John Mcconnell is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Navy Federal Financial Group and Edelman Financial Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management mainly through third-party managers on the Envestnet platform. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a mix of advisory and brokerage services.

Christopher Niemczewski is a Series 65-licensed financial advisor with 32 years of industry experience. He has been with Marshfield Associates since 2009. 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 and manages approximately $7.5 billion across 13 advisors.

Selena Kemp is a financial advisor at Procyon with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. In addition to her advisory role, she is the CEO of SK Consulting Solutions, where she oversees financial system reviews and process improvements. Procyon serves a diverse client base including individuals, families, trusts, businesses, and institutional investors, offering investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios and operates with a significant non-discretionary asset base across multiple offices and affiliated businesses.

Lauren O'Brien is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. She has been with XML Financial Group since 2019 and has worked at XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2013. Outside of her advisory role, she contributes as a writer to the Alexandria Stylebook, a nonprofit serving the City of Alexandria, Virginia. 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, providing investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities, utilizing a combination of fundamental and technical analysis alongside third-party managers.

Edwin Watson is a CFA® charterholder affiliated with Range Advisory, LLC in McLean, VA, with four years of industry experience. Prior to joining Range Advisory, he worked at Dimensional Fund Advisors for five years. 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 client-tailored asset allocation and integrates AI tools alongside human oversight in its investment process.

Joseph Moore is a CFP® professional with 11 years of industry experience. He has been with Keel Point, LLC since 2011. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individual, institutional, and corporate clients. The firm employs a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting services across various asset classes.

Anna Wisniewski is a CFP® professional at Facet with three years of industry experience. She previously worked at Murphy O'Brien Inc. for ten years. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services that include discretionary investment management and bundled estate or tax services. The firm emphasizes holistic financial planning through its Total Financial Life Resources framework and uses technology-driven, tax-optimized investment strategies.

Simon Joseph is a financial advisor with United Advisor Group, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked at firms including LPL Financial LLC, Momentum Independent Network, Truist Advisory Services, and BB&T Securities. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base with portfolio management and retirement planning, employing a combination of strategic and tactical asset allocation alongside value investing and multiple analytical techniques.

Michael Duprey is a CFP® professional with 25 years of industry experience, currently serving at Advisory Services Network since 2024. He previously worked at Ategra Capital Management for seven years and 1st Portfolio Wealth Advisors for five years. Duprey is also the owner of DSP Financial Group, a service company managing business income and expenses. Advisory Services Network supports a large network of independent investment adviser representatives, providing a range of advisory and planning services to individuals, families, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and investment consulting using diverse securities and third-party managers.

Elise Weinstein is a CFP® professional at AlphaCore Capital LLC with eight years of industry experience. She previously worked at Sella & Martinic, LLC for 13 years and SPC Financial, INC. for 15 years. Elise is based in Rockville, MD. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies to pursue multi-asset diversification and resilience.

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-credentialed financial advisor at The Burney Company with 38 years of industry experience. He has been with The Burney Company since 1979. The Burney Company advises 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 platform and combines proprietary fundamental and quantitative models in its investment approach.

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 financial advisor with SEIA holding the CFP® designation and Series 63 and 65 licenses, with 28 years of industry experience. His career includes long-term tenures at Signator Investors, Inc. and Royal Alliance Associates, Inc., among others. Keenan holds an insurance license and serves on the board of a retirement plan group. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process supported by research and offers both discretionary and non-discretionary investment programs across a platform of more than 130 advisors managing approximately $22.5 billion in assets.

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 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, Mr. Caruso is President and Owner of Puglia LLC, a non-investment-related business. Prospera Financial Services, Inc. is a multi-team firm serving individual, corporate, charitable, and retirement plan clients through approximately 207 advisors across 140 offices. The firm offers investment advisory and financial planning services via various platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

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 has been with Moors & Cabot since 2001 and holds Series 65 and Series 66 credentials. Outside of his advisory work, he serves as Chairman of the Finance Committee at Calvary United Methodist Church in Arlington, VA. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm employs a variety of analytic approaches and offers services ranging from portfolio management to fee-based financial planning and limited consulting.

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.