Erin Holt is a CFP®-credentialed financial advisor with eight years of industry experience, currently serving at F.L. Putnam Investment Management Company. Her prior roles include positions at Kalos Capital and Alpha Omega Group, Inc. She volunteers with the Foundation for Financial Planning, providing pro bono financial planning to program participants. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering team-based, customized investment management and financial planning. The firm combines internally managed strategies and third-party managers across various asset classes and emphasizes a research-driven approach with limited use of artificial intelligence in decision-making.

Scott George is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 37 years with Mason Securities, Inc. and 28 years with Mason Investment Advisory Services. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm focuses on fee-based financial planning, separately managed accounts, and institutional services such as outsourced chief investment officer engagements, using a strategic, long-term investment approach centered on asset allocation, rebalancing, and manager selection.

Garrett Beckstrom is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at Lincoln Financial Advisors, Ameriprise, and other firms. Outside of finance, he has experience in the food service industry with roles at Philly Pretzel Factory and Publico Kitchen and Tap. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customization in investment strategies and offers a broad affiliate network and technology platform that serves other independent advisors.

Craig Alden is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Gwn Securities, and Interactive Financial Advisors. Outside of his advisory work, Alden serves as a baseball umpire for college, high school, and recreational games. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various delivery methods including managed portfolios, third-party asset managers, and co-advised wealth management programs.

Geoffrey Cogger is a CFP® and ChFC® with 29 years of industry experience, currently serving at Cary Street Partners. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, and Fidelity. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving specialized institutional niches such as state and municipal government entities and insurance company clients.

James Ortlip is a CFP® with 26 years of industry experience. He currently works at F.L. Putnam Investment Management Company and has previously been affiliated with Kalos Capital, Inc., AOG Wealth Management, Pacific West Financial Consultants Inc, and Capital Financial Group Leesburg Associates, LLC. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm integrates internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

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 with Brookwood Investment Group holding a Series 65 designation and 23 years of industry experience. His prior roles include founding Chris Belchamber Investment Management, LLC, where he worked for 17 years, as well as positions at Belpointe Asset Management, LLC and CB Investment Management, LLC. He is also the author of two books, "UK Government Bond Market" and "Invest Like the Best." Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies, tailors portfolios to client objectives, and offers both discretionary and non-discretionary management, operating through a network of proprietary partner offices and affiliated businesses.

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.

Harriet Fountain is a financial advisor with The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with The Burney Company since 2019 and previously worked at Macy's and Marshall's. The Burney Company serves mainly 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 through a multi-team platform and offers discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

Albert Mullan is a Series 65-licensed financial advisor at The Burney Company with four years of industry experience. He has worked at The Burney Company since 2021 and has prior work experience at DP Facilities Data Centers, Telos Corporation, James Madison University, and Loudoun County High School. 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 about $3.59 billion in discretionary assets and offers a multi-team advisory platform with services including discretionary equity portfolio management, financial planning, and tax preparation through an affiliated CPA firm.

Kimberly Knapp is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Capitol Securities Management since 2005. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors with brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm offers asset management through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Amanda Pfeifle is a financial advisor at F.L. Putnam Investment Management Company with three years of industry experience. She holds a Series 65 designation and previously worked at AOG Wealth Management from 2008 to 2025. Outside of her advisory role, she is the owner of CE Media & Design, a photography services business. F.L. Putnam serves individual investors, families, and institutional clients, providing discretionary and non-discretionary investment management, financial planning, and consulting through a team-based, customized approach. The firm offers a range of strategies including sustainable investing and tax-aware rebalancing, utilizing both internal and third-party managers across multiple asset classes.

Amy Mitchell is a CFP® and CFA® with nine years of industry experience. She currently works at Mason Investment Advisory Services, Inc. and previously held positions at Hemington Wealth Management, Keystone Asset Management, Altius Financial Advisors, and Mitchell Financial Services. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for individual and institutional clients through a team of 31 advisors. The firm focuses on strategic, long-term asset allocation and portfolio management, offering services that include separately managed accounts, financial planning, and outsourced chief investment officer engagements for nonprofit organizations and pension plans.

Blaine Homan is a CFP® professional with seven years of industry experience, currently serving Mason Investment Advisory Services Inc. He has worked at several firms, including Mason Securities, Inc., Centurion Wealth Management, and Domani Wealth LLC. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm specializes in fee-based financial planning, separately managed accounts, and institutional services such as outsourced chief investment officer engagements, focusing on strategic, long-term asset allocation and manager selection.

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.

Evgeny Gushcha is a financial advisor at The Burney Company with 17 years of industry experience. He holds the Series 65 designation and has worked at Burney Partners since 2008. The Burney Company serves 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 through a multi-team advisory platform, offering discretionary equity portfolio management and financial planning, supplemented by tax preparation services via an affiliated CPA firm.

Jeremy George is a financial advisor at Mason Investment Advisory Services Inc with one year of industry experience. He holds the Series 65 designation and previously spent ten years with Smokin J's, LLC. Jeremy returned to Mason Investment Advisory Services Inc in 2026, having worked there earlier from 2013 to 2015. Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser managing 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 outsourced chief investment officer (OCIO) services, emphasizing strategic long-term asset allocation and manager selection.

Kyle Mcfarland is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with The Burney Company since 2016 and previously worked at Tennessee Valley Asset Management Partners, LLC and LPL Financial. The Burney Company serves 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 through a multi-team advisory platform and employs a blend of proprietary fundamental and quantitative models, offering customized portfolio management alongside active ETFs and OCIO services.

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.