Gary Diegert II is a CFA® charterholder with eight years of industry experience, currently affiliated with Rossby Financial, LLC since 2024. His prior experience includes roles at RiversEdge Advisors, LLC and myCIO Wealth Partners. Rossby Financial serves individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities with investment advisory and financial planning services. The firm employs diversified strategies tailored to client objectives and risk tolerances, utilizing fundamental analysis, modern portfolio theory, technical analysis, and cyclical analysis, and manages approximately $565 million in discretionary assets.

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.

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.

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.

Pauline Rosenstein is a CFP® professional with 52 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. She has also been involved with StoneX Securities Inc. since 2014 and is vice president of Lakeside Productions, a photography business she has been part of since 1993. Rosenstein is a member of Rotary International, the American Association of University Women, and Annandale United Methodist Church. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple account structures and platforms.

Scott Welch is a financial advisor at Certuity, LLC with 22 years of industry experience. He has held positions at firms including WisdomTree Asset Management, Dynasty Wealth Management, and Foreside Fund Services. Welch holds a Series 63 designation. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and offers access to private markets through its private fund series.

Christopher Patterson is a financial advisor at Spire Wealth Management, LLC in Potomac, MD, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with Spire Investment Partners, LLC since 2008. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm also provides financial planning, manager-of-managers programs, and access to separately managed portfolios and wrap programs.

Isaiah Carter is a financial advisor at MissionSquare Retirement with 16 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 66. Since 2014, he has been associated with ICMA-RC Services, LLC and ICMA Retirement Corporation. 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, with investment advice and model portfolios developed by Morningstar Investment Management.

Tristine Altamirano is a financial advisor at AlphaCore Capital LLC with a Series 65 credential and one year of industry experience. Prior to joining AlphaCore, she held roles at SPC Financial, Inc., Grossberg Company LLP, and Liptz, Roberts, Marquez, Merkle, Singh & Zipor Chtd. Outside of financial advising, she is an instructor at Pure Barre Rockville, where she teaches for 6-8 hours per month. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management with an emphasis on both traditional and alternative investment strategies.

Elise Hoffmann is a financial advisor at Marshfield Associates with 29 years of industry experience. She holds a Series 65 designation and has worked at Marshfield Associates since 1997. Hoffmann also has concurrent roles at Bushido Capital Partners LLC and Yogi Advisors, LLC, where she has been active since 2008 and 2007, respectively. Marshfield Associates serves a diverse client base including high net worth individuals, pension plans, foundations, and governmental entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and manages approximately $7.5 billion across 13 advisors.

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.

Rakael Carr is a financial advisor at IP Financial Advisory Services LLC with one year of industry experience. She holds Series 65 and Series 63 credentials. Prior to joining the firm, she held positions within the University of Maryland Medical System and St. Joseph Medical Center UMMS. Outside of advising, she is a pastor and trustee at Champions of Christ Global Ministries and owns a budgeting and financial literacy business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party managers. The firm focuses on non-high-net-worth investors and retirement plan participants, providing a range of analytical and consulting services including actuarial analysis and tax-efficient portfolio strategies.

Nicholas Masih is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at United Brokerage Services and HSBC entities since 2015. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients. The firm primarily manages assets on a non-discretionary basis and provides a range of programs including unified managed accounts and separately managed options, with affiliations to United Bank and Wells Fargo.

Jason Klopman is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at XML Financial Group since 2016. He holds a Series 66 license and is an equity member of BR Financial Associates Management Company, LLC, which manages XML Financial and XML Securities. 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 services including discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments.

Susan Rogers is a financial advisor with RBC Securities, Inc. based in Washington, DC. She holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her prior roles include positions at City National Bank and Wells Fargo Clearing. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting.

Stephen Sikes is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at SPC Financial, Raymond James Financial Services, and ATEL Securities Corporation. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm focuses on comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Scott Wilson is a CFA® charterholder with 10 years of industry experience. He has worked at Heritage Investors Management Corp since 2023 and was previously with Harbour Capital Advisors, LLC for seven years. Heritage Investors Management Corporation provides investment management and financial planning services to a diverse client base, including individuals, institutional accounts, and charitable organizations. The firm focuses on tailored portfolios with diversified holdings and typically employs long-term investment strategies while acting as a fiduciary on retirement rollovers.

Donnell Williams Jr. is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Icma Rc since 2015. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

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.