Anis Eghterafi is a financial advisor at United Brokerage Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, and The Vanguard Group. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs through its relationship with Wells Fargo Clearing Services. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, and tax-aware overlays, primarily providing advice on a non-discretionary basis.

Bharat Mulchandani is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Spire Investment Partners since 2012 and concurrently maintains a part-time role at Fairfax Mortgage, where he originates mortgage loans and may consider opening his own mortgage company in the future. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management strategies including discretionary and non-discretionary approaches, financial planning, and access to model portfolios and wrap programs. The firm employs a variety of investment strategies and features proprietary risk overlays through its affiliate Corbett Road Capital Management.

William Dwenger is a CFP® and holds a Series 65 license, with four years of industry experience. He is affiliated with Mason Investment Advisory Services, Inc., where he has worked since 2005. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals including high-net-worth clients, and institutional services such as outsourced chief investment officer engagements for nonprofits, foundations, corporations, and pension plans. Their investment approach focuses on strategic, long-term asset allocation, rebalancing, and manager selection using mutual funds, ETFs, and third-party managers.

Noah Reynolds is a financial advisor at SEIA with two years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs before joining SEIA. Reynolds is also involved as a Client Service Associate with SEIA LLC, focusing on RIA sales and service. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation and tactical adjustments supported by quantitative and qualitative research, with a majority of assets managed on a non-discretionary basis.

Eric Rife is a financial advisor at Mason Investment Advisory Services Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has been with Mason Investment Advisory Services since 2015. Mason Investment Advisory Services manages approximately $15.67 billion for over 1,000 clients, offering fee-based financial planning, portfolio management for individuals and institutions, and outsourced chief investment officer services. The firm emphasizes strategic, long-term asset allocation and manager selection, with a focus on institutional-style OCIO work alongside individual wealth management.

Christopher Young is a CFP® professional with 25 years of experience in financial planning and wealth management. He is currently with Cassaday & Company, Inc. and has previously worked with Osaic Wealth, Inc. and Royal Alliance. Young serves on the board of the Cassaday and Company Advised Fund, overseeing charitable disbursements. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach that emphasizes diversified, buy-and-hold allocations implemented primarily with actively managed mutual funds, ETFs, and conservative fixed income securities.

Sandra Terronez is a CFP® certificant with 13 years of industry experience. She is currently with Bogart Wealth, LLC, where she has worked since 2020, including through its multi-team structure since 2024. Her prior experience includes roles at 4J Wealth Management, Cope Corrales, and Henderson Financial - Northwestern Mutual. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options such as direct indexing SMAs, structured notes, and private-market alternatives.

Sean Gallahan is a CFP® professional with 16 years of experience, currently affiliated with Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management, LLC since 2022 and has been associated with Osaic Wealth, Inc. since 2009. He holds the Series 66 designation and has experience in financial planning and investment management. Gallahan is a partner in two LLCs, Greensboro Legacy Partners and 8180 Greensboro Partners, where he attends partner meetings. 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, primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Andrew Baron III is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Spire Investment Partners since 2018 and previously spent three years at Costco Wholesale Corporation. 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 and offers a combination of advisor-led portfolios, model asset allocation strategies, and sub-advised solutions utilizing tactical, active, and passive investment approaches.

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.

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.

Kyle Venditti is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at JPMorgan Chase and The Marshall Financial Group LLC. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering both discretionary and non-discretionary portfolio management along with manager-of-managers arrangements. The firm manages approximately $4.5 billion in assets for over 6,100 clients through a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised solutions.

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.

Mark Doughty is a CFP® and Series 66 licensed financial advisor with 21 years of industry experience. He is currently with Spire Wealth Management, LLC, where he has worked since 2018. His prior experience includes roles at Suntrust Advisory Services and TIAA. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also features proprietary risk overlays and a manager-of-managers program, serving a diverse client base including high-net-worth individuals.

Liliana Molina is a CFP® with 30 years of industry experience and has been with Spire Wealth Management, LLC since 2007. She serves as an investment advisor representative at Spire and is a board member of the Head2Heart Foundation, a nonprofit focused on raising mental health awareness. 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 a range of portfolio management solutions that combine advisor-constructed portfolios, model asset allocations, and sub-advised strategies utilizing active, passive, and tactical approaches.

Roshan Loungani is a financial advisor at Arete Wealth Advisors, LLC in Vienna, VA, with 26 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2008. He holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary rule-based model allocations, and provides access to third-party money managers and wrap programs.

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.

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.

Joseph Trimble is a CFP® professional with eight years of industry experience. He joined Root Financial Partners in 2023, having previously worked at Splunk, Inc., Savant Wealth Management, YHB Wealth Advisors, and Charles Schwab & Co., Inc. He also provides occasional consulting services to unaffiliated financial services firms, offering industry insights and strategic feedback on an hourly basis. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies with tailored portfolios and provides educational programs alongside specialized advisory services, including a dedicated private-wealth division.

Evan Mc Cullers is a CFP® professional with four years of experience at Modera Wealth Management, LLC. Prior to joining Modera, he worked at Bernhardt Wealth Management, Inc. and has held roles in the public and private sectors, including the United States Senate and political organizations. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with integrated accounting, tax, and business coaching services, managing approximately $17.7 billion in assets across more than 100 advisors.