Ruderis Fuentes is a financial advisor at SEIA with a Series 66 designation and four years of industry experience. His work history includes roles at SES Inc., T. Rowe Price, Caliver Beach Mortgage, and the Maryland National Capital Park & Planning Commission. At SEIA, Fuentes also serves as a Client Service Administrator. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary investment management, alongside financial planning and consulting services.

Troy Chaplin is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at multiple firms, including Osaic Wealth, Inc. and Cetera. Outside of his advisory role, Chaplin has experience working in the hospitality industry, serving at The Hunton. 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 follows a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Evan Farr is a financial advisor at Avior Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at EWG Elevate Inc. dba Protection Point Advisors for five years. In addition to his advisory role, Farr has operated his own law firm since 1991 and has engaged in activities including publishing, teaching other attorneys, and managing insurance and management consulting businesses. Avior Wealth Management serves a diverse clientele, including high-net-worth individuals, institutions, and pension plans, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach with a combination of direct portfolio management and separately managed accounts, utilizing platforms such as Charles Schwab, Fidelity, and Pontera.

Christian Hansen is a CFP® with eight years of industry experience, currently serving as a Financial Planning Specialist at Cassaday & Company, Inc. He has been with Cassaday and its affiliate OSAIC Wealth since 2016. Hansen serves as Treasurer on the Special Olympics Virginia Young Professionals Board and is a trustee for the Cassaday & Company Donor Advised Fund. 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 approach based on Modern Portfolio Theory and offers both tailored investment management and standalone financial planning and retirement plan consulting.

Manuel Carranza is a CFP® certificant with 10 years of industry experience. He currently works at Range Advisory, LLC and has prior experience with Kestra Advisory and Fidelity Brokerage Services LLC. Range Advisory provides financial planning, investment advice, and discretionary portfolio management to U.S. individual clients, including high-net-worth and ultra-high-net-worth households. The firm manages approximately $1.4 billion in discretionary assets and offers model portfolios alongside third-party strategies, integrating AI tools to support portfolio management and client interactions.

Carson Filion is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He previously worked at New York Life Investments and Hightower Financial Principles and graduated from Florida State University. 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 based on Modern Portfolio Theory and manages approximately $7.14 billion in discretionary assets.

Rand Andoni is a financial advisor with McAdam LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2015 and has been with McAdam LLC since 2014. Outside of his advisory roles, Andoni provides technology consulting services to Zeva, Inc. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios tailored to clients’ risk tolerance and objectives, offering a range of strategies including alternative investments and a subscription-based financial-planning service.

James Mc Comb is a financial advisor with Madison Partners, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes positions at J.P. Morgan Securities, Charles Schwab, TD Ameritrade, and HSBC Securities. Madison Partners delivers wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implemented through third-party sub-advisers and model portfolios.

Eric Reigel is a Certified Financial Planner™ and holds a Series 66 license, with nine years of industry experience. He is currently with Range Advisory, LLC and has prior experience at Evermay Wealth Management, AMJ Financial Wealth Management, Charles Schwab & Co., Inc., and McAdam Financial. He is also an independent insurance agent, a role separate from his investment advisory work. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers model portfolios, third-party asset management strategies, and tax-aware direct indexing supported by AI and advanced analytical tools.

Victoria Freeman is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Motley Fool Wealth Management, Mendota Financial Group, Northwestern Mutual, Capitol Auto Credit, and Indulge Spa. 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 manages approximately $7.14 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Kevin Draudt is a CFP® professional with six years of experience in financial advising. He currently works at Andersen and has previously held positions at several firms, including Andersen Tax LLC and Valeo Financial Advisors. Andersen serves successful individuals and families, their related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Philip Simonides is a CFP® with 37 years of industry experience. He has worked at McAdam LLC since 2014 and is currently affiliated with Madison Avenue Securities. Outside of his advisory work, he has volunteered as a charity auctioneer for several organizations. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing a fundamental analysis approach and incorporating a range of investment strategies including mutual funds, ETFs, independent managers, and specialized instruments.

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 financial advisor at SEIA with 30 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior work includes roles at Charles Schwab, McLean Asset Management, and Royal Alliance Associates. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, using both quantitative and qualitative research, and manages a majority of assets on a non-discretionary basis.

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. in McLean, VA, with Series 63 and Series 66 licenses. She has been in the financial services industry for one year, having previously worked at John Hancock and other organizations. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm utilizes a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory and emphasizes active management within a structured investment policy framework.