Gabriella Cajina Schafer is an associate advisor at SEIA with nine years of industry experience. She holds a Series 66 designation and has worked at Royal Alliance Associates, Inc. and SES LLC prior to her current role. Gabriella holds a Virginia insurance license in a non-producer capacity. SEIA is a multi-team firm providing investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a six-step, client-driven investment process supported by a dedicated research group and offers a range of managed account programs and financial planning services to approximately 9,520 clients with $22.5 billion in assets under management.

Christopher Hoffa is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Brighton Jones LLC since 2020, with prior experience at ANKURA Consulting Group and Dixon Hughes Goodman. Brighton Jones LLC serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, and charitable organizations. The firm provides comprehensive wealth management services through a holistic, balance-sheet approach, offering both discretionary and non-discretionary management along with access to private investment opportunities.

James Ortlip is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with F. L. Putnam Investment Management Company and has previously worked at Kalos Capital, Inc. and AOG Wealth Management. F. L. Putnam serves a diverse range of individual and institutional clients, offering various investment management and advisory services including discretionary and non-discretionary portfolio management, family office solutions, and consulting. The firm uses a strategic asset allocation framework supplemented by internally managed strategies, third-party managers, and specialized offerings such as Optimized Indexing and AI-supported research.

Justin Harris is a CFP®-designated financial advisor with 26 years of industry experience. He is currently a principal at Cassaday & Co Wealth Management, LLC and has held roles at Cassaday & Company, Inc. and Royal Alliance Associates, Inc. outside of his advisory work, he is a senior partner in multiple LLCs and involved in insurance sales including life, disability, and long-term care insurance. 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.

Brendan Condron is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday, he held roles at OSAIC, EaseAlert, The Selling Factory, and Kidball Baseball Inc. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and offers a range of consulting and financial planning services, supported by various corporate affiliations.

Fabiano De Franco is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Sound Income Strategies, LLC since 2019 and concurrently owns Retirement Solution LLC, where he focuses on fixed insurance sales. Prior to that, he worked at ICMA Retirement Corporation from 2010 to 2017. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity evaluation, supported by a scalable advisor network and specialized family-office style services.

Harriet Fountain is a financial advisor with The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with The Burney Company since 2019 and previously worked at Macy's and Marshall's. The Burney Company serves mainly 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 through a multi-team platform and offers discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

Kathleen Pena is a financial advisor at Spire Wealth Management, LLC with seven years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at Ameriprise, Citigroup, JPMorgan Chase Bank, and JP Morgan Securities. 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 through a combination of advisor-led portfolios, model asset allocation strategies, and sub-advised solutions.

Feisal Malik is a financial advisor at Spire Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Spire Investment Partners since 2020, following prior roles at Bestvest Investments and his own practice. Since 2023, Malik has also served as Chief Compliance Officer for Spire as a Service, an outsourced compliance business for registered investment advisers. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm offers both discretionary and non-discretionary portfolio management, combining advisor-constructed portfolios, model strategies, and sub-advised solutions that include tactical, active, and passive investment approaches.

Albert Mullan is a financial advisor at The Burney Company with three years of industry experience. He holds a Series 65 designation and has worked in roles at The Burney Company, DP Facilities Data Centers, Telos Corporation, James Madison University, and Loudoun County High School. 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 through a multi-team advisory platform that employs proprietary fundamental and quantitative models and offers a variety of investment options, including actively managed ETFs and OCIO services.

Eric Sanders is a CFP® professional with nine years of experience in financial advising. He is based in McLean, VA, and has a longstanding association with Andersen Tax LLC, where he has worked since 2006. 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 integrated with tax and financial planning services.

Matthew Gaffey is a CFP® and ChFC® with 19 years of industry experience, currently serving as an advisor at Spire Wealth Management, LLC since 2016. Prior to joining Spire, he worked at Spire Investment Partners. He is also a passive investor and 5% owner of NexGen, an investing and consulting company. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, combining advisor-constructed portfolios, model asset allocation strategies, and sub-advised solutions.

Steven Osborne is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Royal Alliance and Government Scientific Source. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Tucker Braddock is a financial advisor at Keel Point, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Keel Point since 2017. Prior to that, he spent nearly two decades at Valic and Valic Investment Services Company. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, and retirement plans. The firm employs a team-driven investment process that integrates fundamental research and quantitative modeling to manage diversified portfolios across multiple strategies.

Kimberly Knapp is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Capitol Securities Management since 2005. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors with brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm offers asset management through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Michael Stevens is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with the firm since 2012. Outside of advising, he is a partner in a financial marketing business and also works as a fixed insurance agent. The Strategic Financial Alliance serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers portfolio management, third-party manager selection, financial planning, and educational seminars, implementing customized strategies through co-advisory relationships and referrals.

Amanda Pfeifle is a financial advisor at F L Putnam Investment Management Co. with three years of industry experience. She previously worked at AOG Wealth Management and AOG Wealth Management, Inc. for a combined total of 17 years. Outside of her advisory role, Amanda is a photographer and owner of CE Media & Design, offering photography and photo editing services. F.L. Putnam Investment Management serves individual and institutional clients, including registered investment companies, foundations, endowments, and high-net-worth individuals. The firm builds customized portfolios using internally managed strategies and third-party managers across various asset classes, and it offers specialized solutions such as Optimized Indexing and tax-aware fixed income strategies.

Blaine Homan is a CFP® with seven years of industry experience currently with Mason Investment Advisory Services Inc. He has previously worked at Mason Securities, Inc., Centurion Wealth Management, Domani Wealth LLC, and Kurtz, Connor, Browning, & Phillips, LLC. His career also includes three years at Virginia Polytechnic Institute and State University. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm provides fee-based financial planning, separately managed accounts, and institutional services such as outsourced chief investment officer (OCIO) engagements, focusing on long-term strategic asset allocation and manager selection.

Alyson Lapidus is a financial advisor at SEIA with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Burney Wealth Management and SES LLC. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic and tactical approaches, managing the majority of its assets on a non-discretionary basis.

Evgeny Gushcha is a financial advisor at The Burney Company with 16 years of industry experience. He holds a Series 65 designation and has been with Burney Partners since 2008. 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 approach that incorporates proprietary fundamental and quantitative models, actively managed ETFs, and offers a range of customized portfolio options.