Philip Simonides is a CFP® with 37 years of industry experience. He has worked at McAdam LLC since 2014 and is currently affiliated with Madison Avenue Securities. Outside of his advisory work, he has volunteered as a charity auctioneer for several organizations. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing a fundamental analysis approach and incorporating a range of investment strategies including mutual funds, ETFs, independent managers, and specialized instruments.

Amber Christopher is a financial advisor at Keel Point, LLC with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Keel Point in 2021, she worked at Savant Wealth Management, Lucia Securities, LLC, and RJL Wealth Management, LLC. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling to manage portfolios across multiple strategies, utilizing an open-architecture platform and engaging sub-advisers as appropriate.

Robert Papa is a financial advisor at SEIA with 29 years of industry experience. He holds the CFP® designation and securities licenses Series 65, Series 66, and Series 63. His prior roles include positions at SES LLC, Royal Alliance Associates, SII - John Hancock, and McLean Asset Management. SEIA provides investment advisory and planning services to individual and institutional clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm utilizes a client-driven investment process combining strategic macro allocation and tactical micro allocation, offering multiple managed account programs and financial planning options.

Frank Ohara is a financial advisor at Lifeworks Advisors, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Lifeworks Advisors in 2023, he worked at Purshe Kaplan Sterling Investments and Verisign, among other firms. He is also dually registered with Kristine A. Boelte & Associates, LLC. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines a planning-based tranche approach with traditional risk models and integrates tax and accounting capabilities through affiliated entities.

Suzanne Kellogg is a financial advisor at Bogart Wealth, LLC with 11 years of industry experience and holds a Series 65 credential. She previously worked at Torray LLC for six years and has been a Director at Vigilant Compliance, LLC since 2025, providing compliance support to Registered Investment Advisers. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, using model portfolios alongside specialized options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis with asset allocation and employs AI tools and third-party managers within a discretionary investment framework.

Matthew Chua is a financial advisor at Main Street Financial Solutions, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at SoFi and periods of self-employment. Main Street Financial Solutions serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach with a focus on mutual funds and low-cost passive ETFs, while also utilizing actively managed funds and alternative investment platforms.

Joseph Delasho is a financial advisor with Range Advisory, LLC, holding the CFP® and Series 66 designations and bringing seven years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, Merrill, and Merrill Lynch. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and portfolio advice through its online platform. The firm emphasizes tailored asset allocation using AI tools alongside human oversight and operates on a flat subscription model rather than traditional percentage-of-AUM fees.

Jason Hicks is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Mason Investment Advisory Services Inc and has previously worked at Willis Towers Watson, Morgan Stanley, Global Portfolio Strategies, and Prudential. 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 rigorous manager-selection process, managing approximately $13.2 billion in assets with a relatively small advisory team.

William Lloyd is a CFP® professional with 36 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He previously worked at Spire Investment Partners, LLC and LPL Financial LLC. He is the founder of The Charitable Payraise, a patented web application designed to improve after-tax cash flow for clients, primarily in retirement, through a specialized tax method. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary accounts, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside long- and short-term trading strategies, with portfolio selection supported by documented due diligence.

Thomas Kellogg is a CFP® professional with experience at Bogart Wealth, LLC since 2024 and prior roles at Homrich Berg and CrossPoint Wealth Partners. His background also includes positions outside finance, such as roles at Sharkey's Rib & Wing Joint and Golden Horseshoe Golf Club. He has experience working in educational settings, including Virginia Tech and Jamestown High School. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, portfolio management, and consulting services. The firm utilizes model portfolios combined with specialized investment options and integrates tax-preparation and estate-planning tools.

Nell Cordick is a CFP® professional with 20 years of experience in the financial services industry. She has been with Bogart Wealth, LLC since 2020 and previously worked at BB&T and its affiliated entities from 2002 to 2018. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm employs a combination of bottom-up fundamental equity analysis and top-down asset allocation, offering model portfolios alongside specialized investment options such as direct indexing, structured notes, and private-market alternatives.

Jesica Ray is a CFP® and Series 65-licensed financial advisor with 10 years of experience, currently practicing at Brighton Jones LLC in McLean, VA. She has been with Brighton Jones for her entire career, spanning multiple roles since 2015. Brighton Jones serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts. The firm offers comprehensive wealth management services, combining discretionary and non-discretionary investment management with holistic financial planning and access to private investment opportunities.

Neal Treanor is a financial advisor at Cassaday & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cassaday and related firms since 1995. He also serves as Chief Compliance Officer for Cassaday and Co Wealth Management, LLC. 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 using actively managed mutual funds, ETFs, and conservative fixed income securities.

Chloe Manke is a financial advisor at Cassaday & Company, Inc. with Series 66 and Series 63 licenses and one year of industry experience. Her previous roles include positions at John Hancock and Osaic Wealth Inc., as well as work outside the financial industry with the Schoolyard Tennis Academy. Cassaday & Company 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-driven investment approach based on Modern Portfolio Theory, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios tailored to clients’ needs.

David Austin is a financial advisor at Keel Point, LLC with a Series 65 designation and one year of industry experience. Prior to joining Keel Point, he worked for eight years at the World Food Programme and three years at the MJ Murdock Charitable Trust. 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 deliver customized portfolio management, financial planning, OCIO, and corporate retirement consulting across various asset classes.

Irene Butler is a CFP® professional with 10 years of experience in financial advising. She is currently Senior Vice President at Cassaday & Company, Inc., where she works closely with the firm's founder and CEO on client meetings, onboarding, and financial planning analyses. Prior to joining Cassaday, Irene held roles at Osaic Wealth, Inc., Raymond James Financial Services, Inc., and Franklin Templeton Distributors, Inc. She serves as an investment committee member for the Community Foundation for Loudoun and Northern Fauquier Counties, a nonprofit philanthropic organization. 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 emphasizing diversified, buy-and-hold allocations primarily with actively managed mutual funds, ETFs, and conservative fixed income securities.

Hien Truong is a financial advisor at Navy Federal Investment Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Navy Federal-affiliated firms since 2012 in various capacities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring and due diligence.

Ernest Dimattina is a financial advisor at Capitol Securities Management, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 1996. Prior to and concurrently, he has worked at Merrill Lynch, Pierce, Fenner & Smith since 1982. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm offers diversified investment management through separately managed accounts, wrap fee programs, and third-party money managers.

Lauren Mercer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2020. She previously worked for The Vanguard Group for five years. Mercer holds Series 63 and Series 65 licenses. Brighton Jones serves a diverse clientele including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services such as family office support, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources to meet client needs.

Stephanie Gumm is a financial advisor at Savvy with 13 years of industry experience. She has held roles at Horizon Advisory Group, Commonwealth Financial Network, and MassMutual, among others. Outside of advising, she is co-chair of events and partner at neXco National, a national B2B networking organization, and founder of Profits & Pours with Stephanie, an interactive panel discussion series focused on exit planning topics. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach, integrating third-party fintech tools and specialized sub-adviser strategies.