Elizabeth Napper is a CFP® with nine years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. She previously worked at Captrust and spent eighteen years at the National Rural Electric Cooperative Association. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and retirement plan advisory.

Rivers Rodriguez is a CFP® with five years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at Royal Alliance Associates, INC. and Signature Estate & Investment Advisors. He also worked at Kumon Math and Reading Center for one year. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm offers multiple managed account programs, financial planning options, and retirement plan consulting, applying a client-driven investment process supported by an internal research group and an Investment Committee.

Anthony David is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Additionally, he operates an independent insurance agency where he provides fixed insurance advice. Concurrent Investment Advisors, LLC is an SEC-registered firm offering wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs around 240 advisors across multiple offices, emphasizing a long-term, portfolio-driven investment approach tailored to client goals and risk tolerance.

Rick Hoskins Jr. is a financial advisor at Impact Partnership Wealth, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Sorrento Pacific Financial, and New Perspective Financial Solutions. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 91 advisors. The firm offers a range of portfolio management and financial planning solutions and operates within a broad affiliated-entity ecosystem that supports diverse investment strategies and advisor flexibility.

Benjamin Offit is a CFP® with 17 years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Offit Advisors and Kestra Advisory Service LLC. Offit also serves as an insurance agent for Offit Financial, Inc. and is a principal at Offit Advisory Services, LLC, a tax and accounting firm. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis. The firm offers investment management, comprehensive wealth planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers, utilizing a multi-advisor platform and a long-term, asset-allocation driven investment approach.

Mark Pittelkau is a CFP® professional with 14 years of experience in the financial services industry. He is currently with United Capital Financial Advisors and has prior experience at Apexium Financial LP and Fidelity Investments. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third‑party managers, alternative investments, and customized strategies including ESG and faith‑based preferences.

Kathryn Gustafson is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with The Strategic Financial Alliance since 2012 and also serves as a partner at Strategic Blueprint, LLC. Outside of advisory services, she is involved as a partner in a home accessories and decor business and participates in a financial education initiative aimed at recent college graduates, newlyweds, and young professionals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm employs both in-house and third-party asset managers and serves clients through discretionary and non-discretionary portfolio programs.

Lauren Cataneo is a financial advisor at Range Advisory, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock Investments and Merrill. Outside of advising, she is involved in a real estate referral business that allows her to refer clients to licensed agents. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, providing subscription-based financial planning and both discretionary and non-discretionary portfolio advice through an online platform. The firm emphasizes portfolio optimization using TAMP models and integrates AI tools alongside human oversight in its investment process.

Michael Lin is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent ten years at RSM US Wealth Management LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Andrew Schenker is a CFA® charterholder with 17 years of industry experience. He has worked at Heritage Investors Management Corporation since 2016 and previously spent seven years at Morgan Stanley & Co. Incorporated. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth individuals and various institutional clients. The firm employs a long-term, buy-and-hold strategy tailored to client objectives and manages approximately $4.18 billion across about 685 client relationships.

Jaskirat Lakhat is a financial advisor at A.G.P. / Alliance Global Partners with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Lakhat manages a business involved in purchasing and renting luxury cars. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product-distribution activities alongside its advisory services.

Mindy Gasthalter is a CFP® and holds a Series 63 license with 23 years of experience in the financial industry. She has worked at Congress Wealth Management LLC since 2021 and previously spent 17 years at Pinnacle Advisory Group, Inc. Mindy is based in Washington, DC. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies.

Jose Jimenez is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at OneAscent Financial Services LLC since 2024 and previously at Parsonex Advisory Services, INC from 2020 to 2024. Jimenez serves as a battalion chaplain in the US Navy, providing religious support to soldiers. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers a range of asset management and consulting services, utilizing individualized asset-allocation strategies and various model-based and UMA platforms.

Ashli Suprise is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with OSAIC Wealth since 2020 and EF Legacy Securities, LLC since 2016. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory, utilizing active mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Hourieh Ghasripour is a financial advisor at Navy Federal Investment Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various entities within Navy Federal since 2011. 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 through advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and provides a mix of discretionary and non-discretionary services, maintaining oversight of client suitability and manager selection.

David Blisk is a financial advisor with Spire Wealth Management, LLC in McLean, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Spire Wealth Management since 1997 and Spire Securities, LLC since 2007. Blisk is also the owner and CEO of Spire Investment Partners, the parent company of several Spire entities, and serves as vice president and secretary of DBMC, LLC, a consulting firm. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and offers a range of portfolio management solutions that include discretionary and non-discretionary approaches, combining advisor-constructed portfolios with model asset allocation strategies and sub-advised strategies.

Christine Brill is a financial advisor at Andersen with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, emphasizing consolidated performance reporting, strategic investment planning, and integration of investment advice with tax and financial planning.

David Parks is a financial advisor at Keel Point, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keel Point Advisors, LLC since 2006. He also serves as CEO and managing member of multiple Keel Point entities. Keel Point serves a diverse client base 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 and quantitative modeling to manage discretionary and non-discretionary portfolios across various strategies, utilizing an open-architecture platform with sub-advisers and co-managers when appropriate.

Jeffrey Lopez is a CFP® professional with two years of industry experience, currently affiliated with Range Advisory, LLC. His prior work includes roles at Deloitte and StoneTurn Group, as well as operating as a sole proprietor. 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 utilizes third-party TAMP advisers and optimization models to construct portfolios, complemented by a proprietary AI assistant and a subscription-based service model.

Jay Wilen is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Primerica Advisors and Guardian Life Insurance Co of America. Outside of his advisory role, Wilen serves as an assistant leader for a Boy Scout troop. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable “sleeves,” with oversight from an Investment Management team and committee.