Jane Anderson is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Canlis, Marathon Wealth Management, and academic work with Boston College's Economics Department and Alumni Center. Outside of finance, she has experience with organizations such as Outdoors For All and entrepreneurial ventures including Boba Up and Six Pack Foods. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach and access to a range of affiliated investment and fiduciary services.

Craig Lukin is a CFA® charterholder with 23 years of experience in the investment industry. He has worked at Roumell Asset Management, LLC for 21 years before joining Heritage Investors Management Corporation in 2025. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth individuals and institutions. The firm employs a long-term, buy-and-hold investment approach tailored to client objectives, managing a broad range of complex account types with an emphasis on diversification and execution quality.

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 Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Aegis, he worked at UBS Financial Services, Inc., was self-employed, and held positions at the US Patent Office, ProTask Inc., and Siemens Healthineers. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm is dually registered as an SEC investment adviser and a FINRA member broker-dealer and is notable for conducting most advisory services on a non-discretionary basis.

Samuel Murphy is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brighton Jones LLC with four years of industry experience. His prior roles include positions at Markel Corporation and CSC Leasing Company. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support, utilizing a whole-balance-sheet approach and an affiliated ecosystem of investment and fiduciary services.

Sarah Baker is a CFP® professional with 19 years of industry experience. She is currently with Mason Investment Advisory Services Inc, where she has worked since 2021. Her previous roles include positions at Sullivan, Bruyette, Speros & Blayney, LLC and Ronald Blue & Co. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, as well as charitable institutions. The firm employs a long-term strategic asset allocation approach with disciplined rebalancing and a manager-selection process, managing approximately $13.2 billion in assets with a team of 31 advisors.

Adrian Vaughn is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Vaughn also has an ongoing affiliation with George Mason University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting using fundamental analysis to tailor portfolios across mutual funds, ETFs, independent managers, and individual securities.

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.

Aaron Rosen is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at F L Putnam Investment Management Company and has held previous roles at AOG Wealth Management, American Elm Distribution Partners, Copia Wealth Studios, Lucia Capital Management, and LPL Financial. Outside of his advisory work, he operates a sole proprietorship offering non-investment advisory consulting services. F L Putnam serves a diverse client base including individual investors, families, and institutional clients such as foundations and endowments. The firm employs a team-based approach to customized investment management, combining internal strategies with third-party managers across various asset classes, and offers solutions ranging from discretionary management to family office services.

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.

Aliexander Parker is a financial advisor with Saxony Capital Management, LLC in Reston, VA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Hightower Advisors, LLC and Profunds Distributors, Inc. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs a range of investment strategies, including discretionary asset management alongside hourly or flat-fee financial planning.

Randon Tagg is a financial advisor at Mason Investment Advisory Services Inc with six years of industry experience. He holds the Series 66 designation and has worked at Mason Securities, Inc. and Sallie Mae. 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 emphasizes long-term strategic asset allocation, disciplined rebalancing, and rigorous manager selection, offering services such as separately managed accounts and outsourced chief investment officer solutions.

Amy Karsko is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and having five years of industry experience. Her work history includes multiple roles within Navy Federal entities since 2018 and prior experience at Granite State Credit Union and St. Mary's Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and supports a range of investment solutions, including automated ETF portfolios.

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.

Sean O'Sullivan is a financial advisor at Capitol Securities Management, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to joining Capitol Securities Management, Sean worked at Centerpoint Group and FirstPRO Inc. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, providing investment advice through discretionary and non-discretionary programs, separately managed accounts, and third-party money managers.

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.

Fredric Miller is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He has held prior roles at Horter Investment Management, LLC and operated his own financial planning business, Rick Miller & Associates, for nearly two decades. Outside of advising, he provides retirement training for federal employees and is involved in educating clients about IRMAA legislation and its effects on Social Security and Medicare costs. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and qualified plans, offering customized portfolio management and financial planning through a multi-team model. The firm employs a mix of tactical, strategic, and dynamic investment approaches and provides ongoing monitoring, reporting, and client education.

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.