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, following prior roles at Ashton Royce & Co. and Campaign Marketing Services. In addition to his advisory role, he is the president and founder of Nilsen Financial Services. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of investment advisory representatives using a variety of portfolio management approaches and third-party platforms.

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 based in Potomac, MD, 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 Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary authority supported by fundamental analysis and supplemental investment tools.

Levene Le Blanc Mc Lean is a financial advisor at Lifeworks Advisors, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Signature Estate & Investment Advisors LLC, Morgan Stanley, and Stone Street Capital. Outside of his advisory role, he was involved with Polish Your Business, LLC, indicating entrepreneurial experience. Lifeworks Advisors serves a diverse client base including individuals, trusts, and institutions, offering wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach and integrates tax and accounting capabilities alongside proprietary technology and a national multi-advisor platform.

Dwayne Miller Jr. is a financial advisor with Brighton Jones LLC in McLean, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Brighton Jones, he worked at Capital One and The WorkPlace, Inc. among other roles. Brighton Jones serves individuals, high-net-worth families, businesses, and charitable organizations with comprehensive wealth management and financial planning services. The firm uses a holistic, balance-sheet approach, offering discretionary and non-discretionary management along with access to private investment opportunities and in-house legal and tax services.

Gabrielle Sabatini is a financial advisor at Brighton Jones LLC with two years of industry experience. She holds a Series 65 designation and has worked previously at Smeal College of Business, Cresset Capital, Chiaro Investment, and The Atrium. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach supported by client portals and independent managers.

Daniel Holly is a CFA® charterholder associated with Andersen and has one year of industry experience. His prior roles include positions at Andersen Tax LLC, Window Nation, Under Armour, and Johns Hopkins University. Andersen serves successful individuals, families, trusts, family-owned corporate plans, and not-for-profit endowments with investment consulting services that range from full-service wealth management to standalone performance measurement and reporting. The firm provides non-discretionary advice supported by portfolio optimization tools and integrates investment consulting with tax and advisory services.

Julienne Egofske is a CFP® certificant and financial advisor with four years of industry experience. She currently works at Range Advisory, LLC and has previously held roles at firms including Corient Services LLC and Balasa Dinverno Foltz LLC. Outside of advising, she teaches yoga as an instructor at CorePower Yoga. Range Advisory serves primarily U.S.-based individual clients, including high-net-worth and ultra-high-net-worth households, through subscription-based financial planning and portfolio advice delivered via an online platform. The firm emphasizes tailored asset-allocation recommendations and integrates AI tools alongside human oversight in its portfolio management approach.

Robert Mcgregor is a CFP® with 23 years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at SES LLC, Royal Alliance Associates, and USAA Financial Advisors. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of 132 advisors managing approximately $22.5 billion in assets. The firm offers multiple managed account programs and comprehensive financial planning, employing a client-driven investment process supported by a dedicated research group and an Investment Committee.

Hali London is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She has worked at Compound Planning, Inc. since 2025 and previously held roles at Motley Fool Wealth Management, Facet Wealth, and her own practice, Hali Browne London. Compound Planning, Inc. provides financial planning, discretionary portfolio management, and institutional advisory services to individuals, families, businesses, and retirement plans. The firm employs a customized, risk-based investment approach using low-cost ETFs, direct indexing, and alternative strategies supported by technology partnerships and third-party sub-advisors.

Michael Duffy is a financial advisor at Bogart Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Bogart Wealth since 2016. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm uses model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options such as direct indexing separately managed accounts, structured-note models, and private-market alternative exposures.

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.

Beth Levine is a financial advisor at XML Financial Group with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with XML Financial and its affiliated entities since 2009. Outside of her advisory role, she is the sole owner of Coyote Sun LLC, a holding company for rental properties. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and uses a combination of fundamental and technical analysis, along with third-party managers and an internal Investment Committee, to tailor portfolios to client needs.

Amanda Muse is a CFP® professional with 12 years of industry experience. She is currently with Bogart Wealth, LLC, where she has worked since 2023, following prior roles at The Mather Group, LLC, FSC Securities Corp, and Willis Johnson & Associates. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm emphasizes model portfolio management combined with specialized options such as direct indexing SMAs and private-market alternative exposures.

Rocco Russo III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones from 2009 to 2026 before joining Kestra in 2026. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services such as managed portfolios, financial planning, wrap-fee programs, and placement-agent services for private funds, utilizing both discretionary and non-discretionary strategies across multiple platforms.

Manuel Moral is a CFP® professional with 18 years of experience in the financial services industry. He has been with United Brokerage Services, Inc. since 2018, following prior roles at Cetera Investment Services LLC and First National Bank of PA. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, model portfolios, rebalancing, and tax-aware overlays, typically advising on a non-discretionary basis.

Meredith Wade is a financial advisor at XML Financial Group with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and SunTrust Advisory Services. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, combining fundamental and technical analysis with access to alternative investments and affiliated managers.

Samuel Woo is a financial advisor at AlphaCore Capital LLC with a Series 65 designation. He has been in the industry since 2023, with prior experience at SPC Financial, Inc. and Raymond James Financial Services, Inc. before joining AlphaCore Capital. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Bilal Qaiser is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at TD Bank, Bank of America, Merrill, and JPMorgan Chase. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic and tactical asset allocation approach and offers wrap and unified managed account programs through its clearing relationship with Wells Fargo Clearing Services.

Gary Diegert II is a CFA® charterholder with eight years of industry experience, currently affiliated with Rossby Financial, LLC since 2024. His prior experience includes roles at RiversEdge Advisors, LLC and myCIO Wealth Partners. Rossby Financial serves individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities with investment advisory and financial planning services. The firm employs diversified strategies tailored to client objectives and risk tolerances, utilizing fundamental analysis, modern portfolio theory, technical analysis, and cyclical analysis, and manages approximately $565 million in discretionary assets.