Sophearath Uoy is a financial advisor at IP Financial Advisory Services LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2020. In addition to his advisory role, he is president and owner of Sophearath Uoy, CPA, P.C., a firm providing bookkeeping, tax, auditing, payroll, and consulting services to individuals and small to medium-sized businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while providing a range of investment advisory and insurance-related services.

Caleb Fry is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Mason Investment Advisory Services Inc and has previously worked at firms including LPL Financial, Water Street Financial LLC, and Sterling Financial Partners. 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 emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a relatively small advisory team.

Cengiz Akyol is a financial advisor at MissionSquare Retirement with 22 years of industry experience and holds a Series 66 designation. He has worked at ICMA Retirement Corporation since 2008. 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 includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Emilio Solernou is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Sequent Planning, LLC and IAMS Wealth Management. Outside of advising, he serves on the board of Bridge for Hope, Inc., a nonprofit focused on assisting disabled individuals and ex-offenders with job placement and education. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support individual security recommendations.

Eric Reigel is a CFP® with 10 years of industry experience, currently serving at Range Advisory, LLC. His prior roles include positions at Evermay Wealth Management, AMJ Financial Wealth Management, Charles Schwab & Co., Inc., and McAdam Financial. He is also registered as an Independent Insurance Agent, a non-investment-related activity. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers a mix of in-house model portfolios, third-party strategies, and tax-aware indexing, incorporating AI tools to assist in client service and portfolio management.

Rebeka King is a Series 65 licensed financial advisor with five years of industry experience. She is currently with Apollon Wealth Management, LLC and previously worked at Bridgemark Wealth Management. In addition to her advisory work, she is also involved in insurance sales as an agent. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets and serving a diverse client base including individuals, high-net-worth families, trusts, estates, and institutional clients. The firm employs a combination of centrally managed strategies and locally managed portfolios, utilizing fundamental analysis, ESG models, and technology tools such as generative AI, while also participating actively in pooled investment vehicles and private funds.

Victoria Freeman is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Motley Fool Wealth Management, Mendota Financial Group, Northwestern Mutual, Capitol Auto Credit, and Indulge Spa. Cassaday & Co Wealth Management 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.

Kevin Draudt is a CFP® professional with six years of experience in financial advising. He currently works at Andersen and has previously held positions at several firms, including Andersen Tax LLC and Valeo Financial Advisors. Andersen serves successful individuals and families, their related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Brittany Janssen is a financial advisor at Summit Financial, LLC with two years of industry experience. She holds the Series 66 designation and has worked at Summit Financial and its affiliated entities since 2025. Prior to joining the financial industry, she held positions at several companies including Beltway Medical LLC and Supreme Orthopedic Systems. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, 216 advisors, and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client preferences.

Philip Simonides is a CFP® with 37 years of industry experience. He has worked at McAdam LLC since 2014 and is currently affiliated with Madison Avenue Securities. Outside of his advisory work, he has volunteered as a charity auctioneer for several organizations. 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, employing a fundamental analysis approach and incorporating a range of investment strategies including mutual funds, ETFs, independent managers, and specialized instruments.

Edward Crawford is a financial advisor at Douglass Winthrop Advisors LLC with 12 years of industry experience. He previously worked at Sweetbay Capital Management LLC for nine years. In addition to his advisory role, Mr. Crawford is an adjunct professor of Value Investing at Georgetown University and a passive partner in Roumell Asset Management LLC. Douglass Winthrop Advisors provides customized investment management services primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions. The firm offers discretionary and non-discretionary accounts with portfolios that include domestic and international equities and investment-grade fixed income, featuring a Sustainable Equity Strategy alongside its core equity approach.

Marguerita Cheng is a CFP® professional with 27 years of industry experience, currently serving at Private Client Services, LLC since 2013. She previously worked at Ameriprise for 14 years and was CEO of Blue Ocean Global Wealth. Cheng contributes to financial media outlets including CNBC and Forbes and serves on the Certified Financial Planners Board of Directors. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and nonprofits. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering both discretionary and non-discretionary portfolio management alongside brokerage services through its FINRA membership.

Amber Christopher is a financial advisor with Keel Point, LLC and holds Series 63, 65, and 66 licenses. She has 18 years of industry experience, having previously worked at Savant Wealth Management, Lucia Securities, and Raymond J. Lucia Companies. 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 range of portfolio management and consulting services.

Robert Papa is a CFP® professional with 30 years of experience in financial advisory roles. He is currently with SEIA and has previously worked at firms including Charles Schwab and Royal Alliance Associates. He was involved with Caught in the Web LLC from 2011 to 2018. SEIA is an SEC-registered multi-team advisory firm with over 140 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical security selection and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Frank Ohara is an Investment Advisor Representative with Lifeworks Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Prior to joining Lifeworks Advisors in 2023, he worked at Purshe Kaplan Sterling Investments, Inc. and Verisign among other firms. Mr. Ohara is also dually registered with Kristine A. Boelte & Associates, LLC. Lifeworks Advisors serves a broad client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering discretionary and non-discretionary wealth management and financial planning. The firm employs a planning-based or risk-based investment approach with model strategies combining low-cost funds, individual securities, and third-party managers, supported by integrated tax, accounting, and insurance services.

Matthew Chua is a financial advisor at Main Street Financial Solutions, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at SoFi and periods of self-employment. Main Street Financial Solutions serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach with a focus on mutual funds and low-cost passive ETFs, while also utilizing actively managed funds and alternative investment platforms.

Kevin Reese is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and several securities licenses. He has 37 years of industry experience, with a career largely spent at Navy Federal-affiliated entities dating back to 2002. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides layered investment solutions including unified managed accounts and automated ETF portfolios.

William Lloyd is a CFP® professional with 36 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He previously worked at Spire Investment Partners, LLC and LPL Financial LLC. He is the founder of The Charitable Payraise, a patented web application designed to improve after-tax cash flow for clients, primarily in retirement, through a specialized tax method. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary accounts, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside long- and short-term trading strategies, with portfolio selection supported by documented due diligence.

Nicholas Shirley is a financial advisor at Archer Investment Corporation with one year of industry experience. He holds a Series 65 designation and has previously worked at Sullivan & Company, NYLIFE Securities LLC, and New York Life Insurance Company. Prior to his financial advisory career, he spent several years in education roles at American University and local schools. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, offering services through separately managed accounts and proprietary mutual funds. The firm’s approach includes diversified allocations across multiple asset classes and delivers both comprehensive financial planning and limited-scope model portfolios.

Brian Curtin is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Heritage Investors Management Corporation since 2018. His prior experience includes a role at FBR Capital Markets from 2016 to 2017. 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 emphasizes diversified portfolios tailored to clients’ risk tolerance, tax situation, and income, generally pursuing long-term investment strategies with discretionary management and a fiduciary approach for retirement rollovers.