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.

Angelique Ayala is a CFP® with 12 years of industry experience, currently serving at Savvy since 2025. She previously worked at Horizon Advisory Group, Commonwealth Financial Network, MML Investors Services, and MassMutual. Outside of financial advising, she is a board member and co-chair of the events committee for the Equality Chamber of Commerce DC and also provides dog sitting services in Centreville, VA. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by proprietary technology and third-party platforms.

Caleb Fry is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Mason Investment Advisory Services Inc and has previously worked at firms including LPL Financial, Water Street Financial LLC, and Sterling Financial Partners. 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 rigorous manager-selection process, managing approximately $13.2 billion in assets with a relatively small advisory team.

Michael Moss Jr. is a CFP® professional with 13 years of experience, currently serving as President of The Ascent Group, LLC and Alera Investment Advisors, LLC. He holds leadership roles within Alera Group, including Wealth Platform Leader, and has prior experience with Ameritas Investment Corp. and Triad Advisors. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and combines discretionary and non-discretionary portfolio management with model portfolios, third-party independent managers, and digital delivery platforms.

Frank Ohara is a financial advisor at Lifeworks Advisors, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Lifeworks Advisors in 2023, he worked at Purshe Kaplan Sterling Investments and Verisign, among other firms. He is also dually registered with Kristine A. Boelte & Associates, LLC. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines a planning-based tranche approach with traditional risk models and integrates tax and accounting capabilities through affiliated entities.

Ernest Dimattina is a financial advisor at Capitol Securities Management, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 1996. Prior to and concurrently, he has worked at Merrill Lynch, Pierce, Fenner & Smith since 1982. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm offers diversified investment management through separately managed accounts, wrap fee programs, and third-party money managers.

Stephanie Gumm is a financial advisor at Savvy with 13 years of industry experience. She has held roles at Horizon Advisory Group, Commonwealth Financial Network, and MassMutual, among others. Outside of advising, she is co-chair of events and partner at neXco National, a national B2B networking organization, and founder of Profits & Pours with Stephanie, an interactive panel discussion series focused on exit planning topics. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach, integrating third-party fintech tools and specialized sub-adviser strategies.

Brian Kelley is a CFP® professional with 22 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2000. 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 approach centers on long-term strategic asset allocation, disciplined rebalancing, and manager selection, serving clients through separately managed accounts, OCIO services, and other investment solutions.

Tempeste Hernandez is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Navy Federal Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Thomas Pudner is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Mason Investment Advisory Services Inc. since 2006. 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 rigorous manager-selection process, managing approximately $13.2 billion in assets with a team of 31 advisors.

Susan White is a financial advisor at F.L. Putnam Investment Management Company with two years of industry experience. She previously worked for six years at AOG Wealth Management and spent six years as a homemaker prior to that. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and nonprofit organizations, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with internally managed and third-party strategies across various asset classes and leverages AI tools to support research without replacing human decision-making.

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.

Richard Baldwin III is a financial advisor at Mason Investment Advisory Services Inc with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mason Investment Advisory Services and its affiliated Mason Securities since 1996. Mason Investment Advisory Services, Inc. is an SEC-registered adviser managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm focuses on strategic, long-term asset allocation, portfolio management, and institutional services including outsourced chief investment officer engagements for nonprofits, foundations, corporate entities, and pension plans.

Mark Haynes is a Certified Financial Planner® with 17 years of experience in the financial services industry. He has been with Mason Investment Advisory Services, Inc. since 2011. 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 focuses on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, offering services that include separately managed accounts, outsourced chief investment officer solutions, and alternative cash management options.

William Dwenger is a CFP® and holds a Series 65 license, with four years of industry experience. He is affiliated with Mason Investment Advisory Services, Inc., where he has worked since 2005. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals including high-net-worth clients, and institutional services such as outsourced chief investment officer engagements for nonprofits, foundations, corporations, and pension plans. Their investment approach focuses on strategic, long-term asset allocation, rebalancing, and manager selection using mutual funds, ETFs, and third-party managers.

Eric Rife is a financial advisor at Mason Investment Advisory Services Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has been with Mason Investment Advisory Services since 2015. Mason Investment Advisory Services manages approximately $15.67 billion for over 1,000 clients, offering fee-based financial planning, portfolio management for individuals and institutions, and outsourced chief investment officer services. The firm emphasizes strategic, long-term asset allocation and manager selection, with a focus on institutional-style OCIO work alongside individual wealth management.

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.