Michael Macey is a CFP® and ChFC® with 27 years of experience in financial services, currently working at Mutual Of Omaha Investor Services, Inc. since 1998. He is also an insurance agent specializing in life, health, disability, group benefits, 401(k), and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and integrates broker‑dealer and insurance distribution businesses within the Mutual of Omaha group.

Tyler Gahs is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Stifel, Citi, and Morgan Stanley. His background also includes roles with the Maryland General Assembly and the Maryland Democratic Party. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management through model portfolios and third-party model platforms. The firm integrates AI tools into client interactions and employs a subscription-based compensation model rather than traditional asset-based fees.

Charles York is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining United Capital Financial Advisors in 2022, he worked at BNYM Securities Corporation, BNY Mellon, and Bessemer Investor Services. York is also an adjunct professor of finance at George Mason University, where he teaches finance courses. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and access to a range of investment strategies.

Hannah Terwilliger is a financial advisor at The Burney Company with a Series 65 designation and over five years of industry experience. She previously worked at Moog, Inc. before joining The Burney Company, where she has been since 2021. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team platform that combines proprietary fundamental and quantitative models and offers a range of portfolio management options, including actively managed ETFs and sub-advisory services.

Alex Vazquez is a CFP® with one year of industry experience, currently affiliated with Cassaday & Company, Inc. He has previously worked at OSAIC and Centurion Wealth Management, LLC. Prior to his financial advisory roles, he held positions in mortgage lending and the food service industry. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is long-term and asset-allocation driven, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Amanda Ahmed is a financial advisor at Keel Point, LLC with 12 years of industry experience. She holds a Series 66 designation and has been with Keel Point since 2014. 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 uses a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting across various asset classes.

Andrew Malay is a CFP® professional with 12 years of industry experience, currently serving at Cassaday & Company, Inc. He has been associated with Cassaday & Co Wealth Management, LLC since 2012 and Osaic Wealth, Inc. since 2013. Outside of his advisory role, Malay is involved as 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 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.

Sarah Gosselin is a CFP® with eight years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2025. Her prior experience includes roles at AOG Wealth Management and Kalos Capital, Inc. in the wealth management sector. F.L. Putnam serves a diverse client base, including individuals, families, and institutions such as foundations and family offices. The firm employs a team-based, customized investment approach that integrates internally managed strategies and third-party managers across multiple asset classes, offering services ranging from discretionary investment management to family office solutions.

Spencer Adkisson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Navy Federal in 2025, he worked at Bank of America and Merrill for five years and also has four years of experience at Batteries Plus Bulbs. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs that incorporate third-party portfolio managers and supports various investment solutions, including automated ETF portfolios, delivered through its investment adviser representatives.

Derek Lesnak is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with Mason Investment Advisory Services, Inc., where he has worked since 2023. His prior experience includes roles at Pathstone, Dyson Capital Advisors, and Cambridge Associates. 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 organizations. The firm focuses on 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.

Nicholas Harris is a CFP® professional with 19 years of industry experience, currently serving at Cassaday & Company, Inc. He has worked with Cassaday & Co Wealth Management, LLC since 2022 and has a long tenure at OSAIC dating back to 2006. Outside of his advisory roles, Harris volunteers with the Jefferson Scholars Foundation, where he interviews high school seniors applying for scholarships at the University of Virginia. 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 uses a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Yakov Zikvashvili is a financial advisor at Range Advisory, LLC with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at BTG Pactual US Capital, Goldman Sachs Tussell Tobin, and Bank of America Merrill Lynch. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm employs model portfolios and third-party models with tax-aware techniques and integrates a proprietary AI assistant to support client interactions and portfolio transitions.

Mark Keen is a CFP® with 26 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2007. He is a managing member of TKA Holdings, LLC/DBA Keen & Pocock, which is involved in insurance sales, and a partner in EaziHome, a business that provides tools and services to help individuals and families manage and maintain their homes. He also serves on the board of directors for SFA Holdings, Inc. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm manages a majority of its assets on a non-discretionary basis and supports a dually registered advisor force with various brokerage and solicitor relationships.

Ellen Lindh is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Dixon Hughes Wealth Advisors and FORVIS Wealth Advisors prior to her current role. Forvis Mazars Wealth Advisors, LLC provides financial planning, investment management, retirement plan consulting, and family-office services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Christopher Hill is a financial advisor with ON Investment Management Co. based in Vienna, VA. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Hill is also the owner and founder of FuneralResources.com, an online educational platform providing information and resources for funeral and end-of-life planning. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts, utilizing third-party investment programs and a dual-registration model involving broker-dealer activities.

Jordan Spiker is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday, he worked at Severn Financial Solutions and has experience in the food service industry. Cassaday & Co Wealth Management provides investment management and financial planning 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 grounded in Modern Portfolio Theory and offers a range of services including standalone financial planning and retirement plan consulting.

Caylah Kang is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Her prior work includes positions at Osaic Wealth Inc. and Baltimore Washington Financial Advisors. Outside of finance, she has been associated with Vuori since 2023. Cassaday & Company, Inc. 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 services including financial planning, retirement plan consulting, and estate-planning coordination.

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.