Allen Tefft is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has operated his own financial services business since 2007 and has been affiliated with Cetera Advisors LLC since 2013. He also holds an insurance agent license, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Nazzareno Spurio III is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, McAdam LLC, and Purshe Kaplan Sterling Investments. Spurio is also involved with Pillar Wealth Partners, a DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales and affiliated trust services.

Seddon Nelson is a financial advisor at SCN Capital Management with 28 years of industry experience. He holds a Series 65 designation and has been with SCN Capital Management since 1997. Outside of his advisory role, he operates a sole proprietorship focused on information system administration. SCN Capital Management is an independent firm managing approximately $58.5 million in client assets for about 48 individual clients. The firm provides ongoing portfolio management and investment advisory services with a focus on individualized client relationships.

William Richardson is a Series 65–licensed financial professional with five years of experience, currently serving as the sole advisor at RV Strategies in Fairfax, VA. He has been with RV Strategies LLC since 2020 and concurrently holds a long-term role in legal and regulatory affairs for the Recreation Vehicle Dealers Association of North America. Richardson is also a 50% owner of Richardson Capitol Strategies Group, LLC, a company established with his wife that no longer conducts business. RV Strategies primarily refers prospective clients to an independent third-party investment adviser, providing information and disclosures but not offering direct investment advice or portfolio management. The firm serves individuals and high-net-worth clients while maintaining separation between its advisory and legal activities.

Glenn Ryhanych is a CFP®, CFA®, and Series 63 credentialed advisor with 19 years of industry experience. He has worked at BlueList Partners, LLC since 2019 and previously at Spire Investment Partners, LLC from 2015 to 2019. BlueList Partners, LLC is an independent, fee-only investment adviser serving high-net-worth individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations. The firm specializes in discretionary asset management with a focus on taxable and tax-exempt municipal bond portfolios and managed asset-allocation strategies.

Marwan Jabbour is an independent financial advisor with USA Retirement Income Solutions, LLC, based in Fairfax, VA. He holds Series 65 and Series 66 designations and has 18 years of industry experience. Prior to his current firm, he worked with United Security Advisors and Financial Planning Partners, Inc. He also works as an independent insurance agent. USA Retirement Income Solutions serves clients seeking retirement income strategies through personalized financial planning.

James Griffin is the sole advisor at Griffin Financial Services in Manassas, VA, holding a Series 65 license with three years of industry experience. He is also a part owner of Air Treatment Company, a full-service HVAC business, and operates a tax preparation service, Render Unto Caesar, which he has managed since 2011. Griffin Financial Services is an independent advisory firm serving individuals, high-net-worth clients, trusts, and business entities, managing approximately $12.1 million. The firm employs fundamental and cyclical analysis alongside modern portfolio theory to create tailored investment strategies, offering discretionary and non-discretionary asset management, portfolio monitoring, and optional financial planning.