Tommy Davis is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 license and 13 years of industry experience. He has worked at Navy Federal Investment Services and Navy Federal Financial Group since 2017 and has prior experience with Northwestern Mutual in various roles from 2012 to 2017. Navy Federal Investment Services serves members of Navy Federal Credit Union, as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm focuses on managed advisory programs that utilize third-party portfolio managers and supports a range of solutions including unified managed accounts and automated ETF portfolios.

Andrew Wade is a CFP® with 28 years of industry experience, currently serving at Stonex Advisors Inc. since 2011. Prior to that, he worked at Nebel Financial Services from 2008 to 2011, where he also holds a continuing leadership role as President. Outside of his advisory work, Wade is active in community and charitable organizations, including serving as past President of the Rotary Club of Dulles International Airport and participating on the finance committee at St. John's Episcopal Church. StoneX Advisors Inc. provides comprehensive financial services to individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting. The firm supports diverse account structures and investment strategies, utilizing both proprietary models and third-party managers to implement client portfolios.

Matthew Callahan is a financial advisor with Snowden Capital Advisors LLC in Bethesda, MD. He holds a Series 66 designation and has five years of industry experience. Before joining Snowden Lane Partners in 2021, he worked at US Express Freight Systems and McDaniel College. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm utilizes customized model portfolios and third-party managers, with a focus on a broad range of investment tools and ongoing account review.

Frances Toler is a financial advisor at Rossby Financial, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Rossby Financial since 2024. Prior to that, she spent nine years with Cambridge Investment Research Advisors and has operated Toler Financial Group since 2012. In addition to her advisory work, she is an author and speaker associated with Toler Financial Group. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a range of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Robert Speidel is a CFA® charterholder with 24 years of industry experience, all of which he has spent at Everett Harris & Company since 2002. He is based in McLean, VA, and is part of a 10-advisor team at the firm. Everett Harris & Co. provides discretionary and non-discretionary investment management services to a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable institutions. Founded in 1937 and employee-owned, the firm manages over $11 billion in assets, focusing on a fundamental, buy-and-hold investment approach tailored to each client’s objectives and restrictions.

Arthur Deluca is a financial advisor with intrua Financial, holding a Series 66 credential and 22 years of industry experience. He previously worked at LPL Financial and Raymond James Financial Services, with a background including Lynch Retirement Investment Group. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management through various platforms and third-party managers.

Roger Follis is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors, Raymond James Financial, and B. Riley Wealth Advisors. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles across a multi-team platform. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and brokerage and insurance product distribution, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Andrew Clark is a financial advisor at Lexaurum Advisors with 38 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior work experience includes roles at Cetera Advisor Networks, Summit Financial Group, and Northwestern Mutual Investment Management. Outside of his advisory work, Clark is president of the Tyson Corner Chamber of Commerce and engages in marketing consulting and fundraising for special education nonprofits. Lexaurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms with investment management, financial planning, and retirement-plan services. The firm uses diversified portfolios based on modern portfolio theory and offers both discretionary and non-discretionary engagements through a multi-advisor team.

Ryan Perraut is a CFA® charterholder with 13 years of industry experience. He has been with Snowden Lane Partners, now Snowden Capital Advisors LLC, since 2015. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients through discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm leverages multi-team scale and institutional capabilities, offering customized portfolios and access to unaffiliated sub-advisers and third-party managers.

Keith Mayhew is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked at RSM US Wealth Management LLC for 22 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Lynwood Hill Jr. is a financial advisor at MissionSquare Retirement with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA and TIAA-CREF for a combined 20 years before joining MissionSquare in 2024. 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, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Chad Goldberg is a financial advisor at Marshfield Associates in Washington, DC, holding a Series 65 credential with 16 years of industry experience. He has been with Marshfield Associates since 2009. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a mix of institutional and individual clients, including high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investing approach with a concentrated Core Value Equity Strategy and an optional Balanced Strategy, emphasizing quality and a strict margin-of-safety buy discipline.

Radley Ellenbogen is a CFP® and holds a Series 65 license with three years of industry experience. He has been with XML Financial Group since 2018 and has prior experience at BDO Wealth Management and The Meltzer Group, as well as roles at the University of Maryland and ZeniMax. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Krista Baumgardner is a CFP® professional with nine years of industry experience. She is currently with Choreo, LLC and previously worked at RSM US Wealth Management LLC and The Vanguard Group, Inc. 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, quantitative investment process and offers a range of advisory services such as portfolio management, financial planning, and specialized consulting for ultra-high-net-worth clients.

Glenn Arons is a financial advisor at Arax Advisory Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Guardian Life for 19 years. In addition to his advisory role, Arons is principal of Assets, LLC, where he advises business owners on strategy, succession, and exit planning. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments supported by in-house teams and third-party analytics.

Cengiz Akyol is a financial advisor at MissionSquare Retirement with 22 years of industry experience and holds a Series 66 designation. He has worked at ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Emilio Solernou is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Sequent Planning, LLC and IAMS Wealth Management. Outside of advising, he serves on the board of Bridge for Hope, Inc., a nonprofit focused on assisting disabled individuals and ex-offenders with job placement and education. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support individual security recommendations.

Rebeka King is a Series 65 licensed financial advisor with five years of industry experience. She is currently with Apollon Wealth Management, LLC and previously worked at Bridgemark Wealth Management. In addition to her advisory work, she is also involved in insurance sales as an agent. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets and serving a diverse client base including individuals, high-net-worth families, trusts, estates, and institutional clients. The firm employs a combination of centrally managed strategies and locally managed portfolios, utilizing fundamental analysis, ESG models, and technology tools such as generative AI, while also participating actively in pooled investment vehicles and private funds.

Edward Crawford is a financial advisor at Douglass Winthrop Advisors LLC with 12 years of industry experience. He previously worked at Sweetbay Capital Management LLC for nine years. In addition to his advisory role, Mr. Crawford is an adjunct professor of Value Investing at Georgetown University and a passive partner in Roumell Asset Management LLC. Douglass Winthrop Advisors provides customized investment management services primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions. The firm offers discretionary and non-discretionary accounts with portfolios that include domestic and international equities and investment-grade fixed income, featuring a Sustainable Equity Strategy alongside its core equity approach.

Marguerita Cheng is a CFP® professional with 27 years of industry experience, currently serving at Private Client Services, LLC since 2013. She previously worked at Ameriprise for 14 years and was CEO of Blue Ocean Global Wealth. Cheng contributes to financial media outlets including CNBC and Forbes and serves on the Certified Financial Planners Board of Directors. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and nonprofits. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering both discretionary and non-discretionary portfolio management alongside brokerage services through its FINRA membership.