Geoffrey Cogger is a CFP® and ChFC® with 28 years of industry experience. He currently works at Cary Street Partners and previously held roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and other institutional clients. The firm offers portfolio management, financial planning, and access to proprietary investment strategies supported by affiliated asset management and broker-dealer businesses.

Thomas West is a financial advisor at SEIA with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Signator Investors, Royal Alliance Associates, and SEIA, where he has been since 2011. West is the founder of LifeCare Affordability Plan, a sole proprietorship focused on financial planning for long-term care financing, and serves as CEO of Longevity Strategists LLC, a software-driven networking business in the financial services industry. 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 offers investment management, modular and comprehensive financial planning, and consulting services, utilizing a combined strategic and tactical investment approach guided by an in-house Investment Solutions Group and Investment Committee.

Mark Frenzel Sulyok is a CFP® certificant and holds a Series 65 license, with four years of industry experience. He has worked at Brighton Jones LLC since 2021 and previously at Mcadam Financial and Dickinson College. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family office clients through multiple brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and recommending a mix of public and private investments supported by affiliated entities such as Lenora Capital and Brighton Jones Trust Company.

Gabriella Cajina Schafer is an associate advisor at SEIA with nine years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and SES LLC. Gabriella also holds a Virginia insurance license, though she is not a producer. 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 combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, and it manages a majority of assets on a non-discretionary basis.

Christopher Hoffa is a CFP®-certified financial advisor with six years of industry experience, currently serving at Brighton Jones LLC. His prior work includes roles at ANKURA Consulting Group and Dixon Hughes Goodman. Hoffa's tenure at Brighton Jones spans multiple periods beginning in 2020. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary portfolio management, tax preparation, real estate consulting, and family office support through its affiliated entities.

James Ortlip is a CFP® with 26 years of industry experience. He currently works at F.L. Putnam Investment Management Company and has previously been affiliated with Kalos Capital, Inc., AOG Wealth Management, Pacific West Financial Consultants Inc, and Capital Financial Group Leesburg Associates, LLC. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm integrates internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Justin Harris is a CFP®-designated financial advisor with 26 years of industry experience. He is currently a principal at Cassaday & Co Wealth Management, LLC and has held roles at Cassaday & Company, Inc. and Royal Alliance Associates, Inc. outside of his advisory work, he is a senior partner in multiple LLCs and involved in insurance sales including life, disability, and long-term care insurance. 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 focused on diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Brendan Condron is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday, he held roles at OSAIC, EaseAlert, The Selling Factory, and Kidball Baseball Inc. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and offers a range of consulting and financial planning services, supported by various corporate affiliations.

Aidan Baron is a financial advisor with ValMark Advisers, Inc. holding a Series 66 license and one year of industry experience. His prior roles include positions at W3 Financial Group and Christopher Newport University. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Chris Belchamber is a financial advisor at Brookwood Investment Group with 23 years of industry experience. He holds a Series 65 designation and has worked at CB Investment Management, LLC, Belpointe Asset Management, LLC, and ran Chris Belchamber Investment Management, LLC. He is also the author of the books "UK Government Bond Market" and "Invest Like the Best." Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored retirement plans. The firm customizes portfolios using a range of investment strategies and offers services that include due diligence, ongoing monitoring, and access to third-party managers and platforms.

Lloyd Layton is a financial advisor with Realta Investment Advisors, Inc. in Ashburn, VA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs a goal-oriented approach using asset allocation across a variety of investment vehicles and offers multiple portfolio management options including third-party manager programs and held-away account aggregation.

Harriet Fountain is a financial advisor with The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with The Burney Company since 2019 and previously worked at Macy's and Marshall's. The Burney Company serves mainly 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 platform and offers discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

Kathleen Pena is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 66 licenses. She has seven years of industry experience, including prior roles at Spire Investment Partners, Citibank, Ameriprise, and JPMorgan. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by an extensive network of approximately 286 advisors.

Feisal Malik is a financial advisor at Spire Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Spire Investment Partners since 2020, following prior roles at Bestvest Investments and his own practice. Since 2023, Malik has also served as Chief Compliance Officer for Spire as a Service, an outsourced compliance business for registered investment advisers. 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 both discretionary and non-discretionary portfolio management, combining advisor-constructed portfolios, model strategies, and sub-advised solutions that include tactical, active, and passive investment approaches.

Albert Mullan is a financial advisor at The Burney Company with three years of industry experience. He holds a Series 65 designation and has worked in roles at The Burney Company, DP Facilities Data Centers, Telos Corporation, James Madison University, and Loudoun County High School. 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 that employs proprietary fundamental and quantitative models and offers a variety of investment options, including actively managed ETFs and OCIO services.

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.

Matthew Gaffey is a CFP® and ChFC® with 19 years of industry experience. He currently serves as an advisor at Concurrent Investment Advisors, LLC and has held prior roles at Corbett Road Wealth Management, Spire Investment Partners, Truist Investment Services, and Fidelity. Gaffey is also a passive investor with a minority interest in NexGen, an investing and consulting company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios using ETFs, mutual funds, and other securities, and it offers a range of wealth management, financial planning, and retirement advisory services supported by a network of roughly 286 advisors.

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.

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.

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.