Faress Alakwaa is a CFP® professional with three years of industry experience currently serving at Navy Federal Investment Services, LLC. Prior to joining Navy Federal, he held positions at Morgan Stanley, Merrill, Bank of Montreal, and Questrade. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services, private wealth consulting, and a dual registration as both an SEC investment adviser and broker-dealer.

Sean Gallahan is a CFP® professional with 16 years of experience, currently affiliated with Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management, LLC since 2022 and has been associated with Osaic Wealth, Inc. since 2009. He holds the Series 66 designation and has experience in financial planning and investment management. Gallahan is a partner in two LLCs, Greensboro Legacy Partners and 8180 Greensboro Partners, where he attends partner meetings. 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, buy-and-hold allocations, primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Thomas Jewsbury is a financial advisor with Moors & Cabot, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining Moors & Cabot in 2021, he worked at Oppenheimer for seven years. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Andrew Baron III is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Spire Investment Partners since 2018 and previously spent three years at Costco Wholesale Corporation. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and offers a combination of advisor-led portfolios, model asset allocation strategies, and sub-advised solutions utilizing tactical, active, and passive investment approaches.

Darryl Pryor is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at First Financial Security and HD Vest Insurance Agency, among others. Outside of advisory work, he has been involved with Chrysalis LTS (dba Liberty Tax Service) and related businesses since 2014. Wealth Watch Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a blend of quantitative, qualitative, and technical methods for portfolio management and offers access to third-party managers as well as select alternative private placements for accredited investors.

David Johnson is a CFP® with 30 years of experience in financial advisory roles. He is a senior partner at SEIA and has held positions at SES LLC, Royal Alliance Associates, Signator Investors, and John Hancock Mutual Life Insurance. Johnson serves on the George Mason University Financial Planning and Wealth Management Advisory Board, contributing to industry panels and guest lectures. SEIA supports a diverse client base including individuals, high-net-worth clients, trusts, and institutional clients through a multi-team platform offering investment management, financial planning, and retirement consulting. The firm’s investment approach combines strategic asset allocation with tactical adjustments informed by quantitative and qualitative research, with a majority of assets managed on a non-discretionary basis.

Jake Steffen is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 designation. He has three years of industry experience, including roles at Navy Federal Financial Group, Bank of America, Merrill, and Equitable Advisors. Steffen's background also includes involvement with the Finance Club at SUNY Geneseo. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm employs model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

John Flynn is a CFP® with three years of industry experience, currently serving at AlphaCore Capital LLC. Prior to joining AlphaCore, he held roles at SPC Financial Inc. and Northwestern Mutual in various capacities. Flynn is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his advisory firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory.

Morgan Veth is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Bogart Wealth, LLC since 2022 and spent 16 years with Fidelity Investments prior to that. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm utilizes model portfolios, including specialized options such as direct indexing SMAs and private-market alternative exposures, with investment decisions guided by a combination of fundamental equity analysis, asset allocation, and use of third-party managers.

Eden Akana is a financial advisor at AlphaCore Capital LLC in Rockville, MD, holding a Series 66 designation with eight years of industry experience. Prior to joining AlphaCore Capital in 2025, Eden worked at SPC Financial, Inc., Raymond James Financial Services, Inc., Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc., and PNC Bank. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies, and provides a range of services including tax preparation, trustee services, and ERISA retirement plan advisory.

Kyle Venditti is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at JPMorgan Chase and The Marshall Financial Group LLC. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering both discretionary and non-discretionary portfolio management along with manager-of-managers arrangements. The firm manages approximately $4.5 billion in assets for over 6,100 clients through a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised solutions.

William Scherer is a financial advisor at SEIA with a Series 66 designation. He has one year of industry experience, having joined SEIA and SES LLC in 2025 after a decade as a student and intern. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary investment management alongside modular and comprehensive financial planning and retirement plan consulting.

Mark Doughty is a CFP® and Series 66 licensed financial advisor with 21 years of industry experience. He is currently with Spire Wealth Management, LLC, where he has worked since 2018. His prior experience includes roles at Suntrust Advisory Services and TIAA. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also features proprietary risk overlays and a manager-of-managers program, serving a diverse client base including high-net-worth individuals.

Liliana Molina is a CFP® with 30 years of industry experience and has been with Spire Wealth Management, LLC since 2007. She serves as an investment advisor representative at Spire and is a board member of the Head2Heart Foundation, a nonprofit focused on raising mental health awareness. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm offers a range of portfolio management solutions that combine advisor-constructed portfolios, model asset allocations, and sub-advised strategies utilizing active, passive, and tactical approaches.

Roshan Loungani is a financial advisor at Arete Wealth Advisors, LLC in Vienna, VA, with 26 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2008. He holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary rule-based model allocations, and provides access to third-party money managers and wrap programs.

Keegan Stroup is a CFP® professional with 18 years of experience in financial advising. He has been associated with Wtas LLC since 2010 and is currently affiliated with Andersen in McLean, VA. Andersen serves successful individuals, families, and related entities, providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated performance reporting, and integrated tax and advisory services.

Jennifer Szaro is a financial advisor with XML Financial Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with XML Financial, LLC since 2019 and has worked with XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2008. Szaro serves as a Small Firm member on the FINRA Board of Governors. 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 uses a multi-advisor team model and integrates fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client goals.

Brandi Kachouri is a financial advisor at MissionSquare Retirement with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Swain Wealth Partners. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways platform. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and include discretionary Managed Accounts and nondiscretionary Fund Advice tailored to participant information.

Thomas Toth III is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Toth Capital Management, Inc., Glass Jacobson Financial Group, Raymond James Financial Services, and Atlantic Union Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Jason Davis is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at AlphaCore Capital LLC and previously worked at Raymond James Financial Services, Inc. for 12 years and SPC Financial, Inc. His outside business activities include ownership of rental real estate. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm combines traditional equity and fixed-income strategies with alternative investments and offers a range of services including comprehensive wealth planning, tax preparation, and retirement plan advisory.