Judith Becker is a financial advisor at Marshfield Associates with six years of industry experience. She holds a Series 65 designation and has been with Marshfield Associates since 2018. Prior to joining the firm, she worked at the US Department of Education for 11 years. Marshfield Associates is a registered investment adviser serving a diverse client base, including high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary and non-discretionary portfolio management services.

Jaymie Chmil is a Series 66-registered financial advisor with eight years of industry experience. She is currently affiliated with First Heartland Consultants, Inc. Prior to this, she worked at Edward Jones, Wells Fargo Clearing, First Clearing, and was self-employed for a period. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based programs for 401(k) participants, delivering its services through independent investment adviser representatives using a variety of analytical and asset-allocation techniques.

Faisal Magsi is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. His prior experience includes roles at Prostatis Financial Advisors Group, SFG Wealth Management, and LPL Financial LLC. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm employs model portfolios, tax-aware strategies, and integrates proprietary AI tools into client interactions and portfolio management.

Samuel Swenson is a CFP®, CFA®, and holds a Series 66 license with eight years of industry experience. He is currently with Range Advisory, LLC and has held prior roles at Range Finance Inc, CGN Advisors, LLC, and Wells Fargo Advisors LLC. Outside of his primary role, he operates SKS Advisory Services, providing accounting and light financial planning services as a sole proprietor. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals. The firm offers financial planning, investment advice, discretionary portfolio management, and access to alternative investments and direct indexing, incorporating AI tools and a subscription-based compensation model.

Sijal Chudal is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and having one year of industry experience. Prior to joining Navy Federal, Sijal worked at Citibank and MUFG Investor Services and has experience at George Mason University. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm operates as both an SEC-registered investment adviser and broker-dealer, using third-party portfolio managers accessed through the Envestnet platform and offering services including tax overlay, impact investing, and private wealth consulting.

Richard Nilsen is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Advisors since 2016, following prior roles at Ashton Royce & Co. and Campaign Marketing Services. In addition to his advisory role, he is the president and founder of Nilsen Financial Services. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of investment advisory representatives using a variety of portfolio management approaches and third-party platforms.

Kathryn Cotter is a Series 65-licensed financial advisor with Marshfield Associates in Washington, DC, where she has worked since 2024. She has six years of prior experience at Nexercise, Inc. and five years at BET Networks. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, government entities, sovereign wealth funds, and investment companies. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy, supported by in-house research and a willingness to hold substantial cash positions.

Paul Seal is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Signal Advisors Wealth, LLC and previously spent seven years at AlphaStar Capital Management, LLC. In addition to his advisory role, he serves as president of Ascendant Wealth Strategies, Inc., where he provides insurance and annuity advice and sales. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis, while supporting a large number of retail accounts across its multi-team structure.

Dwayne Miller Jr. is a financial advisor with Brighton Jones LLC in McLean, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Brighton Jones, he worked at Capital One and The WorkPlace, Inc. among other roles. Brighton Jones serves individuals, high-net-worth families, businesses, and charitable organizations with comprehensive wealth management and financial planning services. The firm uses a holistic, balance-sheet approach, offering discretionary and non-discretionary management along with access to private investment opportunities and in-house legal and tax services.

Gabrielle Sabatini is a financial advisor at Brighton Jones LLC with two years of industry experience. She holds a Series 65 designation and has worked previously at Smeal College of Business, Cresset Capital, Chiaro Investment, and The Atrium. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach supported by client portals and independent managers.

Daniel Holly is a CFA® charterholder with two years of industry experience. He currently works at Andersen and has previous experience at Andersen Tax LLC, as well as roles at Window Nation, Under Armour, and Johns Hopkins University. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrated with tax, valuation, and other advisory services.

Robert Mcgregor is a CFP® with 23 years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at USAA Financial Advisors, Royal Alliance Associates, and SES LLC. He is based in Tysons Corner, VA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary investment management approaches.

Michael Duffy is a financial advisor at Bogart Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Bogart Wealth since 2016. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm uses model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options such as direct indexing separately managed accounts, structured-note models, and private-market alternative exposures.

Amanda Muse is a CFP® professional with 12 years of industry experience. She is currently with Bogart Wealth, LLC, where she has worked since 2023, following prior roles at The Mather Group, LLC, FSC Securities Corp, and Willis Johnson & Associates. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm emphasizes model portfolio management combined with specialized options such as direct indexing SMAs and private-market alternative exposures.

Rocco Russo III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. He previously spent 17 years at Edward Jones before joining Kestra Private Wealth Services and Kestra Investment Services in 2026. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations while allowing flexibility in product selection within its approved menu.

Michael Torrey is a CFP®-designated financial advisor at Arkadios Wealth Advisors with 27 years of experience. He previously worked at Triad Advisors, Inc. for 17 years and Capital Planning & Investments, Inc. for 15 years. Outside of his advisory role, Torrey serves as an advisor to the Marine Corps Community Services pension plan and is a managing member of TNT Financial Services, where he provides insurance sales and business consulting. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team that supports customized investment strategies across multiple asset classes.

Dia Vante Brown is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and five years of industry experience. Prior to joining Beacon, Brown worked at Midland National Life Insurance Company, Protective Life Insurance Company, Investment Distributors Inc, The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life and Advisory Services. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Robert Len is a financial advisor with CW Advisors, LLC in Fairfax, VA, holding a PFS™ designation and a Series 65 license. He has 28 years of industry experience, including 16 years at RDL Financial, Inc. dba Wolf Group Capital Advisors prior to joining CW Advisors in 2025. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.

Manuel Moral is a CFP® professional with 18 years of experience in the financial services industry. He has been with United Brokerage Services, Inc. since 2018, following prior roles at Cetera Investment Services LLC and First National Bank of PA. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, model portfolios, rebalancing, and tax-aware overlays, typically advising on a non-discretionary basis.

Bilal Qaiser is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at TD Bank, Bank of America, Merrill, and JPMorgan Chase. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic and tactical asset allocation approach and offers wrap and unified managed account programs through its clearing relationship with Wells Fargo Clearing Services.