David Ermlick is a financial advisor with First Advisors National, LLC in Centreville, VA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has served as Regional Manager at Cornerstone Senior Services since 2008, where he recruits, hires, and trains sales agents and sells insurance products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, using a combination of third-party money managers and direct investment advice with a focus on tactical and strategic asset allocation.

Todd Jorgenson is a financial advisor with United Brokerage Services, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Citigroup, New York Life Insurance Company, and State Farm. United Brokerage Services provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, use of mutual funds and ETFs, third-party research, model portfolios, and tax-aware overlays, typically offering advice on a non-discretionary basis.

Sophearath Uoy is a financial advisor at IP Financial Advisory Services LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2020. In addition to his advisory role, he is president and owner of Sophearath Uoy, CPA, P.C., a firm providing bookkeeping, tax, auditing, payroll, and consulting services to individuals and small to medium-sized businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while providing a range of investment advisory and insurance-related services.

Michael Moss Jr. is a CFP® with 14 years of industry experience, currently serving as President of The Ascent Group, LLC and Alera Investment Advisors, LLC. He is the Wealth Platform Leader for Alera Group, Inc. and holds non-registered associate roles at Osaic Wealth, Inc. Moss’s career includes positions at Ameritas Investment Corp., Triad Advisors, and OSAIC. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and offers a combination of discretionary and non-discretionary portfolio management, model portfolios, and access to alternative investments through various platforms.

Frank Ohara is an Investment Advisor Representative with Lifeworks Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Prior to joining Lifeworks Advisors in 2023, he worked at Purshe Kaplan Sterling Investments, Inc. and Verisign among other firms. Mr. Ohara is also dually registered with Kristine A. Boelte & Associates, LLC. Lifeworks Advisors serves a broad client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering discretionary and non-discretionary wealth management and financial planning. The firm employs a planning-based or risk-based investment approach with model strategies combining low-cost funds, individual securities, and third-party managers, supported by integrated tax, accounting, and insurance services.

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.

Anis Eghterafi is a financial advisor at United Brokerage Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, and The Vanguard Group. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs through its relationship with Wells Fargo Clearing Services. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, and tax-aware overlays, primarily providing advice on a non-discretionary basis.

David Herndon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been affiliated with Mutual of Omaha and its related entities since 1997. Outside of his advisory role, he is also licensed as an 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 delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside 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 47 years of industry experience. He has worked at XML Financial Group since 2019 and has been affiliated with XML SECURITIES, LLC and its predecessor firms since 1999. 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, utilizing a combination of fundamental and technical analysis alongside third-party managers.

Christian Prioretti is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked with Navy Federal Credit Union and Monarch Financial Solutions LLC. Prior to his current role, Prioretti also held positions at Lord Fairfax Community College and Wegmans. Navy Federal Investment Services serves members of Navy Federal Credit Union along with 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 and supports solutions such as unified managed accounts and automated ETF portfolios.

Amy Emery is a Series 65 licensed financial advisor with Blackridge Asset Management, LLC, based in Gainesville, VA. She has three years of industry experience, all with Blackridge, and has concurrently worked for Loudoun County Public Schools since 2013 as a Student Assistant Specialist focusing on mental health and substance abuse. Blackridge Asset Management provides financial planning, investment management, and consulting through a network of investment adviser representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-driven investment process incorporating fundamental, technical, and charting analysis, and operates a multi-office distribution network with 66 advisors.

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 at CW Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation and the Series 65 license. Prior to joining CW Advisors in 2025, he worked at RDL Financial, Inc. dba Wolf Group Capital Advisors for 16 years and had a 27-year tenure with Wolf Group Capital Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Max Molina III is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and three years of industry experience. He has worked at several firms, including Bankers Life and MassMutual Life Insurance Co, before joining Navy Federal Investment Services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs featuring third-party portfolio managers on the Envestnet platform and provides both advisory and commission-based channels through its affiliation with a banking and credit union group.

Cesar Ortega is a financial advisor at CW Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients including individuals, families, trusts, charitable organizations, and pension plans, using a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across diverse asset classes.

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 12 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and EF Legacy Securities, LLC. He is also involved with Kowal Financial Advisors, where he provides advisory services and financial planning. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

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.