Evan Farr is a financial advisor at Avior Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at EWG Elevate Inc. dba Protection Point Advisors for five years. In addition to his advisory role, Farr has operated his own law firm since 1991 and has engaged in activities including publishing, teaching other attorneys, and managing insurance and management consulting businesses. Avior Wealth Management serves a diverse clientele, including high-net-worth individuals, institutions, and pension plans, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach with a combination of direct portfolio management and separately managed accounts, utilizing platforms such as Charles Schwab, Fidelity, and Pontera.

Alicia Fouser is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes positions at Navy Federal Financial Group and North West Financial Advisors, as well as a background working with Prince William County Schools, where she volunteers periodically in the classroom. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering a range of portfolio management and financial planning services primarily through managed advisory programs that utilize third-party portfolio managers.

James Mc Comb is a financial advisor at Madison Partners with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Charles Schwab, TD Ameritrade, and HSBC Securities. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

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.

Sarah Mouser is a Certified Financial Planner (CFP®) with nine years of industry experience. She currently works at Merit Financial Advisors and has held prior roles at Verdence Capital Advisors, Cassaday & Co., Savant Wealth Management, Sagevest Wealth Management, and Ameriprise. Outside of her advisory work, she is a certified Barre fitness instructor and serves on advisory boards for undergraduate financial planning programs at Virginia Tech and George Mason University. She also chairs the Online Education Committee for the National Association of Personal Financial Advisors (NAPFA). Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed sleeves and standard model portfolios, supported by an internal investment management team and committee.

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.

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.

Paul Seal is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and seven years of industry experience. He previously worked at AlphaStar Capital Management, LLC, and is also the president of Ascendant Wealth Strategies, Inc., where he provides client relations and insurance advice. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies using a primarily top-down, tactical asset allocation process supplemented by fundamental, quantitative, and technical analysis.

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.

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.

Dia Vante Brown is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and five years of industry experience. Prior to joining Beacon, Brown worked at Midland National Life Insurance Company, Protective Life Insurance Company, Investment Distributors Inc, The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life and Advisory Services. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

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.

Richard Hoy is a financial advisor with Wealthcare Advisory Partners LLC in La Plata, MD, holding Series 63 and Series 65 credentials and has 31 years of industry experience. His prior work includes roles at LPL Financial, OSAIC Institutions, INC., and Morgan Stanley DW Inc. He provides investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary Wealthcare software, behavioral economics, and an evidence-based investment process combining passive and active strategies along with dynamic rebalancing.

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® with 12 years of industry experience, currently advising at Apollon Wealth Management, LLC. She previously spent 11 years at Motley Fool Wealth Management, LLC. Outside of financial advising, she works as a health coach posting content on healthy living and weight loss and provides seasonal tax preparation services. Apollon Wealth Management is a multi-team registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, and other institutional clients, employing a combination of centrally managed strategies and locally managed portfolios supported by research, technology, and risk-based investment models.