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.

Steven Osborne is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Royal Alliance and Government Scientific Source. Cassaday & Company 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.

Peter Grose is a CFP® with 34 years of industry experience, currently serving at Bay Colony Advisors since 2021. His prior roles include long-term positions at The Strategic Financial Alliance, Inc. and Acorn Financial Advisory Services, Inc. Outside of his advisory work, he is president of the George Mason University Ice Hockey Alumni Foundation and an author of a novel titled "Time." Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside an active private-investment program.

Tucker Braddock is a financial advisor at Keel Point, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keel Point since 2017. Prior to joining Keel Point, he spent 19 years with Valic and Valic Investment Services Company. 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 approach combining fundamental and quantitative analysis to guide investment decisions across a variety of programs and offers customized portfolio solutions.

Michael Stevens is a financial advisor at The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63 and Series 66 designations with 27 years of industry experience. He has worked at The Strategic Financial Alliance since 2012 and previously spent eight years at Global Brokerage Services, Inc. Stevens is also a partner at KEEN & POCOCK, a financial marketing services business. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers portfolio management, third-party manager selection, financial planning, seminars, and subscription advisory services, implementing customized strategies through various programs and a combination of discretionary and non-discretionary management.

Alyson Lapidus is a financial advisor at SEIA with a Series 66 designation and one year of industry experience. Prior to joining SEIA, she held positions at Burney Wealth Management and various other roles outside the financial sector. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a disciplined investment process that combines strategic asset allocation with tactical management and offers a range of portfolio management and financial planning services.

Lisa Windsor is a CFP® with 14 years of industry experience, currently serving as an advisor at SEIA. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and T. Rowe Price Advisory Services, Inc. She is also involved with Signature Estate & Investment Advisors LLC as an advisor. SEIA is an SEC-registered, multi-team advisory firm comprising approximately 142 advisors who serve a diverse client base including individuals, trusts, retirement plans, and institutional entities. The firm uses a combined strategic and tactical investment approach guided by an Investment Solutions Group and Committee, offering a range of portfolio management and financial planning services across various account structures.

Carrie Malatesta is a CFP® professional with two years of experience in the financial industry. She has worked at Bogart Wealth, LLC since 2026 and previously held roles at Evermay Wealth Management, LLC and State Street Corporation. Bogart Wealth, LLC provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non‑HNW and high‑net‑worth clients. The firm manages approximately $3.19 billion in client assets using a combination of passive and active strategies governed by an Investment Portfolio Committee.

Richard Horner Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Navy Federal, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for nine and seven years, respectively. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs utilizing third-party portfolio managers.

Anthony Dietrich is a financial advisor at Blackridge Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Retirement Wealth Advisors, Inc. and PEAK Brokerage Services, LLC. Outside of his advisory role, he owns and operates a mosquito and pest control business. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by providing financial planning, investment management, and consulting services. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms.

Robert Fratkin is a financial advisor with Arete Wealth Advisors, LLC in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has been involved with the American Political Items Collectors, a 501(c)(3) educational organization, where he served as past president and executive editor. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Cole Luther is a financial advisor at Navy Federal Investment Services, LLC with one year of industry experience. He holds a Series 66 designation and has a background that includes positions at Navy Federal Credit Union and Quantico Financial, as well as completing his education at the University of Tennessee Knoxville. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform, supported by an investment committee that conducts due diligence and quarterly reviews.