Alex Stevenson is a financial advisor with Encompass More Asset Management LLC in Potomac Falls, VA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bull Run Investment Management LLC, Centaurus Financial Inc., and National Securities Corporation. Stevenson is also a licensed insurance agent and provides insurance services through Skyline Financial Partners, LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through a combination of proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based investment approach and delegates portfolio management to in-house models and unaffiliated sub-advisers.

Johnny Lynum is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials. He has over 20 years of prior experience in the U.S. Air Force and has worked at Wright Time Financial and Innovation Partners LLC before joining his current firm. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and specialized consulting services, employing a range of analytical approaches and discretionary management options.

Sai Ying Chu is a Series 66-licensed financial advisor with seven years of industry experience. She currently works with Capital Analysts and Lincoln Investment and has prior experience at Agia, Valic Financial Advisors, The National Leadership Academies, and the Torpedo Factory Art Center. Outside of financial advising, she works as a contractor for Instacart. Capital Analysts serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party managers, and retirement plan advisory services, supported by an in-house Investment Management & Research team and proprietary screening tools.

Noah Valdez is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Cambridge Investment Research Inc., Agm Institute, and United Bank. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Curtis Harris IV is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. He has been with Navy Federal since 2017. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses third-party portfolio managers on the Envestnet platform and other subadvisers to manage client accounts, providing ongoing monitoring, rebalancing, and optional tax and impact overlay services.

Patrick Chitwood is a financial advisor at Arkadios Wealth Advisors with over 46 years of industry experience. He holds the ChFC® and Series 63 designations and has a work history spanning several firms, including Triad Advisors and Acg Wealth, Inc. Since 2001, he has also operated his own advisory businesses, Chitwood Advisory Group and Chitwood Wealth Management. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team that employs fundamental, technical, and cyclical analysis, and offers retirement plan consulting with fiduciary oversight.

Samuel Boyd is a CFP® with 16 years of industry experience, currently serving with Mariner Independent. His prior roles include positions at Capital Asset Management Group, Inc., Capital Investment Advisors, Inc., and Cambridge Investment Research Inc. He is a board member of the National Capital Area Financial Planning Association, a nonprofit entity based in Herndon, VA. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management and planning services through independent advisers supported by a platform that integrates institutional resources, model portfolios, and third-party managers.

Robert Schneider is a CFP® with 27 years of industry experience, currently serving at Beaumont Financial Partners. He has been with Beaumont since 2014 and also worked at BAHA Financial Group. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, using primarily low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with tailored portfolio management overseen by an Investment Committee.

Michael Bui is a financial advisor with ValMark Advisers, Inc. in Ashburn, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with ValMark Advisers since 2011 and is also a partner and owner of W3 Wealth Management, LLC in Akron, OH, where he oversees daily activities and client meetings. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence and operational resources.

John Tattersall is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wealthcare Advisory Partners since 2017 and also maintains a long-term affiliation with LPL Financial beginning in 2011. Outside of his advisory work, he owns and operates a fly fishing guide business in Virginia. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative analysis.

Angela Larkin is a financial advisor at Cerity Partners LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Oak Hill Wealth Advisors and Wells Fargo Clearing. In addition to her advisory role, she is a notary public, performing document notarizations for clients. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Christopher Gordon is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for seven years. Outside of his advisory role, he serves as an adjunct professor teaching retirement courses at Howard Community College and Anne Arundel Community College. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, employing various analytical approaches and allowing both discretionary and non-discretionary arrangements.

Carl Kielbasa is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following brief tenures at LeBaron Financial Group and Harbour Investments, Inc. Outside of his advisory role, he is involved with Carroll Retirement Plans and Investments as a registered representative and also operates CK Financial Services LLC, a payroll and business accounts payable service. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of analytical approaches and provides both discretionary and non-discretionary management, with access to specialized overlay programs and third-party money managers.

Robert Davidson Jr. is a ChFC® with 40 years of industry experience, currently serving at Independent Financial Group, LLC since 2020. He previously worked at Royal Alliance from 2012 to 2020. Outside of his advisory role, he teaches a class on federal retirement benefits for Arlington County Public Schools. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers advisory programs through its AccessPoint platform and third-party asset managers.

Jennifer Davis is a CFP® professional with 11 years of industry experience. She has worked at MAI Capital Management, LLC since 2024, following nine years at Halpern Financial, Inc. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple asset classes and integrates financial planning and tax services into client relationships, managing over $72 billion in assets.

Kevin Wiley is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Osaic, he worked at Amazon Web Services for nine years. Wiley also serves as a financial advisor at Aeon Wealth Management, a branch office under Osaic, where he works directly with clients on financial reviews and planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and other related services through multiple program models, using both proprietary guidance and third-party platforms.

Patrick Mc Lane is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including USA Financial Securities and National Planning Corporation. He is also a licensed attorney who provides occasional legal advice and services outside of his investment practice. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, businesses, and foundations, offering financial planning and portfolio management through the CLASSIC Plus platform. The firm utilizes both discretionary and non-discretionary arrangements and employs a variety of analytical approaches in managing client assets.

Daniel Trumbower is a CFP® with 21 years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Halpern Financial, Inc. and his own firm, Trumbower Financial Advisors, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Justin Ramsburg is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and seven years of industry experience. Prior to joining Truist Investment Services in 2022, he worked at FCB Bank and Middletown Valley Bank. Outside the financial sector, he has managed JR Ramsburg Farm since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches with AI-enhanced research and integrated inter-affiliate services.

Donna Cabrisses is a financial advisor with Truist Advisory Services in Ashburn, VA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes roles at Merrill Lynch, Pierce, Fenner & Smith and various Truist entities since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, employing both discretionary manager relationships and non-discretionary consulting supported by AI tools and extensive inter-affiliate integration.