Christopher Hill is a financial advisor with On Investment Management Co. in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with On Investment Management Co. and The O.N. Equity Sales Company since 2013 and is also president and owner of Wealth And Income Group LLC, which focuses on mortgage protection insurance. Additionally, he founded FuneralResources.com, an educational website providing information and resources for funeral and end-of-life planning. On Investment Management Company offers financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm provides access to multiple third-party investment programs and managed account options, with a substantial portion of assets managed on a non-discretionary basis.

Lowell Pratt Jr. is a CFA® charterholder with 34 years of industry experience. He has been with The Burney Company in Reston, VA since 1986. The Burney Company advises primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a blend of proprietary fundamental and quantitative models in its investment process and offers a range of portfolio management and financial planning services, including actively managed ETFs and OCIO solutions.

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.

Andrew Pratt is a financial advisor at The Burney Company with 12 years of industry experience. He holds a Series 65 designation and has been with The Burney Company since 2012. 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 and offers a multi-team advisory platform that includes discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

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.

Shreeva Aylor is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Navy Federal, Aylor worked at Northwest Federal Credit Union, LPL Financial, Fidelity Investments, and PNC Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Kathryn Gustafson is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with The Strategic Financial Alliance since 2012 and also serves as a partner at Strategic Blueprint, LLC. Outside of advisory services, she is involved as a partner in a home accessories and decor business and participates in a financial education initiative aimed at recent college graduates, newlyweds, and young professionals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm employs both in-house and third-party asset managers and serves clients through discretionary and non-discretionary portfolio programs.

Jaskirat Lakhat is a financial advisor at A.G.P. / Alliance Global Partners with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Lakhat manages a business involved in purchasing and renting luxury cars. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product-distribution activities alongside its advisory services.

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.

Lori Allison is a CFP® professional with 26 years of industry experience, currently serving at The Strategic Financial Alliance, Inc. since 2012. She holds Series 63 and Series 66 licenses and is based in Fairfax, VA. Outside of her advisory role, she is active as treasurer for the BYU Management Society, an organization providing networking and scholarships for alumni and students, and she is involved in financial education workshops through Keen & Pocock Financial Academy, LLC. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting services. The firm operates multiple portfolio programs and supports third-party manager platforms, with a significant portion of assets managed on a non-discretionary basis.

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 and 18 years of industry experience. He has been with Capitol Securities Management since 2006. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and investment vehicles.

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.

David Spiker is a ChFC® credentialed financial advisor with over 51 years of industry experience. He has been with Capitol Securities Management, Inc. since 1986 and also operates an insurance brokerage under his own name. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage, investment advisory, and comprehensive financial planning services. The firm offers access to various investment programs and emphasizes client-specific investment policies managed through a range of securities and third-party managers.

Franklin Stitely Jr. is a Series 66-licensed advisor with ValMark Advisers, Inc. based in Ashburn, VA, bringing three years of industry experience. He is also the managing member and majority owner of SK CPA's & Business Advisors PLLC, a CPA firm specializing in tax preparation and accounting, where he has worked since 1990. Additionally, he is involved with Clarity Practice Management, LLC, which provides practice management software for CPA and tax firms. ValMark Advisers offers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Tristan Hawkins is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and 25 years of industry experience. He has been with United Brokerage Services since 2016. United Brokerage Services, Inc. provides investment advisory services to individuals, including high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various wrap and unified managed account programs and employs a process that includes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, third-party research, and tax-aware overlays.