Dionne Thompson is a financial advisor at Capital Investment Advisors with 22 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Capital Investment Advisors serves both individual clients, including non‑high-net-worth and high-net-worth households, and institutional entities such as trusts and pension accounts. The firm offers personalized financial planning and asset management, emphasizing client education through structured planning processes and proprietary workshops.

Amy Cooper is a financial advisor at Folger Nolan Fleming Douglas Incorporated with one year of industry experience. She holds a Series 66 designation and previously worked at Optimal Beginnings LLC for eight years. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services to a single ultra-high-net-worth family client. The firm customizes management strategies across equities, fixed income, mutual funds, and ETFs, coordinating with other advisors on estate and cash-flow matters.

Timothy Flanigan is a CFP® with 17 years of industry experience. He has worked at Brown | Miller Wealth Management, LLC since 2020 and previously held roles at Wells Fargo Clearing and Investments Professionals Inc. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a blend of active and passive strategies and provides both discretionary portfolio management and consulting services.

Eliot Simon is a CFP® professional with nine years of industry experience. He has worked at Evermay Wealth Management, LLC since 2021 and previously spent seven years with Garnet Group LLC. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment management with tax and estate planning through affiliated services and third-party platforms.

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.

John Forster is a financial advisor at SB Advisory, LLC in Washington, DC, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has worked at Bank of America, N.A. since 2013 and Merrill since 2012. Outside of his advisory role, he serves as a director of the Committee for the Capital City, a nonprofit focused on voting rights for DC residents. SB Advisory, LLC is a multi-team SEC-registered firm managing over $1.1 billion for approximately 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using mutual funds, ETFs, individual equities, and outside managers, complemented by fundamental, technical, and qualitative portfolio analysis.

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.

Jane Anderson is a financial advisor at Brighton Jones LLC in McLean, VA. She holds a Series 65 license and has professional experience across various roles including positions at Boston College and Outdoors For All, with a background that includes nonprofit and educational activities. Anderson has been with Brighton Jones since 2024. Brighton Jones serves individuals, families, retirement plan sponsors, and charitable organizations by providing comprehensive wealth management services such as family office solutions, financial planning, discretionary investment management, tax preparation, and access to private investments. The firm employs a holistic balance-sheet approach and offers both discretionary and non-discretionary management, leveraging independent managers and proprietary private investment vehicles.

Christian Hutchins is a CFP® with 12 years of experience in the financial industry. He is currently affiliated with Mariner Independent and its platform, Mariner Platform Solutions, and is the founder of Rolling Hills Advisors. His previous roles include positions at HighTower Advisors LLC, Royal Alliance Associates, INC., and Signature Estate & Investment Advisors LLC. Hutchins serves on the board of USC Associates, where he participates in fundraising and event planning. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of financial planning and investment services through a network of 119 advisers, utilizing firm-built model portfolios and customized discretionary management, with access to a broad set of investment tools and affiliated businesses.

Jami Merrell is a financial advisor at SEIA with 15 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at 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 of approximately 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, relying on both quantitative and qualitative research, and primarily manages assets on a non-discretionary basis.

Reilly Carlton is a financial advisor at Aegis Capital Corp. with two years of industry experience. His prior work includes roles at UBS Financial Services, Inc., self-employment, and positions at the US Patent Office, ProTask Inc., and Siemens Healthineers. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services through multiple platforms. The firm manages most assets on a non-discretionary basis, allowing clients to approve recommendations before execution.

Samuel Murphy is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brighton Jones LLC in McLean, VA. He has four years of industry experience, including prior roles at Markel Corporation and CSC Leasing Company, and spent ten years as a full-time student before beginning his advisory career. Brighton Jones LLC provides comprehensive wealth services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts, employing a holistic, balance-sheet approach that combines discretionary and non-discretionary management with continuous monitoring and access to private investment opportunities.

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.

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.

Amy Karsko is a financial advisor at Navy Federal Investment Services, LLC with four years of industry experience. She holds the Series 66 designation and has worked exclusively within the Navy Federal Financial Group and its affiliated entities since 2018. Prior to that, she held positions at Granite State Credit Union, the Reginal Economic Development Center, and St. Mary's Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, providing portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm offers model portfolios managed by third-party portfolio managers and maintains a dual registration as both an investment adviser and broker-dealer.

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.

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.

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.