Elise Hoffmann is a financial advisor at Marshfield Associates with 29 years of industry experience. She holds a Series 65 designation and has worked at Marshfield Associates since 1997. Hoffmann also has concurrent roles at Bushido Capital Partners LLC and Yogi Advisors, LLC, where she has been active since 2008 and 2007, respectively. Marshfield Associates serves a diverse client base including high net worth individuals, pension plans, foundations, and governmental entities. 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.

James Musgrave is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including ten years at Purshe Kaplan Sterling Investments and concurrent roles since 2022 at Regal Investment Advisors and Regulus Financial Group. Outside of advisory work, he is a financial seminar presenter for the nonprofit Society for Financial Awareness. Regal Investment Advisors, operating under the name LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, focusing on proprietary and third-party strategies through a sub-advisory platform managing approximately $2.88 billion in assets.

Nicholas Masih is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at United Brokerage Services and HSBC entities since 2015. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients. The firm primarily manages assets on a non-discretionary basis and provides a range of programs including unified managed accounts and separately managed options, with affiliations to United Bank and Wells Fargo.

Jason Klopman is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at XML Financial Group since 2016. He holds a Series 66 license and is an equity member of BR Financial Associates Management Company, LLC, which manages XML Financial and XML Securities. 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 with services including discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments.

Peter Michaels is a Series 66-licensed financial advisor with Spire Wealth Management, LLC, where he has worked since 2008. He has 20 years of industry experience. Outside of his advisory role, Michaels serves on the advisory board of System Planning Corp. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm also manages discretionary and non-discretionary portfolios and utilizes proprietary risk overlays through its affiliate Corbett Road Capital Management.

Kyle Cassaday is a financial advisor at Cassaday & Company, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Cassaday & Company since 2013, currently serving as Associate Vice President at Cassaday & Co Wealth Management, LLC. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations with actively managed mutual funds, ETFs, and conservative fixed income securities.

Alexia Larson is a CFA® charterholder with 19 years of experience in the financial services industry. She has worked at Perry B. Seiffert, Investment Management, and Chesapeake Asset Management before joining The Mather Group, LLC in 2022. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI-assisted tools alongside human oversight.

Susan Rogers is a financial advisor with RBC Securities, Inc. based in Washington, DC. She holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her prior roles include positions at City National Bank and Wells Fargo Clearing. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting.

Stephen Sikes is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at SPC Financial, Raymond James Financial Services, and ATEL Securities Corporation. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm focuses on comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Clare Dandridge is a financial advisor at Range Advisory, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Rockefeller Financial LLC and Northwestern Mutual. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and incorporates tax-aware techniques such as tax-loss harvesting and direct indexing, supported by AI tools integrated into client interactions and portfolio analysis.

Scott Wilson is a CFA® charterholder with 10 years of industry experience. He has worked at Heritage Investors Management Corp since 2023 and was previously with Harbour Capital Advisors, LLC for seven years. Heritage Investors Management Corporation provides investment management and financial planning services to a diverse client base, including individuals, institutional accounts, and charitable organizations. The firm focuses on tailored portfolios with diversified holdings and typically employs long-term investment strategies while acting as a fiduciary on retirement rollovers.

Donnell Williams Jr. is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Icma Rc since 2015. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Vernon Holleman III is a financial advisor with M Holdings Securities, Inc. holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at M Holdings Securities since 2000 and at Bcg Companies since 2013, in addition to a longstanding role at Phoenix Home Life Mutual Insurance Co. Holleman serves as a trustee for the Federal City Council, is on the Board of Directors for the Washington DC Estate Planning Council, and acts as Secretary-Treasurer for the St. Albans School Alumni Association Board. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities nationwide through independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory services.

Anthony Rieck is a CFP® professional with two years of experience, currently advising at Andersen in McLean, VA. He previously worked at Andersen Tax LLC for seven years and has held positions at West Financial Services and Sullivan Bruyette Speros & Blayney. Outside of his advisory work, he serves as an NCAA football referee. Andersen serves successful individuals, families, trusts, family-owned corporate plans, and not-for-profit endowments, offering investment consulting through a non-discretionary advisory model that integrates tax and valuation services. The firm emphasizes client communications, consolidated performance reporting, and forward-looking asset allocation modeling.

Anthony Spano is a Certified Financial Planner® with 19 years of industry experience. He has been with Choreo, LLC since 2022 and previously worked at McGladrey Wealth Management LLC for 19 years. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Philip Mantua Jr. is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at AlphaCore Capital LLC since 2025 and previously spent eight years at Raymond James Financial Services, Inc. He is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Robert Blankenship is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Cassaday & Company, Inc. He has been with Cassaday since 2019 and has prior work experience including roles at Radford University and involvement with the Student Managed Investment Portfolio Organization. Cassaday & Company provides investment management and financial planning to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Bradley Schell is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Raymond James Financial Services Advisors, Inc. Schell also serves as an independent contractor associate financial advisor with Potomac Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities.

Andrew Hoskins is a financial advisor with Interactive Financial Advisors in Arlington, VA, holding a Series 65 license and seven years of industry experience. He has worked at Interactive Financial Advisors since 2018 and also serves as an independent contractor for Shenandoah Financial Advisors. In addition to his advisory role, Hoskins is licensed as an independent insurance agent and can transact insurance products for clients. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and incorporates Modern Portfolio Theory, fundamental analysis, and risk profiling tools in its investment approach.

Ashley Helm is a CFP® professional with 10 years of industry experience, currently affiliated with Merit Financial Advisors. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Obsidian Personal Planning Solutions, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and institutions. The firm utilizes a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.