Dia Vante Brown is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and five years of industry experience. Prior to joining Beacon, Brown worked at Midland National Life Insurance Company, Protective Life Insurance Company, Investment Distributors Inc, The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life and Advisory Services. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Robert Len is a financial advisor at CW Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation and the Series 65 license. Prior to joining CW Advisors in 2025, he worked at RDL Financial, Inc. dba Wolf Group Capital Advisors for 16 years and had a 27-year tenure with Wolf Group Capital Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Max Molina III is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and three years of industry experience. He has worked at several firms, including Bankers Life and MassMutual Life Insurance Co, before joining Navy Federal Investment Services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs featuring third-party portfolio managers on the Envestnet platform and provides both advisory and commission-based channels through its affiliation with a banking and credit union group.

Mario Ruiz is a financial advisor at Regal Investment Advisors LLC with three years of industry experience. He holds a Series 65 credential and previously worked at James C Musgrave from 2017 to 2023. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Frank Gyesaw is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Vienna, VA, and has 19 years of industry experience. He has worked with various Navy Federal entities since 2007 and briefly with Ameriprise in 2007. Outside of his advisory role, he volunteers as a temporary manager at Good Shepherd Clinic in Kumasi, Ghana. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and supports layered investment solutions and automated ETF portfolios.

Emily Parent is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses, and has nine years of industry experience. She previously worked at Fortune Financial Services, Brooklight Place Securities, Inc., and Interactive Financial Advisors. Outside her advisory role, she serves as a financial advisor, insurance producer, and tax preparer at Shenandoah Financial Advisors. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and specialized services, including retirement guidance and 1031 exchange consulting, while delegating investment decisions to its advisers who may provide discretionary or non-discretionary management.

Cesar Ortega is a financial advisor at CW Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients including individuals, families, trusts, charitable organizations, and pension plans, using a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across diverse asset classes.

Tomeka Brown is a CFP® and Series 66-licensed advisor with 18 years of industry experience. She is currently with Navy Federal Investment Services, LLC and has held previous roles at Charles Schwab, Merrill, and TIAA-CREF. 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 employs managed advisory programs that utilize third-party portfolio managers and supports both discretionary and automated investment solutions.

Erik Rinehold is a CFP® with 10 years of industry experience, currently affiliated with Summit Financial, LLC. His prior experience includes roles at Purse Kaplan Sterling Investments, Cambridge Investment Research, and Raymond James Financial Services, among others. He serves as a board member and treasurer for The Kash Foundation, a nonprofit organization. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a blend of discretionary and consultative investment management, financial planning, and retirement plan advisory services, utilizing diversified platforms and third-party managers.

David Gilbert is a CFP® with 24 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2001 and holds Series 63 and Series 65 licenses. 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 rigorous manager selection, managing approximately $13.2 billion in assets with a team of 31 advisors.

Alex Stevenson is a financial advisor with Encompass More Asset Management LLC in Potomac Falls, VA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bull Run Investment Management LLC, Centaurus Financial Inc., and National Securities Corporation. Stevenson is also a licensed insurance agent and provides insurance services through Skyline Financial Partners, LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through a combination of proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based investment approach and delegates portfolio management to in-house models and unaffiliated sub-advisers.

William Stade Jr. is a CFP® professional with 32 years of industry experience and has been with Capitol Securities Management, Inc. in Reston, VA, since 1999. He holds Series 63 and Series 65 licenses and operates under the DBA CS Wealth Management. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, utilizing a range of investment instruments and third-party money managers.

Kenny Mezher is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at The Burney Company. He has worked at various Burney Company entities since 2017 and spent one year at Growth Capital Services, Inc. outside of the Burney organization. The Burney Company advises primarily individual investors, including high net worth clients, and also manages accounts for small businesses, pension plans, trusts, estates, and charitable organizations. The firm combines proprietary fundamental and quantitative models with a multi-team advisory platform, offering discretionary equity portfolio management, financial planning, and tax services through an affiliated CPA firm.

Joshua Jones is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and entering his first year in the industry. His work experience includes roles at Sound Income Strategies and Retirement Solution, LLC since 2026, and involvement with Complex Tax and Efile, LLC since 2012. Sound Income Strategies serves a diverse client base, including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Allison Gormier is a Certified Financial Planner® with 21 years of industry experience. She has been with Mason Investment Advisory Services, Inc. since 2008. Mason Investment Advisory Services, Inc. is an SEC-registered firm managing approximately $15.67 billion for over 1,000 clients with a team of 31 advisors. The firm focuses on fee-based financial planning, separately managed accounts, and institutional services, emphasizing long-term strategic asset allocation and portfolio oversight.

Johnny Lynum is a financial advisor with IP Financial Advisory Services LLC and holds Series 63 and Series 65 licenses. He has one year of industry experience and previously served 20 years in the US Air Force. His prior firms include Innovation Partners LLC and Wright Time Financial. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm employs a range of analytical approaches and offers specialized advisory services, emphasizing personalized portfolio construction and discretionary management options.

Timothy Strait is a CFP® with 40 years of industry experience, currently serving at Capitol Securities Management, Inc. since 1988. He operates a separate business consulting and tax planning practice focused on federal and state income tax preparation. Capitol Securities Management serves individual investors, institutions, and small businesses with portfolio management, financial planning, and advisory programs, operating as both a broker-dealer and registered investment adviser.

Stefan Patchan is a CFA® charterholder with four years of experience at Mason Investment Advisory Services, Inc. Prior to joining Mason, he worked at TFC Consulting, Inc. and held positions at Virginia Tech. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for about 1,063 clients through a team of 31 advisors. The firm serves individuals, including high-net-worth clients, as well as institutions, offering fee-based financial planning, separately managed accounts, and outsourced chief investment officer services with a focus on strategic, long-term asset allocation and manager selection.

Jason Kowal is a financial advisor with Stratos Wealth Advisors LLC in Fairfax, VA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and EF Legacy Securities, LLC. He is also involved with Kowal Financial Advisors, where he provides advisory services and financial planning. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Sai Ying Chu is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at Capital Analysts and Lincoln Investment, having previously served at Agia, Valic Financial Advisors, The National Leadership Academies, and the Torpedo Factory Art Center. Outside of her advisory roles, she works as a contractor for Instacart, providing grocery delivery services. Capital Analysts serves a diverse client base that includes retail and institutional investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.