Thomas Treshock is a CFP® with six years of experience in the financial services industry, currently advising at Strategic Wealth Investment Group, LLC. He has held roles at Strategic Wealth Designers, C&A Financial Group, Cadaret Grant & Co., Inc., Petersen Advisors, Russell Reynolds, Toll Brothers, and the Borough of Monmouth Beach. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying multiple investment analysis methods while overseeing third-party managers for trading and maintaining client suitability.

Anthony Benson is a CFA® charterholder with 15 years of industry experience. He has been with Keel Point, LLC and its affiliated entity Keel Point Capital, LLC since 2015. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals—including high-net-worth and family office clients—along with institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver diversified portfolio management, financial planning, and consulting services across a range of asset classes.

Vanessa Kraus is a financial advisor at Keel Point, LLC with seven years of industry experience. She holds a Series 63 designation and has previously worked at MBSC Securities Corporation, BNY Mellon, Pruco Securities, US Fitness Holding, and Peterson Renovations. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide investment decisions and offers a range of portfolio management and consulting services across various asset classes.

Parker Hendershot is a CFA® charterholder and holds a Series 66 license, with two years of industry experience. He currently works at SEIA and previously was with Cambridge Associates LLC for three years. SEIA is a multi-team SEC-registered advisory firm with around 142 advisors serving approximately 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm provides a range of portfolio management and financial planning services, combining strategic and tactical investment approaches through a structured six-step process.

Evan Beach is a CFP® professional with 16 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Madison Avenue Securities, Campbell Wealth Management, and LPL Financial. Outside of his advisory work, he owns Beach Consulting, through which he provides sales consulting and professional speaking engagements to universities and organizations. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both advisor-managed and model portfolio approaches, integrating institutional resources and retirement plan services with access to third-party managers and alternatives.

Alexander Kuczera is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments, The Capital Group Investment Advisory Services, and The Baldwin Group Wealth Advisors. Additionally, Kuczera is involved in independent insurance agencies, providing insurance advice and underwriting services. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach using actively managed funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Robin Drews is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Regal, Drews worked at Regulus Financial Group, LLC. Outside of financial services, Drews coaches high school field hockey and owns a vending machine business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party investment strategies with discretionary implementation and rebalancing authority granted by clients’ advisers.

Shuron Morton is a financial advisor at United Brokerage Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Investments and Capital One Advisors. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Isabelle Silk is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Wealth Management, Morgan Stanley, and the Robert H. Smith School of Business. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and follows a long-term, asset-allocation-driven approach grounded in Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios.

Jordan Vanoort is a CFP®, CFA®, and Series 66–licensed advisor with 19 years of industry experience. He has worked at XML Financial Group and its affiliated entity, XML Securities, LLC, since 2021 and previously spent 12 years with Wells Fargo Advisors Financial Network LLC. XML Financial Group provides discretionary and non-discretionary 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 a multi-advisor team model and uses a combination of fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Owen Collier is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation with experience that includes roles at OSAIC and Temple University. His background also includes involvement in the brewing industry with Spring House Brewing Company. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations with actively managed mutual funds, ETFs, and fixed income securities.

John Sciuto is a financial advisor with XML Financial Group in Alexandria, VA, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His work history includes roles at Wells Fargo Clearing from 2016 to 2019 and at XML Financial Group and its affiliated brokerage since 2019. XML Financial Group is a multi-advisor wealth management firm managing approximately $3.3 billion in client assets for nearly 2,900 clients. The firm offers a range of services including 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 and continuous monitoring.

Michelle Wagner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Core Planning. She previously worked at Facet Wealth and Ellevest and has held roles focused on financial planning and client service. Wagner also works as an independent contractor with Domain Money in a non-registered business development role. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using a combination of in-house advice, third-party money managers, and model portfolios.

Mark Estep is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Navy Federal Asset Management, LLC and Navy Federal Financial Group, LLC, reflecting two decades with affiliated organizations. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm provides portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs that utilize third-party portfolio managers and the Envestnet platform.

Rebecca Meares is a CFP® professional with 14 years of experience in the financial services industry. She has been with McAdam LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. She is also co-owner of Caudle Meares, LLC, a financial planning and wealth management business. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, retirement plan consulting, and related implementation support, combining discretionary portfolio management with a range of investment vehicles and specialized exposures tailored to client objectives.

Vannara Murphy is a financial advisor at SEIA with five years of industry experience and holds a Series 66 designation. His prior work includes roles at SES Inc. and Royal Alliance Associates, along with extensive experience at SEIA since 2018. Murphy also serves as a Client Service Manager within SEIA. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a combination of strategic and tactical investment approaches with a variety of portfolio management services and financial planning options tailored to client-specific Investment Policy Statements.

Aaron Eppard is a CFP® professional with six years at Keel Point, LLC and five years prior experience at Liberty University, totaling 11 years in the financial industry. He is based in Vienna, VA. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving high-net-worth individuals, family offices, institutional investors, retirement plan sponsors, and corporations. The firm combines fundamental and quantitative analysis to deliver strategic and tactical asset allocations, offering a range of customized investment programs alongside affiliated broker-dealer, insurance, and private fund activities.

Sean Gates is a CFP®-certified financial advisor with 15 years of industry experience, currently with Apollon Wealth Management, LLC. He previously worked at Motley Fool Wealth Management, LLC and Ameriprise, among other firms. Gates is also involved in a small business startup consulting venture focused on tax-related products and franchise advisory services. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, using a combination of centrally managed strategies and locally managed portfolios supported by an Investment Committee and technology tools including generative AI.

Arush Gupta is a CFP® professional at Range Advisory, LLC with one year of industry experience. Prior to joining Range Advisory, he worked at PNC Bank for five years. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs a subscription-based compensation model alongside technology-driven portfolio management tools.

Francisco Martinez is a CFP® with 17 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked at Client One Securities, LLC since 2011 and is the owner and president of Financial Choreography, LLC, where he provides financial planning and fixed insurance services. Additionally, he serves as an election judge for the Montgomery County Board of Elections in Maryland. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management via its proprietary advisory platform.