Endel Liias is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Nexus Impact Advisors for six years. Mr. Liias provides consulting and education services related to impact investment strategies. EverSource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services, utilizing multiple investment programs and a values-based approach, including Life Impact® Stewardship Planning.

Elijah Hawkes is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Navy Federal Investment Services, LLC and has prior work history with Morgan Stanley, Merrill, Bank of America, and other firms. Elijah has also held roles in retail sales at Nordstrom and Saks Fifth Avenue. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union and other individual, trust, and institutional clients, offering financial planning, portfolio management, and retirement-plan fiduciary services. The firm uses third-party portfolio managers on the Envestnet platform and provides a range of advisory and brokerage services through a dual-registered structure.

Nicole Petersen is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. She has been with Navy Federal Credit Union and its affiliated entities since 2012. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party managers through platforms like Envestnet, providing account monitoring, rebalancing, and additional overlay services.

Adrian Nicholson is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has been with Arete Wealth Advisors since 2020, previously working at Arete Wealth Management LLC. Outside of his advisory role, he co-hosts the investment-related podcast Retirement Lifestyle Show. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, manages assets primarily on a discretionary basis, and incorporates third-party sub-advisers and due diligence processes in its investment approach.

Chaz Billak is a CFP® professional at Bogart Wealth, LLC with two years of industry experience. Prior to joining Bogart Wealth, he worked at Avenue Wealth and Carahsoft, and spent four years at Virginia Tech. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm utilizes model portfolios alongside specialized options such as direct indexing and private-market alternatives, combining fundamental equity analysis with top-down asset allocation.

Allen Bruce is a financial advisor with ON Investment Management Company who holds the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience, including roles at The O.N. Equity Sales Company, Ohio National Financial Services, and A.R. Bruce & Company Inc., where he also serves as president. Bruce is a guest lecturer at Howard University School of Business, delivering annual sessions on financial planning topics. He is also the treasurer of the Headley Carter Cares Foundation, a nonprofit organization. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through comprehensive and modular plans, access to third-party investment programs, and both discretionary and non-discretionary management options.

Garrett Beckstrom is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at Lincoln Financial Advisors, Ameriprise, and other firms. Outside of finance, he has experience in the food service industry with roles at Philly Pretzel Factory and Publico Kitchen and Tap. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customization in investment strategies and offers a broad affiliate network and technology platform that serves other independent advisors.

Craig Alden is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Gwn Securities, and Interactive Financial Advisors. Outside of his advisory work, Alden serves as a baseball umpire for college, high school, and recreational games. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various delivery methods including managed portfolios, third-party asset managers, and co-advised wealth management programs.

Thomas West is a financial advisor at SEIA with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Signator Investors, Royal Alliance Associates, and SEIA, where he has been since 2011. West is the founder of LifeCare Affordability Plan, a sole proprietorship focused on financial planning for long-term care financing, and serves as CEO of Longevity Strategists LLC, a software-driven networking business in the financial services industry. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, modular and comprehensive financial planning, and consulting services, utilizing a combined strategic and tactical investment approach guided by an in-house Investment Solutions Group and Investment Committee.

Mark Frenzel Sulyok is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Brighton Jones LLC, where he has worked since 2021. Prior to that, he was with Mcadam Financial and held roles at Dickinson College. Brighton Jones LLC serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth management services including family office services, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities through a holistic, balance-sheet approach.

Gabriella Cajina Schafer is an associate advisor at SEIA with nine years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and SES LLC. Gabriella also holds a Virginia insurance license, though she is not a producer. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, and it manages a majority of assets on a non-discretionary basis.

Christopher Hoffa is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Brighton Jones LLC since 2020, with prior experience at ANKURA Consulting Group and Dixon Hughes Goodman. Brighton Jones LLC serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, and charitable organizations. The firm provides comprehensive wealth management services through a holistic, balance-sheet approach, offering both discretionary and non-discretionary management along with access to private investment opportunities.

James Ortlip is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with F. L. Putnam Investment Management Company and has previously worked at Kalos Capital, Inc. and AOG Wealth Management. F. L. Putnam serves a diverse range of individual and institutional clients, offering various investment management and advisory services including discretionary and non-discretionary portfolio management, family office solutions, and consulting. The firm uses a strategic asset allocation framework supplemented by internally managed strategies, third-party managers, and specialized offerings such as Optimized Indexing and AI-supported research.

Justin Harris is a CFP®-designated financial advisor with 26 years of industry experience. He is currently a principal at Cassaday & Co Wealth Management, LLC and has held roles at Cassaday & Company, Inc. and Royal Alliance Associates, Inc. outside of his advisory work, he is a senior partner in multiple LLCs and involved in insurance sales including life, disability, and long-term care insurance. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach focused on diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Brendan Condron is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday, he held roles at OSAIC, EaseAlert, The Selling Factory, and Kidball Baseball Inc. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and offers a range of consulting and financial planning services, supported by various corporate affiliations.

Thomas Crafa is a CFP® and ChFC® affiliated with Navy Federal Investment Services, LLC, with two years of industry experience. His background includes roles at Navy Federal Financial Group, Navy Federal Credit Union, and Gotham Government Relations. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and offers a range of investment options, including a Private Wealth Consulting program for high-net-worth clients.

Kris Persinger is a CFP® professional with 38 years of industry experience, currently affiliated with Lexaurum Advisors in Washington, DC. His career includes roles at Brokers International Financial Services, CETERA Advisor Networks LLC, and Summit Financial Group. He also operates Persinger Planning, LLC, providing financial planning and investment management services. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm emphasizes diversified portfolios aligned with modern portfolio theory and offers discretionary and non-discretionary investment management, including a proprietary Golden Rule Program featuring low-cost ETF model allocations.

Harriet Fountain is a financial advisor with The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with The Burney Company since 2019 and previously worked at Macy's and Marshall's. The Burney Company serves mainly 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 through a multi-team platform and offers discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

Erik Steudle is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Merrill. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors managing around $4.35 billion in assets. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers.

Kathleen Pena is a financial advisor at Spire Wealth Management, LLC with seven years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at Ameriprise, Citigroup, JPMorgan Chase Bank, and JP Morgan Securities. 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 for over 6,100 clients through a combination of advisor-led portfolios, model asset allocation strategies, and sub-advised solutions.