Justin Caudle is a CFP® with 17 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2020 and holds a director position at the Financial Planning Association - National Capital Area. Caudle is co-owner of Caudle Meares, LLC, a financial planning and wealth management firm. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios with a discretionary approach that incorporates a range of traditional and specialized investment vehicles.

Leigha Pope is a Series 65-licensed financial advisor with Andersen in McLean, VA, where she has worked since 2017. She has one year of industry experience and previously worked at the University of Maryland. Andersen serves successful individuals, families, 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 professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Barbara Joyce is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is affiliated with Mason Investment Advisory Services Inc, where she has worked 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 emphasizes long-term strategic asset allocation, disciplined rebalancing, and a manager-selection process that uses mutual funds, ETFs, and third-party money managers.

Sofia Parada Fernandez is an advisor with Cassaday & Company, Inc. holding a Series 66 designation. She has less than one year of industry experience. Cassaday & Co Wealth Management 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 approach based on Modern Portfolio Theory and offers services including financial planning and retirement plan consulting.

Patrick Marcinko is a CFP® with five years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. Before joining Bogart Wealth, he worked at Goldman Sachs & Co. LLC. The firm provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. Bogart Wealth manages client portfolios using a combination of passive and select active funds, stock-only strategies, and tactical allocations, supported by formal governance and approved AI tools.

Thomas Falkenberry is a CFA® charterholder with 14 years of industry experience. He is currently with Modern Wealth Management, LLC and previously spent 24 years at Autumn Wind Asset Management Inc., where he served as president and majority shareholder. Falkenberry serves on the board of directors for Memory Care Communities of Illinois. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized investment committee and a combination of strategic allocation and tactical adjustments, supported by third-party tools and a focus on integrated advisory services.

Daniel Sharkey is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is affiliated with Cassaday & Company, Inc. in McLean, VA, and previously worked at the Bank of New York Mellon. Sharkey serves as an Associate Portfolio Manager, participating in investment policy meetings and conducting research on markets and investments. 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, actively managed allocations and offers fiduciary services for ERISA plans.

Madison Glass is a CFP® and holds a Series 65 license, with seven years of experience in the financial services industry. Since 2018, Glass has been with Brighton Jones LLC, following a role at Charles Schwab and earlier positions including work with Dickinson College and Round Rock Advisors. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Owen Hendershot is a financial advisor at The Burney Company with one year of industry experience. He holds a Series 65 designation and previously worked in education at Virginia Tech University and local schools. 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 and employs a multi-team platform with a proprietary investment process that incorporates fundamental and quantitative models, actively managed ETFs, and customized portfolio options.

Keenan Bailey is a Series 65-licensed financial advisor with Mason Investment Advisory Services Inc. in Reston, VA, and has one year of industry experience. His prior roles include positions at MUFG Investor Services and Mariner Finance. Mason Investment Advisory Services provides fee-based financial planning and investment management to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach focuses on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a compact advisory team.

David Ermlick is a financial advisor with First Advisors National, LLC in Centreville, VA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has served as Regional Manager at Cornerstone Senior Services since 2008, where he recruits, hires, and trains sales agents and sells insurance products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, using a combination of third-party money managers and direct investment advice with a focus on tactical and strategic asset allocation.

Todd Jorgenson is a financial advisor with United Brokerage Services, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Citigroup, New York Life Insurance Company, and State Farm. United Brokerage Services provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, use of mutual funds and ETFs, third-party research, model portfolios, and tax-aware overlays, typically offering advice on a non-discretionary basis.

Bennett Yeargan is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, he worked at IonQ Quantum for three years and Ernst & Young for four years. He also attended East Carolina University. 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, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Ruderis Fuentes is a financial advisor at SEIA with four years of industry experience. He holds the Series 66 designation and has worked at firms including T. Rowe Price and Caliver Beach Mortgage. Fuentes also has experience with the Maryland National Capital Park & Planning Commission and spent several years at Northwestern High School and the University of Maryland. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process combining strategic asset allocation and tactical security selection, offering a range of portfolio management and financial planning services primarily focused on non-discretionary management.

Troy Chaplin is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at multiple firms, including Osaic Wealth, Inc. and Cetera. Outside of his advisory role, Chaplin has experience working in the hospitality industry, serving at The Hunton. 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 follows a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Evan Farr is a financial advisor at Avior Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at EWG Elevate Inc. dba Protection Point Advisors for five years. In addition to his advisory role, Farr has operated his own law firm since 1991 and has engaged in activities including publishing, teaching other attorneys, and managing insurance and management consulting businesses. Avior Wealth Management serves a diverse clientele, including high-net-worth individuals, institutions, and pension plans, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach with a combination of direct portfolio management and separately managed accounts, utilizing platforms such as Charles Schwab, Fidelity, and Pontera.

Christian Hansen is a CFP® with eight years of industry experience, currently serving as a Financial Planning Specialist at Cassaday & Company, Inc. He has been with Cassaday and its affiliate OSAIC Wealth since 2016. Hansen serves as Treasurer on the Special Olympics Virginia Young Professionals Board and is a trustee for the Cassaday & Company Donor Advised Fund. 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 approach based on Modern Portfolio Theory and offers both tailored investment management and standalone financial planning and retirement plan consulting.

Angelique Ayala is a CFP® with 12 years of industry experience, currently serving at Savvy since 2025. She previously worked at Horizon Advisory Group, Commonwealth Financial Network, MML Investors Services, and MassMutual. Outside of financial advising, she is a board member and co-chair of the events committee for the Equality Chamber of Commerce DC and also provides dog sitting services in Centreville, VA. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by proprietary technology and third-party platforms.

Manuel Carranza is a Certified Financial Planner® with 10 years of industry experience. He is currently with Range Advisory, LLC, where he has worked since 2026. Prior to this, he was with Kestra Advisory and Fidelity Brokerage Services LLC. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers a range of in-house and third-party investment solutions, incorporating AI-driven tools to support portfolio management.

Anne Majors is a Series 65-licensed financial advisor with The Burney Company in Reston, VA, and has two years of industry experience. She previously worked at SS&C Advent for three years before joining Burney Partners, LLC. The Burney Company advises 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 platform with proprietary fundamental and quantitative investment models, and offers discretionary equity portfolio management alongside financial planning and tax preparation services through an affiliated CPA firm.