Evgeniy Yashin is a CFA® charterholder with 17 years of industry experience. He has been with Signet Financial Management, LLC since 2014 and previously worked at Summit Financial, LLC. Outside of his advisory role, he serves as CEO of Hollistico, a financial technology AI company, and is a board member and passive investor in GreenSmith, LLC, a hemp growing farm. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary wealth management, portfolio management, financial planning, and advisory services. The firm uses a disciplined, evidence-based investment process combining fundamental and quantitative analysis to construct customized portfolios for its clients.

Richard Holden is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been affiliated with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial since 2016. Outside of his advisory role, he holds a notary commission in Virginia and is engaged in an airplane leasing business. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach and primarily implements strategies through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.

Fredric Miller is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He has held prior roles at Horter Investment Management, LLC and operated his own financial planning business, Rick Miller & Associates, for nearly two decades. Outside of advising, he provides retirement training for federal employees and is involved in educating clients about IRMAA legislation and its effects on Social Security and Medicare costs. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and qualified plans, offering customized portfolio management and financial planning through a multi-team model. The firm employs a mix of tactical, strategic, and dynamic investment approaches and provides ongoing monitoring, reporting, and client education.

Noorjahan Enayat is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at XML Financial Group since 2016 and previously held roles at LPL Financial and Finigan Financial Services. She also serves as a non-securities insurance agent. XML Financial Group is a multi-advisor wealth management firm that manages approximately $3.3 billion in client assets, offering investment management, financial planning, retirement plan advisory, and access to alternative investments through a team-based approach.

Rodney Gray is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, Fidelity, Edward Jones, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory role, he owns and operates Fiddlers Green Farm, where he sells hay to a local farmer. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

David Wirth is a CFP®-certified financial advisor at Facet with 25 years of industry experience. He has worked at several firms, including T. Rowe Price Advisory Services, TIAA-CREF, Savant Capital Management, and AAFMAA Wealth Management & Trust before joining Facet in 2017. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients across a range of wealth levels. The firm employs technology-driven, model-based asset allocations and offers a flat subscription fee structure that includes investment management services.

Jan Kowal is a CFP® with 39 years of experience in financial advising. He is currently with Stratos Wealth Advisors LLC and previously worked at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory role, he is involved as president and CEO of Kowal Financial Advisors. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisory representatives across multiple teams. The firm offers customized financial planning and portfolio management services using a combination of in-house management and third-party sub-advisers.

Michael Macey is a CFP® and ChFC® with 27 years of experience in financial services, currently working at Mutual Of Omaha Investor Services, Inc. since 1998. He is also an insurance agent specializing in life, health, disability, group benefits, 401(k), and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and integrates broker‑dealer and insurance distribution businesses within the Mutual of Omaha group.

Spencer Adkisson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Navy Federal in 2025, he worked at Bank of America and Merrill for five years and also has four years of experience at Batteries Plus Bulbs. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs that incorporate third-party portfolio managers and supports various investment solutions, including automated ETF portfolios, delivered through its investment adviser representatives.

Christopher Smith is a financial advisor at Encompass More Asset Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked in aviation before joining the financial services sector. Smith is also a licensed independent insurance agent. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million through about 85 advisors and employs model-based strategies that combine proprietary models and third-party sub-advisers across a range of investment options.

David Rhoads is an investment advisor representative at Interactive Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Interactive Financial Advisors since 2005. He is also owner and broker of Rhoads Capital Group, Inc., an insurance sales business, and teaches tennis outside of his advisory work. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily utilizing ETFs and mutual funds, and supports its services with Modern Portfolio Theory, fundamental analysis, and risk profiling tools.

Peter Burnham is a CFP® with 24 years of industry experience, currently serving at Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investment, LLC, Surevest Wealth Management, and Charles Schwab. Outside of his advisory work, he is president of the board for Driven To Cure, a nonprofit organization, and serves as an advisory board member for Creighton Farms Country Club. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Timothy Nelson is a financial advisor at Encompass More Asset Management LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bull Run Investment Management LLC, Centaurus Financial Inc., Bull Run Financial Group LLC, and Rillhurst Capital. In addition to his advisory work, he is a managing partner at Skyline Financial Partners, LLC, where he provides life insurance and annuities. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies utilizing proprietary and third-party sub-advisers across a range of investment options, including private placements and digital-asset exposures.

David Guido is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Private Client Services. In addition to his advisory role, he is involved in offering insurance products through multiple companies, earning compensation from these sales. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management programs, financial planning, and retirement plan advisory services, with an emphasis on client-approved trades and customized portfolio allocations.

Fabiano De Franco is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Sound Income Strategies, LLC since 2019 and concurrently owns Retirement Solution LLC, where he focuses on fixed insurance sales. Prior to that, he worked at ICMA Retirement Corporation from 2010 to 2017. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity evaluation, supported by a scalable advisor network and specialized family-office style services.

Lloyd Layton is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He has been with Realta since 2018. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes personalized advice and employs a diversified investment approach across multiple asset classes, utilizing both in-house and third-party management platforms.

Brett Nelson is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, VOYA Financial Advisors, and Nelson Financial Partners. He is also a life and annuity insurance producer. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized plan services supported by institutional and retirement plan resources.

April Blake is a financial advisor at Founders Financial Securities LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Fortune Financial Services, Inc. and Interactive Financial Advisors. Blake is also a partner in Beach, Blake, & Assoc Financial Services, LLC, where she engages in insurance sales. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and specializes in services such as managed portfolios, private wealth solutions, and 1031 exchange consulting.

Anthony Dietrich is a financial advisor at Blackridge Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Retirement Wealth Advisors, Inc. and PEAK Brokerage Services, LLC. Outside of his advisory role, he owns and operates a mosquito and pest control business. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by providing financial planning, investment management, and consulting services. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms.

Joan Kaye is a financial advisor at Bison Wealth, LLC with 37 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Bison Wealth, she worked at Key Investment Services LLC, KeyBank NA, Bank of America, N.A., and Merrill. Bison Wealth, LLC serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, and access to third-party managers. The firm focuses on outcome-oriented, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.