David Herndon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has worked with Mutual of Omaha and its affiliates since 1997. Outside of advisory services, he is also an insurance agent focusing on 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, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Ross Hansberger is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 credential and three years of industry experience. Prior to his current role, he worked at Millstone Wealth Management for four years and spent thirteen years with the Federal Bureau of Investigation. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm supports a network of approximately 190 advisors and offers investment management, financial planning, and retirement-plan consulting using a combination of in-house strategies and third-party managers.

John May is a CFP® professional with 46 years of industry experience. He has been with XML Financial Group since 2019 and has worked at XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2008. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and employs a blend of fundamental and technical analysis, leveraging third-party managers and an internal Investment Committee to customize portfolios according to client objectives.

Christian Prioretti is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked within Navy Federal’s affiliated entities since 2017, including roles at Navy Federal Credit Union and Navy Federal Financial Group. Prioretti also has experience with Monarch Financial Solutions LLC and has worked in educational institutions such as Lord Fairfax Community College and Kettle Run High School. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Amy Emery is a financial advisor at Blackridge Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and has been employed by Blackridge since 2023. Outside of her advisory role, Emery works as a Student Assistant Specialist focusing on mental health and substance abuse at Loudoun County Public Schools, a position she has held since 2013. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management and a mix of fundamental, technical, and charting analysis to manage client assets primarily through an affiliated turnkey asset management platform.

Geoffrey Wistow is a Series 65-licensed financial advisor with Encompass More Asset Management LLC, bringing three years of industry experience. Prior to joining Encompass More, he worked at Bull Run Investment Management LLC, Bull Run Financial Group, and Rillhurst Capital. Wistow is also an attorney and manages a legal practice alongside his advisory role, providing legal services independently from his work at Encompass More. Additionally, he is a licensed insurance agent offering insurance products through Skyline Financial Partners, LLC. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach, utilizing both in-house and third-party sub-advisers, and manages approximately $582 million for around 4,000 clients.

Evan Mc Gavran is a financial advisor at Encompass More Asset Management LLC with a Series 65 designation and no prior industry experience. Before entering the financial sector in 2025, he worked in education for several years, including roles at James Madison University and various schools. He is also an insurance agent involved in the analysis and sales of life insurance and annuities. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with some exposure to digital-asset related vehicles.

Robert Len is a financial advisor with CW Advisors, LLC in Fairfax, VA, holding a PFS™ designation and a Series 65 license. He has 28 years of industry experience, including 16 years at RDL Financial, Inc. dba Wolf Group Capital Advisors prior to joining CW Advisors in 2025. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.

Max Molina III is a Series 66 licensed financial advisor with Navy Federal Investment Services, LLC. He has three years of industry experience and has previously worked with Bankers Life and MassMutual Life Insurance Co. Molina’s background includes roles across multiple financial services firms and mortgage companies. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers accessed via the Envestnet platform and provides overlay services, a Private Wealth Consulting program, and maintains dual registration as an SEC investment adviser and broker-dealer.

Cesar Ortega is a financial advisor at CW Advisors, LLC with a Series 65 designation and six years of industry experience. His prior roles include positions at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies using both third-party and internally managed portfolios.

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.

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.

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.

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.

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.

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.

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.

Ralph Boeckmann is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked with various First Command entities since 2014. Outside of advising, he provides consulting services in Foreign Military Sales and international business development and serves as CEO of Boeckmann Advising and Consulting LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing model portfolios managed by a centralized Investment Management Team.

Matthew Douglas is a Series 66-licensed financial advisor with Kestra Advisory, where he has worked since 2016. He has 21 years of industry experience and also holds a business development role with NFP focused on insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Morgan Pearsall II is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, including prior roles at SunTrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, Pearsall serves as Vice-Chairman and At-Large Representative for the Prince William County Historical Commission, which advises on local historical preservation efforts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.