Aidan Baron is a financial advisor with ValMark Advisers, Inc. holding a Series 66 license and one year of industry experience. His prior roles include positions at W3 Financial Group and Christopher Newport University. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Chris Belchamber is a financial advisor with Brookwood Investment Group holding a Series 65 designation and 23 years of industry experience. His prior roles include founding Chris Belchamber Investment Management, LLC, where he worked for 17 years, as well as positions at Belpointe Asset Management, LLC and CB Investment Management, LLC. He is also the author of two books, "UK Government Bond Market" and "Invest Like the Best." Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies, tailors portfolios to client objectives, and offers both discretionary and non-discretionary management, operating through a network of proprietary partner offices and affiliated businesses.

Fabiano De Franco is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Sound Income Strategies, LLC since 2019 and concurrently owns Retirement Solution LLC, where he focuses on fixed insurance sales. Prior to that, he worked at ICMA Retirement Corporation from 2010 to 2017. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity evaluation, supported by a scalable advisor network and specialized family-office style services.

Thomas Crafa is a CFP® and ChFC® with two years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. His prior work includes roles at Navy Federal Credit Union, Gotham Government Relations, and the Town of Hempstead. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs featuring third-party portfolio managers and provides a range of investment solutions including unified managed accounts and automated ETF portfolios.

Lloyd Layton is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He has been with Realta since 2018. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes personalized advice and employs a diversified investment approach across multiple asset classes, utilizing both in-house and third-party management platforms.

Kris Persinger is a CFP® professional with 38 years of industry experience, currently affiliated with Lexaurum Advisors in Washington, DC. His career includes roles at Brokers International Financial Services, CETERA Advisor Networks LLC, and Summit Financial Group. He also operates Persinger Planning, LLC, providing financial planning and investment management services. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm emphasizes diversified portfolios aligned with modern portfolio theory and offers discretionary and non-discretionary investment management, including a proprietary Golden Rule Program featuring low-cost ETF model allocations.

Harriet Fountain is a financial advisor at The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Burney, she worked at Macy's Company and Marshall's Company. The Burney Company serves mostly 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 using a multi-team advisory platform that combines proprietary fundamental and quantitative investment models.

Matthew Plourde is a CFP® with three years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. His prior experience includes roles at SPC Financial, Inc. and Raymond James Financial Services, Inc. Outside of his advisory work, he engages in part-time gig economy tasks through Task Rabbit. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion. The firm serves individuals, entities, institutional investors, and some banking institutions, offering comprehensive financial planning, investment management, retirement plan advisory, and institutional sub‑advisory services with an emphasis on alternative investments alongside traditional assets.

Pamela Mudd is a CFP® professional with 22 years of industry experience. She joined AlphaCore Capital LLC in 2025 and previously worked at SPC Financial, INC. and Sella & Martinic, LLC from 2002 to 2024. 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, employing a multi-asset investment approach that includes alternative investments alongside traditional equities and fixed income.

Gulielma Fager is a CFP® and Series 65-licensed advisor with Rossby Financial, LLC, bringing five years of industry experience. She previously worked at Cambridge Investment Research Advisors and Michael Bombardier PhD LLC. Outside of her advisory role, she serves as a board member for the Friends School of Baltimore and is active as an author and speaker through Toler Financial Group LLC. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs diversified investment strategies tailored to clients’ objectives and risk tolerances, managing approximately $565 million in discretionary assets.

Albert Mullan is a Series 65-licensed financial advisor at The Burney Company with four years of industry experience. He has worked at The Burney Company since 2021 and has prior work experience at DP Facilities Data Centers, Telos Corporation, James Madison University, and Loudoun County High School. The Burney Company primarily 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 about $3.59 billion in discretionary assets and offers a multi-team advisory platform with services including discretionary equity portfolio management, financial planning, and tax preparation through an affiliated CPA firm.

Eric Sanders is a CFP® professional with nine years of experience in financial advising. He is based in McLean, VA, and has a longstanding association with Andersen Tax LLC, where he has worked since 2006. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning services.

Margaret Jones is a retirement plans specialist at MissionSquare Retirement with 22 years of industry experience. She has been with ICMA Retirement Corporation since 2013. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice developed by Morningstar Investment Management.

Steven Osborne is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Royal Alliance and Government Scientific Source. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Peter Grose is a CFP® with 34 years of industry experience, currently serving at Bay Colony Advisors since 2021. His prior roles include long-term positions at The Strategic Financial Alliance, Inc. and Acorn Financial Advisory Services, Inc. Outside of his advisory work, he is president of the George Mason University Ice Hockey Alumni Foundation and an author of a novel titled "Time." Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside an active private-investment program.

Erick Mejia is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at firms including Merrill and Wells Fargo Clearing prior to joining Bolton Global Asset Management and Bolton Global Capital. He is also the owner and manager of Mejia Capital Global Wealth Management, a business focused on securities and investment advisory activities. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through independent investment adviser representatives, using a range of investment vehicles with a focus on long-term portfolio management.

Tucker Braddock is a financial advisor at Keel Point, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keel Point since 2017. Prior to joining Keel Point, he spent 19 years with Valic and Valic Investment Services Company. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to guide investment decisions across a variety of programs and offers customized portfolio solutions.

William Chao is a financial advisor at Navy Federal Investment Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Morgan Stanley, Steward Partners, TIAA-CREF, Raymond James Financial Services, and Wells Fargo Clearing. Outside of advising, he coaches youth soccer and operates a goldfish breeding business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily utilizes third-party portfolio managers on the Envestnet platform and offers both managed advisory programs and automated investment options.

Christopher Vanderkolk is a CFA® charterholder with 15 years of industry experience. He is currently with HUB Investment Partners, LLC, having joined in 2023, and previously worked at AFS Financial Group, Commonwealth Financial Network, Pi Analytics, and Mass Mutual Investors Services. Outside of his advisory role, he is involved in managing a short-term rental property jointly owned with his wife. HUB Investment Partners serves a diverse client base including institutional and individual investors, offering both discretionary and non-discretionary portfolio management alongside retirement and financial planning services. The firm employs a combination of active and passive investment strategies and maintains specialized service lines for banking and municipal clients.

Kenneth Long is a CFA® and CIC-designated financial advisor with over 30 years of experience at Heritage Investors Management Corporation, where he has worked since 1995. He holds a Series 65 license and is based in Bethesda, MD. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth clients with personalized investment management. The firm employs a long-term, buy-and-hold strategy across diversified portfolios and manages a broad range of complex account types while maintaining formal trading oversight and custody safeguards.