Richard Sebastian is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. His prior roles include positions at CIC Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Commonwealth Financial Network, McAdam LLC, and VOYA Financial Advisors, Inc. In addition to his advisory work, Sebastian provides fixed insurance services to clients. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, family offices, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a broad range of investment vehicles.

Brianna Tavares is a financial advisor at Capital Analysts with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Lincoln Investment Planning, LLC since 2019, following prior roles at Fidelity Investments. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, providing portfolio management and advisor-managed custom portfolios through a nationwide network. The firm employs a proprietary mutual-fund screening process and offers both discretionary and non-discretionary investment management.

Shayna Lebowitz is a CFP® with 13 years of experience in the financial services industry. She is currently with Mason Investment Advisory Services, Inc. and has prior experience at firms including Creative Planning, LLC, Sullivan, Bruyette, Speros & Blayney, LLC, and Savant Wealth Management. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm provides fee-based financial planning, portfolio management, and institutional services with an emphasis on long-term asset allocation, rebalancing, and manager selection.

Faisal Magsi is a CFP® professional with six years of industry experience, currently serving at Range Advisory, LLC. His career includes roles at Range Finance, Prostatis Financial Advisors Group, SFG Wealth Management, and LPL Financial LLC. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and utilizes proprietary model portfolios alongside third-party strategies, incorporating AI tools to support portfolio management and client interactions.

Craig Sablosky is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His career includes roles at Access National Bank, LPL Financial, and Investment Professionals, Inc. Since 2019, he has also owned a group insurance business focused on health and disability insurance. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage, advisory, and comprehensive financial planning services, utilizing a range of investment vehicles and offering access to third-party money managers and model portfolios.

Erin Evans is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and previously worked at Loudoun County Public Schools and James Madison University. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a blend of proprietary fundamental and quantitative investment models, offering customized portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Jennifer Antosh is a CFA® charterholder based in Potomac, MD, with two years of industry experience. She is currently with Merit Financial Advisors and previously worked at TritonPoint Wealth, Goldman Sachs PFM, Mercer Consulting, and BNY Mellon. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary authority supported by fundamental analysis and supplemental investment tools.

Levene Le Blanc Mc Lean is a Series 66 licensed advisor at Lifeworks Advisors, LLC with six years of industry experience. His prior roles include positions at Signature Estate & Investment Advisors LLC and Morgan Stanley. He has also been involved with Polish Your Business, LLC. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs both planning-based and risk-based investment approaches, combining quantitative and fundamental analysis with a range of model strategies, and integrates tax and accounting services through affiliated entities.

Gabrielle Sabatini is a financial advisor at Brighton Jones LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Smeal College of Business, Cresset Capital, Chiaro Investment, and The Atrium. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support. The firm emphasizes a whole-balance-sheet approach and combines public and private investments while operating an affiliated ecosystem including private investment funds, a trust company, and legal services for certain clients.

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.

Kent Johnson is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Navy Federal Investment Services, LLC and its affiliated entities since 2017, following earlier roles at Equitable Advisors and Ameriprise. Kent is based in Reston, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes using third-party portfolio managers on the Envestnet platform and provides both managed advisory programs and digital automated ETF portfolio solutions.

Hali London is a CFP® and holds a Series 65 license with eight years of industry experience. She currently works at Compound Planning, Inc. and previously held roles at Motley Fool Wealth Management and Facet Wealth. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Shawna Bieda is a CFP® with 20 years of industry experience, currently serving at XML Financial Group and XML Securities LLC since 2022. She previously worked at Bank of America N.A. and Merrill, where she spent eight and eighteen years respectively. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting 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 employs a blended investment approach using fundamental and technical analysis alongside third-party managers and an internal Investment Committee.

David Kauffman is a CFP® with 26 years of industry experience, currently serving at CW Advisors, LLC. His prior professional background includes roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., Ferris, Baker Watts, LLC, Morgan Stanley Dw Inc., and Capital Investment Advisors. He is also a partner in Waypoint Consulting Group, a non-investment-related business. CW Advisors, LLC is a multi-team advisory firm providing investment management, comprehensive wealth management, financial planning, and family office services to a wide range of clients, including high-net-worth individuals, trusts, estates, and business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and it serves other registered investment advisers through its CW Advisor Solutions division.

Beth Levine is a financial advisor at XML Financial Group with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with XML Financial and its affiliated entities since 2009. Outside of her advisory role, she is the sole owner of Coyote Sun LLC, a holding company for rental properties. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and uses a combination of fundamental and technical analysis, along with third-party managers and an internal Investment Committee, to tailor portfolios to client needs.

Meredith Wade is a financial advisor at XML Financial Group with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and SunTrust Advisory Services. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, combining fundamental and technical analysis with access to alternative investments and affiliated managers.

Samuel Woo is a Series 65 licensed financial advisor with AlphaCore Capital LLC, based in Bethesda, MD. He has one year of industry experience, including prior roles at SPC Financial, Inc. and Raymond James Financial Services, Inc. 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 through comprehensive financial planning and multi-asset portfolio management that incorporates alternative investments alongside traditional assets.

Gary Diegert II is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently an advisor at Rossby Financial, LLC and has previously worked at RiversEdge Advisors, LLC and myCIO Wealth Partners. 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 offers tailored portfolio management and wealth consulting using a variety of analytical approaches and diversified strategies across multiple asset classes.

Jordan Rubin is a CFP®, CFA®, and Series 65-registered advisor with nine years of industry experience. He is currently with Modera Wealth Management, LLC and has held prior roles at Bernhardt Wealth Management, Evermay Wealth Management, and Manchester Capital Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and offering supplemental strategies such as independent managers, private placements, and optional ESG integration.

Emily Parent is a financial advisor with Founders Financial Securities LLC in Reston, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Fortune Financial Services and Brooklight Place Securities, Inc. In addition to her advisory role, she is involved with Shenandoah Financial Advisors, where she provides financial planning, tax preparation, and fixed insurance services. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers a variety of advisory platforms and specialized services, including retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.