Mark Estep is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Navy Federal Asset Management, LLC and Navy Federal Financial Group, LLC, reflecting two decades with affiliated organizations. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm provides portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs that utilize third-party portfolio managers and the Envestnet platform.

Rebecca Meares is a CFP® professional with 14 years of experience in the financial services industry. She has been with McAdam LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. She is also co-owner of Caudle Meares, LLC, a financial planning and wealth management business. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, retirement plan consulting, and related implementation support, combining discretionary portfolio management with a range of investment vehicles and specialized exposures tailored to client objectives.

Jackson Brown is a financial advisor at Range Advisory, LLC with three years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Range Advisory, he worked at GHP Investment Advisors for three years and has varied experience in the hospitality and service industries. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and third-party models, integrates AI tools in client interactions and portfolio analysis, and employs a subscription-based fee structure distinct from typical percentage-of-AUM models.

Vannara Murphy is a financial advisor at SEIA with four years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and SES Inc. He is also involved with SEIA as a Client Service Manager. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm provides investment management, financial planning, and consulting services, utilizing a combination of quantitative and qualitative research aligned with modern portfolio theory.

Rodney Gray is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, Fidelity, Edward Jones, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory role, he owns and operates Fiddlers Green Farm, where he sells hay to a local farmer. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Brian Quantrille is a financial advisor with The Burney Company in Reston, VA, holding a Series 65 credential and four years of industry experience. He has been with The Burney Company since 2020, with prior experience at Raytheon BBN Technologies and Virginia Tech. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform and a combination of proprietary fundamental and quantitative investment models.

Aaron Eppard is a CFP® professional with six years at Keel Point, LLC and five years prior experience at Liberty University, totaling 11 years in the financial industry. He is based in Vienna, VA. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving high-net-worth individuals, family offices, institutional investors, retirement plan sponsors, and corporations. The firm combines fundamental and quantitative analysis to deliver strategic and tactical asset allocations, offering a range of customized investment programs alongside affiliated broker-dealer, insurance, and private fund activities.

Arush Gupta is a CFP® at Range Advisory, LLC with one year of industry experience. Prior to joining Range Advisory, he worked at PNC Bank for five years and has a background that includes roles at the University of Maryland, College Park, and Reservoir High School. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and tax-aware strategies, integrates AI tools into client services, and employs a subscription-based compensation structure.

Carol Dinh Nhat Quy is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 66 licenses and 35 years of industry experience. Prior to joining Capitol Securities in 2024, Quy worked at Morgan Stanley for seven years and Wells Fargo for two years across multiple related entities. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, providing advisory programs through IAR-managed accounts, third-party money managers, and financial plans based on detailed client interviews.

Fariba Shahbaz is a financial advisor at The Burney Company with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2017. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform and combines proprietary fundamental and quantitative models in its investment approach.

Sean Dann is a CFA® charterholder with four years of industry experience. He is currently with Range Advisory, LLC and has prior experience at Creative Planning, LLC and Marshall Financial Group, Inc. Sean has held various roles including positions at the University of Notre Dame. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm employs model portfolios and third-party models with tax-aware techniques and integrates a proprietary AI assistant, Rai, to support client interactions and portfolio analysis.

James Day is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and 65 credentials and 25 years of industry experience. He has worked at Capitol Securities Management since 2004 with brief periods at Eastern Point Trust Services and LPL Financial. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through discretionary and non-discretionary advisory programs, including separately managed accounts and third-party money managers.

Kevin O Hanlon is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Range Advisory, LLC with four years of industry experience. Prior to joining Range Advisory in 2025, he worked at Morgan Stanley from 2021 to 2025 and has held positions at Equitable Advisors and other organizations. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models, incorporates tax-aware strategies, and integrates AI tools in client interactions and portfolio management.

John Mcconnell is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes positions at Edelman Financial Services, M&T Securities, McAdam LLC, and VOYA Financial Advisors before joining Navy Federal in 2018. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs using third-party portfolio managers and offers layered investment solutions, combining advisory and commission-based channels due to its unique affiliation with a banking and credit-union group.

Curtis Congdon is a CFP® professional with 20 years of industry experience, currently serving at XML Financial Group since 2019. He has also been associated with XML Securities, LLC since 2009. Outside of his advisory role, he is an equity member of BR Financial Associates Management Company, LLC, a management company for XML Financial Group and XML Securities. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a broad retail client base. The firm operates through a multi-advisor team model and combines fundamental and technical analysis to tailor portfolios to client objectives, risk tolerance, and liquidity needs.

Linda Black is a ChFC® credentialed financial advisor with 25 years of industry experience. She has been with Lifemark Securities Corp. since 2008 and also works as an independent insurance agent. Additionally, she teaches money management classes for adults at the Center for Lifelong Learning Institute at George Mason University and conducts similar seminars for corporate groups. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, using a suitability-driven approach tailored through risk assessments. The firm offers various managed account programs and allows for both discretionary and non-discretionary account management.

Edwin Watson is a CFA® charterholder affiliated with Range Advisory, LLC, with four years of industry experience. Prior to joining Range Advisory, he worked for five years at Dimensional Fund Advisors. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management through model portfolios and third-party investment models. The firm employs tax-aware techniques and integrates proprietary AI tools to support client interactions and portfolio management, operating primarily on a flat subscription fee structure.

Joseph Moore is a CFP® professional with 11 years of industry experience. He has been with Keel Point, LLC since 2011. 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, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide strategic and tactical asset allocations across various investment programs.

Eugene Wozny is a financial advisor at Savvy with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stratos Wealth Advisors, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Wozny also operates Wozny Capital Advisors, LLC, focusing on investment advisory and financial planning. Savvy serves individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations, offering a range of wealth management and financial planning services. The firm typically employs a primarily index-based, long-term investment approach while integrating specialized sub-adviser strategies and fintech tools.

Samuel Lam is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Capitol Securities Management since 2016. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by providing portfolio management, comprehensive financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice primarily through advisor-managed programs, separately managed accounts, and third-party money managers.