Thomas Reilly is a financial advisor at Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 credential with eight years of industry experience. He has been with Strategic Wealth Investment Group since 2017 and previously worked at Bellarmine University from 2014 to 2018. Outside of advising, Reilly owns two businesses established in 2022: Rising Inc and Greenlights Inc. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, with portfolios monitored and rebalanced regularly and occasionally including allocations to private offerings or externally managed vehicles.

Stephan Cassaday is a CFP® with 48 years of experience in financial advising. He is currently CEO of Cassaday & Co Wealth Management, LLC and has held leadership roles at Cassaday & Company, Inc. and OSAIC. His career includes significant executive management responsibilities, including serving as president and chief executive at multiple affiliated entities. Cassaday & Co Wealth Management serves individuals, retirement plans, trusts, charities, corporations, and small businesses with an asset-allocation driven investment approach based on Modern Portfolio Theory. The firm manages over $7 billion in discretionary assets and offers comprehensive financial planning, retirement plan consulting, and coordinated services through affiliated entities.

Devin Johnson is a CFP® and holds a Series 65 license with one year of industry experience. He currently works at Mason Investment Advisory Services Inc and previously held roles at The Carlyle Group and KPMG. Mason Investment Advisory Services provides fee-based financial planning and investment management to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach centers on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process.

Andrew Pratt is a financial advisor at The Burney Company with 12 years of industry experience. He holds a Series 65 designation and has been with The Burney Company since 2012. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and offers a multi-team advisory platform that includes discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Gisle Sorli is a CFP® and Series 65 credentialed financial advisor with 18 years of industry experience. He has been with Keel Point, LLC since 2017 and concurrently involved with Stewards's Progress, LLC since 2012. Sorli works out of Tysons Corner, VA. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individual, institutional, and corporate clients. The firm employs a team-based approach combining fundamental and quantitative analysis to guide portfolio management across various asset classes, offering customized strategies and affiliated brokerage, insurance, and private fund services.

Solon Vlasto is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2022. Prior to this, he worked at Bernhardt Wealth Management, Inc. for eight years. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and private-placement opportunities.

Alexander Cordoba is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior experience includes roles at Royal Alliance Associates, The Prudential Insurance Company of America, Pruco Securities LLC, and McAdam. At Cassaday, he works on insurance and annuities, conducting reviews and insurance audits. 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 follows a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Rivers Rodriguez is a CFP® and holds a Series 66 license, with five years of industry experience. He has worked at SEIA since 2019 and previously held roles at Royal Alliance Associates and Signature Estate & Investment Advisors. Prior to his advisory career, he spent a year working at Kumon Math and Reading Center. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments, utilizing both discretionary and non-discretionary investment management, and offers comprehensive financial planning and consulting services.

Daniel Corno is a CFP® and holds a Series 66 designation with three years of industry experience. He has been associated with Mason Associates, Inc. since 2011. 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 a rigorous manager-selection process, managing approximately $13.2 billion in assets with a relatively small advisory team.

Shreeva Aylor is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Navy Federal, Aylor worked at Northwest Federal Credit Union, LPL Financial, Fidelity Investments, and PNC Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Lauren Cataneo is a financial advisor at Range Advisory, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock Investments, Merrill, Oppenheimer and Company, and other firms. Cataneo is also involved in a real estate referral business that allows her to refer clients to licensed real estate agents for a referral fee. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios, tax-aware strategies, and proprietary AI tools to support client interactions and portfolio management, and operates primarily on a flat subscription fee model.

Ashli Suprise is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with OSAIC Wealth since 2020 and EF Legacy Securities, LLC since 2016. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory, utilizing active mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Donald Andrus Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Navy Federal Financial Group and its related entities since 2009. 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 utilizes model portfolios managed by third-party portfolio managers and offers wrap fee programs, unified managed accounts, and model-driven fund strategist portfolios.

David Blisk is a financial advisor with Spire Wealth Management, LLC in McLean, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Spire Wealth Management since 1997 and Spire Securities, LLC since 2007. Blisk is also the owner and CEO of Spire Investment Partners, the parent company of several Spire entities, and serves as vice president and secretary of DBMC, LLC, a consulting firm. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and offers a range of portfolio management solutions that include discretionary and non-discretionary approaches, combining advisor-constructed portfolios with model asset allocation strategies and sub-advised strategies.

Christine Brill is a financial advisor at Andersen with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney 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, emphasizing consolidated performance reporting, strategic investment planning, and integration of investment advice with tax and financial planning.

David Parks is a financial advisor at Keel Point, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Keel Point Advisors, LLC since 2006. Parks also has affiliations with Wfg Investments Inc and Keel Point Capital, LLC. 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 offers discretionary and non-discretionary portfolio management, financial planning, OCIO, and corporate retirement consulting through a team-based approach that combines fundamental and quantitative analysis.

Jeffrey Lopez is a CFP® professional with three years of industry experience, currently advising at Range Advisory, LLC in McLean, VA. He previously worked at Deloitte and operated as a sole proprietor. Range Advisory serves individual clients across a broad wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios, tax-aware strategies, and integrates proprietary AI tools to support client interactions and portfolio management.

Blake Willis is a CFP® and Series 65-registered advisor with Modera Wealth Management, LLC in McLean, VA. He has been with Modera since 2022 and has prior experience at Bernhardt Wealth Management, McAdam LLC, and Luna Inc. Blake’s background also includes roles outside finance, such as work at Roanoke Country Club and North Cross School. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Peter Burnham is a CFP® with 24 years of industry experience, currently serving at Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investment, LLC, Surevest Wealth Management, and Charles Schwab. Outside of his advisory work, he is president of the board for Driven To Cure, a nonprofit organization, and serves as an advisory board member for Creighton Farms Country Club. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Vasilios Rajendra is a financial advisor at Range Advisory, LLC with nine years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at Raymond James & Associates, Robert W. Baird, and The Motley Fool. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, offering financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models with tax-aware techniques and integrates proprietary AI tools into client interactions.