David Montague is a CFP® at Mason Investment Advisory Services, Inc. with two years of experience at the firm. Prior to joining Mason, he worked at Deloitte for three years and spent five years at James Madison University. Mason Investment Advisory Services, Inc. manages over $15 billion for individuals, high-net-worth clients, and institutions, offering services including fee-based financial planning, separately managed accounts, and outsourced chief investment officer engagements. The firm’s investment approach focuses on strategic, long-term asset allocation, rebalancing, and manager selection, with an emphasis on institutional-style OCIO work alongside individual wealth management.

Rodney Gray is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, Fidelity, Edward Jones, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory role, he owns and operates Fiddlers Green Farm, where he sells hay to a local farmer. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

David Wirth is a CFP®-certified financial advisor at Facet with 25 years of industry experience. He has worked at several firms, including T. Rowe Price Advisory Services, TIAA-CREF, Savant Capital Management, and AAFMAA Wealth Management & Trust before joining Facet in 2017. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients across a range of wealth levels. The firm employs technology-driven, model-based asset allocations and offers a flat subscription fee structure that includes investment management services.

Brian Quantrille is a Series 65-licensed advisor at The Burney Company in Reston, VA, with five years of industry experience. Prior to joining The Burney Company, he held roles at Virginia Tech and Raytheon BBN Technologies. The Burney Company advises primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets utilizing a multi-team platform that combines proprietary fundamental and quantitative models and offers a variety of portfolio management and planning services.

Carol Dinh Nhat Quy is a financial advisor at Capitol Securities Management, Inc. with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley, Wells Fargo Clearing, and UBS Financial Services. She has been with Capitol Securities Management since 2024. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through various managed programs and third-party managers.

Fariba Shahbaz is a financial advisor at The Burney Company with nine years of industry experience. She holds the Series 65 designation and has been with The Burney Company since 2017. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform with a blend of proprietary fundamental and quantitative investment models and offers customized portfolio management and financial planning services.

James Day is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and 65 credentials and 25 years of industry experience. He has worked at Capitol Securities Management since 2004 with brief periods at Eastern Point Trust Services and LPL Financial. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through discretionary and non-discretionary advisory programs, including separately managed accounts and third-party money managers.

Curtis Congdon is a CFP® professional with 20 years of industry experience, currently serving at XML Financial Group since 2019. He has also been associated with XML Securities, LLC since 2009. Outside of his advisory role, he is an equity member of BR Financial Associates Management Company, LLC, a management company for XML Financial Group and XML Securities. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a broad retail client base. The firm operates through a multi-advisor team model and combines fundamental and technical analysis to tailor portfolios to client objectives, risk tolerance, and liquidity needs.

Eugene Wozny is a financial advisor at Savvy with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stratos Wealth Advisors, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Wozny also operates Wozny Capital Advisors, LLC, focusing on investment advisory and financial planning. Savvy serves individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations, offering a range of wealth management and financial planning services. The firm typically employs a primarily index-based, long-term investment approach while integrating specialized sub-adviser strategies and fintech tools.

Samuel Lam is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Capitol Securities Management since 2016. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by providing portfolio management, comprehensive financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice primarily through advisor-managed programs, separately managed accounts, and third-party money managers.

Claudelle Gehy is a Series 66-licensed financial advisor at Mason Investment Advisory Services Inc with 10 years of industry experience. She has been with Mason Investment Advisory Services since 2015. 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 and institutions, and specializes in outsourced chief investment officer services with a focus on strategic asset allocation and manager selection.

Kenneth Stanley is a Series 65-licensed financial advisor with The Burney Company, where he has worked since 1979, accumulating 39 years of industry experience. He is based in Vienna, VA. The Burney Company primarily serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform and offers discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Jan Kowal is a CFP® with 39 years of experience in financial advising. He is currently with Stratos Wealth Advisors LLC and previously worked at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory role, he is involved as president and CEO of Kowal Financial Advisors. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisory representatives across multiple teams. The firm offers customized financial planning and portfolio management services using a combination of in-house management and third-party sub-advisers.

Michael Macey is a CFP® and ChFC® with 27 years of experience in financial services, currently working at Mutual Of Omaha Investor Services, Inc. since 1998. He is also an insurance agent specializing in life, health, disability, group benefits, 401(k), and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and integrates broker‑dealer and insurance distribution businesses within the Mutual of Omaha group.

Charles York is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining United Capital Financial Advisors in 2022, he worked at BNYM Securities Corporation, BNY Mellon, and Bessemer Investor Services. York is also an adjunct professor of finance at George Mason University, where he teaches finance courses. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and access to a range of investment strategies.

Hannah Terwilliger is a financial advisor at The Burney Company with a Series 65 designation and over five years of industry experience. She previously worked at Moog, Inc. before joining The Burney Company, where she has been since 2021. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team platform that combines proprietary fundamental and quantitative models and offers a range of portfolio management options, including actively managed ETFs and sub-advisory services.

Sarah Gosselin is a CFP® with eight years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2025. Her prior experience includes roles at AOG Wealth Management and Kalos Capital, Inc. in the wealth management sector. F.L. Putnam serves a diverse client base, including individuals, families, and institutions such as foundations and family offices. The firm employs a team-based, customized investment approach that integrates internally managed strategies and third-party managers across multiple asset classes, offering services ranging from discretionary investment management to family office solutions.

Spencer Adkisson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Navy Federal in 2025, he worked at Bank of America and Merrill for five years and also has four years of experience at Batteries Plus Bulbs. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs that incorporate third-party portfolio managers and supports various investment solutions, including automated ETF portfolios, delivered through its investment adviser representatives.

Derek Lesnak is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with Mason Investment Advisory Services, Inc., where he has worked since 2023. His prior experience includes roles at Pathstone, Dyson Capital Advisors, and Cambridge Associates. 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 organizations. The firm focuses on 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.

Mark Keen is a CFP® with 26 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2007. He is a managing member of TKA Holdings, LLC/DBA Keen & Pocock, which is involved in insurance sales, and a partner in EaziHome, a business that provides tools and services to help individuals and families manage and maintain their homes. He also serves on the board of directors for SFA Holdings, Inc. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm manages a majority of its assets on a non-discretionary basis and supports a dually registered advisor force with various brokerage and solicitor relationships.