Shuron Morton is a financial advisor at United Brokerage Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Investments and Capital One Advisors. 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 client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Vijai Rangarajan is a financial advisor with Legacy Wealth Management, LLC, holding a Series 65 designation and currently in his first year at the firm. He has prior experience at Northstar Group, Inc. and Akvarr, Inc., spanning over 18 years combined. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including in-house model portfolios and alternative investments, tailored to clients’ objectives and risk tolerances.

Isabelle Bodenstein is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday & Company, she held roles at Osaic Wealth, Inc. and Morgan Stanley Wealth Management. She also has experience in business administration and education, including a position at the Robert H. Smith School of Business. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations primarily through actively managed mutual funds, ETFs, and conservative fixed income securities.

Brian Krawiec is a CFP® and ChFC® with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Wike Financial, LLC and Raymond James Financial Services. He also provides financial planning and advisory services as an independent contractor for Potomac Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm employs a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities tailored to client objectives and risk tolerance.

Jordan Vanoort is a CFP®, CFA®, and Series 66–licensed advisor with 19 years of industry experience. He has worked at XML Financial Group and its affiliated entity, XML Securities, LLC, since 2021 and previously spent 12 years with Wells Fargo Advisors Financial Network LLC. XML Financial Group provides discretionary and non-discretionary 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 a multi-advisor team model and uses a combination of fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Owen Collier is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation with experience that includes roles at OSAIC and Temple University. His background also includes involvement in the brewing industry with Spring House Brewing Company. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations with actively managed mutual funds, ETFs, and fixed income securities.

John Sciuto is a financial advisor at XML Financial Group with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, 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, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

Michelle Wagner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Core Planning. She previously worked at Facet Wealth and Ellevest and has held roles focused on financial planning and client service. Wagner also works as an independent contractor with Domain Money in a non-registered business development role. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using a combination of in-house advice, third-party money managers, and model portfolios.

Mark Estep is a financial advisor at Navy Federal Investment Services, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked within various Navy Federal entities since 2006, including Navy Federal Asset Management and Navy Federal Financial Group. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides a range of investment advisory and brokerage services tailored to a membership retail client base.

Rebecca Meares is a CFP®-certified financial advisor with 13 years of industry experience. She has been with McAdam LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments for six years. In addition to her advisory role, she is co-owner of Caudle Meares, LLC, a firm focused on financial planning and wealth management. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing a discretionary approach that utilizes fundamental analysis and diversified asset allocations.

Jackson Brown is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Range Advisory, LLC and previously worked at GHP Investment Advisors. His background includes roles outside finance in hospitality and retail sectors. Range Advisory provides online financial planning and portfolio monitoring services to individual clients, including high-net-worth and ultra-high-net-worth households. The firm uses third-party Turn-key Asset Management Platforms and AI tools to construct and manage portfolios, offering both discretionary management and comprehensive financial planning beyond investments.

Vannara Murphy is a financial advisor at SEIA with four years of industry experience. She holds the Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and SES Inc. In addition to her advisory role, she serves as a Client Service Manager at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a combination of strategic macro asset allocation and tactical adjustments, managing the majority of its assets on a non-discretionary basis while offering discretionary model and wrap programs.

Aaron Eppard is a CFP® professional with six years at Keel Point, LLC and a total of four years in the industry. Prior to joining Keel Point, he spent five years at Liberty University. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that integrates fundamental research with quantitative modeling to manage a range of investment strategies across multiple platforms.

Sean Gates is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Apollon Wealth Management, LLC and has previous experience with Motley Fool Wealth Management and Lifestyle Wealth Partners LLC. Gates is involved in a small business startup consulting venture focused on tax-related advisory services and franchise advisory business development. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment services including ESG risk-based models, Direct Indexing, and tax management tools.

Arush Gupta is a CFP® affiliated with Range Advisory, LLC in McLean, VA, with one year of industry experience. Prior to joining Range Advisory, he worked at PNC Bank for five years and has experience in academic and educational roles at the University of Maryland, College Park, and Reservoir High School. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and portfolio advice through an online platform. The firm emphasizes tailored asset allocation and portfolio optimization, integrating AI tools with human oversight, and operates on a flat subscription model rather than traditional percentage-of-AUM fees.

Francisco Martinez is a CFP® with 17 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked at Client One Securities, LLC since 2011 and is the owner and president of Financial Choreography, LLC, where he provides financial planning and fixed insurance services. Additionally, he serves as an election judge for the Montgomery County Board of Elections in Maryland. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Pamela Flick is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. Her prior experience includes roles at Purshe Kaplan Sterling, OSAIC, Triad Advisors, Inc., and National Planning Corporation. Outside of her advisory work, she volunteers as a backup signer for the Memorial United Methodist Church’s bank account on an emergency basis. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset management, financial planning, and employee financial wellness programs through a long-term, diversified investment approach.

Sean Dann is a CFA® charterholder and holds a Series 65 license, currently advising at Range Advisory, LLC with four years of industry experience. Prior to joining Range Advisory and its affiliated firm Range Finance, he worked at Creative Planning, LLC and Marshall Financial Group. Sean has held various roles connected to the University of Notre Dame, including positions in academic services for student athletes and residential life. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, providing subscription-based financial planning and portfolio advice via an online platform. The firm emphasizes customized asset allocation using client data and planner interactions, and integrates AI tools alongside human oversight to support portfolio management and transitions.

Benjamin Peress is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Outfitter Advisors, Ltd. He is also a member of WRE Hendersonville, LLC. Cary Street Partners serves individuals, corporations, trusts, retirement plans, and institutional clients with a range of services including portfolio management, financial planning, and retirement plan fiduciary services. The firm integrates proprietary strategies, third-party managers, and AI tools in its investment approach.

Kevin O Hanlon is a CFP® professional with four years of industry experience, currently serving as an advisor at Range Advisory, LLC. Prior to joining Range Advisory in 2025, he worked at Morgan Stanley from 2021 to 2025 and held positions at Equitable Advisors and the Hudson County Economic Development Corporation. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, providing subscription-based financial planning and portfolio advice through an online platform. The firm emphasizes tailored asset allocation and portfolio optimization, integrating AI tools with human oversight in its investment process.