Daniel Goldstein is a CFA® charterholder and holds a Series 65 license. He has three years of industry experience and is currently with Andersen, where he has worked since 2022. Prior to Andersen, he held roles at United Income and Icma Rc. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm offers investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrated with tax, valuation, and other advisory services.

Judith Becker is a financial advisor at Marshfield Associates with six years of industry experience. She holds a Series 65 designation and has been with Marshfield Associates since 2018. Prior to joining the firm, she worked at the US Department of Education for 11 years. Marshfield Associates is a registered investment adviser serving a diverse client base, including high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary and non-discretionary portfolio management services.

John Orem is a CFP® professional with 25 years of industry experience. He currently serves at Apollon Wealth Management, LLC and has previously worked at Potomac Wealth Advisors, Commonwealth Financial Network, H.Beck, Inc., and Truist Investment Services. He also engages in fixed insurance sales, dedicating less than 1% of his business hours to this activity. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and institutional clients, offering a range of advisory and portfolio management services integrating fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

James Frangenberg is a CFP® professional with 22 years of industry experience. He is currently with Founders Financial Securities LLC and has held prior roles at Wells Fargo Clearing Services, LPL Financial, M&T Securities, PNC Investments, and Morgan Stanley. He serves on the advisory council for Adventist Shady Grove Hospital Center and is a Leadership Council member for Make-A-Wish Mid Atlantic. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of IARs managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and emphasizes services such as retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.

Richard Sebastian is a CFP® professional with 14 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2024. His prior roles include positions at CIC Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Commonwealth Financial Network, McAdam LLC, and VOYA Financial Advisors, Inc. In addition to his advisory work, he is involved in fixed insurance sales, providing clients with insurance recommendations. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors and 67 offices. The firm serves individuals, families, family offices, trusts, estates, businesses, retirement plans, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing technology tools including generative AI.

Faisal Magsi is a CFP® professional with six years of industry experience, currently serving at Range Advisory, LLC. His career includes roles at Range Finance, Prostatis Financial Advisors Group, SFG Wealth Management, and LPL Financial LLC. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and utilizes proprietary model portfolios alongside third-party strategies, incorporating AI tools to support portfolio management and client interactions.

Sijal Chudal is a Series 66 registered advisor with Navy Federal Investment Services, LLC, based in Vienna, VA. He has one year of industry experience and has previously worked at Citibank, MUFG Investor Services, and George Mason University. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm delivers advice through managed advisory programs that utilize third-party portfolio managers and provides automated ETF portfolio options for clients preferring digital solutions.

Richard Nilsen is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Advisors since 2016. His prior experience includes positions at Ashton Royce & Co. and Summit Wealth Management, LLC. Nilsen is also the founder and president of Nilsen Financial Services. 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 customized financial planning and portfolio management services, utilizing a range of third-party managers and platform solutions.

Kathryn Cotter is a Series 65-licensed financial advisor with Marshfield Associates in Washington, DC, where she has worked since 2024. She has six years of prior experience at Nexercise, Inc. and five years at BET Networks. 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, supported by in-house research and a willingness to hold substantial cash positions.

Jennifer Antosh is a CFA® charterholder with two years of industry experience. She is currently with Merit Financial Advisors and previously worked at TritonPoint Wealth, Goldman Sachs PFM, Mercer Consulting, and BNY Mellon. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, and retirement plan consulting with an investment approach centered on long-term, diversified asset allocation managed by an internal team and investment committee.

Colin Pan is a financial advisor at Choreo, LLC with credentials including the Series 63 and Series 65 licenses. He has experience working at Ameriprise, Northwestern Mutual Investment Services, LPL Financial, and several smaller firms. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services such as portfolio management, financial planning, outsourced CIO, and retirement plan consulting. The firm employs a quantitative investment process and offers specialized advisory services including 1031 exchanges, Deferred Sales Trusts™, and Opportunity Zone consulting.

Levene Le Blanc Mc Lean is a Series 66 licensed advisor at Lifeworks Advisors, LLC with six years of industry experience. His prior roles include positions at Signature Estate & Investment Advisors LLC and Morgan Stanley. He has also been involved with Polish Your Business, LLC. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs both planning-based and risk-based investment approaches, combining quantitative and fundamental analysis with a range of model strategies, and integrates tax and accounting services through affiliated entities.

Paul Seal is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and seven years of industry experience. He previously worked at AlphaStar Capital Management, LLC, and is also the president of Ascendant Wealth Strategies, Inc., where he provides client relations and insurance advice. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies using a primarily top-down, tactical asset allocation process supplemented by fundamental, quantitative, and technical analysis.

Jennifer Stacey is a financial advisor with Bogart Wealth, LLC in McLean, VA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include multiple positions at Concorde Investment Services and Concorde Asset Management, where she also served as Chief Compliance Officer. Outside of her advisory work, she is a co-founder and Director of Educational Programming for Preservation Farmington, a historic preservation advocacy group in Michigan. Bogart Wealth, LLC provides financial planning and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm employs a combination of passive and active investment strategies governed by an Investment Portfolio Committee and supports its research and operations with formal governance and approved AI tools.

Gabrielle Sabatini is a financial advisor at Brighton Jones LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Smeal College of Business, Cresset Capital, Chiaro Investment, and The Atrium. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support. The firm emphasizes a whole-balance-sheet approach and combines public and private investments while operating an affiliated ecosystem including private investment funds, a trust company, and legal services for certain clients.

Daniel Holly is a CFA® charterholder with two years of industry experience. He currently works at Andersen and has previous experience at Andersen Tax LLC, as well as roles at Window Nation, Under Armour, and Johns Hopkins University. Andersen serves successful individuals and 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 integrated with tax, valuation, and other advisory services.

Robert Mcgregor is a CFP® with 23 years of industry experience, currently associated with SEIA in Tysons Corner, VA. His career includes positions at USAA Financial Advisors Inc., Royal Alliance Associates, and other firms. He holds the Series 66 designation. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a six-step investment process combining strategic asset allocation and tactical micro-allocation, offering a range of portfolio management and financial planning services.

Hali London is a CFP® and holds a Series 65 license, with eight years of industry experience. She is currently with Compound Planning, Inc. and previously worked at Motley Fool Wealth Management and Facet Wealth. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process that utilizes a variety of strategies—from low-cost ETFs to professional options and synthetic lending—supported by technology partnerships and automated monitoring.

Michael Duffy is a financial advisor at Bogart Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Bogart Wealth since 2016, following positions at Morgan Stanley and RBC Capital Markets. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, serving a diverse client base including both non‑high-net-worth and high-net-worth clients. The firm employs a combination of passive and active investment strategies guided by a portfolio committee and integrates various alternative investment options and formal governance processes.

Shawna Bieda is a CFP® with 20 years of industry experience, currently serving at XML Financial Group and XML Securities LLC since 2022. She previously worked at Bank of America N.A. and Merrill, where she spent eight and eighteen years respectively. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and employs a blended investment approach using fundamental and technical analysis alongside third-party managers and an internal Investment Committee.