Rakael Carr is a financial advisor at IP Financial Advisory Services LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining IP Financial, Carr has held roles at Innovation Partners LLC and has over a decade of experience in the medical field, including a senior director position in medical coding at the University of Maryland Medical System. Outside of advisory work, Carr is a pastor and trustee at Champions of Christ Global Ministries and owns a business focused on budgeting and financial literacy. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and discretionary management strategies, focusing on non-high-net-worth investors and retirement plan participants while providing specialized consulting services such as actuarial analysis and tax planning.

Margaret Anderson is a financial advisor at Summit Financial, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and worked previously at Symphonic Financial Advisors LLC and Symphonic Securities LLC for 14 years. In addition to her advisory role, she offers insurance products as a broker through various companies, including an affiliated firm. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, utilizing both discretionary and consultative approaches.

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® professional with 20 years of industry experience. He has been with XML Financial Group since 2016, following a decade at LPL Financial. Klopman is also an equity member of BR Financial Associates Management Company, LLC, which manages XML Financial, LLC and XML Securities, LLC. 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 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.

Lysa Rothenberg is a CFP® professional with 36 years of industry experience, currently affiliated with Capitol Securities Management, Inc. She has worked at Capitol Securities and Money Matters Inc since 2018 and previously held roles at Navy Federal Financial Group and its related entities from 2007 to 2017. In addition to her advisory work, she is the president and business owner of Money Matters Inc, a tax preparation business. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, and insurance products. The firm utilizes a range of investment strategies and third-party managers to deliver client-specific portfolio management.

Susan Rogers is a financial advisor with RBC Securities, Inc. in Washington, DC, holding Series 63 and Series 66 licenses and bringing 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 its wrap-fee investment advisory program. The firm integrates its advisory services within a broader financial services group affiliated with a bank, offering portfolio management through an affiliated sub-advisor and a range of custodial and cash-management features.

Stephen Sikes is a financial advisor at AlphaCore Capital LLC in Bethesda, MD, holding Series 65 and Series 63 licenses with four years of industry experience. His prior work includes positions at SPC Financial, Raymond James Financial Services, and ATEL Securities Corporation. AlphaCore Capital is an independent wealth advisory firm with about 70 advisors managing around $13 billion for individuals, entities, and institutional investors. The firm focuses on multi-asset portfolios that combine traditional and alternative investments, employing fundamental and macro analysis alongside manager due diligence.

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.

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.

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.

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.

Michael Kurka is a financial advisor at Moors & Cabot, Inc. in Alexandria, VA, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting with tailored portfolio strategies across discretionary and non-discretionary arrangements.

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.

Charles Holt is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He joined Verdence in 2017 after five years with HighTower Securities, LLC and Hightower Advisors. Outside of his advisory role, he is a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis for discretionary portfolio management and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.