Neal Treanor is a financial advisor at Cassaday & Company, Inc. with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Wellington Management Company and State Street Global Advisors. Cassaday & Company Wealth Management provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory.

Alexandra Kantarski is a CFP® with 18 years of industry experience, currently serving at XML Financial Group. She has been with XML Financial, LLC since 2019 and also works with XML Securities, LLC (formerly Lara, May & Associates LLC) since 2015. Outside of her advisory role, she is a notary public and pursues hobbies as an astrology consultant and artist, selling her paintings. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis, often utilizing third-party managers and an internal Investment Committee to customize portfolios according to client goals and risk tolerance.

Faye Lawrence is a Certified Financial Planner® with seven years of industry experience, currently affiliated with SEIA. Her career includes roles at firms such as Royal Alliance Associates, Bogart Wealth, and Ameriprise Financial Services. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic asset allocation with tactical micro-allocation and offers a broad range of portfolio management and financial planning services, emphasizing a primarily non-discretionary investment approach.

Cayenne Rooks is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and two years of industry experience. Prior to joining Cassaday & Company, Rooks held roles at Osaic and Chez Le Mannequins. Cassaday & Co Wealth Management 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 centered on Modern Portfolio Theory and offers a range of services including retirement plan consulting and fiduciary monitoring.

James Bogart is a CFP®, ChFC®, and Series 66 credentialed advisor with 19 years of industry experience. He has worked at Bogart Wealth, LLC since 2016 and held prior roles at Purshe Kaplan Sterling Investments, Morgan Stanley, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as Treasurer of the Hopkins Society of Sigma Nu Housing Corporation Alumni Association. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of passive and active strategies supported by an Investment Portfolio Committee and offers a range of investment options including direct indexing and alternative strategies.

William Scoggins is a financial advisor with First Citizens Asset Management, Inc., holding a Series 66 designation and 19 years of industry experience. His career includes roles at SVB Wealth LLC, Boston Private Wealth, Keel Point, and UBS Financial Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and other institutions. The firm constructs global multi-asset class portfolios using fundamental, quantitative, and technical analysis, emphasizing strategic asset allocation and manager research with generally discretionary investment management.

Joseph Dawkins is a CFP® with 18 years of experience in the financial services industry. He is currently with SEIA and has held prior roles at firms including Royal Alliance Associates, JHFN SII, Raymond James Financial, and Buckhorn Capital Management. He also serves as an advisor for Signature Estate & Investment Advisors LLC. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing a structured investment process that combines strategic asset allocation with tactical and security selection approaches.

Michael Gullis is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and currently based in Fairfax, VA. He has been with United Brokerage Services since 2025 and has prior experience at United Bank from 2017 to present and Cardinal Bank from 2011 to 2017. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm utilizes a range of managed account programs and emphasizes strategic asset allocation, mutual funds and ETFs, individual equity and fixed income selection, third-party research, and tax-aware overlays.

Harrison Fresh is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Corbett Road Wealth Management and OSAIC before joining Cassaday. He also serves as a notary in Virginia. Cassaday & Company provides investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm emphasizes a long-term, asset-allocation driven approach grounded in Modern Portfolio Theory, utilizing actively managed funds, ETFs, fixed income, and model portfolios aligned with written investment policy statements.

Elijah Hawkes is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Bank of America, and Navy Federal Financial Group. 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, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs using third-party portfolio managers and combines advisory with commission-based channels through its affiliation with a banking and credit-union group.

Nicole Petersen is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and seven years of industry experience. She has worked within various entities of Navy Federal since 2012, including Navy Federal Brokerage Services, LLC and Navy Federal Financial Group, LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of investment solutions including unified managed accounts and digital automated ETF portfolios.

Chaz Billak is a CFP® professional with two years of industry experience, currently advising at Bogart Wealth, LLC. His prior experience includes roles at Avenue Wealth and Carahsoft, as well as time spent at Virginia Tech. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm employs a combination of passive and active investment strategies overseen by an Investment Portfolio Committee and manages approximately $3.19 billion in client assets.

Thomas West is a financial advisor with SEIA in Tysons Corner, VA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. His career includes roles at Signator Investors, Inc., Royal Alliance Associates, Inc., and SES LLC. He is also the founder of LifeCare Affordability Plan, which develops financial planning strategies for long-term care. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving a diverse client base that includes individuals, trusts, retirement plans, and institutional entities. The firm uses a disciplined investment process combining strategic and tactical asset allocation and offers a range of portfolio management and financial planning services.

Mark Frenzel Sulyok is a CFP® certificant and holds a Series 65 license, with four years of industry experience. He has worked at Brighton Jones LLC since 2021 and previously at Mcadam Financial and Dickinson College. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family office clients through multiple brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and recommending a mix of public and private investments supported by affiliated entities such as Lenora Capital and Brighton Jones Trust Company.

Gabriella Cajina Schafer is an Associate Advisor at Signature Estate & Investment Advisors (SEIA) with nine years of industry experience. She holds a Series 66 designation and has worked at SEIA since 2016, including prior roles at Royal Alliance Associates, Inc. and SES LLC. Gabriella maintains a Virginia insurance license in a non-producer capacity. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a six-step investment process combining strategic and tactical asset allocation with both quantitative and qualitative security selection, offering a range of portfolio management and financial planning services.

Christopher Hoffa is a CFP®-certified financial advisor with six years of industry experience, currently serving at Brighton Jones LLC. His prior work includes roles at ANKURA Consulting Group and Dixon Hughes Goodman. Hoffa's tenure at Brighton Jones spans multiple periods beginning in 2020. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary portfolio management, tax preparation, real estate consulting, and family office support through its affiliated entities.

Justin Harris is a CFP®-designated financial advisor with 26 years of industry experience. He is currently a principal at Cassaday & Co Wealth Management, LLC and has held roles at Cassaday & Company, Inc. and Royal Alliance Associates, Inc. outside of his advisory work, he is a senior partner in multiple LLCs and involved in insurance sales including life, disability, and long-term care insurance. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach focused on diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Brendan Condron is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday, he held roles at OSAIC, EaseAlert, The Selling Factory, and Kidball Baseball Inc. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and offers a range of consulting and financial planning services, supported by various corporate affiliations.

Fabiano De Franco is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Sound Income Strategies, LLC since 2019 and concurrently owns Retirement Solution LLC, where he focuses on fixed insurance sales. Prior to that, he worked at ICMA Retirement Corporation from 2010 to 2017. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity evaluation, supported by a scalable advisor network and specialized family-office style services.

Eric Sanders is a CFP® professional with nine years of experience in financial advising. He is based in McLean, VA, and has a longstanding association with Andersen Tax LLC, where he has worked since 2006. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning services.