Elyse Dawn Fragata

Timothy Wesling is a Certified Financial Planner® with 23 years of industry experience. He operates Wesling Financial Planning Services Corp., an independent firm based in Alexandria, VA. Wesling has been with Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates investment advisory work with in-house tax and certified divorce-financial analysis services and manages client assets internally while providing discretionary trading authority and regular account reviews.

Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.

Garo Partoyan is the sole advisor at Potomac Wealth Strategies, LLC in Alexandria, VA, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at Morgan Stanley, A. G. Edwards & Sons, and Wells Fargo Clearing. Since 2009, he has led Potomac Wealth Strategies, an independent firm. Potomac Wealth Strategies provides portfolio management, investment planning, and third-party manager selection to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing fundamental analysis and utilizing both long- and short-term strategies.

Melissa Carriles Biggham is the principal advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior roles include positions at Bay Financial Planning and Tax Services and Cambridge Investment Research. She is involved with the Federal Employees Retirement and Benefits Institute, providing retirement benefit education. Lasting Legacy Wealth Management serves individual and high-net-worth clients with investment management and financial planning, including fixed-scope plans, hourly consulting, and a subscription-based retirement planning option for federal employees. The firm uses third-party advisers and model portfolios with a process that involves fundamental and technical analysis, rebalancing, and regular reviews, and it offers educational seminars and specialized subscription programs tailored to federal employees.

Dean Phass is a financial advisor with Jade Financial LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services from 2016 to 2024 before joining Jade Financial in 2024. Phass is also a licensed insurance agent, although he does not currently engage in insurance activities. Jade Financial LLC is an independent, single-advisor registered investment adviser that provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytic approaches across multiple investment instruments, managing most client assets on a non-discretionary basis and offers both advisory and fixed-fee financial planning services.

Keanon Swan is a financial advisor at Tennext LLC with one year of industry experience. He holds a Series 65 credential and has professional experience at Cygne Advisors and Kansas City University. Outside of his advisory role, Swan serves as Director of Analytics at the Samuel U. Rodgers Health Center, a nonprofit community health center where he focuses on data analysis and risk reporting. Tennext LLC provides discretionary portfolio management and develops individualized Investment Policy Statements for clients including individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm employs an evidence-based, multi-disciplinary investment approach incorporating quantitative models, fundamental and technical analysis, and behavioral finance, catering to clients with varying risk tolerances through tailored portfolio strategies.