Hazel Toler is a financial advisor at Rossby Financial, LLC, holding a Series 65 designation with one year of industry experience. Outside of advising, she has been involved with Joes Seafood Stonecrab and Prime Steak since 2015. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension plans, corporations, and other business entities, managing approximately $565 million in discretionary assets. The firm uses a variety of analytical approaches to tailor diversified portfolios across multiple asset classes and offers services including wrap-fee programs and retirement-plan advice under the DOL fiduciary framework.

William Mayo is a financial advisor with Snowden Capital Advisors LLC based in Bethesda, MD, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has worked at Snowden Lane Partners since 2015 and previously spent 20 years at Merrill. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutions. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, employing customized model portfolios and a range of investment tools while maintaining institutional capabilities and multi-team scale.

Loizos Kapnisi is a financial advisor at Mason Investment Advisory Services Inc with 15 years of industry experience. He holds the Series 66 designation and has previously worked at TIAA and TIAA-CREF. 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 focuses on long-term strategic asset allocation, disciplined rebalancing, and a manager-selection process using mutual funds, ETFs, and third-party money managers.

Alice Li is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at Modern Wealth Management, LLC and has previous experience with Wealthspire Advisors, The Colony Group, LLC, and several consulting firms. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Dominique Hopkins is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Navy Federal Financial Group and its related entities since 2008. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third‑party portfolio managers and provides both personalized and automated investment solutions.

Derek Stone is a CFA® charterholder and holds a Series 65 license with 36 years of experience in the financial industry. He has been with Heritage Investors Management Corporation in Bethesda, MD since 1982. Heritage Investors Management Corporation provides investment management and financial planning to a diverse client base, including individuals, institutions, trusts, and foundations. The firm emphasizes tailored, diversified portfolios and generally pursues long-term strategies with discretionary management and fiduciary oversight.

Nicolas Conforti is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. He previously worked at Clarendon Wealth Management and has experience outside financial advising, including roles at Vector Marketing and as a student at Virginia Tech. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of passive and active strategies and employs formal governance and AI tools to support research and operations.

Steven Ulrich is a CFP® with 10 years of experience in financial advising, currently serving as Senior Vice President at Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management and Osaic Wealth, Inc., and has held roles in insurance sales. Outside of his advisory work, Ulrich serves as Chairman and Treasurer of the Board of Directors for the Potomac Classical Conservatory, a non-profit hybrid school. 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 strategies using actively managed mutual funds, ETFs, and conservative fixed income securities.

Daniel Pessagno is a financial advisor at Apollon Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CIC Wealth, LLC, Nationwide Investment Advisors, and Cadaret Grant. Outside of advising, he is involved with a business that offers group benefits to business owners. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and retirement plans, combining centrally managed strategies with locally managed portfolios and employing a range of investment approaches and technologies.

Brian Bobby is a Series 66 licensed advisor with eight years of industry experience. He is currently with Kingsview Wealth Management, LLC and previously worked at Edward Jones, WH Administrators, and Accenture Federal Services. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers a range of financial planning and wealth management services, combining internal portfolio strategies with third-party managers and access to alternative investments.

Jillian Toomey is a CFP® professional with 10 years of industry experience. She currently works at Range Advisory, LLC and Range Investing, joining in 2026 after a decade at Morgan Stanley and Morgan Stanley Private Bank. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers model portfolios alongside third-party strategies, integrating AI tools to support portfolio management and client interactions.

Charles Hartley is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B. Riley Wealth Advisors, Wells Fargo Advisors, and Raymond James Financial. Outside of his advisory role, he is a partner in HARTLEY LLC, a non-investment related business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm employs a mix of investment strategies with an emphasis on international investing and manages portfolios via discretionary and non-discretionary approaches.

Rachel Eisenhart is a financial advisor with Kestra Private Wealth Services, LLC, holding the CFP® and ChFC® designations and has 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Kestra. Outside of her advisory role, she volunteers as a Court Appointed Special Advocate (CASA), advocating for children affected by abuse or neglect. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and specialized offerings. The firm manages approximately $13.45 billion in client assets and supports advisors with various platforms and operational resources.

Justin Caudle is a CFP® with 17 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2020 and holds a director position at the Financial Planning Association - National Capital Area. Caudle is co-owner of Caudle Meares, LLC, a financial planning and wealth management firm. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios with a discretionary approach that incorporates a range of traditional and specialized investment vehicles.

Leigha Pope is a Series 65-licensed financial advisor with Andersen in McLean, VA, where she has worked since 2017. She has one year of industry experience and previously worked at the University of Maryland. Andersen serves successful individuals, families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Barbara Joyce is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is affiliated with Mason Investment Advisory Services Inc, where she has worked since 2000. 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 emphasizes long-term strategic asset allocation, disciplined rebalancing, and a manager-selection process that uses mutual funds, ETFs, and third-party money managers.

Anthony Di Carlo is a financial advisor at Advisor Resource Council with nine years of industry experience. He holds a Series 65 designation and has worked at 360 Wealth Management since 2018. Outside of his advisory role, he is involved in lighting control sales. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer various model and separately managed account strategies, alongside customized investment solutions.

Taylor Guglielmo is a financial advisor at Verdence Capital Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc. and related affiliates for seven years. Outside of his advisory role, Taylor serves on the investment committee of ACT for Alexandria, a community organization focused on philanthropic giving. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, and trusts, offering discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios across mutual funds, ETFs, separately managed accounts, and independent managers.

Taylor Fucci is a CFA® charterholder affiliated with Heritage Investors Management Corporation, with one year of experience in financial advisory roles. Prior to joining Heritage Investors, Fucci held positions at Wells Fargo, BNY Mellon, and State Street, and also spent two years at Cornell University. Heritage Investors Management Corporation provides investment management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored portfolios with diversified holdings and generally pursues long-term investment strategies, managing about $4.6 billion in assets across approximately 680 client relationships.

Sofia Parada Fernandez is an advisor with Cassaday & Company, Inc. holding a Series 66 designation. She has less than one year of industry experience. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, asset-allocation approach based on Modern Portfolio Theory and offers services including financial planning and retirement plan consulting.