Allen Eickelberg is a CFP®-credentialed financial advisor at Bogart Wealth, LLC with 14 years of industry experience. His prior roles include positions at Spire Investment Partners, Redbrick LMD, LLC, and Foreside Fund Services, LLC. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of model portfolios, specialized investment options, and coordinated tax-preparation and estate-planning tools, implementing investment decisions primarily through discretionary management overseen by an Investment Portfolio Committee.

Aaron Rosen is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at F L Putnam Investment Management Company and has held previous roles at AOG Wealth Management, American Elm Distribution Partners, Copia Wealth Studios, Lucia Capital Management, and LPL Financial. Outside of his advisory work, he operates a sole proprietorship offering non-investment advisory consulting services. F L Putnam serves a diverse client base including individual investors, families, and institutional clients such as foundations and endowments. The firm employs a team-based approach to customized investment management, combining internal strategies with third-party managers across various asset classes, and offers solutions ranging from discretionary management to family office services.

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.

Matthew Ragone is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. His prior experience includes roles at Bank of America N.A. and Merrill, as well as operating MRagsTV, a side business focused on streaming entertainment content on the Twitch platform. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and third-party models with tax-aware techniques and incorporates proprietary AI tools in client interactions and portfolio management.

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.

Anthony Benson is a CFA® charterholder with 15 years of industry experience. He has been with Keel Point, LLC and its affiliated entity Keel Point Capital, LLC since 2015. 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—along with institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver diversified portfolio management, financial planning, and consulting services across a range of asset classes.

Sharon Kampner is a CFP®-certified financial advisor with Mason Investment Advisory Services Inc, based in Reston, VA. She has 20 years of industry experience, including 15 years at Mason Investment Advisory Services. Mason Investment Advisory Services, Inc. is an SEC-registered firm managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals and institutions, and emphasizes strategic, long-term asset allocation with a focus on OCIO engagements for nonprofit organizations and pension plans.

Vanessa Kraus is a financial advisor at Keel Point, LLC with seven years of industry experience. She holds a Series 63 designation and has previously worked at MBSC Securities Corporation, BNY Mellon, Pruco Securities, US Fitness Holding, and Peterson Renovations. 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 investment decisions and offers a range of portfolio management and consulting services across various asset classes.

Parker Hendershot is a CFA® charterholder and holds a Series 66 license, currently serving as an investment strategist at SEIA. He has two years of industry experience, including prior work at Cambridge Associates LLC. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a combination of strategic macro asset allocation and tactical adjustments supported by quantitative and qualitative research, with a notable emphasis on non-discretionary asset management.

Robert Garone is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Capitol Securities since 2009. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers a range of investment management options, including separately managed accounts and access to various wrap fee programs and third-party money managers.

Alexander Kuczera is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments, The Capital Group Investment Advisory Services, and The Baldwin Group Wealth Advisors. Additionally, Kuczera is involved in independent insurance agencies, providing insurance advice and underwriting services. 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 using actively managed funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Isabelle Bodenstein is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday & Company, she held roles at Osaic Wealth, Inc. and Morgan Stanley Wealth Management. She also has experience in business administration and education, including a position at the Robert H. Smith School of Business. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations primarily through actively managed mutual funds, ETFs, and conservative fixed income securities.

Owen Collier is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation with experience that includes roles at OSAIC and Temple University. His background also includes involvement in the brewing industry with Spring House Brewing Company. 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 with actively managed mutual funds, ETFs, and fixed income securities.

Noorjahan Enayat is a CFP® and Series 66 licensed advisor with 13 years of industry experience. She has been with XML Financial Group since 2016. In addition to her advisory role, she also serves as an insurance agent for non-securities based products. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients, offering investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

Marcus Malone is a CFP® with 11 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Corbett Road Wealth Management and Spire Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.