Lloyd Layton is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He has been with Realta since 2018. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes personalized advice and employs a diversified investment approach across multiple asset classes, utilizing both in-house and third-party management platforms.

Harriet Fountain is a financial advisor at The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Burney, she worked at Macy's Company and Marshall's Company. The Burney Company serves mostly 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 advisory platform that combines proprietary fundamental and quantitative investment models.

Albert Mullan is a Series 65-licensed financial advisor at The Burney Company with four years of industry experience. He has worked at The Burney Company since 2021 and has prior work experience at DP Facilities Data Centers, Telos Corporation, James Madison University, and Loudoun County High School. The Burney Company primarily serves 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 about $3.59 billion in discretionary assets and offers a multi-team advisory platform with services including discretionary equity portfolio management, financial planning, and tax preparation through an affiliated CPA firm.

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.

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.

Peter Grose is a CFP® with 34 years of industry experience, currently serving at Bay Colony Advisors since 2021. His prior roles include long-term positions at The Strategic Financial Alliance, Inc. and Acorn Financial Advisory Services, Inc. Outside of his advisory work, he is president of the George Mason University Ice Hockey Alumni Foundation and an author of a novel titled "Time." Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside an active private-investment program.

Tucker Braddock is a financial advisor at Keel Point, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keel Point since 2017. Prior to joining Keel Point, he spent 19 years with Valic and Valic Investment Services Company. 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 guide investment decisions across a variety of programs and offers customized portfolio solutions.

William Chao is a financial advisor at Navy Federal Investment Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Morgan Stanley, Steward Partners, TIAA-CREF, Raymond James Financial Services, and Wells Fargo Clearing. Outside of advising, he coaches youth soccer and operates a goldfish breeding business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily utilizes third-party portfolio managers on the Envestnet platform and offers both managed advisory programs and automated investment options.

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 at The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63 and Series 66 designations with 27 years of industry experience. He has worked at The Strategic Financial Alliance since 2012 and previously spent eight years at Global Brokerage Services, Inc. Stevens is also a partner at KEEN & POCOCK, a financial marketing services business. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers portfolio management, third-party manager selection, financial planning, seminars, and subscription advisory services, implementing customized strategies through various programs and a combination of discretionary and non-discretionary management.

Amanda Pfeifle is a financial advisor at F.L. Putnam Investment Management Company with three years of industry experience. She holds a Series 65 designation and previously worked at AOG Wealth Management from 2008 to 2025. Outside of her advisory role, she is the owner of CE Media & Design, a photography services business. F.L. Putnam serves individual investors, families, and institutional clients, providing discretionary and non-discretionary investment management, financial planning, and consulting through a team-based, customized approach. The firm offers a range of strategies including sustainable investing and tax-aware rebalancing, utilizing both internal and third-party managers across multiple asset classes.

Amy Mitchell is a CFP® and CFA® with nine years of industry experience. She currently works at Mason Investment Advisory Services, Inc. and previously held positions at Hemington Wealth Management, Keystone Asset Management, Altius Financial Advisors, and Mitchell Financial Services. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for individual and institutional clients through a team of 31 advisors. The firm focuses on strategic, long-term asset allocation and portfolio management, offering services that include separately managed accounts, financial planning, and outsourced chief investment officer engagements for nonprofit organizations and pension plans.

Blaine Homan is a CFP® with seven years of industry experience, currently serving at Mason Investment Advisory Services Inc. He has worked at Mason Securities, Inc., Centurion Wealth Management, Domani Wealth LLC, and Kurtz, Connor, Browning, & Phillips, LLC. Blaine also spent three years at Virginia Polytechnic Institute and State University. Mason Investment Advisory Services, Inc. is an SEC-registered adviser managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, separately managed accounts, and institutional services, emphasizing long-term asset allocation, rebalancing, and manager selection.

Alyson Lapidus is a financial advisor at SEIA with a Series 66 designation and one year of industry experience. Prior to joining SEIA, she held positions at Burney Wealth Management and various other roles outside the financial sector. 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 disciplined investment process that combines strategic asset allocation with tactical management and offers a range of portfolio management and financial planning services.

Evgeny Gushcha is a financial advisor at The Burney Company with 17 years of industry experience. He holds the Series 65 designation and has worked at Burney Partners since 2008. 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, offering discretionary equity portfolio management and financial planning, supplemented by tax preparation services via an affiliated CPA firm.

Jeremy George is a financial advisor at Mason Investment Advisory Services Inc with one year of industry experience. He holds the Series 65 designation and previously spent ten years with Smokin J's, LLC. Jeremy returned to Mason Investment Advisory Services Inc in 2026, having worked there earlier from 2013 to 2015. Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser managing 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 and institutions, and outsourced chief investment officer (OCIO) services, emphasizing strategic long-term asset allocation and manager selection.

Kyle Mcfarland is a CFP® professional with 10 years of industry experience, currently serving as an advisor at The Burney Company since 2016. He also worked briefly with TVAMP, LLC in 2016. The Burney Company primarily serves 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, employing a multi-team advisory platform with a proprietary investment process that blends fundamental and quantitative models, and offers a range of account options and actively managed ETFs.

Christopher Bishop is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Mr. Bishop also operates a business in insurance, benefits, and human resources and offers insurance products through multiple companies. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Lisa Windsor is a CFP® with 14 years of industry experience, currently serving as an advisor at SEIA. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and T. Rowe Price Advisory Services, Inc. She is also involved with Signature Estate & Investment Advisors LLC as an advisor. SEIA is an SEC-registered, multi-team advisory firm comprising approximately 142 advisors who serve a diverse client base including individuals, trusts, retirement plans, and institutional entities. The firm uses a combined strategic and tactical investment approach guided by an Investment Solutions Group and Committee, offering a range of portfolio management and financial planning services across various account structures.

Edgar Martinez is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and other firms. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, guided by a centralized Investment Committee and a mix of strategic and tactical approaches.