Victoria Freeman is a financial advisor at Cassaday & Company, Inc. with two years of industry experience. She holds the Series 65 designation and has previously worked at Motley Fool Wealth Management, Mendota Financial Group, Northwestern Mutual, and Capitol Auto Credit. Outside of finance, she was involved with Indulge Spa for four years. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm uses 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.

Jonathan Koumas is an Investment Consultant at Fidelity Investments, where he has worked since 2025. He focuses on building lasting client relationships through attentive listening and purposeful planning. Jonathan aims to simplify complex financial matters and provide clear guidance to help clients make confident decisions. His professional experience includes roles as a Financial Representative at Fidelity Investments from 2024 to 2025, and at Northwestern Mutual from 2023 to 2024. Jonathan is committed to delivering thoughtful and transparent service tailored to each client's individual journey. Outside of his professional work, Jonathan enjoys cooking and baking, fitness, football, golf, social events with friends, and volunteering.

Kevin Draudt is a CFP® professional with six years of experience in financial advising. He currently works at Andersen and has previously held positions at several firms, including Andersen Tax LLC and Valeo Financial Advisors. Andersen serves successful individuals and families, their related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Brittany Janssen is a financial advisor at Summit Financial, LLC with two years of industry experience. She holds the Series 66 designation and has worked at Summit Financial and its affiliated entities since 2025. Prior to joining the financial industry, she held positions at several companies including Beltway Medical LLC and Supreme Orthopedic Systems. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, 216 advisors, and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client preferences.

Amber Christopher is a financial advisor with Keel Point, LLC and holds Series 63, 65, and 66 licenses. She has 18 years of industry experience, having previously worked at Savant Wealth Management, Lucia Securities, and Raymond J. Lucia Companies. 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.

Frank Ohara is a financial advisor at Lifeworks Advisors, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Lifeworks Advisors in 2023, he worked at Purshe Kaplan Sterling Investments and Verisign, among other firms. He is also dually registered with Kristine A. Boelte & Associates, LLC. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines a planning-based tranche approach with traditional risk models and integrates tax and accounting capabilities through affiliated entities.

Joseph Delasho is a CFP® with seven years of industry experience, currently serving at Range Advisory, LLC. He has previously worked at UBS Financial Services, Bank of America, Merrill, and Merrill Lynch. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, offering financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios, tax-aware techniques, and an AI assistant integrated into client interactions, with a compensation model based primarily on flat subscriptions rather than percentage-of-AUM fees.

William Lloyd is a CFP® professional with 36 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He previously worked at Spire Investment Partners, LLC and LPL Financial LLC. He is the founder of The Charitable Payraise, a patented web application designed to improve after-tax cash flow for clients, primarily in retirement, through a specialized tax method. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary accounts, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside long- and short-term trading strategies, with portfolio selection supported by documented due diligence.

Jesica Ray is a CFP® and holds a Series 65 license, with 10 years of industry experience. She has been with Brighton Jones LLC since 2015. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and manages client assets through a mix of public and private investments, supported by an affiliated ecosystem of investment, trust, and legal service entities.

Neal Treanor is a financial advisor at Cassaday & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cassaday and related firms since 1995. He also serves as Chief Compliance Officer for Cassaday and Co Wealth Management, LLC. 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 using actively managed mutual funds, ETFs, and conservative fixed income securities.

Chloe Manke is a financial advisor at Cassaday & Company, Inc. with Series 66 and Series 63 licenses and one year of industry experience. Her previous roles include positions at John Hancock and Osaic Wealth Inc., as well as work outside the financial industry with the Schoolyard Tennis Academy. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios tailored to clients’ needs.

David Austin is a Series 65 licensed advisor at Keel Point, LLC with one year of industry experience. Prior to joining Keel Point, he worked for eight years at the World Food Programme and three years at the MJ Murdock Charitable Trust. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to develop strategic and tactical asset allocations, offering a variety of portfolio management and consulting services across multiple asset classes.

Irene Butler is a CFP® professional with 10 years of experience in financial advising. She is currently Senior Vice President at Cassaday & Company, Inc., where she works closely with the firm's founder and CEO on client meetings, onboarding, and financial planning analyses. Prior to joining Cassaday, Irene held roles at Osaic Wealth, Inc., Raymond James Financial Services, Inc., and Franklin Templeton Distributors, Inc. She serves as an investment committee member for the Community Foundation for Loudoun and Northern Fauquier Counties, a nonprofit philanthropic organization. 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 with actively managed mutual funds, ETFs, and conservative fixed income securities.

Ernest Dimattina is a financial advisor at Capitol Securities Management, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 1996. Prior to and concurrently, he has worked at Merrill Lynch, Pierce, Fenner & Smith since 1982. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm offers diversified investment management through separately managed accounts, wrap fee programs, and third-party money managers.

Lauren Mercer is a CFP® with ten years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2020. Prior to joining Brighton Jones, she worked for five years at The Vanguard Group. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for its Personal CFO clients, combining discretionary portfolio management with recommendations for both public and private investments, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Stephanie Gumm is a financial advisor at Savvy with 13 years of industry experience. She has held roles at Horizon Advisory Group, Commonwealth Financial Network, and MassMutual, among others. Outside of advising, she is co-chair of events and partner at neXco National, a national B2B networking organization, and founder of Profits & Pours with Stephanie, an interactive panel discussion series focused on exit planning topics. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach, integrating third-party fintech tools and specialized sub-adviser strategies.

Alex Karkeek is a CFP®-certified financial advisor with 13 years of industry experience, currently with Cassaday & Company, Inc. He has held roles at Cassaday & Co Wealth Management, LLC and Osaic Wealth, Inc. Outside of his advisory work, Karkeek is an insurance agent offering fixed annuities and long-term care insurance products. 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 focused on diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Brian Kelley is a CFP® professional with 22 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2000. 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’s approach centers on long-term strategic asset allocation, disciplined rebalancing, and manager selection, serving clients through separately managed accounts, OCIO services, and other investment solutions.

Tempeste Hernandez is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Reston, VA. She has two years of industry experience and previously worked at Bank of America from 2014 to 2020 before joining Navy Federal in 2020. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and provides various layered portfolio solutions alongside digital automated ETF options.

Joseph Carter III is a financial advisor at United Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AmeriEstate Legal and ASC Financial Planners, as well as Global Atlantic Financial Company and Global Atlantic Distributors, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment approaches and maintaining an affiliation with United Bank through its parent company, United Asset Management Corporation.