Peter Tomasch is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. He previously worked at Cherry Bekaert Wealth Management LLC for seven years. Tomasch serves as a board member and finance committee member for Commonwealth Community Trust, a 501(c)(3) organization managing a pooled special needs trust. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios, with a centralized portfolio management team and Investment Committee overseeing manager selection and monitoring.

Yosef Ghebray is a CFP® professional with 10 years of industry experience, currently serving at Range Advisory, LLC. His prior roles include positions at Betterment, Fidelity Investments, Wells Fargo, Bank of America, and Merrill. Range Advisory offers online financial planning and portfolio monitoring primarily for individual clients, including high-net-worth households. The firm utilizes third-party Turn-key Asset Management Platforms and AI tools to tailor portfolio construction and financial planning beyond investments.

Samuel Ferro is a CFP® with experience at Cassaday & Company, Inc. and Osaic Wealth, Inc. beginning in 2025. Prior to his advisory roles, he worked at The Family Firm from 2021 to 2025 and has held various positions outside the financial industry. 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 using actively managed mutual funds, ETFs, and conservative fixed income securities.

Sarah Avery is a financial advisor with Mason Investment Advisory Services Inc. She holds a Series 65 designation and has been with Mason since 2024. Prior to joining Mason, she spent several years in educational roles at James Madison University and Lake Braddock Secondary School. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm specializes in fee-based financial planning, separately managed accounts, and institutional services, with a focus on strategic, long-term asset allocation and portfolio management for high-net-worth individuals and nonprofit organizations.

Daniel Smith is a financial advisor at Keel Point, LLC with one year of industry experience. He previously worked at Blend Labs, Inc. for four years and CoreLogic for ten years. 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 blend of fundamental and quantitative analysis to guide portfolio management and offers a range of strategies, including customization and use of sub-advisers, alongside affiliated brokerage, insurance, and private fund activities.

Andrew Burke is a financial advisor at Capitol Securities Management, Inc. in Reston, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Capitol Securities Management since 2006. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and investment vehicles.

David Guido is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Private Client Services. In addition to his advisory role, he is involved in offering insurance products through multiple companies, earning compensation from these sales. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management programs, financial planning, and retirement plan advisory services, with an emphasis on client-approved trades and customized portfolio allocations.

Mary Mc Cormick is a CFP® professional with nine years of industry experience, currently affiliated with Andersen. She has worked at Andersen Tax LLC since 2003. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting.

Regina Mayhew is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has been with Navy Federal Investment Services since 2014 and also works with Navy Federal Financial Group. She provides notary services for clients at the Hughes Branch in Vienna, VA, on an as-needed basis without compensation. 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 ongoing account monitoring, rebalancing, and optional overlay services.

Arvette Reid is a financial advisor at SEIA with five years of industry experience. She holds a Series 65 designation and has worked at SES Inc. since 2023 and SEIA LLC since 2017. Prior to her advisory roles, she spent six years at Capital Caring Hospice & Palliative Care. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and manages most assets on a non-discretionary basis.

David Spiker is a ChFC® credentialed financial advisor with over 51 years of industry experience. He has been with Capitol Securities Management, Inc. since 1986 and also operates an insurance brokerage under his own name. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage, investment advisory, and comprehensive financial planning services. The firm offers access to various investment programs and emphasizes client-specific investment policies managed through a range of securities and third-party managers.

Franklin Stitely Jr. is a Series 66-licensed advisor with ValMark Advisers, Inc. based in Ashburn, VA, bringing three years of industry experience. He is also the managing member and majority owner of SK CPA's & Business Advisors PLLC, a CPA firm specializing in tax preparation and accounting, where he has worked since 1990. Additionally, he is involved with Clarity Practice Management, LLC, which provides practice management software for CPA and tax firms. ValMark Advisers offers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Yohanna Gorfu is a CFP® and holds a Series 66 designation with 26 years of industry experience. He has been with Spire Investment Partners since 1999 and currently serves as an Investment Advisor Representative at Spire Wealth Management, LLC. 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 for over 6,100 clients, offering a combination of advisor-led portfolios, model strategies, and manager-of-managers arrangements.

Matthew Stonich is a Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matthew has developed expertise in financial planning and investment consulting. Matthew emphasizes the importance of having a clear financial plan to work towards individual goals, as reflected in his personal statement: "Everyone needs a plan in place to work towards their goals. Let's take a minute to make a plan, don't make a plan a minute." This approach guides his work with clients to establish structured financial strategies.

Andrew Mccully is a financial advisor at United Brokerage Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with United Brokerage Services since 2007. In addition to his advisory role, he serves as a Senior Trust Advisor at United Bank. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs and emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware portfolio management, primarily providing advice on a non-discretionary basis.

Tristan Hawkins is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and 25 years of industry experience. He has been with United Brokerage Services since 2016. United Brokerage Services, Inc. provides investment advisory services to individuals, including high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various wrap and unified managed account programs and employs a process that includes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, third-party research, and tax-aware overlays.

Erin Holt is a CFP® with seven years of industry experience currently serving at F.L. Putnam Investment Management Company. She has held prior roles at Kalos Capital and Alpha Omega Group, Inc. Holt volunteers with the Foundation for Financial Planning, providing pro bono financial planning services. F.L. Putnam serves a diverse client base including individual and institutional investors, offering customized investment management and advisory solutions across multiple asset classes. The firm incorporates both internally managed strategies and third-party managers, with a strategic asset allocation framework supported by AI tools that complement human decision-making.

Neal Treanor is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Wellington Management Company, State Street Global Advisors, and 1251 Capital Group. Cassaday & Company Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers comprehensive financial planning and retirement consulting.

Faye Lawrence is a CFP® professional with seven years of industry experience, currently serving as an advisor at SEIA. Her prior roles include positions at Royal Alliance Associates, Bogart Wealth, and Ameriprise Financial Services. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm employs a client-driven investment process combining strategic and tactical allocation, offering a variety of managed account programs and comprehensive financial planning options.

Cayenne Rooks is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and two years of industry experience. Prior to joining Cassaday & Company, Rooks held roles at Osaic and Chez Le Mannequins. 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 employs a long-term, asset-allocation-driven investment approach centered on Modern Portfolio Theory and offers a range of services including retirement plan consulting and fiduciary monitoring.