Arvette Reid is a financial advisor at SEIA with five years of industry experience. She holds a Series 65 designation and has worked at SES Inc. since 2023 and SEIA LLC since 2017. Prior to her advisory roles, she spent six years at Capital Caring Hospice & Palliative Care. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and manages most assets on a non-discretionary basis.

Julia Madden is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and four years of industry experience. She has worked at Kestra Investment Services, Bank of America, Merrill, and Merrill Lynch. Madden also serves as Director of Client Services for Campus Private Wealth, focusing on client relations. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, supporting advisors with multiple platforms and both in-house and third-party managed solutions.

Yohanna Gorfu is a CFP® and holds a Series 66 designation with 26 years of industry experience. He has been with Spire Investment Partners since 1999 and currently serves as an Investment Advisor Representative at Spire Wealth Management, LLC. 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 for over 6,100 clients, offering a combination of advisor-led portfolios, model strategies, and manager-of-managers arrangements.

Christopher Hartman is a financial advisor at RBC Securities, Inc., holding a Series 66 designation with 24 years of industry experience. He has worked previously at City National Bank, SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.

Matthew Stonich is a Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matthew has developed expertise in financial planning and investment consulting. Matthew emphasizes the importance of having a clear financial plan to work towards individual goals, as reflected in his personal statement: "Everyone needs a plan in place to work towards their goals. Let's take a minute to make a plan, don't make a plan a minute." This approach guides his work with clients to establish structured financial strategies.

Andrew Mccully is a financial advisor at United Brokerage Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with United Brokerage Services since 2007. In addition to his advisory role, he serves as a Senior Trust Advisor at United Bank. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs and emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware portfolio management, primarily providing advice on a non-discretionary basis.

Neal Treanor is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Wellington Management Company, State Street Global Advisors, and 1251 Capital Group. Cassaday & Company Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers comprehensive financial planning and retirement consulting.

Alexandra Kantarski is a CFP® with 18 years of industry experience, currently serving at XML Financial Group. She has been with XML Financial, LLC since 2019 and also works with XML Securities, LLC (formerly Lara, May & Associates LLC) since 2015. Outside of her advisory role, she is a notary public and pursues hobbies as an astrology consultant and artist, selling her paintings. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis, often utilizing third-party managers and an internal Investment Committee to customize portfolios according to client goals and risk tolerance.

Kathleen Duffy is a financial advisor with APELLA Wealth in McLean, VA, holding CFP® and ChFC® designations and over 28 years of industry experience. She previously worked at Independence Wealth Advisors Inc. for 18 years before joining APELLA Wealth in 2025. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven investment management, financial planning, and consulting services. The firm’s quantitative investment approach incorporates factor-oriented equity strategies and tax-sensitive portfolio customization, supported by integrated third-party technologies and an institutional reach that includes insurance company clients.

Faye Lawrence is a CFP® professional with seven years of industry experience, currently serving as an advisor at SEIA. Her prior roles include positions at Royal Alliance Associates, Bogart Wealth, and Ameriprise Financial Services. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm employs a client-driven investment process combining strategic and tactical allocation, offering a variety of managed account programs and comprehensive financial planning options.

Cayenne Rooks is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and two years of industry experience. Prior to joining Cassaday & Company, Rooks held roles at Osaic and Chez Le Mannequins. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach centered on Modern Portfolio Theory and offers a range of services including retirement plan consulting and fiduciary monitoring.

James Bogart is a CFP®, ChFC®, and holds a Series 66 license with 19 years of industry experience. He has been with Bogart Wealth, LLC since 2016, where he is part of a multi-team firm based in McLean, VA. Prior to that, he worked at Purshe Kaplan Sterling Investments from 2016 to 2020. Outside of his advisory role, he serves as Treasurer for the Hopkins Society of Sigma Nu Housing Corporation Alumni Association. Bogart Wealth serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of discretionary and non-discretionary portfolio management using model portfolios, specialized investment options, and coordinated tax-preparation and estate-planning tools.

Brenda Blisk is a CFP® with 40 years of industry experience, currently serving at Spire Wealth Management, LLC since 1997 and Spire Investment Partners, LLC since 2007. She holds Series 63 and Series 65 licenses. Blisk is a member of the Board of Trustees for Concordia Plan Services. 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 discretionary and non-discretionary portfolio management with a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches.

Brandon Gulley is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes 12 years at MML Investors Services Inc and MassMutual. Outside of advising, he owns a professional networking group called Elite Mind Connections and provides college funding coaching through seminars and workshops. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline using proprietary software and behavioral economics, combining passive and active investment strategies alongside dynamic rebalancing.

Maxwell Schoeneborn is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has one year of industry experience and has worked at firms including DSP Wealth Strategies and Florida Financial Advisors. Outside of finance, he is the owner of MFS Wealth Management LLC, a service company supporting his independent contracting work with DSP Wealth Strategies. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a variety of portfolio management and financial planning services with flexible engagement options tailored to client objectives.

Carmen Dello Iacono is a CFA® charterholder and holds the Series 66 designation, with seven years of industry experience. He has worked at Corbett Road Investment Management since 2018 and previously spent three years at FactSet. He is also affiliated with Corbett Road Capital Management through a joint venture related to his role at Spire Wealth Management, LLC. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm manages both discretionary and non-discretionary portfolios and delivers several model strategies with proprietary risk overlays through its affiliate Corbett Road Capital Management.

William Scoggins is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with First Citizens Asset Management, Inc., where he has worked since 2026, following prior roles at firms including SVB Wealth LLC and Boston Private Wealth. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and institutional clients, using global multi-asset class portfolios and a mix of fundamental, quantitative, and technical analysis. The firm emphasizes discretionary investment management with strategic asset allocation, manager research, and ongoing portfolio monitoring.

Bruce Sinclair is a financial advisor at Prosperity Wealth Management, Inc. in Alexandria, VA, with four years of industry experience. He holds a Series 65 designation and previously worked on political campaigns for U.S. Senate candidates and served at The Markham Group. Sinclair is the founder of Blue Vanguard Strategic, a consulting firm serving political and nonprofit clients, and serves on the board of Coulson Oil, a fuel distribution company. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm employs a multi-method investment approach and conducts ongoing oversight of third-party managers for approximately 1,600 clients.

Joseph Dawkins is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with SEIA and has previously worked at SES LLC, Royal Alliance Associates, Inc., and JHFN SII. Dawkins also serves as an advisor at Signature Estate & Investment Advisors LLC. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of over 130 advisors. The firm employs a client-driven investment process supported by research and offers a range of managed account programs and comprehensive financial planning services.

Harrison Fresh is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Corbett Road Wealth Management and OSAIC before joining Cassaday. He also serves as a notary in Virginia. Cassaday & Company provides investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm emphasizes a long-term, asset-allocation driven approach grounded in Modern Portfolio Theory, utilizing actively managed funds, ETFs, fixed income, and model portfolios aligned with written investment policy statements.