Anthony Di Carlo is a financial advisor with Advisor Resource Council, holding a Series 65 credential and nine years of industry experience. He has worked at 360 Wealth Management since 2018 and has been involved with Lutron Electronics since 2008. Outside of advisory work, he is engaged in lighting control sales. Advisor Resource Council serves a diverse client base including individuals, families, retirement plans, charitable organizations, and businesses. The firm employs an investment approach that combines artificial intelligence tools with traditional fundamental analysis through AIQ model portfolios and separately managed accounts, offering tailored strategies for different levels of assets.

Taylor Guglielmo is a financial advisor at Verdence Capital Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc. and related affiliates for seven years. Outside of his advisory role, Taylor serves on the investment committee of ACT for Alexandria, a community organization focused on philanthropic giving. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, and trusts, offering discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios across mutual funds, ETFs, separately managed accounts, and independent managers.

Taylor Fucci is a CFA® charterholder affiliated with Heritage Investors Management Corporation, with one year of experience in financial advisory roles. Prior to joining Heritage Investors, Fucci held positions at Wells Fargo, BNY Mellon, and State Street, and also spent two years at Cornell University. Heritage Investors Management Corporation provides investment management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored portfolios with diversified holdings and generally pursues long-term investment strategies, managing about $4.6 billion in assets across approximately 680 client relationships.

Patrick Marcinko is a CFP® with five years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. Before joining Bogart Wealth, he worked at Goldman Sachs & Co. LLC. The firm provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. Bogart Wealth manages client portfolios using a combination of passive and select active funds, stock-only strategies, and tactical allocations, supported by formal governance and approved AI tools.

Thomas Falkenberry is a CFA® charterholder with 14 years of industry experience. He is currently with Modern Wealth Management, LLC and previously spent 24 years at Autumn Wind Asset Management Inc., where he served as president and majority shareholder. Falkenberry serves on the board of directors for Memory Care Communities of Illinois. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized investment committee and a combination of strategic allocation and tactical adjustments, supported by third-party tools and a focus on integrated advisory services.

Daniel Sharkey is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is affiliated with Cassaday & Company, Inc. in McLean, VA, and previously worked at the Bank of New York Mellon. Sharkey serves as an Associate Portfolio Manager, participating in investment policy meetings and conducting research on markets and investments. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach with diversified, actively managed allocations and offers fiduciary services for ERISA plans.

Tommy Davis is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 license and 13 years of industry experience. He has worked at Navy Federal Investment Services and Navy Federal Financial Group since 2017 and has prior experience with Northwestern Mutual in various roles from 2012 to 2017. 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 focuses on managed advisory programs that utilize third-party portfolio managers and supports a range of solutions including unified managed accounts and automated ETF portfolios.

Madison Glass is a CFP® and holds a Series 65 license, with seven years of experience in the financial services industry. Since 2018, Glass has been with Brighton Jones LLC, following a role at Charles Schwab and earlier positions including work with Dickinson College and Round Rock Advisors. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Andrew Wade is a CFP® with 28 years of industry experience, currently serving at Stonex Advisors Inc. since 2011. Prior to that, he worked at Nebel Financial Services from 2008 to 2011, where he also holds a continuing leadership role as President. Outside of his advisory work, Wade is active in community and charitable organizations, including serving as past President of the Rotary Club of Dulles International Airport and participating on the finance committee at St. John's Episcopal Church. StoneX Advisors Inc. provides comprehensive financial services to individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting. The firm supports diverse account structures and investment strategies, utilizing both proprietary models and third-party managers to implement client portfolios.

Matthew Callahan is a financial advisor with Snowden Capital Advisors LLC in Bethesda, MD. He holds a Series 66 designation and has five years of industry experience. Before joining Snowden Lane Partners in 2021, he worked at US Express Freight Systems and McDaniel College. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm utilizes customized model portfolios and third-party managers, with a focus on a broad range of investment tools and ongoing account review.

Frances Toler is a financial advisor at Rossby Financial, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Rossby Financial since 2024. Prior to that, she spent nine years with Cambridge Investment Research Advisors and has operated Toler Financial Group since 2012. In addition to her advisory work, she is an author and speaker associated with Toler Financial Group. 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 a range of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Owen Hendershot is a financial advisor at The Burney Company with one year of industry experience. He holds a Series 65 designation and previously worked in education at Virginia Tech University and local schools. The Burney Company advises 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 multi-team platform with a proprietary investment process that incorporates fundamental and quantitative models, actively managed ETFs, and customized portfolio options.

Robert Speidel is a CFA® charterholder with 23 years of industry experience. He has been with Everett Harris & Company since 2002. Everett Harris provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy, investing across U.S. and foreign equities, fixed income, commodities, and options.

Keenan Bailey is a Series 65-licensed financial advisor with Mason Investment Advisory Services Inc. in Reston, VA, and has one year of industry experience. His prior roles include positions at MUFG Investor Services and Mariner Finance. Mason Investment Advisory Services provides fee-based financial planning and investment management to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach focuses on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a compact advisory team.

Arthur Deluca is a financial advisor with intrua Financial, holding a Series 66 credential and 22 years of industry experience. He previously worked at LPL Financial and Raymond James Financial Services, with a background including Lynch Retirement Investment Group. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management through various platforms and third-party managers.

Ruderis Fuentes is a financial advisor at SEIA with a Series 66 designation and four years of industry experience. His work history includes roles at SES Inc., T. Rowe Price, Caliver Beach Mortgage, and the Maryland National Capital Park & Planning Commission. At SEIA, Fuentes also serves as a Client Service Administrator. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary investment management, alongside financial planning and consulting services.

Roger Follis is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Wells Fargo Advisors, Raymond James Financial, and B. Riley Wealth Advisors. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and access to estate-planning resources through partnerships, using an open-architecture model that incorporates internally managed strategies and sub-advisory relationships.

Andrew Clark is a financial advisor at Lexaurum Advisors with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions with Cetera Advisor Networks, Summit Financial Group, and Northwestern Mutual Investment Management. Outside of advising, Clark serves as President of the Tyson Corner Chamber of Commerce and conducts marketing consulting. Lexaurum Advisors is a multi-advisor firm managing approximately $1.27 billion for over 2,100 clients, offering investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutions, and other advisers. The firm employs a diversified, theory-based investment approach using model portfolios primarily implemented with low-cost ETFs, and provides both discretionary and non-discretionary services across various account types.

Troy Chaplin is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at multiple firms, including Osaic Wealth, Inc. and Cetera. Outside of his advisory role, Chaplin has experience working in the hospitality industry, serving at The Hunton. 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 follows a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Ryan Perraut is a CFA® charterholder with 13 years of industry experience. He has been with Snowden Lane Partners, now Snowden Capital Advisors LLC, since 2015. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients through discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm leverages multi-team scale and institutional capabilities, offering customized portfolios and access to unaffiliated sub-advisers and third-party managers.