Geoffrey Thornett is a financial advisor at Keel Point, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Keel Point and its affiliated entities since 2015. Thornett serves on the Board of Directors for America World Adoption, a Christian international adoption agency. 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 blend of fundamental and quantitative analysis to guide investment decisions and offers a variety of tailored portfolio management and consulting services across multiple asset classes.

Colin Campbell is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has worked with OSAIC and Richmond International Forest Products. Outside of advising, he serves as a Financial Planning Administrator for Cassaday and Company Wealth Management, assisting with meeting preparation and day-to-day operations. 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 focused on diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Jason Perlman is a financial advisor at AlphaCore Capital LLC with 10 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining AlphaCore in 2025, he worked at Raymond James Financial Services for eight years and SPC Financial for eleven years. He also serves as a producing agent for an affiliate insurance agency related to the firm. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, offering a range of services including financial planning, investment management, and retirement plan advisory, with an emphasis on multi-asset portfolios that incorporate alternative investments alongside traditional assets.

Robert Kantor is a financial advisor with XML Financial Group in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with XML Financial, LLC since 2004 and XML Securities, LLC since 2019, and was previously with Purshe Kaplan Sterling Investments. Kantor serves as managing partner of BR Financial Associates Management Company, LLC, and volunteers as treasurer for two homeowners associations. 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 discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments.

Patrick Moriarty is a financial advisor at Foundations Investment Advisors LLC with 38 years of industry experience. He has held positions at Foundations since 2019 and previously worked at CETERA Advisor Networks LLC from 2016 to 2019. Outside of his advisory role, Moriarty is also an insurance agent, selling life, annuities, and long-term care insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a variety of investment strategies and uses model portfolios combined with discretionary or non-discretionary authority assigned to its representatives.

Jacob Siuta is a CFP® professional with four years at Brighton Jones LLC and a total of two years in the financial advisory industry. His prior experience includes Capital Asset Management Group and roles at Virginia Tech University and other organizations. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management alongside comprehensive financial consulting. The firm uses a whole-balance-sheet approach and offers access to a range of public and private investments through its affiliated entities.

Brian Windsor is a CFP® professional with 19 years of industry experience. He has worked at Bogart Wealth, LLC since 2022, following 12 years at Fidelity Investments and two years at T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses. Bogart Wealth provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm employs a combination of passive and active investment strategies guided by a formal Investment Portfolio Committee and offers access to alternative investments and estate planning coordination.

Winter Troxel is a financial advisor at Apollon Wealth Management, LLC with 15 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked for Monumental Financial Group, Inc. dba Bridgemark Wealth Management for 13 years. In addition to his advisory role, he is an independent insurance agent involved in selling insurance products as needed to meet client needs. Apollon Wealth Management is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets and serving individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients. The firm combines centrally managed strategy mandates with locally managed portfolios and employs a range of investment techniques including fundamental analysis, tactical allocations, ESG risk-based models, and technology tools such as generative AI.

James Macdonell is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2014. Based in McLean, VA, he has been with Brighton Jones throughout his advisory career. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, utilizing a whole-balance-sheet approach. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, supported by an affiliated ecosystem including private investment funds, a trust company, and legal services.

Amanda Avila is a financial advisor at Mission Wealth Management, LP with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Goldman Sachs & Co. LLC and has an academic background from The George Washington University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering discretionary and client-directed portfolio management that includes a diverse range of investments and specialized advisory services.

Christina Bokor is a financial advisor at Andersen with 12 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments, LLC since 2016. Andersen serves successful individuals, families, and related entities by providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated reporting, and integrated tax and advisory services.

Steven Skancke is a financial advisor with Keel Point, LLC, holding a Series 65 credential and 18 years of industry experience. He is also a 50% owner and board member of G. William Miller & Co., Inc., a private merchant banking firm, where he serves as an administrative corporate officer to several client entities. 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 investment approach combining fundamental and quantitative analysis, offering a variety of portfolio management and planning services across diverse asset classes.

William Collier is a financial advisor at McAdam LLC with four years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2021. Prior to his current role, he held positions at Cavalier Hotel, James Madison University, Arrowhead Point Oysters, and Cox High School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and utilizing a range of investment strategies including mutual funds, ETFs, independent managers, and alternative instruments.

Ivan Nalibotsky is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Regal Investment Advisors LLC since 2019. He also has a long tenure at Capital Solutions Group dating back to 1993. Outside of investment advising, he is a licensed health insurance agent working with Health Markets, assisting Maryland residents with individual and small group health insurance. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes and grants discretionary authority to implement and manage these strategies.

Keith Brennan is a financial advisor at F.L. Putnam Investment Management Co. with nine years of industry experience. He has previously worked at Sei Private Wealth Management, Brighton Jones, SVB Wealth, and Wellesley Asset Management. F.L. Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm offers a team-based, customized investment approach that combines internally managed strategies and third-party managers across multiple asset classes, incorporating tax-aware rebalancing and options for sustainable investing.

Todd Feldman is a CFP® professional with 28 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, and Morgan Stanley. Feldman serves on the Board of Directors for the Exit Planning Exchange DC-Metro Chapter. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed through standardized and customizable portfolios, supported by an internal investment team and third-party managers.

James Lee is a Series 66 licensed financial advisor with one year of industry experience, currently with XML Financial Group. Prior to joining XML, he was affiliated with MassMutual Life Insurance Co and MML Investors Services, LLC. Before his financial career, Lee worked in education with Howard County Public Schools in various roles. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves a diverse client base through discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, employing a portfolio approach that combines fundamental and technical analysis with third-party managers.

Sean Dillon is a financial advisor at CW Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Merrill. CW Advisors, LLC is a multi-team registered investment adviser managing roughly $15 billion in assets for individuals, families, trusts, estates, charitable organizations, and various institutional clients. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes while offering a range of wealth management, financial planning, and advisory services.

Ryan Muscatella is a CFP® with six years of industry experience, currently affiliated with Cassaday & Company, Inc. He previously worked at Royal Alliance and Washington Wealth Advisors. At Cassaday & Co Wealth Management, LLC, he supports lead advisors in financial planning. 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.

David Sherwood Jr. is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management with 20 years of industry experience. He holds a Series 65 credential and has been with Evanson since 2026, following a 20-year tenure at Evanson Asset Management, LLC. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets using a long-term, strategic asset allocation approach that favors low-cost mutual funds and ETFs with portfolio tilts toward small-cap and value investments.