Kent Miller is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Navy Federal Investment Services since 2017 and has been associated with Navy Federal Financial Group since 2010. Outside of his advisory work, he is a partner in a family LLC that manages a farm leased to local farmers. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses model portfolios managed by third-party managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Sophearath Uoy is a financial advisor at IP Financial Advisory Services LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2020. In addition to his advisory role, he is president and owner of Sophearath Uoy, CPA, P.C., a firm providing bookkeeping, tax, auditing, payroll, and consulting services to individuals and small to medium-sized businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while providing a range of investment advisory and insurance-related services.

Brittany Janssen is a financial advisor at Summit Financial, LLC with two years of industry experience. She holds the Series 66 designation and has worked at Summit Financial and its affiliated entities since 2025. Prior to joining the financial industry, she held positions at several companies including Beltway Medical LLC and Supreme Orthopedic Systems. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, 216 advisors, and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client preferences.

Anis Eghterafi is a financial advisor at United Brokerage Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, and The Vanguard Group. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs through its relationship with Wells Fargo Clearing Services. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, and tax-aware overlays, primarily providing advice on a non-discretionary basis.

Joseph Trimble is a CFP® professional with eight years of industry experience. He joined Root Financial Partners in 2023, having previously worked at Splunk, Inc., Savant Wealth Management, YHB Wealth Advisors, and Charles Schwab & Co., Inc. He also provides occasional consulting services to unaffiliated financial services firms, offering industry insights and strategic feedback on an hourly basis. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies with tailored portfolios and provides educational programs alongside specialized advisory services, including a dedicated private-wealth division.

Sebastiano Mancarella is a Series 66 licensed advisor with over 21 years of industry experience. He has been affiliated with Lincoln Investment Planning since 2014. Mancarella is based in Ashburn, VA, and currently works with Capital Analysts, a multi-team firm. Capital Analysts serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and foundations. The firm offers discretionary and non-discretionary portfolio management with access to proprietary models and third-party managers, supported by an in-house investment management and research team.

Kristen Money is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and five years of industry experience. She has worked at First Light Financial, Brighter Financial Capital Management, Kalos Capital, and Clark & Associates. Outside of advising, she has engaged in insurance activities through Clark & Associates, Inc. Financial Solutions. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

David Roberts is a CFP®-certified financial advisor with 14 years of industry experience. He currently works with OnePoint BFG Wealth Partners and has previously held roles at LPL Financial and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models tailored to client-specific investment objectives and risk profiles.

Wythe Hogge is a Certified Financial Planner (CFP®) with ten years of industry experience. He has been with Capitol Securities Management, Inc. since 2015. Hogge holds the Series 66 designation and is based in Leesburg, Virginia. Capitol Securities Management serves individual, corporate, and charitable clients, including high-net-worth individuals, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside comprehensive financial planning, pension consulting, insurance products, and educational seminars.

Erik Rinehold is a CFP® with 10 years of industry experience, currently affiliated with Summit Financial, LLC. His prior experience includes roles at Purse Kaplan Sterling Investments, Cambridge Investment Research, and Raymond James Financial Services, among others. He serves as a board member and treasurer for The Kash Foundation, a nonprofit organization. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a blend of discretionary and consultative investment management, financial planning, and retirement plan advisory services, utilizing diversified platforms and third-party managers.

Robert Trowbridge III is a financial advisor at Coppell Advisory Solutions LLC with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Coppell Advisory Solutions in 2020, he worked at Elite Investment Team, LLC and Dominion Wealth Management, Inc., and he is also the owner of Brightline Strategies LLC, a consulting firm providing financial and tax planning services. Additionally, he has been a West Virginia insurance agent offering fixed insurance products since 1980. Coppell Advisory Solutions LLC, part of Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets and employs an open-architecture investment platform with a broad range of strategies and continuous portfolio monitoring.

Johnny Lynum is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials. He has over 20 years of prior experience in the U.S. Air Force and has worked at Wright Time Financial and Innovation Partners LLC before joining his current firm. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and specialized consulting services, employing a range of analytical approaches and discretionary management options.

Sai Ying Chu is a Series 66-licensed financial advisor with seven years of industry experience. She currently works with Capital Analysts and Lincoln Investment and has prior experience at Agia, Valic Financial Advisors, The National Leadership Academies, and the Torpedo Factory Art Center. Outside of financial advising, she works as a contractor for Instacart. Capital Analysts serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party managers, and retirement plan advisory services, supported by an in-house Investment Management & Research team and proprietary screening tools.

Noah Valdez is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Cambridge Investment Research Inc., Agm Institute, and United Bank. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Patrick Chitwood is a financial advisor at Arkadios Wealth Advisors with over 46 years of industry experience. He holds the ChFC® and Series 63 designations and has a work history spanning several firms, including Triad Advisors and Acg Wealth, Inc. Since 2001, he has also operated his own advisory businesses, Chitwood Advisory Group and Chitwood Wealth Management. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team that employs fundamental, technical, and cyclical analysis, and offers retirement plan consulting with fiduciary oversight.

Samuel Boyd is a CFP® with 16 years of industry experience, currently serving with Mariner Independent. His prior roles include positions at Capital Asset Management Group, Inc., Capital Investment Advisors, Inc., and Cambridge Investment Research Inc. He is a board member of the National Capital Area Financial Planning Association, a nonprofit entity based in Herndon, VA. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management and planning services through independent advisers supported by a platform that integrates institutional resources, model portfolios, and third-party managers.

Robert Schneider is a CFP® with 27 years of industry experience, currently serving at Beaumont Financial Partners. He has been with Beaumont since 2014 and also worked at BAHA Financial Group. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, using primarily low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with tailored portfolio management overseen by an Investment Committee.

Michael Bui is a financial advisor with ValMark Advisers, Inc. in Ashburn, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with ValMark Advisers since 2011 and is also a partner and owner of W3 Wealth Management, LLC in Akron, OH, where he oversees daily activities and client meetings. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence and operational resources.

Angela Larkin is a financial advisor at Cerity Partners LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Oak Hill Wealth Advisors and Wells Fargo Clearing. In addition to her advisory role, she is a notary public, performing document notarizations for clients. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Christopher Gordon is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for seven years. Outside of his advisory role, he serves as an adjunct professor teaching retirement courses at Howard Community College and Anne Arundel Community College. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, employing various analytical approaches and allowing both discretionary and non-discretionary arrangements.