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.

Alexander Cordoba is a financial advisor at Cassaday & Company, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Royal Alliance Associates, The Prudential Insurance Company of America, Pruco Securities LLC, and McAdam. Cordoba is also involved with Cassaday & Co Wealth Management, LLC, where 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, managing approximately $7.14 billion in discretionary assets. The firm emphasizes a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory and offers standalone financial planning and retirement plan consulting for plan sponsors and fiduciaries.

Elizabeth Napper is a CFP® with nine years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. Her prior roles include nearly two decades at the National Rural Electric Cooperative Association and positions at Captrust and BB&T Asset Management. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, families, trusts, and institutions, offering wealth management, financial planning, retirement advisory, and family-office services through a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies.

Rivers Rodriguez is a CFP® with five years of industry experience, currently serving as an advisor at SEIA. His prior experience includes roles at Royal Alliance Associates, Signature Estate & Investment Advisors, and an educational position at Kumon Math and Reading Center. SEIA is a multi-team advisory firm with approximately 142 advisors serving a diverse client base, including individuals, trusts, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, relying on a structured investment process developed by its Investment Solutions Group and Committee.

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 licenses and having three years of industry experience. Prior to joining Navy Federal, Aylor worked at firms including LPL Financial and Fidelity Investments. The firm serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that use third-party portfolio managers.

Kathryn Gustafson is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with The Strategic Financial Alliance since 2012 and also serves as a partner at Strategic Blueprint, LLC. Outside of advisory services, she is involved as a partner in a home accessories and decor business and participates in a financial education initiative aimed at recent college graduates, newlyweds, and young professionals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm employs both in-house and third-party asset managers and serves clients through discretionary and non-discretionary portfolio programs.

Jaskirat Lakhat is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Morgan Stanley, and Merrill. Outside of advisory work, he manages a business involving the purchase and rental of luxury cars. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing through its EPC Advisors Group division.

Ashli Suprise is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with 13 years of industry experience. She has worked at OSAIC Wealth and EF Legacy Securities, LLC during her career. Cassaday & Co Wealth Management provides investment management and financial planning to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation-driven approach grounded in Modern Portfolio Theory and offers services that include retirement plan consulting and financial planning.

Hourieh Ghasripour is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with Navy Federal entities since 2011 and spent two years at Wells Fargo Clearing prior to that. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm structures client portfolios primarily through third-party portfolio managers vetted by an investment committee and provides both managed advisory programs and digital automated ETF portfolio products.

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 licenses and has worked at Keel Point Capital, LLC since 2011, with prior roles at WFG Investments Inc and Private Consulting Group, Inc. Parks serves as CEO and managing member of several Keel Point affiliated entities. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, institutional investors, and retirement plan sponsors, employing a team-based approach to fundamental and quantitative analysis across multiple investment strategies.

Jeffrey Lopez is a CFP® professional at Range Advisory, LLC with three years of industry experience. His background includes roles at Deloitte and StoneTurn Group, as well as operating as a sole proprietor. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs model portfolios alongside third-party strategies, utilizing AI tools to support portfolio management and client service.

Nicholas Despins is a CFP® at Keel Point, LLC with five years of industry experience. His prior work includes roles at the National Institute of Transition Planning, Inc., Cedar Run Community Church, and Virginia Tech. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, and consulting through a team-based blend of fundamental and quantitative analysis.

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.

Jeffrey Lipsey is a CFP® affiliated with Advisory Services Network and has been the CEO and founder of Jeff Lipsey Bookkeeping LLC dba Lipsey and Associates since 2013, where he manages tax preparation and accounting services. He also serves as a member of DSP Tax Strategies, LLC, a tax planning and advisory service company. Lipsey has no prior experience as a financial advisor. Advisory Services Network is an independent enterprise firm with approximately 208 advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Rachel Boyell is a financial advisor at Cassaday & Company, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at both Cassaday & Company since 2014 and Royal Alliance Associates, Inc. since 2021. Cassaday & Co Wealth Management provides investment management and financial planning to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory.

Timothy Nelson is a financial advisor at Encompass More Asset Management LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bull Run Investment Management LLC, Centaurus Financial Inc., Bull Run Financial Group LLC, and Rillhurst Capital. In addition to his advisory work, he is a managing partner at Skyline Financial Partners, LLC, where he provides life insurance and annuities. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies utilizing proprietary and third-party sub-advisers across a range of investment options, including private placements and digital-asset exposures.

David Duff is a Series 65-licensed financial advisor with Kingsview Wealth Management, LLC, based in Falls Church, VA. He has one year of industry experience and previously held roles at AMJ Financial Wealth Management, Sharkey's Rib & Wing Joint, and Target. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers a range of financial planning and asset management services, blending in-house strategies with third-party managers and providing access to alternative investments.

Yevgeniy Shvets is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with Capitol Securities Management, Inc. since 2019. His prior roles include positions at UGK Trading Inc, SageVest Wealth Management, TD Ameritrade, and SCOTTRADE. Outside of financial advising, he works as a translator, assisting with the translation of foreign language materials. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser and delivers investment advice through IAR-managed programs, separately managed accounts, and third-party money managers.