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.

Erin Evans is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and previously worked at Loudoun County Public Schools and James Madison University. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a blend of proprietary fundamental and quantitative investment models, offering customized portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

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.

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.

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.

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.

Kent Johnson is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Navy Federal Investment Services, LLC and its affiliated entities since 2017, following earlier roles at Equitable Advisors and Ameriprise. Kent is based in Reston, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes using third-party portfolio managers on the Envestnet platform and provides both managed advisory programs and digital automated ETF portfolio solutions.

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.

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 spent 17 years at Edward Jones before joining Kestra Private Wealth Services and Kestra Investment Services in 2026. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations while allowing flexibility in product selection within its approved menu.

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 worked at RDL Financial, Inc. dba Wolf Group Capital Advisors for 16 years and had a 27-year tenure with Wolf Group Capital Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Manuel Moral is a CFP® professional with 18 years of experience in the financial services industry. He is currently with United Brokerage Services, Inc., where he has worked since 2018. His previous roles include positions at Cetera Investment Services LLC, First National Bank of PA, Capital One Financial Advisors LLC, and Chevy Chase Financial Services. United Brokerage Services, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, utilizing mutual funds, ETFs, individual securities, third-party research, and tax-aware strategies, often advising on a non-discretionary basis while allowing client-selected managers discretionary authority where authorized.

Samuel Woo is a financial advisor at AlphaCore Capital LLC in Bethesda, MD, holding a Series 65 designation with one year of industry experience. Prior to joining AlphaCore, he worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. from 2023 to 2025. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, retirement plan advisory, and sub-advisory services. AlphaCore emphasizes alternative investments alongside traditional asset classes using fundamental macro analysis and manager due diligence to construct multi-asset portfolios.

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.