Linda Black is a ChFC® credentialed financial advisor with 25 years of industry experience. She has been with Lifemark Securities Corp. since 2008 and also works as an independent insurance agent. Additionally, she teaches money management classes for adults at the Center for Lifelong Learning Institute at George Mason University and conducts similar seminars for corporate groups. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, using a suitability-driven approach tailored through risk assessments. The firm offers various managed account programs and allows for both discretionary and non-discretionary account management.

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.

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.

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.

William Courson is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Mason Investment Advisory Services since 2017 and previously worked at Hartland & Co from 2015 to 2017. Outside of his advisory role, he is a co-owner of Kateli Trust, LLC, a real estate investment business, and serves as a volunteer board member and investment committee member for the Concord University Foundation. Mason Investment Advisory Services manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors, focusing on fee-based financial planning, separately managed accounts, and institutional services including outsourced chief investment officer engagements. The firm employs a strategic, long-term investment approach with an emphasis on asset allocation, rebalancing, and manager selection.

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.

Devin Johnson is a CFP® and holds a Series 65 license with one year of industry experience. He currently works at Mason Investment Advisory Services Inc and previously held roles at The Carlyle Group and KPMG. Mason Investment Advisory Services provides fee-based financial planning and investment management to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach centers on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process.

Daniel Corno is a CFP® and holds a Series 66 designation with three years of industry experience. He has been associated with Mason Associates, 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 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.

Peter Burnham is a CFP® with 24 years of industry experience, currently serving at Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investment, LLC, Surevest Wealth Management, and Charles Schwab. Outside of his advisory work, he is president of the board for Driven To Cure, a nonprofit organization, and serves as an advisory board member for Creighton Farms Country Club. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Timothy Nelson is a financial advisor at Encompass More Asset Management LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bull Run Investment Management LLC, Centaurus Financial Inc., Bull Run Financial Group LLC, and Rillhurst Capital. In addition to his advisory work, he is a managing partner at Skyline Financial Partners, LLC, where he provides life insurance and annuities. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies utilizing proprietary and third-party sub-advisers across a range of investment options, including private placements and digital-asset exposures.

Yevgeniy Shvets is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with Capitol Securities Management, Inc. since 2019. His prior roles include positions at UGK Trading Inc, SageVest Wealth Management, TD Ameritrade, and SCOTTRADE. Outside of financial advising, he works as a translator, assisting with the translation of foreign language materials. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser and delivers investment advice through IAR-managed programs, separately managed accounts, and third-party money managers.

Sarah Avery is a financial advisor with Mason Investment Advisory Services Inc. She holds a Series 65 designation and has been with Mason since 2024. Prior to joining Mason, she spent several years in educational roles at James Madison University and Lake Braddock Secondary School. 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, with a focus on strategic, long-term asset allocation and portfolio management for high-net-worth individuals and nonprofit organizations.

Andrew Burke is a financial advisor at Capitol Securities Management, Inc. in Reston, VA, holding a Series 66 designation with 19 years of industry experience. He has been with Capitol Securities Management since 2006. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through various managed programs and separately managed accounts.

David Guido is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Private Client Services. In addition to his advisory role, he is involved in offering insurance products through multiple companies, earning compensation from these sales. 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 offers a combination of discretionary and consultative investment management programs, financial planning, and retirement plan advisory services, with an emphasis on client-approved trades and customized portfolio allocations.