Anthony Spano is a Certified Financial Planner® with 19 years of industry experience. He has been with Choreo, LLC since 2022 and previously worked at McGladrey Wealth Management LLC for 19 years. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Philip Mantua Jr. is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at AlphaCore Capital LLC since 2025 and previously spent eight years at Raymond James Financial Services, Inc. He is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Bradley Schell is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Raymond James Financial Services Advisors, Inc. Schell also serves as an independent contractor associate financial advisor with Potomac Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities.

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.

Ashley Helm is a CFP® professional with 10 years of industry experience, currently affiliated with Merit Financial Advisors. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Obsidian Personal Planning Solutions, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and institutions. The firm utilizes a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

James Smith is a CFP® credentialed financial advisor at Mission Wealth Management, LP with 12 years of industry experience. Prior to joining Mission Wealth in 2025, he worked at LPL Financial and Burke and Herbert Bank for five years each, among other firms. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through customized, long-term wealth management and financial planning strategies. The firm employs a range of investment vehicles including ETFs, institutional mutual funds, individual securities, and alternative investments, and offers discretionary account management along with specialized services such as cross-border planning and ERISA retirement plan fiduciary support.

Gregory Klingler is a CFP® professional with 23 years of industry experience, currently affiliated with Cape Investment Advisory, Inc. He has worked at American Global Wealth Management, Inc. since 2023 and Cape Securities Inc. since 2010. Klingler holds executive roles at the Government Employee Benefit Association, a nonprofit offering group insurance products, where he serves as COO and Vice President of Wealth Management. He is also a licensed real estate agent with Exit Community Realty. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and advisory services to individuals, businesses, pension and profit-sharing plans, and trusts. The firm employs a client-focused process that incorporates asset allocation plans based on risk tolerance and utilizes a combination of internal portfolio managers, sub-managers, and third-party asset managers.

Craig Johnson is a financial advisor with Cape Investment Advisory, Inc. He holds the Series 66 designation and has experience working at the Government Employees Benefits Association and Transamerica Agency Network. Prior to his advisory roles, he has a background that includes positions at enterprises such as de Lazy Lizard and Seacrets. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, with an investment process that incorporates personal client discussions, risk assessment, and asset allocation informed by historical data and optimization software.

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 Capital in 2025, he worked at Raymond James Financial Services, Inc. for eight years and SPC Financial, INC. for eleven years. He also acts as a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual and high-net-worth clients, as well as entities and institutional investors. The firm integrates traditional and alternative investment strategies with comprehensive wealth planning, including tax preparation and ERISA retirement plan advisory services.

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.

Christopher Pratt is a CFP® with six years of industry experience, currently serving as an investment advisor at Spire Wealth Management, LLC. He has worked at Cardinal Wealth Management since 2017 and was an independent contractor prior to that. Pratt serves on the board of the Lilabean Foundation, providing financial guidance to the nonprofit. Spire Wealth Management offers investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a diverse range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also provides financial planning and access to separately managed portfolios and wrap programs.

Winter Troxel is a financial advisor at Apollon Wealth Management, LLC with 14 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked for Monumental Financial Group, Inc. dba Bridgemark Wealth Management for 13 years. In addition to his advisory role, he operates as an independent insurance agent, selling insurance products as needed to meet client needs. Apollon Wealth Management is a multi-team SEC-registered advisor serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing both centrally managed models and locally managed portfolios across a broad range of investment vehicles.

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.

Amanda Avila is a financial advisor at Mission Wealth Management, LP in Washington, DC. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and various academic engagements at The George Washington University. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm provides customized, long-term wealth management through a variety of investment strategies and offers services including financial planning, portfolio management, and consulting.

Todd Feldman is a CFP® with 28 years of industry experience currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, Obsidian Personal Planning Solutions, Triad Advisors, and National Planning Corporation. Feldman serves on the board of directors for the Exit Planning Exchange DC-Metro Chapter. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios overseen by an internal investment team.

David Sherwood Jr. is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management with 20 years of industry experience. He holds a Series 65 credential and has been with Evanson since 2026, following a 20-year tenure at Evanson Asset Management, LLC. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets using a long-term, strategic asset allocation approach that favors low-cost mutual funds and ETFs with portfolio tilts toward small-cap and value investments.

Kirk Blackman is a financial advisor with Eagle Strategies (New York Life) based in Mitchellville, MD, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been affiliated with New York Life and related entities since 2005 and operates Blackman Financial Services and Reveal Wealth. Outside of his advisory work, he serves as chairman of the Hillside Work-Scholarship Connection Prince George’s Advisory Council and as treasurer of the Epsilon Phi Boule Foundation, both organizations focused on youth development and community support. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers customized advice through various programs, including fee-based advice and co-advisory relationships, with a significant portion of assets managed on a non-discretionary basis.

Heather Ramlal is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and also serves as president of HLR Financial Solutions Inc. outside of her advisory role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, providing discretionary and non-discretionary program options.

Daniel Goldman is a financial advisor at Truist Advisory Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Truist Bank and educational services firms Revolution Prep and C2 Education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary solutions supported by third-party platform and manager relationships.