Franklin Stitely Jr. is a Series 66-licensed advisor with ValMark Advisers, Inc. based in Ashburn, VA, bringing three years of industry experience. He is also the managing member and majority owner of SK CPA's & Business Advisors PLLC, a CPA firm specializing in tax preparation and accounting, where he has worked since 1990. Additionally, he is involved with Clarity Practice Management, LLC, which provides practice management software for CPA and tax firms. ValMark Advisers offers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Geoffrey Cogger is a CFP® and ChFC® with 28 years of industry experience. He currently works at Cary Street Partners and previously held roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and other institutional clients. The firm offers portfolio management, financial planning, and access to proprietary investment strategies supported by affiliated asset management and broker-dealer businesses.

Aidan Baron is a financial advisor with ValMark Advisers, Inc. holding a Series 66 license and one year of industry experience. His prior roles include positions at W3 Financial Group and Christopher Newport University. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Chris Belchamber is a financial advisor at Brookwood Investment Group with 23 years of industry experience. He holds a Series 65 designation and has worked at CB Investment Management, LLC, Belpointe Asset Management, LLC, and ran Chris Belchamber Investment Management, LLC. He is also the author of the books "UK Government Bond Market" and "Invest Like the Best." Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored retirement plans. The firm customizes portfolios using a range of investment strategies and offers services that include due diligence, ongoing monitoring, and access to third-party managers and platforms.

Lloyd Layton is a financial advisor with Realta Investment Advisors, Inc. in Ashburn, VA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs a goal-oriented approach using asset allocation across a variety of investment vehicles and offers multiple portfolio management options including third-party manager programs and held-away account aggregation.

Robert Obraitis is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. from 2014 to 2025. Outside of his advisory work, he serves as CEO of the O'Braitis Family Charitable Foundation. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Christopher Bishop is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Mr. Bishop also operates a business in insurance, benefits, and human resources and offers insurance products through multiple companies. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Edward Skelly is a financial advisor with ValMark Advisers, Inc. in Ashburn, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including 15 years at ValMark Advisers and ValMark Securities. Skelly serves as a partner and owner of W3 Wealth Management, LLC, and is a board member of the Loudoun Symphony Association. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Anthony Dietrich is a financial advisor at Blackridge Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blackridge since 2018. His prior roles include positions at PEAK Brokerage Services and Retirement Wealth Advisors. Outside of advising, he owns a mosquito and pest control business. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based, multi-manager approach with a mix of fundamental, technical, and charting analysis, and delivers services primarily through an affiliated turnkey asset management platform and wrap-fee programs.

Joan Kaye is a financial advisor at Bison Wealth, LLC with 37 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Bison Wealth, she worked at Key Investment Services LLC, KeyBank NA, Bank of America, N.A., and Merrill. Bison Wealth, LLC serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, and access to third-party managers. The firm focuses on outcome-oriented, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.

Jeffrey Maged is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Summit Financial, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. He serves on the board of the Healing Hearts Respite Foundation and is a citizen representative on the Loudoun County OPEB Board. Additionally, he is the managing member of Jaskol Asset Advisors, LLC, a fee-for-service business succession planning firm. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a blend of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Patrick Brosnan is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Capitol Securities Management since 2012 and also operates Patrick T. Brosnan & Associates, LLC, providing tax preparation and accounting services. Additionally, he is involved in insurance sales, offering life, disability, health, and long-term care insurance. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser with a focus on IAR-managed programs, separately managed accounts, and third-party money managers.

Jonathan Wright is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has a diverse background including roles at the Department of Defense since 2009 and leadership positions in several financial services and entrepreneurial ventures. Outside of his advisory work, Wright is CEO of All Can Thrive LLC, which offers business educational courses for entrepreneurs, and serves as a trustee for First Mount Zion Baptist Church. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting services. The firm offers personalized investment strategies and discretionary management, with an emphasis on non–high-net-worth investors and retirement plan participants.

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.

Kent Miller is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Navy Federal Investment Services since 2017 and associated with the broader Navy Federal Financial Group since 2010. Outside of his advisory role, he is a partner in a family LLC that manages a farm leasing operation in Hamilton, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that use third-party portfolio managers, supported by an investment committee overseeing due diligence and portfolio structure.

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® 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.

Brittany Janssen is a financial advisor at Summit Financial, LLC with two years of industry experience. She holds the Series 66 designation and has worked at Summit Financial and its affiliated entities since 2025. Prior to joining the financial industry, she held positions at several companies including Beltway Medical LLC and Supreme Orthopedic Systems. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, 216 advisors, and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client preferences.

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.