Elise Hoffmann is a Series 65-licensed financial advisor with 29 years of industry experience, currently at Marshfield Associates. She has worked at Marshfield Associates since 1997 and previously at Bushido Capital Partners LLC and Yogi Advisors, LLC. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base including high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investing approach with a concentrated Core Value Equity Strategy and an optional Balanced Strategy, emphasizing quality and a strict margin-of-safety buy discipline.

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.

Megan Brinsfield is a CFP® with 12 years of industry experience, currently advising at Apollon Wealth Management, LLC. She previously spent 11 years at Motley Fool Wealth Management, LLC. Outside of financial advising, she works as a health coach posting content on healthy living and weight loss and provides seasonal tax preparation services. Apollon Wealth Management is a multi-team registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, and other institutional clients, employing a combination of centrally managed strategies and locally managed portfolios supported by research, technology, and risk-based investment models.