David Gilbert is a CFP® with 24 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2001 and holds Series 63 and Series 65 licenses. Mason Investment Advisory Services provides fee-based financial planning and investment management to 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 rigorous manager selection, managing approximately $13.2 billion in assets with a team of 31 advisors.

Connor Upham is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Under Armour, Dickinson College, and Cribstone Capital Wealth Management. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts, offering comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach with continuous portfolio monitoring and utilizes independent and affiliated managers through its Lenora Capital subsidiary.

Tristine Altamirano is a financial advisor at AlphaCore Capital LLC with a Series 65 credential and one year of industry experience. Prior to joining AlphaCore, she held roles at SPC Financial, Inc., Grossberg Company LLP, and Liptz, Roberts, Marquez, Merkle, Singh & Zipor Chtd. Outside of financial advising, she is an instructor at Pure Barre Rockville, where she teaches for 6-8 hours per month. 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 with an emphasis on both traditional and alternative investment strategies.

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 at Regal Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and Reutemann Financial Solutions. In addition to his advisory role, Musgrave is a financial seminar presenter for the nonprofit Society for Financial Awareness. Regal Investment Advisors LLC provides discretionary investment management services through a network of independent advisers, serving individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios, allowing advisers to select and manage allocations with discretionary authority.

Carl Noble is a CFA® charterholder with five years of industry experience. He currently works at Congress Wealth Management LLC and previously spent 20 years at Pinnacle Advisory Group. He is based in Columbia, MD. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and portfolio management.

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.

Kenny Mezher is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at The Burney Company. He has worked at various Burney Company entities since 2017 and spent one year at Growth Capital Services, Inc. outside of the Burney organization. The Burney Company advises primarily individual investors, including high net worth clients, and also manages accounts for small businesses, pension plans, trusts, estates, and charitable organizations. The firm combines proprietary fundamental and quantitative models with a multi-team advisory platform, offering discretionary equity portfolio management, financial planning, and tax services through an affiliated CPA firm.

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.

Byron Moore is a financial advisor with Realta Investment Advisors, Inc in Columbia, MD, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes positions at Capital One Investing, LLC from 2015 to 2018. He is also the CEO of Sovereign Wealth Management, a fee-based investment advisory and financial planning firm. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning for individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through advisor interviews and employs diversified strategies including mutual funds, ETFs, equities, fixed income, and alternative investments.

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 three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at SPC Financial, Inc., Raymond James Financial Services, Inc., and ATEL Securities Corporation. 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 with a focus on both traditional and alternative investment strategies, employing discretionary management, qualitative analysis, and third-party sub-advisers.

Clare Dandridge is a financial advisor at Range Advisory, LLC in Bellevue, WA, 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, among other firms. Range Advisory provides online financial planning and portfolio monitoring for individual clients, including high-net-worth and ultra-high-net-worth households. The firm uses third-party turnkey asset management platforms and AI-supported tools to tailor investment recommendations, delivering advisory services through a subscription platform rather than a traditional fee structure.

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 22 years of industry experience. He has been with Icma Rc since 2015 and holds Series 63 and Series 65 licenses. MissionSquare Retirement serves state and local government employers, their 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 by Morningstar Investment Management.

Vernon Holleman III is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at M Holdings Securities since 2000 and Bcg Companies since 2013, along with a long tenure at Phoenix Home Life Mutual Insurance Co. Holleman serves as a trustee for the Federal City Council, is a board member of the Washington DC Estate Planning Council, and holds the position of Secretary-Treasurer on the St. Albans School Alumni Association Board. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that serves individual, corporate, retirement plan, and other clients nationwide through a network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing various sponsored platforms and third-party managers.

Anthony Rieck is a CFP® professional with one year of industry experience, currently with Andersen. His prior roles include positions at Andersen Tax LLC, West Financial Services, Sullivan Bruyette Speros & Blayney, and Texas Tech. Outside of his advisory work, he serves as an NCAA football referee. Andersen provides investment consulting and performance measurement services primarily to high-net-worth individuals, families, and related entities, operating as a non-discretionary consultant that integrates investment advice with tax and financial planning.