Rachel Boyell is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and four years of industry experience. She has worked with Cassaday & Company since 2014 and Royal Alliance Associates since 2021. 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 primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

David Duff is a financial advisor at Kingsview Wealth Management, LLC, holding a Series 65 designation. He has been with Kingsview since 2024 and has prior experience that includes roles at Sharkey's Rib & Wing Joint and AMJ Financial Wealth Management. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including proprietary ETFs and access to third-party managers.

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.

Alexander Fuentes is a financial advisor at Cassaday & Company, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Cassaday, he worked at Osaic Wealth, Inc. and has a background that includes roles in education and the hospitality 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 employs a long-term, Modern Portfolio Theory–based approach with diversified, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

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.

Lori Allison is a CFP® professional with 26 years of industry experience, currently serving at The Strategic Financial Alliance, Inc. since 2012. She holds Series 63 and Series 66 licenses and is based in Fairfax, VA. Outside of her advisory role, she is active as treasurer for the BYU Management Society, an organization providing networking and scholarships for alumni and students, and she is involved in financial education workshops through Keen & Pocock Financial Academy, LLC. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting services. The firm operates multiple portfolio programs and supports third-party manager platforms, with a significant portion of assets managed on a non-discretionary basis.

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.

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.

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.

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.