Robert Roark is a financial advisor with Capitol Securities Management, Inc. in Washington, DC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Capitol Securities Management since 1996. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and wrap fee programs, utilizing a network of investment adviser representatives who develop client-specific investment policies and manage accounts with a variety of investment instruments.

Biswojit Rebeiro is a financial advisor at WesBanco Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Edward Jones, Bank of America, Merrill, Chase, Wells Fargo Bank, M&T Bank, and Educational Systems Federal Credit Union. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies using fundamental, technical, and charting analysis, delivering customized financial planning and portfolio management through non-discretionary advisor-managed wrap accounts and other managed programs.

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.

Amy Lillis Konopacki is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including Nationwide Investment Advisors and Lincoln Financial Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm offers personalized investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Pauline Rosenstein is a CFP® with over 50 years of experience in financial advising, currently serving at StoneX Advisors Inc. since 2015. Prior to that, she was associated with StoneX Securities Inc. beginning in 2014. Outside of her advisory work, she holds the position of Vice President at Lakeside Productions, a photography business she has been involved with since 1993. She is also a member of Rotary International's Baileys Crossroads Club and the American Association of University Women. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party money managers across various platforms to implement client strategies.

Scott Welch is a financial advisor at Certuity, LLC with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including WisdomTree Asset Management and Fortigent, LLC. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and consulting services primarily to high- and ultra-high-net-worth clients and institutions. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.

Isaiah Carter is a financial advisor with MissionSquare Retirement in Washington, DC, holding the ChFC® designation along with Series 66 and Series 65 licenses. He has 16 years of industry experience, including over a decade with ICMA-RC Services, LLC and ICMA Retirement Corporation. Prior to that, he worked at MSI Financial Services, Inc. for three years. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary managed accounts and nondiscretionary fund advice based on Morningstar Investment Management’s models.

Tristine Altamirano is a financial advisor at AlphaCore Capital LLC with one year of industry experience. She holds a Series 65 designation and previously worked at SPC Financial, Inc. and Grossberg Company LLP. Outside of finance, she is an instructor at Pure Barre Rockville, teaching classes several hours per month. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, institutional investors, and banking clients by providing comprehensive financial planning, investment management, retirement plan advisory, and sub-advisory services with a focus on multi-asset portfolios including alternative investments.

Elise Hoffmann is a Series 65-licensed financial advisor with 29 years of industry experience, currently at Marshfield Associates. She has worked at Marshfield Associates since 1997 and previously at Bushido Capital Partners LLC and Yogi Advisors, LLC. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base 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.

James Musgrave is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including ten years at Purshe Kaplan Sterling Investments and concurrent roles since 2022 at Regal Investment Advisors and Regulus Financial Group. Outside of advisory work, he is a financial seminar presenter for the nonprofit Society for Financial Awareness. Regal Investment Advisors, operating under the name LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, focusing on proprietary and third-party strategies through a sub-advisory platform managing approximately $2.88 billion in assets.

Megan Brinsfield is a CFP® with 12 years of industry experience, currently advising at Apollon Wealth Management, LLC. She previously spent 11 years at Motley Fool Wealth Management, LLC. Outside of financial advising, she works as a health coach posting content on healthy living and weight loss and provides seasonal tax preparation services. Apollon Wealth Management is a multi-team registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, and other institutional clients, employing a combination of centrally managed strategies and locally managed portfolios supported by research, technology, and risk-based investment models.

Rakael Carr is a financial advisor at IP Financial Advisory Services LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining IP Financial, Carr has held roles at Innovation Partners LLC and has over a decade of experience in the medical field, including a senior director position in medical coding at the University of Maryland Medical System. Outside of advisory work, Carr is a pastor and trustee at Champions of Christ Global Ministries and owns a business focused on budgeting and financial literacy. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and discretionary management strategies, focusing on non-high-net-worth investors and retirement plan participants while providing specialized consulting services such as actuarial analysis and tax planning.

Nicholas Masih is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at United Brokerage Services and HSBC entities since 2015. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients. The firm primarily manages assets on a non-discretionary basis and provides a range of programs including unified managed accounts and separately managed options, with affiliations to United Bank and Wells Fargo.

Jason Klopman is a CFP® professional with 20 years of industry experience. He has been with XML Financial Group since 2016, following a decade at LPL Financial. Klopman is also an equity member of BR Financial Associates Management Company, LLC, which manages XML Financial, LLC and XML Securities, LLC. 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 investment management, financial planning, retirement plan advisory, and access to alternative investments, employing a portfolio approach that combines fundamental and technical analysis with third-party managers.

Lysa Rothenberg is a CFP® professional with 36 years of industry experience, currently affiliated with Capitol Securities Management, Inc. She has worked at Capitol Securities and Money Matters Inc since 2018 and previously held roles at Navy Federal Financial Group and its related entities from 2007 to 2017. In addition to her advisory work, she is the president and business owner of Money Matters Inc, a tax preparation business. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, and insurance products. The firm utilizes a range of investment strategies and third-party managers to deliver client-specific portfolio management.

Susan Rogers is a financial advisor with RBC Securities, Inc. in Washington, DC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at City National Bank and Wells Fargo Clearing. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory services within a broader financial services group affiliated with a bank, offering portfolio management through an affiliated sub-advisor and a range of custodial and cash-management features.

Stephen Sikes is a financial advisor at AlphaCore Capital LLC in Bethesda, MD, holding Series 65 and Series 63 licenses with four years of industry experience. His prior work includes positions at SPC Financial, Raymond James Financial Services, and ATEL Securities Corporation. AlphaCore Capital is an independent wealth advisory firm with about 70 advisors managing around $13 billion for individuals, entities, and institutional investors. The firm focuses on multi-asset portfolios that combine traditional and alternative investments, employing fundamental and macro analysis alongside manager due diligence.

Scott Wilson is a CFA® charterholder with 10 years of industry experience. He has worked at Heritage Investors Management Corp since 2023 and was previously with Harbour Capital Advisors, LLC for seven years. 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 focuses on tailored portfolios with diversified holdings and typically employs long-term investment strategies while acting as a fiduciary on retirement rollovers.

Donnell Williams Jr. is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Icma Rc since 2015. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Vernon Holleman III is a financial advisor with M Holdings Securities, Inc. holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at M Holdings Securities since 2000 and at Bcg Companies since 2013, in addition to a longstanding role at Phoenix Home Life Mutual Insurance Co. Holleman serves as a trustee for the Federal City Council, is on the Board of Directors for the Washington DC Estate Planning Council, and acts as Secretary-Treasurer for the St. Albans School Alumni Association Board. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities nationwide through independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory services.