Scott Wilson is a CFA® charterholder with 10 years of industry experience. He has worked at Heritage Investors Management Corp since 2023 and was previously with Harbour Capital Advisors, LLC for seven years. 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 focuses on tailored portfolios with diversified holdings and typically employs long-term investment strategies while acting as a fiduciary on retirement rollovers.

Donnell Williams Jr. is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Icma Rc since 2015. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Vernon Holleman III is a financial advisor with M Holdings Securities, Inc. holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at M Holdings Securities since 2000 and at Bcg Companies since 2013, in addition to a longstanding role at Phoenix Home Life Mutual Insurance Co. Holleman serves as a trustee for the Federal City Council, is on the Board of Directors for the Washington DC Estate Planning Council, and acts as Secretary-Treasurer for the St. Albans School Alumni Association Board. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities nationwide through independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory services.

Allison Gormier is a Certified Financial Planner® with 21 years of industry experience. She has been with Mason Investment Advisory Services, Inc. since 2008. Mason Investment Advisory Services, Inc. is an SEC-registered firm managing approximately $15.67 billion for over 1,000 clients with a team of 31 advisors. The firm focuses on fee-based financial planning, separately managed accounts, and institutional services, emphasizing long-term strategic asset allocation and portfolio oversight.

Anthony Rieck is a CFP® professional with two years of experience, currently advising at Andersen in McLean, VA. He previously worked at Andersen Tax LLC for seven years and has held positions at West Financial Services and Sullivan Bruyette Speros & Blayney. Outside of his advisory work, he serves as an NCAA football referee. Andersen serves successful individuals, families, trusts, family-owned corporate plans, and not-for-profit endowments, offering investment consulting through a non-discretionary advisory model that integrates tax and valuation services. The firm emphasizes client communications, consolidated performance reporting, and forward-looking asset allocation modeling.

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.

Timothy Strait is a CFP® with 40 years of industry experience, currently serving at Capitol Securities Management, Inc. since 1988. He operates a separate business consulting and tax planning practice focused on federal and state income tax preparation. Capitol Securities Management serves individual investors, institutions, and small businesses with portfolio management, financial planning, and advisory programs, operating as both a broker-dealer and registered investment adviser.

Stefan Patchan is a CFA® charterholder with four years of experience at Mason Investment Advisory Services, Inc. Prior to joining Mason, he worked at TFC Consulting, Inc. and held positions at Virginia Tech. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for about 1,063 clients through a team of 31 advisors. The firm serves individuals, including high-net-worth clients, as well as institutions, offering fee-based financial planning, separately managed accounts, and outsourced chief investment officer services with a focus on strategic, long-term asset allocation and manager selection.

Anthony Spano is a Certified Financial Planner® with 19 years of industry experience. He has been with Choreo, LLC since 2022 and previously worked at McGladrey Wealth Management LLC for 19 years. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Jason Kowal is a financial advisor with Stratos Wealth Advisors LLC in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Outside of his advisory role, he is involved as an agent for various insurance companies and provides advisory services through Kowal Financial Advisors. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutional clients, delivering financial planning and portfolio management via customized and model portfolios. The firm’s integration with SEI-affiliated businesses offers distinctive access to subadvisory and custody services.

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.

Anne Ermlick is a financial advisor at First Advisors National, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Cornerstone Senior Services since 2008. In addition to her advisory role, she is a licensed insurance agent involved with Cornerstone Senior Services in Murfreesboro, TN. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on third-party money manager selection and tactical and strategic allocations. The firm provides investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

Philip Mantua Jr. is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at AlphaCore Capital LLC since 2025 and previously spent eight years at Raymond James Financial Services, Inc. He is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Robert Blankenship is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Cassaday & Company, Inc. He has been with Cassaday since 2019 and has prior work experience including roles at Radford University and involvement with the Student Managed Investment Portfolio Organization. Cassaday & Company provides investment management and financial planning to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

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.

Andrew Hoskins is a financial advisor with Interactive Financial Advisors in Arlington, VA, holding a Series 65 license and seven years of industry experience. He has worked at Interactive Financial Advisors since 2018 and also serves as an independent contractor for Shenandoah Financial Advisors. In addition to his advisory role, Hoskins is licensed as an independent insurance agent and can transact insurance products for clients. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and incorporates Modern Portfolio Theory, fundamental analysis, and risk profiling tools in its investment approach.

Ashley Helm is a CFP® professional with 10 years of industry experience, currently affiliated with Merit Financial Advisors. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Obsidian Personal Planning Solutions, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and institutions. The firm utilizes a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Spencer Croft is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. He previously worked with Northwestern Mutual Wealth Management Company and other affiliated firms over several years. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management through model portfolios and tax-aware strategies. The firm integrates AI tools into client interactions and employs a subscription-based compensation model distinct from typical industry practices.

Kevin Ostergaard is a financial advisor at CW Advisors, LLC with 11 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wolf Group Capital Advisors, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services. Outside of his advisory role, he manages administrative duties and upkeep for a rental property. CW Advisors serves a diverse client base including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.

Danielle Alcide is a CFP®-certified financial advisor at Range Advisory, LLC with 16 years of industry experience. Her work history includes roles at Pylon Inc, Facet Wealth, and TIAA-CREF prior to joining Range Advisory. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm uses a proprietary AI assistant and integrates tax-aware strategies in its model portfolios, delivering services primarily through a flat subscription fee structure.