Amber Christopher is a financial advisor with Keel Point, LLC and holds Series 63, 65, and 66 licenses. She has 18 years of industry experience, having previously worked at Savant Wealth Management, Lucia Securities, and Raymond J. Lucia Companies. 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.

Robert Papa is a CFP® professional with 30 years of experience in financial advisory roles. He is currently with SEIA and has previously worked at firms including Charles Schwab and Royal Alliance Associates. He was involved with Caught in the Web LLC from 2011 to 2018. SEIA is an SEC-registered multi-team advisory firm with over 140 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical security selection and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

William Lloyd is a CFP® professional with 36 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He previously worked at Spire Investment Partners, LLC and LPL Financial LLC. He is the founder of The Charitable Payraise, a patented web application designed to improve after-tax cash flow for clients, primarily in retirement, through a specialized tax method. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary accounts, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside long- and short-term trading strategies, with portfolio selection supported by documented due diligence.

Thomas Kellogg is a CFP® affiliated with Bogart Wealth, LLC and has been working in the financial industry since 2023. Prior to his current role, he held positions at Homrich Berg and CrossPoint Wealth Partners and has experience in the hospitality sector, including roles at Sharkey's Rib & Wing Joint, Golden Horseshoe Golf Club, and Williamsburg National Golf Club. He also spent four years at Virginia Tech and Jamestown High School. Bogart Wealth provides financial planning and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm combines passive and active strategies through model portfolios and employs a structured approach to equity selection and asset allocation supported by formal governance and AI tools.

Nell Cordick is a Certified Financial Planner® with 21 years of industry experience. She is currently with Bogart Wealth, LLC, where she has worked since 2020. Her prior experience includes roles at BB&T and its affiliates from 2002 to 2018. Bogart Wealth provides comprehensive financial planning and wealth management services to individuals, trusts, estates, and charitable organizations, managing client portfolios through a combination of passive and active investment strategies governed by an Investment Portfolio Committee. The firm serves both non‑high-net-worth and high-net-worth clients and oversees approximately $3.19 billion in client assets.

Jesica Ray is a CFP® and holds a Series 65 license, with 10 years of industry experience. She has been with Brighton Jones LLC since 2015. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and manages client assets through a mix of public and private investments, supported by an affiliated ecosystem of investment, trust, and legal service entities.

Linda Stewart is a financial advisor at Cassaday & Company, Inc. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cassaday & Company and OSAIC since 1995. 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 follows a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and manages over $7 billion in discretionary assets.

Chloe Manke is an advisor at Cassaday & Company, Inc. with Series 63 and Series 66 designations and has one year of industry experience. Her prior roles include positions at John Hancock and involvement with the Schoolyard Tennis Academy. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm applies a long-term, asset-allocation approach grounded in Modern Portfolio Theory and offers a range of services including standalone financial planning and retirement plan consulting.

Irene Butler is a CFP® with 11 years of industry experience, currently serving as Senior Vice President at Cassaday & Company, Inc. She has held roles at Raymond James Financial Services and Franklin Templeton Distributors prior to joining Cassaday. Butler participates as an investment committee member for the Community Foundation for Loudoun and Northern Fauquier Counties. Cassaday & Co Wealth Management provides investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with clients’ investment policy statements.

Hien Truong is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with various Navy Federal affiliated entities since 2007 and previously worked at Osaic FA, Inc. from 2009 to 2012. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs with third-party portfolio managers and offers both personalized and automated investment solutions.

Lauren Mercer is a CFP® professional affiliated with Brighton Jones LLC, based in McLean, VA, with 11 years of industry experience. She has worked at Brighton Jones since 2020 and previously spent five years at The Vanguard Group, Inc. Lauren holds Series 63 and Series 65 licenses. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary and non-discretionary portfolio management alongside services such as tax preparation, real-estate consulting, and family office administrative support.

Alex Karkeek is a CFP®-certified financial advisor with 13 years of industry experience, currently with Cassaday & Company, Inc. He has held roles at Cassaday & Co Wealth Management, LLC and Osaic Wealth, Inc. Outside of his advisory work, Karkeek is an insurance agent offering fixed annuities and long-term care insurance products. 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.

Joseph Carter III is a financial advisor at United Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AmeriEstate Legal and ASC Financial Planners, as well as Global Atlantic Financial Company and Global Atlantic Distributors, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment approaches and maintaining an affiliation with United Bank through its parent company, United Asset Management Corporation.

Adam Huke is a CFP® with 21 years of industry experience, currently serving as a financial planner at Cassaday & Company, Inc. He has worked at Cassaday & Company and its related entities since 2003 and has also been associated with Royal Alliance Associates, Inc. since 2003. Outside of his advisory role, he is an insurance agent affiliated with BSI, Inc. and Jurs Montgomery Brokerage. 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 primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Nicholas Stevens is a financial advisor with Strategic Blueprint, LLC in Fairfax, VA, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work includes roles at Ivory Homes, Model Match, Inc., Stance, and Deloitte & Touche, LLC. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, and consulting services, with an emphasis on client education and a formal subscription advisory program featuring an annual flat-fee model.

Joshua Moskowitz is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameritas Advisory Services, W.C. Moore Financial Services, and First Command Financial Planning. In addition to his advisory role, he is involved with Retirement Solutions, LLC, where he provides investment advisory services and fixed insurance sales. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, offering a scalable advisor network supported by affiliated business lines and specialized services.

Michael Bond is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including PKS Investments, Madison Avenue Securities, Agia, and Valic Financial Advisors. Outside of finance, he has prior experience working in the coffee industry. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-team approach, managing portfolios on a discretionary basis with a mix of traditional and alternative investments, and offers services such as a tiered subscription planning product and estate-document creation.

Michael Battaglia is a CFP® professional with 18 years of industry experience, currently serving at Brighton Jones LLC since 2011. He previously worked at PricewaterhouseCoopers Investment Advisers LLC from 2005 to 2008. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach through multiple operating brands and discretionary portfolio management combined with access to private and public investments.

Brian Ullsperger is a financial advisor at Andersen with 25 years of industry experience. He holds the Series 63 designation and has been with Wtas LLC since 2010. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic investment plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

Victoria Holcom is a CFP® professional with one year of experience at Bogart Wealth, LLC. She previously worked at The Cheesecake Factory and studied at George Mason University. Bogart Wealth 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 portfolios using a combination of passive and active strategies governed by an Investment Portfolio Committee and offers access to alternative investments and specialized estate planning resources.