Rena Abdalla is a financial advisor at Preston Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Preston Wealth Advisors and Manna Capital Management since 2014. Outside of advising, she is involved in mortgage lending through Everett Financial, Inc. and runs an event and design consulting business focused on nonprofit fundraising. Preston Wealth Advisors provides investment advice and financial planning to individuals, families, and plan fiduciaries, employing both active and passive portfolio management strategies. The firm uses model-driven approaches and third-party software to manage discretionary client accounts and offers specialized services including private pooled investment vehicles and participant account management for held-away retirement accounts.

Richard Holden is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been affiliated with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial since 2016. Outside of his advisory role, he holds a notary commission in Virginia and is engaged in an airplane leasing business. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach and primarily implements strategies through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.

Bard Malovany is a CFP® with 29 years of industry experience. He is currently with Aspect Partners, LLC, where he has worked since 2022, and has prior experience at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. Malovany is also involved in selling disability and traditional life insurance through his ownership role at Aspect Partners. Aspect Partners serves individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients, providing discretionary asset management, portfolio management, financial planning, and retirement-plan consulting. The firm uses individualized investment advice with a range of securities and employs quantitative and technical analysis, operating under a fiduciary standard.

Eric Hirsch is a CFP® with 21 years of industry experience, currently serving as an advisor at SEIA. He has previously worked at Goldman Sachs for 10 years and Royal Alliance Associates, Inc. for one year. In addition to his advisory role, Hirsch provides occasional consulting on financial advisor-related topics. SEIA is a multi-team advisory firm with approximately 140 advisors, offering services to individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm’s investment approach combines strategic macro asset-allocation with tactical adjustments, employing both discretionary and predominantly non-discretionary management across multiple advisory programs.

David Engler is a CFP® professional with 21 years of experience in financial advising. He has been with Mason Investment Advisory Services Inc since 2006. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, as well as charitable institutions and endowments. 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 focused advisory team.

Jane Anderson is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Canlis, Marathon Wealth Management, and academic work with Boston College's Economics Department and Alumni Center. Outside of finance, she has experience with organizations such as Outdoors For All and entrepreneurial ventures including Boba Up and Six Pack Foods. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach and access to a range of affiliated investment and fiduciary services.

Jami Merrell is a financial advisor at SEIA with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience with Fidelity Investments and Fidelity Personal and Workplace Advisors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments and offers a majority of assets on a non-discretionary basis, along with comprehensive financial planning and investment consulting services.

Reilly Carlton is a financial advisor with Aegis Capital Corp. based in McLean, VA. He holds Series 63 and Series 65 licenses and has three years of industry experience. His previous roles include positions at UBS Financial Services, self-employment, the US Patent Office, ProTask Inc., and Siemens Healthineers. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients across a range of wealth levels, offering asset management, financial planning, brokerage, and related services. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, with a notable portion of assets managed on a non-discretionary basis.

Samuel Murphy is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brighton Jones LLC with four years of industry experience. His prior roles include positions at Markel Corporation and CSC Leasing Company. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support, utilizing a whole-balance-sheet approach and an affiliated ecosystem of investment and fiduciary services.

Sarah Baker is a CFP® professional with 19 years of industry experience. She is currently with Mason Investment Advisory Services Inc, where she has worked since 2021. Her previous roles include positions at Sullivan, Bruyette, Speros & Blayney, LLC and Ronald Blue & Co. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, as well as charitable institutions. The firm employs a long-term strategic asset allocation approach with disciplined rebalancing and a manager-selection process, managing approximately $13.2 billion in assets with a team of 31 advisors.

Adrian Vaughn is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Vaughn also has an ongoing affiliation with George Mason University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting using fundamental analysis to tailor portfolios across mutual funds, ETFs, independent managers, and individual securities.

Allen Eickelberg is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has worked at Bogart Wealth, LLC since 2025 and previously held roles at Foreside Fund Services, LLC, Redbrick LMD, LLC, and Spire Investment Partners. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm manages portfolios using a combination of passive and select active strategies, guided by an Investment Portfolio Committee, and offers access to alternative investments and specialized estate planning resources.

Aaron Rosen is a CFA® charterholder with 12 years of industry experience and is currently with F.L. Putnam Investment Management Company. His prior roles include positions at AOG Wealth Management, American Elm Distribution Partners, Copia Wealth Studios, and Lucia Capital Management. He also operates a sole proprietorship providing non-investment advisory consulting services. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized investment management through a team-based approach that integrates internal strategies and third-party managers across various asset classes. The firm emphasizes a research-driven process combining macroeconomic and security-level analysis and provides services such as discretionary and non-discretionary management, financial planning, and family office solutions.

Alaric Goth is a financial advisor with McAdam LLC in Vienna, VA, holding a Series 66 designation and 12 years of industry experience. He has worked at McAdam LLC since 2014 and was also affiliated with Purshe Kaplan Sterling Investments for ten years. Goth’s other business activities include insurance sales, specifically focused on fixed annuities. McAdam LLC provides financial planning, investment management, retirement plan consulting, and related support to individuals, trusts, charities, corporations, and government entities, including high-net-worth households. The firm typically manages client accounts on a discretionary basis, utilizing a range of investment vehicles and incorporating less liquid or specialized exposures tailored to client objectives.

Aliexander Parker is a financial advisor with Saxony Capital Management, LLC in Reston, VA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Hightower Advisors, LLC and Profunds Distributors, Inc. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs a range of investment strategies, including discretionary asset management alongside hourly or flat-fee financial planning.

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 with Navy Federal Investment Services, LLC, holding a Series 66 designation and having five years of industry experience. Her work history includes multiple roles within Navy Federal entities since 2018 and prior experience at Granite State Credit Union and St. Mary's Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and supports a range of investment solutions, including automated ETF portfolios.

Steven O Leary is a financial advisor at Keel Point, LLC in McLean, Virginia, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors for 12 years. Outside of his advisory work, he serves as a successor trustee and executor for a family trust related to estate planning. 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 employs a team-based approach combining fundamental and quantitative analysis to deliver customized portfolio management and consulting services across various 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.

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.