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 Capital in 2025, he worked at Raymond James Financial Services, Inc. for eight years and SPC Financial, INC. for eleven years. He also acts as a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual and high-net-worth clients, as well as entities and institutional investors. The firm integrates traditional and alternative investment strategies with comprehensive wealth planning, including tax preparation and ERISA retirement plan advisory services.

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 worked at Foundations Investment Advisors since 2019 and previously was with CETERA Advisor Networks LLC from 2016 to 2019. Moriarty holds Series 63 and Series 66 licenses and is also involved in fixed insurance sales and operates Moriarty Financial Services as an investment advisor representative. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services through a large network of affiliated investment adviser representatives.

Jacob Siuta is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. He previously worked at Capital Asset Management Group and has experience in various roles including teaching and service positions at Virginia Tech University. Brighton Jones LLC serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services through a holistic, balance-sheet approach. The firm provides both discretionary and non-discretionary management, continuous portfolio monitoring, and access to private investment opportunities.

Brian Windsor is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Bogart Wealth, LLC since 2022 and previously spent 12 years with Fidelity Investments. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, including discretionary portfolio management and specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines bottom-up equity analysis with top-down asset allocation and employs AI tools in its investment process.

Dylan Montal is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services Inc., Personal Capital Advisors Corporation, and Empower Financial Services, Inc. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and both discretionary and non-discretionary portfolio advice through its online platform. The firm emphasizes portfolio optimization using third-party Turn-key Asset Management Platforms and integrates AI tools in its investment process with human oversight.

Christopher Pratt is a CFP® with six years of industry experience, currently serving as an investment advisor at Spire Wealth Management, LLC. He has worked at Cardinal Wealth Management since 2017 and was an independent contractor prior to that. Pratt serves on the board of the Lilabean Foundation, providing financial guidance to the nonprofit. Spire Wealth Management offers investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a diverse range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also provides financial planning and access to separately managed portfolios and wrap programs.

Winter Troxel is a financial advisor at Apollon Wealth Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked for Monumental Financial Group, Inc. dba Bridgemark Wealth Management for 13 years. In addition to advisory services, he is also an Independent Insurance Agent involved in selling insurance products. Apollon Wealth Management is an SEC-registered firm serving individuals, families, businesses, and charitable organizations with investment management, financial planning, and retirement plan advisory services. The firm combines centrally managed and locally managed strategies, employs fundamental analysis with tactical allocation, offers ESG-focused models, and uses various tax management tools, overseeing approximately $11.6 billion in client assets through a broad network of advisors.

James Macdonell is a CFP® professional with 12 years of industry experience, currently serving at Brighton Jones LLC since 2014. He is based in McLean, VA. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach and offers services including discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

Amanda Avila is a financial advisor with Mission Wealth Management, LP in Washington, DC. She holds the Series 63 and Series 65 licenses and has been with Mission Wealth Management since 2023. Prior to joining Mission Wealth, she had roles at Goldman Sachs & Co. LLC and experience affiliated with The George Washington University. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, personalized portfolio management, financial planning, and institutional retirement plan services, employing a tiered service model and a long-term investment approach that includes alternative investments and third-party sub-advisors.

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.

Jeffrey McCoy is a financial advisor at Spire Wealth Management, LLC, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Corbett Road Capital Management and Spire Securities since 2012. McCoy serves as a Managing Partner and Wealth Director at Corbett Road Wealth Management, an affiliate of Spire Wealth Management. 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 utilizes a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches, offering both discretionary and non-discretionary portfolio management.

Steven Skancke is a financial advisor at Keel Point, LLC with 17 years of industry experience. He holds a Series 65 credential and has been with Keel Point since 2015. 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 serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research with quantitative modeling, utilizing an open-architecture platform and engaging sub-advisers and co-managers to construct strategic and tactical asset allocations.

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.

Justin Kim is a CFA® charterholder with three years of industry experience. He is currently with Range Advisory, LLC and previously worked at Creative Planning, LLC and Lord Abbett. Range Advisory provides online financial planning and portfolio monitoring to individual clients, including high-net-worth and ultra-high-net-worth households, using third-party Turn-key Asset Management Platforms and AI-assisted tools to tailor investment and personal finance recommendations.

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 with F.L. Putnam Investment Management Co. He holds Series 63, 65, and 66 licenses and has nine years of industry experience. Keith previously worked at Brighton Jones and Sei Private Wealth Management before joining F.L. Putnam in 2025. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering investment management, financial planning, and consulting services. The firm employs customized portfolios using a mix of internally managed and third-party strategies across various asset classes, incorporating strategic asset allocation with tactical flexibility.

Todd Feldman is a CFP® with 28 years of industry experience currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, Obsidian Personal Planning Solutions, Triad Advisors, and National Planning Corporation. Feldman serves on the board of directors for the Exit Planning Exchange DC-Metro Chapter. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios overseen by an internal investment team.

Sean Dillon is a financial advisor with CW Advisors, LLC in Columbia, MD, holding Series 65 and Series 66 licenses and six years of industry experience. He previously worked at Pinnacle Advisory Group, Inc. for 16 years and Congress Wealth Management LLC for five years. CW Advisors serves a diverse client base including individuals, high-net-worth families, charitable organizations, and business entities, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides sub-advisory and operational outsourcing services to other independent advisers.

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.