Elise Weinstein is a CFP® with nine years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC since 2025. Prior to joining AlphaCore, she worked at Sella & Martinic, LLC for 13 years and SPC Financial, INC. for 15 years. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, institutional investors, and banking institutions, offering financial planning, investment management, retirement plan advisory, institutional sub-advisory services, and model portfolio subscriptions. The firm combines traditional assets with alternative investments using macro analysis and due diligence, managing portfolios through in-house teams, sub-advisers, and advisor-guided platforms.

Samuel Forkkio is a financial advisor at Archer Investment Corporation with eight years of industry experience. He holds a Series 65 designation and has worked at Archer since 2019. Prior to this, he was with HD Vest Investment Services for three years and has managed accounting operations at the FDIC since 1989. He is also the owner and sole proprietor of Forkkio and Company, providing accounting, bookkeeping, payroll, and tax preparation services. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm emphasizes diversified portfolio construction based on comprehensive financial assessments and offers both discretionary management and model-driven strategies.

Kenneth Stanley is a Series 65-licensed financial advisor with The Burney Company, where he has worked since 1979, accumulating 39 years of industry experience. He is based in Vienna, VA. The Burney Company primarily 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 using a multi-team advisory platform and offers discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

William Carlton is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. Prior to joining Aegis in 2023, he worked at UBS Financial Services Inc. for 16 years. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

John Keenan is a CFP®-designated financial advisor with 29 years of industry experience. He is currently a senior partner at SEIA and has worked at firms including SES LLC, Royal Alliance Associates, and Signator Investors. Keenan holds an insurance license and participates on the NQ Board of Principal Financial Group’s Retirement Plan Group. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving 9,500 clients across individuals, trusts, retirement plans, and institutional entities. The firm employs a combination of strategic asset allocation and tactical security selection through a six-step investment process, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Kathy Banyas is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at LPL Financial, Momentum Independent Network, Truist Investment Services, and Scott & Stringfellow. Banyas is also a commissioned notary in Virginia. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial planning, and family office services, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset-allocation approaches.

Thomas Caruso is a financial advisor at Prospera Financial Services, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory role, he is President and Owner of Puglia LLC, a non-investment-related business. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Michael Yen is a financial advisor at McAdam LLC in Vienna, VA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2017. Prior to his advisory career, he studied at Clemson University from 2013 to 2017. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis using a variety of investment vehicles and incorporating specialized exposures such as direct indexing and cryptocurrency.

Stephen Frederick is a financial advisor at Moors & Cabot, Inc. with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Moors & Cabot since 2001. Outside of his advisory role, he serves as Chairman of the Finance Committee at Calvary United Methodist Church in Arlington, VA. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services with tailored portfolio strategies, combining discretionary and non-discretionary approaches.

Zachary Weaver is a CFP® and ChFC® with seven years of experience in financial advising. He currently works at XML Financial Group and XML Securities, having previously held roles at NYLIFE Securities LLC, Eagle Strategies, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients and offers 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, third-party managers, and custodial support primarily via Fidelity and First Clearing.

Riley Saunders is a financial advisor at Cassaday & Company, Inc. with six years of industry experience. He holds the CFP® and Series 66 credentials. Prior to his current role, Saunders worked at Andersen Tax and Royal Alliance. In addition to advising clients, he manages financial planning processes and supports onboarding and training within Cassaday’s Financial Planning department. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing actively managed funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Tyler Gahs is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Stifel, Citi, Commonwealth Financial Network, and Morgan Stanley. His background also includes roles in the Maryland General Assembly and the Maryland Democratic Party. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and uses a subscription-based compensation model supported by AI and advanced technology integration.

Alex Bryer is a financial advisor at Snowden Capital Advisors LLC with 29 years of industry experience. He has been with Snowden Lane Partners since 2015. Bryer holds Series 63 and Series 65 designations. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and access to third-party managers through customized model portfolios and specialized programs.

Alex Vazquez is a CFP® with one year of industry experience, currently affiliated with Cassaday & Company, Inc. He has previously worked at OSAIC and Centurion Wealth Management, LLC. Prior to his financial advisory roles, he held positions in mortgage lending and the food service industry. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is long-term and asset-allocation driven, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Amanda Ahmed is a financial advisor at Keel Point, LLC with 12 years of industry experience. She holds a Series 66 designation and has been with Keel Point since 2014. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting across various asset classes.

Andrew Malay is a CFP® professional with 12 years of industry experience, currently serving at Cassaday & Company, Inc. He has been associated with Cassaday & Co Wealth Management, LLC since 2012 and Osaic Wealth, Inc. since 2013. Outside of his advisory role, Malay is involved as an insurance agent offering fixed annuities and long-term care insurance products. 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 primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Zulpikar Iskander is a financial advisor with SEIA in Tysons, VA, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, Vega Consulting Solutions, and Planning Solutions Group. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a combination of strategic and tactical asset-allocation and offers a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Stephen Clagett is a financial advisor at XML Financial Group with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network for 13 years before joining XML in 2021. Outside of his advisory work, he operates a sole proprietorship focused on the import and resale of wholesale off-road gear and apparel. XML Financial Group serves a broad retail client base with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a multi-advisor team model and integrates fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Christopher Nguyen is a financial advisor with McAdam LLC in Vienna, VA, holding a Series 65 designation and eight years of industry experience. He has been with McAdam since 2018 and previously worked at George Mason University and its Auxiliary Enterprise. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios with a focus on fundamental analysis, discretionary asset allocation, and specialized investments such as private funds and cryptocurrency exposure.

Nicholas Harris is a CFP® professional with 19 years of industry experience, currently serving at Cassaday & Company, Inc. He has worked with Cassaday & Co Wealth Management, LLC since 2022 and has a long tenure at OSAIC dating back to 2006. Outside of his advisory roles, Harris volunteers with the Jefferson Scholars Foundation, where he interviews high school seniors applying for scholarships at the University of Virginia. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm uses a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.