Evan Mc Gavran is a financial advisor at Encompass More Asset Management LLC with a Series 65 designation and no prior industry experience. Before entering the financial sector in 2025, he worked in education for several years, including roles at James Madison University and various schools. He is also an insurance agent involved in the analysis and sales of life insurance and annuities. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with some exposure to digital-asset related vehicles.

Michael Torrey is a CFP®-designated financial advisor at Arkadios Wealth Advisors with 27 years of experience. He previously worked at Triad Advisors, Inc. for 17 years and Capital Planning & Investments, Inc. for 15 years. Outside of his advisory role, Torrey serves as an advisor to the Marine Corps Community Services pension plan and is a managing member of TNT Financial Services, where he provides insurance sales and business consulting. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team that supports customized investment strategies across multiple asset classes.

Dia Vante Brown is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and five years of industry experience. Prior to joining Beacon, Brown worked at Midland National Life Insurance Company, Protective Life Insurance Company, Investment Distributors Inc, The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life and Advisory Services. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Robert Len is a financial advisor at CW Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation and the Series 65 license. Prior to joining CW Advisors in 2025, he was associated with Wolf Group Capital Advisors and its predecessor RDL Financial, Inc. for over 16 years. CW Advisors, LLC is a multi-team firm offering investment management, wealth planning, and family office services to individuals, trusts, charitable organizations, pension plans, corporations, and other entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group.

Max Molina III is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and three years of industry experience. He has worked at several firms, including Bankers Life and MassMutual Life Insurance Co, before joining Navy Federal Investment Services. 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 delivers advice through managed advisory programs featuring third-party portfolio managers on the Envestnet platform and provides both advisory and commission-based channels through its affiliation with a banking and credit union group.

Cesar Ortega is a financial advisor at CW Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. Ortega also spent four years at Texas A&M International University. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies.

Joshua Jones is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and entering his first year in the industry. His work experience includes roles at Sound Income Strategies and Retirement Solution, LLC since 2026, and involvement with Complex Tax and Efile, LLC since 2012. Sound Income Strategies serves a diverse client base, including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Jason Kowal is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Stratos since 2021 and previously held positions at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and EF Legacy Securities, LLC. Kowal also operates Kowal Financial Advisors, providing advisory services and financial planning. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to clients’ goals, utilizing a range of sub-advisers and platform solutions.

Anne Ermlick is a financial advisor at First Advisors National, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Cornerstone Senior Services since 2008. In addition to her advisory role, she is a licensed insurance agent involved with Cornerstone Senior Services in Murfreesboro, TN. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on third-party money manager selection and tactical and strategic allocations. The firm provides investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

Kevin Ostergaard is a CFP® and ChFC® with 11 years of industry experience. He currently works at CW Advisors, LLC and has held prior roles at Wolf Group Capital Advisors, Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, and Securian Financial Services. Outside of his advisory work, he manages administrative duties and property upkeep for a rental property. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and offers comprehensive wealth management and family office services.

Stephen Nelson is a financial advisor at United Brokerage Services, Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Cardinal Bank. He serves as a board member on the Board of Trustees for Novant Health Hospital in Manassas. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs. The firm’s investment approach includes strategic and tactical asset allocation, mutual funds and ETFs, individual equity and fixed income selection, model portfolios, and tax-aware overlays.

Anthony Abrams is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior roles include positions at Regal Investment Advisors, LLC, Woodbury Financial Services, Inc., and Questar Asset Management. Abrams also operates Abrams Financial Services, LLC, providing financial, insurance, and tax preparation services. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, retirement plans, and trusts. The firm offers both discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, utilizing a process that incorporates client objectives and risk tolerance to design asset allocation plans.

James Hull is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds the Series 63 and Series 65 licenses and has a background that includes education research and work with organizations such as the US Department of Education and The New Teacher Project. Outside of his advisory role, he serves as Softball Commissioner and volunteer board member for South County Little League. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services featuring proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Ralph Boeckmann is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked with various First Command entities since 2014. Outside of advising, he provides consulting services in Foreign Military Sales and international business development and serves as CEO of Boeckmann Advising and Consulting LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing model portfolios managed by a centralized Investment Management Team.

Deborah Lewis is a financial advisor at Eagle Strategies (NY Life) with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2007, also associated with New York Life and Nylife Securities since the mid-1990s. Outside of her advisory work, she serves as treasurer for Advent Lutheran Church and volunteers on the Audit & Finance Committee for Gamma Phi Beta. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

Derek Sauerwine is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. In addition to his advisory role, he owns CTS Financials LLC, a single-person practice focused on insurance products such as long-term care insurance, life insurance, and fixed annuities, primarily serving clients in Virginia. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers portfolio management through a turnkey asset management platform and wrap-fee program.

Matthew Douglas is a financial advisor at Kestra Advisory with 22 years of industry experience and holds the Series 66 designation. He has worked at Kestra Advisory since 2016 and previously held roles at PRUCO Securities, LLC and Equitable Advisors. Outside of his advisory duties, he is involved in business development for NFP, focusing on insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients that include large institutional investors and sovereign wealth funds.

Morgan Pearsall II is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, including prior roles at SunTrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, Pearsall serves as Vice-Chairman and At-Large Representative for the Prince William County Historical Commission, which advises on local historical preservation efforts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Erin Haynes is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at the British Embassy and the Evolvin' Women Social Impact Organisation. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Christopher Bonham is a CFP® professional with 11 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Planning, Inc. since 2014. In 2024, he established CGB Financial, although it is not actively used for business operations at this time. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.