Matthew Chua is a financial advisor at Main Street Financial Solutions, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at SoFi and periods of self-employment. Main Street Financial Solutions serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach with a focus on mutual funds and low-cost passive ETFs, while also utilizing actively managed funds and alternative investment platforms.

Kevin Reese is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and several securities licenses. He has 37 years of industry experience, with a career largely spent at Navy Federal-affiliated entities dating back to 2002. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides layered investment solutions including unified managed accounts and automated ETF portfolios.

Nicholas Shirley is a financial advisor at Archer Investment Corporation with one year of industry experience. He holds a Series 65 designation and has previously worked at Sullivan & Company, NYLIFE Securities LLC, and New York Life Insurance Company. Prior to his financial advisory career, he spent several years in education roles at American University and local schools. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, offering services through separately managed accounts and proprietary mutual funds. The firm’s approach includes diversified allocations across multiple asset classes and delivers both comprehensive financial planning and limited-scope model portfolios.

Brian Curtin is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Heritage Investors Management Corporation since 2018. His prior experience includes a role at FBR Capital Markets from 2016 to 2017. 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 emphasizes diversified portfolios tailored to clients’ risk tolerance, tax situation, and income, generally pursuing long-term investment strategies with discretionary management and a fiduciary approach for retirement rollovers.

Thomas Kellogg is a CFP® affiliated with Bogart Wealth, LLC and has been working in the financial industry since 2023. Prior to his current role, he held positions at Homrich Berg and CrossPoint Wealth Partners and has experience in the hospitality sector, including roles at Sharkey's Rib & Wing Joint, Golden Horseshoe Golf Club, and Williamsburg National Golf Club. He also spent four years at Virginia Tech and Jamestown High School. Bogart Wealth provides financial planning and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm combines passive and active strategies through model portfolios and employs a structured approach to equity selection and asset allocation supported by formal governance and AI tools.

Nell Cordick is a Certified Financial Planner® with 21 years of industry experience. She is currently with Bogart Wealth, LLC, where she has worked since 2020. Her prior experience includes roles at BB&T and its affiliates from 2002 to 2018. Bogart Wealth provides comprehensive financial planning and wealth management services to individuals, trusts, estates, and charitable organizations, managing client portfolios through a combination of passive and active investment strategies governed by an Investment Portfolio Committee. The firm serves both non‑high-net-worth and high-net-worth clients and oversees approximately $3.19 billion in client assets.

Bradley Lipman is a CFP® professional with eight years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Raymond James Financial Services, SPC Financial, Sella & Martinic, and Lively, Ostrye & Worch. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, retirement plan advisory, and sub‑advisory services with an emphasis on multi‑asset portfolios that include alternative investments alongside traditional equities and fixed income.

Michelle Cooper is a financial advisor with XML Financial Group in Bethesda, MD, holding a Series 66 credential and 25 years of industry experience. She previously worked at Merrill Lynch Trust Company, FSB for 19 years before joining XML Financial, LLC and XML Securities, LLC. In addition to her advisory work, she is the author of the book *I've Still Got Me* and participates in related speaking engagements. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets and serving around 2,890 clients. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through a combination of fundamental and technical analysis and third-party managers.

Joseph Kantakevich is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with United Brokerage Services, Inc. and United Bank, having previously worked at Dai Securities, Jwk Financial Group, Eaglestone Wealth Advisors, and Triad Advisors. He serves on the board of the Montgomery College Foundation. 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 assets on a non-discretionary basis and is affiliated with United Bank, combining banking relationships with a primarily non-discretionary advisory model.

Michael Tita is a CFP® with nine years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. He has worked at Navy Federal since 2018, with prior roles at Bank of America, Merrill, and Traditum Group LLC. Navy Federal Investment Services provides portfolio management, financial planning, and retirement-plan fiduciary services primarily to members of Navy Federal Credit Union, as well as individual, trust, and institutional clients. The firm employs a multi-manager approach using the Envestnet platform and offers both managed advisory programs and automated ETF portfolio solutions.

Antoinette Guy Wharton is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at GWFS Equities Inc/Great West Life & Annuity Insurance Company from 2010 to 2017. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, using investment advice and model portfolios developed by Morningstar Investment Management.

Austin Pearl is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at CIC Wealth, LLC for six years and the U.S. Department of Defense for sixteen years. Outside of his advisory role, he is involved in insurance sales on a part-time basis. Apollon Wealth Management is a multi-team investment adviser with approximately 145 advisors overseeing about $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients, offering a range of financial planning and portfolio management services.

Connor Stanley is a financial advisor with Apollon Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He has previously worked at Bridgemark Wealth Management and Northwestern Mutual. Stanley is also involved with Advisor Insurance Solutions, where he sells insurance products as needed to meet client requirements. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other entities, offering a range of services including financial planning, portfolio management, and consulting. Its investment approach combines centrally managed strategies with locally managed portfolios, utilizing fundamental analysis, ESG risk models, and technology tools such as generative AI.

David Hart is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with Great Valley Advisor Group, LLC and has previously worked at Maryland Financial Group, Inc. and LPL Financial, LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Daniel Schueren is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Merrill Lynch and Vanguard before joining Principal Financial Group entities in 2021. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and is distinguished by its integration within the Principal Financial Group family, enabling access to affiliated products and services.

Olive Mitchell is a CFP® with six years of experience in the financial industry. She is currently with Curi Capital, LLC, having previously worked at Cerity Partners LLC, Maryland Capital Management, LLC, Founders Land, and Maryland Spine Center. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and specialized subscription offerings for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutions, employing a long-term, fundamentally driven investment approach across various strategies and account types.

Victoria Holcom is a CFP® professional with one year of experience at Bogart Wealth, LLC. She previously worked at The Cheesecake Factory and studied at George Mason University. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non-HNW and high-net-worth clients. The firm manages portfolios using a combination of passive and active strategies governed by an Investment Portfolio Committee and offers access to alternative investments and specialized estate planning resources.

Elise Wente is a CFP® professional at Bogart Wealth, LLC with experience beginning in 2022. Prior to joining Bogart Wealth, she held roles at Vanguard and Slattery Perkins Ramirez LLC. Bogart Wealth provides financial planning and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm utilizes a combination of passive and active investment strategies guided by an Investment Portfolio Committee and offers a range of solutions including direct indexing and alternative investments.

Terri Laflam is a financial advisor with Choreo, LLC in Potomac, MD, holding a Series 65 credential and seven years of industry experience. She previously worked at RSM US Wealth Management LLC and RSM US LLP, where she spent a combined 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 emphasizes strategic asset allocation and diversified model portfolios overseen by a centralized management team and an Investment Committee.

Douglas Gill is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Morgan Stanley, FullArc Wealth Management, and ChangePath, LLC. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to various investment tools and third-party managers.