Aaron Rosen is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with F L Putnam Investment Management Co. and has held prior roles at AOG Wealth Management, American Elm Distribution Partners, Copia Wealth Studios, and Lucia Capital Management. Rosen also provides non-investment advisory consulting services as a sole proprietor. F L Putnam Investment Management Co. serves a diverse client base, including individuals, institutions, and registered investment companies, offering customized portfolios through both internally managed strategies and third-party managers. The firm employs a strategic asset allocation framework with tactical flexibility and provides a range of services such as financial planning, family office solutions, and OCIO-style advisory.

Alaric Goth is a financial advisor at McAdam LLC with 11 years of industry experience and holds the Series 66 designation. He has worked at McAdam LLC since 2014 and was also affiliated with Purshe Kaplan Sterling Investments from 2014 to 2024, as well as Madison Avenue Securities since 2025. 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 manage portfolios across various asset classes and offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting through a multi-advisor platform.

Randon Tagg is a financial advisor at Mason Investment Advisory Services Inc with six years of industry experience. He holds the Series 66 designation and has worked at Mason Securities, Inc. and Sallie Mae. 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 emphasizes long-term strategic asset allocation, disciplined rebalancing, and rigorous manager selection, offering services such as separately managed accounts and outsourced chief investment officer solutions.

Amy Karsko is a financial advisor at Navy Federal Investment Services, LLC with four years of industry experience. She holds the Series 66 designation and has worked exclusively within the Navy Federal Financial Group and its affiliated entities since 2018. Prior to that, she held positions at Granite State Credit Union, the Reginal Economic Development Center, and St. Mary's Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, providing portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm offers model portfolios managed by third-party portfolio managers and maintains a dual registration as both an investment adviser and broker-dealer.

Steven O. Leary is a financial advisor at Keel Point, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Keel Point in 2022, he worked at Valic Financial Advisors for 12 years. He also serves as successor trustee and executor of a family trust related to estate planning. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, including high-net-worth and family office clients, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, OCIO, and retirement consulting services across diverse asset classes.

Sean O'Sullivan is a financial advisor at Capitol Securities Management, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to joining Capitol Securities Management, Sean worked at Centerpoint Group and FirstPRO Inc. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, providing investment advice through discretionary and non-discretionary programs, separately managed accounts, and third-party money managers.

Matthew Ragone is a CFP® with six years of industry experience, currently an advisor at Range Advisory, LLC. He previously worked at Bank of America and Merrill in various roles. Outside of his financial advisory work, he owns MRagsTV, where he streams entertainment and gaming content on the Twitch platform as a side hobby. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth households, providing subscription-based financial planning and portfolio advice through its online platform. The firm emphasizes tailored asset allocation and integrates AI tools with human oversight, operating on a flat subscription model rather than traditional percentage-of-AUM fees.

Thomas Treshock is a CFP® with six years of experience in the financial services industry, currently advising at Strategic Wealth Investment Group, LLC. He has held roles at Strategic Wealth Designers, C&A Financial Group, Cadaret Grant & Co., Inc., Petersen Advisors, Russell Reynolds, Toll Brothers, and the Borough of Monmouth Beach. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying multiple investment analysis methods while overseeing third-party managers for trading and maintaining client suitability.

Fredric Miller is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Horter Investment Management, LLC and operated his own financial planning practice, Rick Miller & Associates. Miller also provides retirement training for federal employees and works as an independent IRMAA certified planner, focusing on the impact of Medicare-related legislation. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing quantitative optimization and proprietary models with an active, model-driven investment approach.

Anthony Benson is a CFA® charterholder with 14 years of industry experience. He has been with Keel Point, LLC and its affiliated entity Keel Point Capital, LLC since 2015. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling to manage portfolios across multiple strategies and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Sharon Kampner is a CFP®-certified financial advisor with Mason Investment Advisory Services Inc, based in Reston, VA. She has 20 years of industry experience, including 15 years at Mason Investment Advisory Services. Mason Investment Advisory Services, Inc. is an SEC-registered firm managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals and institutions, and emphasizes strategic, long-term asset allocation with a focus on OCIO engagements for nonprofit organizations and pension plans.

Vanessa Kraus is a financial advisor at Keel Point, LLC with six years of industry experience. She holds a Series 63 designation and has worked at MBSC Securities Corporation, BNY Mellon, Pruco Securities, US Fitness Holding, and Peterson Renovations. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research with quantitative modeling to manage portfolios across multiple strategies, offering discretionary and non-discretionary portfolio management, financial planning, and other advisory services.

Parker Hendershot is a financial advisor at SEIA with a Series 66 designation and one year of industry experience. Prior to joining SEIA, he worked at Cambridge Associates LLC for three years. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, managing a large portion of assets on a non-discretionary basis alongside discretionary and third-party platform offerings.

Robert Garone is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Capitol Securities since 2009. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers a range of investment management options, including separately managed accounts and access to various wrap fee programs and third-party money managers.

Alexander Kuczera is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments, The Capital Group Investment Advisory Services, and The Baldwin Group Wealth Advisors. Additionally, Kuczera is involved in independent insurance agencies, providing insurance advice and underwriting services. 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 using actively managed funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Isabelle Bodenstein is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday & Company, she held roles at Osaic Wealth, Inc. and Morgan Stanley Wealth Management. She also has experience in business administration and education, including a position at the Robert H. Smith School of Business. 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 emphasizing diversified, buy-and-hold allocations primarily through actively managed mutual funds, ETFs, and conservative fixed income securities.

Owen Collier is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation with experience that includes roles at OSAIC and Temple University. His background also includes involvement in the brewing industry with Spring House Brewing Company. 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 with actively managed mutual funds, ETFs, and fixed income securities.

Noorjahan Enayat is a CFP® and Series 66 licensed advisor with 13 years of industry experience. She has been with XML Financial Group since 2016. In addition to her advisory role, she also serves as an insurance agent for non-securities based products. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients, offering investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

Mark Estep is a financial advisor at Navy Federal Investment Services, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked within various Navy Federal entities since 2006, including Navy Federal Asset Management and Navy Federal Financial Group. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides a range of investment advisory and brokerage services tailored to a membership retail client base.

Rebecca Meares is a CFP®-certified financial advisor with 13 years of industry experience. She has been with McAdam LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments for six years. In addition to her advisory role, she is co-owner of Caudle Meares, LLC, a firm focused on financial planning and wealth management. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing a discretionary approach that utilizes fundamental analysis and diversified asset allocations.