Arush Gupta is a CFP® at Range Advisory, LLC with one year of industry experience. Prior to joining Range Advisory, he worked at PNC Bank for five years and has a background that includes roles at the University of Maryland, College Park, and Reservoir High School. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and tax-aware strategies, integrates AI tools into client services, and employs a subscription-based compensation structure.

Carol Dinh Nhat Quy is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 66 licenses and 35 years of industry experience. Prior to joining Capitol Securities in 2024, Quy worked at Morgan Stanley for seven years and Wells Fargo for two years across multiple related entities. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, providing advisory programs through IAR-managed accounts, third-party money managers, and financial plans based on detailed client interviews.

Fariba Shahbaz is a financial advisor at The Burney Company with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2017. The Burney Company serves primarily 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 using a multi-team advisory platform and combines proprietary fundamental and quantitative models in its investment approach.

Sean Dann is a CFA® charterholder with four years of industry experience. He is currently with Range Advisory, LLC and has prior experience at Creative Planning, LLC and Marshall Financial Group, Inc. Sean has held various roles including positions at the University of Notre Dame. 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, Rai, to support client interactions and portfolio analysis.

James Day is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and 65 credentials and 25 years of industry experience. He has worked at Capitol Securities Management since 2004 with brief periods at Eastern Point Trust Services and LPL Financial. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through discretionary and non-discretionary advisory programs, including separately managed accounts and third-party money managers.

Kevin O Hanlon is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Range Advisory, LLC with four years of industry experience. Prior to joining Range Advisory in 2025, he worked at Morgan Stanley from 2021 to 2025 and has held positions at Equitable Advisors and other organizations. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models, incorporates tax-aware strategies, and integrates AI tools in client interactions and portfolio management.

John Mcconnell is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Navy Federal Financial Group and Edelman Financial Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management mainly through third-party managers on the Envestnet platform. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a mix of advisory and brokerage services.

Linda Black is a ChFC® credentialed financial advisor with 25 years of industry experience. She has been with Lifemark Securities Corp. since 2008 and also works as an independent insurance agent. Additionally, she teaches money management classes for adults at the Center for Lifelong Learning Institute at George Mason University and conducts similar seminars for corporate groups. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, using a suitability-driven approach tailored through risk assessments. The firm offers various managed account programs and allows for both discretionary and non-discretionary account management.

Edwin Watson is a CFA® charterholder affiliated with Range Advisory, LLC, with four years of industry experience. Prior to joining Range Advisory, he worked for five years at Dimensional Fund Advisors. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management through model portfolios and third-party investment models. The firm employs tax-aware techniques and integrates proprietary AI tools to support client interactions and portfolio management, operating primarily on a flat subscription fee structure.

Joseph Moore is a CFP® professional with 11 years of industry experience. He has been with Keel Point, LLC since 2011. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, including high-net-worth and family office clients, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide strategic and tactical asset allocations across various investment programs.

Eugene Wozny is a financial advisor at Savvy with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stratos Wealth Advisors, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Wozny also operates Wozny Capital Advisors, LLC, focusing on investment advisory and financial planning. Savvy serves individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations, offering a range of wealth management and financial planning services. The firm typically employs a primarily index-based, long-term investment approach while integrating specialized sub-adviser strategies and fintech tools.

Samuel Lam is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Capitol Securities Management since 2016. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by providing portfolio management, comprehensive financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice primarily through advisor-managed programs, separately managed accounts, and third-party money managers.

Claudelle Gehy is a financial advisor at Mason Investment Advisory Services Inc with nine years of industry experience. She holds the Series 66 designation and has been with Mason Investment Advisory Services since 2015. 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 centers on long-term strategic asset allocation, disciplined rebalancing, and manager selection, offering services including separately managed accounts and outsourced chief investment officer solutions.

Kenneth Stanley is a Series 65-licensed financial advisor with The Burney Company, where he has worked since 1979, accumulating 39 years of industry experience. He is based in Vienna, VA. The Burney Company primarily 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 using a multi-team advisory platform and offers discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

John Keenan is a CFP® professional with 28 years of industry experience, currently serving as a senior partner at SEIA. His prior roles include positions at SES LLC, Royal Alliance Associates, and Signator Investors, with a career spanning from 1996 onward. He holds an insurance license and is involved in insurance sales and service consistent with financial planning. Keenan is also a member of the Principal Financial Group’s retirement plan board. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm’s investment approach integrates strategic macro asset allocation with tactical adjustments, combining quantitative screens and qualitative research, and manages a majority of assets on a non-discretionary basis.

Thomas Caruso is a financial advisor at Prospera Financial Services, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, Mr. Caruso is President and Owner of Puglia LLC, a non-investment-related business. Prospera Financial Services, Inc. is a multi-team firm serving individual, corporate, charitable, and retirement plan clients through approximately 207 advisors across 140 offices. The firm offers investment advisory and financial planning services via various platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

Michael Yen is a financial advisor at McAdam LLC in Vienna, VA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2017. Prior to his advisory career, he studied at Clemson University from 2013 to 2017. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis using a variety of investment vehicles and incorporating specialized exposures such as direct indexing and cryptocurrency.

Riley Saunders is a financial advisor at Cassaday & Company, Inc. with six years of industry experience. He holds the CFP® and Series 66 credentials. Prior to his current role, Saunders worked at Andersen Tax and Royal Alliance. In addition to advising clients, he manages financial planning processes and supports onboarding and training within Cassaday’s Financial Planning department. 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, utilizing actively managed funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Jan Kowal is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has worked at Stratos Wealth Advisors LLC since 2021, following prior roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, Kowal is involved as a passive investor in several business ventures, including an oil and lube business and a convenience store operation. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional clients, offering customized financial planning and portfolio management through advisor-managed programs and third-party platforms. The firm’s integrated access to SEI-affiliated investment and trust services distinguishes its comprehensive approach.

Connor Becton is a CFP® with one year of industry experience, currently affiliated with Spire Wealth Management, LLC in McLean, VA. He has held roles at multiple firms including Campbell Wealth Management, Madison Avenue Securities, and Raymond James Financial Services. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management as well as manager-of-managers arrangements. The firm manages approximately $4.5 billion in assets for over 6,100 clients through a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised strategies.