Clinelle Jean is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Potomac Wealth Advisors, Kestra Advisory Services, Grove Point Investments, and H. Beck, Inc. Outside of her advisory role, Jean serves as a trustee for First Missionary Baptist Church. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment approaches including ESG models, direct indexing with tax management, and sub-advisory services for private funds and pooled vehicles.

Benjamin Peress is a financial advisor with Cary Street Partners in McLean, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Outfitter Advisors, Ltd. Outside of his advisory work, he is a member of WRE Hendersonville, LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a comprehensive investment menu and proprietary strategies, serving distinct institutional niches such as state and municipal government entities and insurance companies.

James Day is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and 65 credentials and 25 years of industry experience. He has worked at Capitol Securities Management since 2004 with brief periods at Eastern Point Trust Services and LPL Financial. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through discretionary and non-discretionary advisory programs, including separately managed accounts and third-party money managers.

John Mcconnell is a financial advisor at Navy Federal Investment Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Edelman Financial Services, EF Legacy Securities, M&T Securities, McAdam LLC, and VOYA Financial Advisors. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs featuring third-party portfolio managers on the Envestnet platform, and it combines advisory and brokerage services within its banking and credit-union structure.

Curtis Congdon is a CFP® professional with 20 years of industry experience, currently serving at XML Financial Group since 2019. He has also been associated with XML Securities, LLC since 2009. Outside of his advisory role, he is an equity member of BR Financial Associates Management Company, LLC, a management company for XML Financial Group and XML Securities. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a broad retail client base. The firm operates through a multi-advisor team model and combines fundamental and technical analysis to tailor portfolios to client objectives, risk tolerance, and liquidity needs.

Christopher Niemczewski is a financial advisor at Marshfield Associates with 33 years of industry experience. He holds a Series 65 credential and has been with Marshfield Associates since 2009. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm specializes in long-only value investing through a concentrated Core Value Equity Strategy and an optional Balanced Strategy, emphasizing quality and a strict margin-of-safety discipline.

Selena Kemp is a financial advisor at Procyon with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is CEO and owner of SK Consulting Solutions, a firm that reviews and improves financial systems for businesses. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets using a combination of internal portfolio construction, Independent Managers, and AI-supported research, delivering primarily non-discretionary management across mutual funds, ETFs, equities, and fixed income.

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 with four years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. Prior to joining Range Advisory, he worked for five years at Dimensional Fund Advisors. Range Advisory, LLC serves high-net-worth and ultra-high-net-worth individuals across the U.S., providing financial planning, investment advice, and discretionary portfolio management. The firm manages $1.4 billion in discretionary assets and offers a range of model portfolios, third-party strategies, and tax-aware direct indexing, supported by AI tools and a subscription-based compensation model.

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 individuals, including high-net-worth and family office clients, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide strategic and tactical asset allocations across various investment programs.

Anna Wisniewski is a CFP® professional with three years of industry experience, currently with Facet since 2021. She previously worked at Murphy O'Brien Inc. for ten years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through phone, video, and a proprietary web platform. The firm offers model-based asset allocations using ETFs and employs technology-driven processes, including machine-learning algorithms, to support tax-optimized portfolio implementation and regular account reviews.

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.

Eugene Wozny is a financial advisor at Savvy with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stratos Wealth Advisors, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Wozny also operates Wozny Capital Advisors, LLC, focusing on investment advisory and financial planning. Savvy serves individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations, offering a range of wealth management and financial planning services. The firm typically employs a primarily index-based, long-term investment approach while integrating specialized sub-adviser strategies and fintech tools.

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 with nine years of industry experience. She currently works at AlphaCore Capital LLC and has previously worked at Sella & Martinic, LLC and SPC Financial, INC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing multi-asset diversification through both traditional and alternative investment strategies.

Samuel Lam is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Capitol Securities Management since 2016. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by providing portfolio management, comprehensive financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice primarily through advisor-managed programs, separately managed accounts, and third-party money managers.

Claudelle Gehy is a Series 66-licensed financial advisor at Mason Investment Advisory Services Inc with 10 years of industry experience. She has been with Mason Investment Advisory Services since 2015. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals and institutions, and specializes in outsourced chief investment officer services with a focus on strategic asset allocation and manager selection.

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.