Thomas Jewsbury is a financial advisor at Moors & Cabot, Inc. in Alexandria, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior work includes roles at Oppenheimer and TD Ameritrade. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services, employing a range of analytical methods and strategies while utilizing third-party and affiliated sub-advisors.

Darryl Pryor is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at First Financial Security and HD Vest Insurance Agency, among others. Outside of advisory work, he has been involved with Chrysalis LTS (dba Liberty Tax Service) and related businesses since 2014. Wealth Watch Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a blend of quantitative, qualitative, and technical methods for portfolio management and offers access to third-party managers as well as select alternative private placements for accredited investors.

David Johnson is a CFP® with 30 years of experience in financial advisory roles. He is a senior partner at SEIA and has held positions at SES LLC, Royal Alliance Associates, Signator Investors, and John Hancock Mutual Life Insurance. Johnson serves on the George Mason University Financial Planning and Wealth Management Advisory Board, contributing to industry panels and guest lectures. SEIA supports a diverse client base including individuals, high-net-worth clients, trusts, and institutional clients through a multi-team platform offering investment management, financial planning, and retirement consulting. The firm’s investment approach combines strategic asset allocation with tactical adjustments informed by quantitative and qualitative research, with a majority of assets managed on a non-discretionary basis.

Jake Steffen is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Equitable Advisors. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers, supported by an investment committee that conducts due diligence and reviews.

Morgan Veth is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Bogart Wealth, LLC since 2022 and spent 16 years with Fidelity Investments prior to that. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm utilizes model portfolios, including specialized options such as direct indexing SMAs and private-market alternative exposures, with investment decisions guided by a combination of fundamental equity analysis, asset allocation, and use of third-party managers.

William Scherer is a financial advisor at SEIA with a Series 66 designation. He has one year of industry experience, having joined SEIA and SES LLC in 2025 after a decade as a student and intern. 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 combines strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary investment management alongside modular and comprehensive financial planning and retirement plan consulting.

Keegan Stroup is a CFP® professional with 18 years of experience in financial advising. He has been associated with Wtas LLC since 2010 and is currently affiliated with Andersen in McLean, VA. Andersen serves successful individuals, families, and related entities, providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated performance reporting, and integrated tax and advisory services.

Brandi Kachouri is a financial advisor at MissionSquare Retirement with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Swain Wealth Partners. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways platform. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and include discretionary Managed Accounts and nondiscretionary Fund Advice tailored to participant information.

Thomas Toth III is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His work history includes positions at Navy Federal Financial Group, Toth Capital Management, Toth Financial Advisory Corp., Glass Jacobson Financial Group, Raymond James Financial Services, and Atlantic Union Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients with portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs featuring third-party portfolio managers and offers both customized and automated investment solutions.

Matthew Blunt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cassaday & Company, Inc. since 2018. Prior to this, he worked for the Arlington County Fire Department from 2014 to 2018. Outside of his advisory role, he is involved with insurance agencies focusing on life, disability, and long-term care insurance products. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, 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 based on Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with clients’ investment policy statements.

Daniel Goldstein is a CFA® charterholder and holds a Series 65 license. He has three years of industry experience and is currently with Andersen, where he has worked since 2022. Prior to Andersen, he held roles at United Income and Icma Rc. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm offers investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrated with tax, valuation, and other advisory services.

Judith Becker is a financial advisor at Marshfield Associates with six years of industry experience. She holds a Series 65 designation and has been with Marshfield Associates since 2018. Prior to joining the firm, she worked at the US Department of Education for 11 years. Marshfield Associates is a registered investment adviser serving a diverse client base, including high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary and non-discretionary portfolio management services.

Faisal Magsi 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 Prostatis Financial Advisors Group, SFG Wealth Management, and LPL Financial LLC. 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 employs model portfolios, tax-aware strategies, and integrates proprietary AI tools into client interactions and portfolio management.

Samuel Swenson is a CFP®, CFA®, and holds a Series 66 license with eight years of industry experience. He is currently with Range Advisory, LLC and has held prior roles at Range Finance Inc, CGN Advisors, LLC, and Wells Fargo Advisors LLC. Outside of his primary role, he operates SKS Advisory Services, providing accounting and light financial planning services as a sole proprietor. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals. The firm offers financial planning, investment advice, discretionary portfolio management, and access to alternative investments and direct indexing, incorporating AI tools and a subscription-based compensation model.

John James is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Transamerica Financial Advisors and World Financial Group. Outside of advising, he works as an IT Manager at Progressive. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates investment advisory services with insurance and benefits consulting.

Sijal Chudal is a Series 66 registered advisor with Navy Federal Investment Services, LLC, based in Vienna, VA. He has one year of industry experience and has previously worked at Citibank, MUFG Investor Services, and George Mason University. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm delivers advice through managed advisory programs that utilize third-party portfolio managers and provides automated ETF portfolio options for clients preferring digital solutions.

Richard Nilsen is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stratos since 2016. His prior experience includes roles at Ashton Royce & Co., Campaign Marketing Services, and Summit Wealth Management, LLC. He is also the founder and president of Nilsen Financial Services, providing financial advisory services. Stratos Wealth Advisors is an SEC-registered, multi-team firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 4,928 clients. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering comprehensive financial planning and portfolio management through a network of independent advisory representatives.

Kathryn Cotter is a Series 65-licensed financial advisor with Marshfield Associates in Washington, DC, where she has worked since 2024. She has six years of prior experience at Nexercise, Inc. and five years at BET Networks. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, government entities, sovereign wealth funds, and investment companies. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy, supported by in-house research and a willingness to hold substantial cash positions.

Colin Pan is a financial advisor with Choreo, LLC and holds Series 65 and Series 63 licenses. He has worked in the financial services industry since 2022, including roles at Ameriprise and Northwestern Mutual Investment Services. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO consulting. The firm employs a quantitative and committee-based investment process, utilizing a range of portfolio implementation methods and specialized advisory services.

Gabrielle Sabatini is a financial advisor at Brighton Jones LLC with two years of industry experience. She holds a Series 65 designation and has worked previously at Smeal College of Business, Cresset Capital, Chiaro Investment, and The Atrium. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach supported by client portals and independent managers.