Charles Rembert is a CFP® professional with 24 years of industry experience, currently serving at Rembert Pendleton Jackson where he has worked since 1995. He holds Series 63 and Series 65 licenses and contributes as a Corporate Advisor to Trimetrix Inc., supporting executive management in business operations. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a range of individual and institutional clients. The firm employs a Modern Portfolio Theory-based approach to portfolio design and serves both high-net-worth individuals and institutional investors.

Timothy Flanigan is a CFP® with 17 years of industry experience. He has worked at Brown | Miller Wealth Management, LLC since 2020 and previously held roles at Wells Fargo Clearing and Investments Professionals Inc. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a blend of active and passive strategies and provides both discretionary portfolio management and consulting services.

Bard Malovany is a CFP® with 29 years of industry experience. He is currently with Aspect Partners, LLC, where he has worked since 2022, and has prior experience at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. Malovany is also involved in selling disability and traditional life insurance through his ownership role at Aspect Partners. Aspect Partners serves individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients, providing discretionary asset management, portfolio management, financial planning, and retirement-plan consulting. The firm uses individualized investment advice with a range of securities and employs quantitative and technical analysis, operating under a fiduciary standard.

Eric Hirsch is a CFP® professional with 21 years of experience in the financial services industry. He currently serves as an advisor at SEIA and previously worked at Goldman Sachs for ten years and Signator Investors, Inc. for seven years. Hirsch also provides occasional consulting on financial advisor-related topics. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a strategic investment approach combining asset allocation, quantitative and qualitative security selection, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Jane Anderson is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Canlis, Marathon Wealth Management, and academic work with Boston College's Economics Department and Alumni Center. Outside of finance, she has experience with organizations such as Outdoors For All and entrepreneurial ventures including Boba Up and Six Pack Foods. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach and access to a range of affiliated investment and fiduciary services.

Jami Merrell is a financial advisor at SEIA with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining SEIA and SES LLC in 2024. SEIA is a multi-team advisory firm with approximately 142 advisors serving diverse clients including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical asset allocation with both quantitative and qualitative security selection across a range of non-discretionary and discretionary portfolio management and financial planning services.

Samuel Murphy is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brighton Jones LLC with four years of industry experience. His prior roles include positions at Markel Corporation and CSC Leasing Company. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support, utilizing a whole-balance-sheet approach and an affiliated ecosystem of investment and fiduciary services.

Allen Eickelberg is a CFP®-certified financial advisor with 14 years of industry experience, currently with Bogart Wealth, LLC. His prior work includes roles at Spire Investment Partners, Redbrick LMD, and Foreside Fund Services. Outside of advisory work, he is a sole proprietor landlord of rental property in Arlington, VA. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm utilizes a combination of passive and active investment strategies, governed by an Investment Portfolio Committee, and offers a range of strategies including direct indexing and alternatives for qualified clients.

Alaric Goth is a financial advisor with McAdam LLC in Vienna, VA, holding a Series 66 designation and 12 years of industry experience. He has worked at McAdam LLC since 2014 and was also affiliated with Purshe Kaplan Sterling Investments for ten years. Goth’s other business activities include insurance sales, specifically focused on fixed annuities. McAdam LLC provides financial planning, investment management, retirement plan consulting, and related support to individuals, trusts, charities, corporations, and government entities, including high-net-worth households. The firm typically manages client accounts on a discretionary basis, utilizing a range of investment vehicles and incorporating less liquid or specialized exposures tailored to client objectives.

Amy Karsko is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and having five years of industry experience. Her work history includes multiple roles within Navy Federal entities since 2018 and prior experience at Granite State Credit Union and St. Mary's Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and supports a range of investment solutions, including automated ETF portfolios.

Thomas Treshock is a CFP® with six years of experience in the financial services industry, currently advising at Strategic Wealth Investment Group, LLC. He has held roles at Strategic Wealth Designers, C&A Financial Group, Cadaret Grant & Co., Inc., Petersen Advisors, Russell Reynolds, Toll Brothers, and the Borough of Monmouth Beach. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying multiple investment analysis methods while overseeing third-party managers for trading and maintaining client suitability.

Fredric Miller is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He has held prior roles at Horter Investment Management, LLC and operated his own financial planning business, Rick Miller & Associates, for nearly two decades. Outside of advising, he provides retirement training for federal employees and is involved in educating clients about IRMAA legislation and its effects on Social Security and Medicare costs. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and qualified plans, offering customized portfolio management and financial planning through a multi-team model. The firm employs a mix of tactical, strategic, and dynamic investment approaches and provides ongoing monitoring, reporting, and client education.

Anthony Benson is a CFA® charterholder with 15 years of industry experience. He has been with Keel Point, LLC and its affiliated entity Keel Point Capital, LLC since 2015. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals—including high-net-worth and family office clients—along with institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver diversified portfolio management, financial planning, and consulting services across a range of asset classes.

Vanessa Kraus is a financial advisor at Keel Point, LLC with seven years of industry experience. She holds a Series 63 designation and has previously worked at MBSC Securities Corporation, BNY Mellon, Pruco Securities, US Fitness Holding, and Peterson Renovations. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide investment decisions and offers a range of portfolio management and consulting services across various asset classes.

Parker Hendershot is a CFA® charterholder and holds a Series 66 license, with two years of industry experience. He currently works at SEIA and previously was with Cambridge Associates LLC for three years. SEIA is a multi-team SEC-registered advisory firm with around 142 advisors serving approximately 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm provides a range of portfolio management and financial planning services, combining strategic and tactical investment approaches through a structured six-step process.

Alexander Kuczera is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments, The Capital Group Investment Advisory Services, and The Baldwin Group Wealth Advisors. Additionally, Kuczera is involved in independent insurance agencies, providing insurance advice and underwriting services. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach using actively managed funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Isabelle Silk is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Wealth Management, Morgan Stanley, and the Robert H. Smith School of Business. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and follows a long-term, asset-allocation-driven approach grounded in Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios.

Owen Collier is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation with experience that includes roles at OSAIC and Temple University. His background also includes involvement in the brewing industry with Spring House Brewing Company. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations with actively managed mutual funds, ETFs, and fixed income securities.

Noorjahan Enayat is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at XML Financial Group since 2016 and previously held roles at LPL Financial and Finigan Financial Services. She also serves as a non-securities insurance agent. XML Financial Group is a multi-advisor wealth management firm that manages approximately $3.3 billion in client assets, offering investment management, financial planning, retirement plan advisory, and access to alternative investments through a team-based approach.

Mark Estep is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Navy Federal Asset Management, LLC and Navy Federal Financial Group, LLC, reflecting two decades with affiliated organizations. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm provides portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs that utilize third-party portfolio managers and the Envestnet platform.