Francisco Martinez is a CFP® with 17 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked at Client One Securities, LLC since 2011 and is the owner and president of Financial Choreography, LLC, where he provides financial planning and fixed insurance services. Additionally, he serves as an election judge for the Montgomery County Board of Elections in Maryland. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Pamela Flick is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. Her prior experience includes roles at Purshe Kaplan Sterling, OSAIC, Triad Advisors, Inc., and National Planning Corporation. Outside of her advisory work, she volunteers as a backup signer for the Memorial United Methodist Church’s bank account on an emergency basis. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset management, financial planning, and employee financial wellness programs through a long-term, diversified investment approach.

Sean Dann is a CFA® charterholder with four years of industry experience. He is currently with Range Advisory, LLC and has prior experience at Creative Planning, LLC and Marshall Financial Group, Inc. Sean has held various roles including positions at the University of Notre Dame. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm employs model portfolios and third-party models with tax-aware techniques and integrates a proprietary AI assistant, Rai, to support client interactions and portfolio analysis.

Benjamin Peress is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Outfitter Advisors, Ltd. He is also a member of WRE Hendersonville, LLC. Cary Street Partners serves individuals, corporations, trusts, retirement plans, and institutional clients with a range of services including portfolio management, financial planning, and retirement plan fiduciary services. The firm integrates proprietary strategies, third-party managers, and AI tools in its investment approach.

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.

Kevin O Hanlon is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Range Advisory, LLC with four years of industry experience. Prior to joining Range Advisory in 2025, he worked at Morgan Stanley from 2021 to 2025 and has held positions at Equitable Advisors and other organizations. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models, incorporates tax-aware strategies, and integrates AI tools in client interactions and portfolio management.

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.

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 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.

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, with four years of industry experience. Prior to joining Range Advisory, he worked for five years at Dimensional Fund Advisors. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management through model portfolios and third-party investment models. The firm employs tax-aware techniques and integrates proprietary AI tools to support client interactions and portfolio management, operating primarily on a flat subscription fee structure.

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.

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 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 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 financial advisor at Mason Investment Advisory Services Inc with nine years of industry experience. She holds the Series 66 designation and has been with Mason Investment Advisory Services since 2015. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach centers on long-term strategic asset allocation, disciplined rebalancing, and manager selection, offering services including separately managed accounts and outsourced chief investment officer solutions.

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.