David Johnson is a CFP® professional at SEIA with 30 years of industry experience. His prior roles include positions at SES LLC, Royal Alliance Associates, Signator Investors, and John Hancock Mutual Life Insurance Co. He serves on the Financial Planning and Wealth Management Advisory Board at George Mason University. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm uses an investment process that combines strategic asset allocation with tactical micro-allocation and offers a range of portfolio management and consulting services across discretionary and non-discretionary account structures.

John Flynn is a CFP® professional at AlphaCore Capital LLC with three years of industry experience. Prior to joining AlphaCore, he held roles at SPC Financial Inc. and Northwestern Mutual Wealth Management Company. He also engages in insurance-related activities as a producing agent for an affiliate of AlphaCore. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion in assets. The firm serves individuals, entities, and institutional investors, offering a range of services including financial planning, investment management, retirement plan advisory, and institutional sub-advisory, with an emphasis on multi-asset portfolios that incorporate both traditional and alternative investments.

Morgan Veth is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC since 2022. Prior to joining Bogart Wealth, he worked for 16 years at Fidelity Investments. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm uses a combination of passive and active investment strategies, supported by both bottom-up fundamental equity selection and top-down economic asset allocation, and offers a range of specialized services including direct indexing, alternative strategies, and estate planning coordination.

Eden Akana is a financial advisor with AlphaCore Capital LLC in Bethesda, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining AlphaCore in 2025, Akana worked at SPC Financial, Inc., Raymond James Financial Services, Inc., Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc., and PNC Bank. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, emphasizing multi-asset portfolios that incorporate alternative investments alongside traditional assets through fundamental and qualitative macro analysis and manager due diligence.

William Scherer is a financial advisor at SEIA with one year of industry experience. He holds a Series 66 designation and previously worked as a student and intern for ten years before joining SEIA and SES LLC in 2025. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, using an investment process that combines strategic asset allocation with tactical approaches and both quantitative and qualitative security selection.

Roshan Loungani is a financial advisor at Arete Wealth Advisors, LLC in Vienna, VA, with 26 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2008. He holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary rule-based model allocations, and provides access to third-party money managers and wrap programs.

Keegan Stroup is a CFP® professional with 18 years of experience in financial advising. He has been associated with Wtas LLC since 2010 and is currently affiliated with Andersen in McLean, VA. Andersen serves successful individuals, families, and related entities, providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated performance reporting, and integrated tax and advisory services.

Brandi Kachouri is a financial advisor at MissionSquare Retirement with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Swain Wealth Partners. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways platform. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and include discretionary Managed Accounts and nondiscretionary Fund Advice tailored to participant information.

Jason Davis is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. before joining AlphaCore Capital LLC in 2025. Outside of his advisory work, he owns rental real estate. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory with a focus on multi-asset portfolios that include alternative investments and private market commitments.

Matthew Blunt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cassaday & Company, Inc. since 2018. Prior to this, he worked for the Arlington County Fire Department from 2014 to 2018. Outside of his advisory role, he is involved with insurance agencies focusing on life, disability, and long-term care insurance products. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with clients’ investment policy statements.

Evan Mc Cullers is a CFP® professional with four years of experience at Modera Wealth Management, LLC. Prior to joining Modera, he worked at Bernhardt Wealth Management, Inc. and has held roles in the public and private sectors, including the United States Senate and political organizations. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with integrated accounting, tax, and business coaching services, managing approximately $17.7 billion in assets across more than 100 advisors.

Daniel Goldstein is a CFA® charterholder and holds a Series 65 license. He has three years of industry experience and is currently with Andersen, where he has worked since 2022. Prior to Andersen, he held roles at United Income and Icma Rc. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm offers investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrated with tax, valuation, and other advisory services.

Judith Becker is a financial advisor at Marshfield Associates with six years of industry experience. She holds a Series 65 designation and has been with Marshfield Associates since 2018. Prior to joining the firm, she worked at the US Department of Education for 11 years. Marshfield Associates is a registered investment adviser serving a diverse client base, including high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary and non-discretionary portfolio management services.

John Orem is a CFP® professional with 25 years of industry experience. He currently serves at Apollon Wealth Management, LLC and has previously worked at Potomac Wealth Advisors, Commonwealth Financial Network, H.Beck, Inc., and Truist Investment Services. He also engages in fixed insurance sales, dedicating less than 1% of his business hours to this activity. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and institutional clients, offering a range of advisory and portfolio management services integrating fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

James Frangenberg is a CFP® professional with 22 years of industry experience. He is currently with Founders Financial Securities LLC and has held prior roles at Wells Fargo Clearing Services, LPL Financial, M&T Securities, PNC Investments, and Morgan Stanley. He serves on the advisory council for Adventist Shady Grove Hospital Center and is a Leadership Council member for Make-A-Wish Mid Atlantic. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of IARs managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and emphasizes services such as retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.

Richard Sebastian is a CFP® professional with 14 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2024. His prior roles include positions at CIC Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Commonwealth Financial Network, McAdam LLC, and VOYA Financial Advisors, Inc. In addition to his advisory work, he is involved in fixed insurance sales, providing clients with insurance recommendations. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors and 67 offices. The firm serves individuals, families, family offices, trusts, estates, businesses, retirement plans, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing technology tools including generative AI.

Faisal Magsi is a CFP® professional with six years of industry experience, currently serving at Range Advisory, LLC. His career includes roles at Range Finance, Prostatis Financial Advisors Group, SFG Wealth Management, and LPL Financial LLC. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and utilizes proprietary model portfolios alongside third-party strategies, incorporating AI tools to support portfolio management and client interactions.

Kathryn Cotter is a Series 65-licensed financial advisor with Marshfield Associates in Washington, DC, where she has worked since 2024. She has six years of prior experience at Nexercise, Inc. and five years at BET Networks. 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, supported by in-house research and a willingness to hold substantial cash positions.

Jennifer Antosh is a CFA® charterholder with two years of industry experience. She is currently with Merit Financial Advisors and previously worked at TritonPoint Wealth, Goldman Sachs PFM, Mercer Consulting, and BNY Mellon. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, and retirement plan consulting with an investment approach centered on long-term, diversified asset allocation managed by an internal team and investment committee.

Colin Pan is a financial advisor at Choreo, LLC with credentials including the Series 63 and Series 65 licenses. He has experience working at Ameriprise, Northwestern Mutual Investment Services, LPL Financial, and several smaller firms. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services such as portfolio management, financial planning, outsourced CIO, and retirement plan consulting. The firm employs a quantitative investment process and offers specialized advisory services including 1031 exchanges, Deferred Sales Trusts™, and Opportunity Zone consulting.