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.

James Smith is a CFP® credentialed financial advisor at Mission Wealth Management, LP with 12 years of industry experience. Prior to joining Mission Wealth in 2025, he worked at LPL Financial and Burke and Herbert Bank for five years each, among other firms. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through customized, long-term wealth management and financial planning strategies. The firm employs a range of investment vehicles including ETFs, institutional mutual funds, individual securities, and alternative investments, and offers discretionary account management along with specialized services such as cross-border planning and ERISA retirement plan fiduciary support.

Michael Stevens is a CFP® licensed financial advisor with Brighton Jones LLC in McLean, VA, and has two years of industry experience. He previously worked at Global Advisor Group before joining Brighton Jones. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, and various entities with comprehensive wealth management services, including personal financial planning, investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes both discretionary and non-discretionary management strategies.

Frederick Baerenz is a financial advisor at F.L. Putnam Investment Management Company with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Kalos Capital, Inc. and Alpha Omega Group, Inc. Baerenz serves on the advisory board of Real Asset Advisor, a publisher of investment newsletters focused on real estate, infrastructure, and real assets, without receiving compensation for this role. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, and family office solutions. The firm builds customized portfolios using internal and third-party strategies across multiple asset classes and manages the AOG Institutional Fund, an interval fund investing in private and illiquid alternatives.

Geoffrey Thornett is a financial advisor at Keel Point, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Keel Point and its affiliated entities since 2015. Thornett serves on the Board of Directors for America World Adoption, a Christian international adoption agency. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide investment decisions and offers a variety of tailored portfolio management and consulting services across multiple asset classes.

Colin Campbell is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has worked with OSAIC and Richmond International Forest Products. Outside of advising, he serves as a Financial Planning Administrator for Cassaday and Company Wealth Management, assisting with meeting preparation and day-to-day operations. 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 focused on diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

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.

Anthony Abrams is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior roles include positions at Regal Investment Advisors, LLC, Woodbury Financial Services, Inc., and Questar Asset Management. Abrams also operates Abrams Financial Services, LLC, providing financial, insurance, and tax preparation services. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, retirement plans, and trusts. The firm offers both discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, utilizing a process that incorporates client objectives and risk tolerance to design asset allocation plans.

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 held positions at Foundations since 2019 and previously worked at CETERA Advisor Networks LLC from 2016 to 2019. Outside of his advisory role, Moriarty is also an insurance agent, selling life, annuities, and long-term care insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a variety of investment strategies and uses model portfolios combined with discretionary or non-discretionary authority assigned to its 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 the Series 66 designation and has previously worked at firms including Personal Capital Advisors Corporation, Empower Financial Services, and UBS Financial Services. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm employs model portfolios and third-party models with tax-aware techniques and integrates proprietary AI tools into client service and portfolio analysis.

Michael Kurka is a financial advisor at Moors & Cabot, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moors & Cabot since 2017. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

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 the Series 65 and Series 66 designations and previously worked for Monumental Financial Group, Inc. dba Bridgemark Wealth Management for 13 years. In addition to his advisory role, he operates as an independent insurance agent, selling insurance products as needed to meet client needs. Apollon Wealth Management is a multi-team SEC-registered advisor serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing both centrally managed models and locally managed portfolios across a broad range of investment vehicles.

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.

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.

Amanda Avila is a financial advisor at Mission Wealth Management, LP in Washington, DC. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and various academic engagements at The George Washington University. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm provides customized, long-term wealth management through a variety of investment strategies and offers services including financial planning, portfolio management, and consulting.

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.