David Odiorne III is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses, and has 29 years of industry experience. Odiorne has been with Mason Investment Advisory Services since 1999. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach focuses on long-term strategic asset allocation, disciplined rebalancing, and manager selection, employing mutual funds, ETFs, and third-party money managers.

Scott George is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Mason Investment Advisory Services since 1998 and previously with Mason Securities, Inc. from 1988 to 2025. Mason Investment Advisory Services provides fee-based financial planning and investment management to a range of clients including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach emphasizes long-term strategic asset allocation, disciplined rebalancing, and manager selection, utilizing mutual funds, ETFs, third-party money managers, and limited direct equity or fixed-income positions.

Christopher Schreiner is a CFP® professional with 25 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2000. Schreiner holds Series 63 and Series 65 licenses. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and a manager-selection process that incorporates mutual funds, ETFs, and third-party money managers.

David Gilbert is a CFP® with 24 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2001 and holds Series 63 and Series 65 licenses. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach focuses on long-term strategic asset allocation, disciplined rebalancing, and rigorous manager selection, managing approximately $13.2 billion in assets with a team of 31 advisors.