Hien Truong is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with various Navy Federal affiliated entities since 2007 and previously worked at Osaic FA, Inc. from 2009 to 2012. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs with third-party portfolio managers and offers both personalized and automated investment solutions.

Joshua Moskowitz is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameritas Advisory Services, W.C. Moore Financial Services, and First Command Financial Planning. In addition to his advisory role, he is involved with Retirement Solutions, LLC, where he provides investment advisory services and fixed insurance sales. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, offering a scalable advisor network supported by affiliated business lines and specialized services.

Susan Plunkett Barese is a financial advisor with Arkadios Wealth Advisors holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. She serves on the board of Rebuilding Together Fairfax and owns a consulting firm, Divorce by Design, which provides financial analysis related to divorce settlements. Arkadios Wealth Advisors offers 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 uses a variety of analytical approaches and an internal portfolio team to support discretionary account management and retirement plan consulting.

Thomas Jewsbury is a financial advisor with Moors & Cabot, Inc. in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Oppenheimer and TD Ameritrade, where he worked for a combined total of 15 years before joining Moors & Cabot in 2021. Moors & Cabot serves retail and high-net-worth individuals as well as institutional clients such as corporations, pension plans, trusts, and charitable organizations. The firm offers investment management through a Portfolio Management Program, fee-based financial planning, and consulting, with strategies tailored to client objectives using various analytical techniques and the ability to allocate to third-party sub-advisors.

David Herndon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been associated with Mutual of Omaha and its affiliated companies since 1997. In addition to his advisory role, he is a licensed insurance agent specializing in individual and group life, annuities, and health insurance. 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 operates within the Mutual of Omaha group, combining advisory, broker-dealer, and insurance services, and delivers managed solutions primarily through a platform relationship with Envestnet.

Darryl Pryor is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at First Financial Security and HD Vest Insurance Agency, among others. Outside of advisory work, he has been involved with Chrysalis LTS (dba Liberty Tax Service) and related businesses since 2014. Wealth Watch Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a blend of quantitative, qualitative, and technical methods for portfolio management and offers access to third-party managers as well as select alternative private placements for accredited investors.

Jake Steffen is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Equitable Advisors. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers, supported by an investment committee that conducts due diligence and reviews.

Jennifer Szaro is a financial advisor with XML Financial Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with XML Financial, LLC since 2019 and has worked with XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2008. Szaro serves as a Small Firm member on the FINRA Board of Governors. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to a diverse retail client base including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model and integrates fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client goals.

Richard Nilsen is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Advisors since 2016. His prior experience includes positions at Ashton Royce & Co. and Summit Wealth Management, LLC. Nilsen is also the founder and president of Nilsen Financial Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers customized financial planning and portfolio management services, utilizing a range of third-party managers and platform solutions.

Rocco Russo III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. He previously spent 17 years at Edward Jones before joining Kestra Private Wealth Services and Kestra Investment Services in 2026. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations while allowing flexibility in product selection within its approved menu.

Michael Torrey is a CFP®-designated financial advisor at Arkadios Wealth Advisors with 27 years of experience. He previously worked at Triad Advisors, Inc. for 17 years and Capital Planning & Investments, Inc. for 15 years. Outside of his advisory role, Torrey serves as an advisor to the Marine Corps Community Services pension plan and is a managing member of TNT Financial Services, where he provides insurance sales and business consulting. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team that supports customized investment strategies across multiple asset classes.

Pauline Rosenstein is a CFP® with over 50 years of experience in financial advising, currently serving at StoneX Advisors Inc. since 2015. Prior to that, she was associated with StoneX Securities Inc. beginning in 2014. Outside of her advisory work, she holds the position of Vice President at Lakeside Productions, a photography business she has been involved with since 1993. She is also a member of Rotary International's Baileys Crossroads Club and the American Association of University Women. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party money managers across various platforms to implement client strategies.

Megan Brinsfield is a CFP® professional with 12 years of industry experience. She is currently with Apollon Wealth Management, LLC and previously worked for Motley Fool Wealth Management, LLC and Mason Associates, Inc. Outside of advisory work, Brinsfield is an independent health coach and owns a print-on-demand business selling UVA-related items. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment options including ESG models and Direct Indexing, and provides specialized services such as sub-advisory roles and portfolio consulting.

Lysa Rothenberg is a CFP® professional with 36 years of industry experience, currently affiliated with Capitol Securities Management, Inc. She has worked at Capitol Securities and Money Matters Inc since 2018 and previously held roles at Navy Federal Financial Group and its related entities from 2007 to 2017. In addition to her advisory work, she is the president and business owner of Money Matters Inc, a tax preparation business. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, and insurance products. The firm utilizes a range of investment strategies and third-party managers to deliver client-specific portfolio management.

Joshua Jones is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and entering his first year in the industry. His work experience includes roles at Sound Income Strategies and Retirement Solution, LLC since 2026, and involvement with Complex Tax and Efile, LLC since 2012. Sound Income Strategies serves a diverse client base, including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Stephen Nelson is a financial advisor at United Brokerage Services, Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Cardinal Bank. He serves as a board member on the Board of Trustees for Novant Health Hospital in Manassas. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs. The firm’s investment approach includes strategic and tactical asset allocation, mutual funds and ETFs, individual equity and fixed income selection, model portfolios, and tax-aware overlays.

Michael Kurka is a financial advisor at Moors & Cabot, Inc. in Alexandria, VA, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting with tailored portfolio strategies across discretionary and non-discretionary arrangements.

Charles Holt is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He joined Verdence in 2017 after five years with HighTower Securities, LLC and Hightower Advisors. Outside of his advisory role, he is a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis for discretionary portfolio management and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Lucas Rogers is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and with nine years of industry experience. His prior roles include positions at Global Retirement Partners, Ascensus, Infosys, and The Vanguard Group. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary goals-based planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.

Kevin Hoonan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Janney Montgomery Scott since 2018, following prior roles including at Carahsoft Technology Corporation and work in the political field. Outside of his advisory role, he volunteers as an assistant lacrosse coach with the Springfield Youth Club. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.