Isabelle Bodenstein is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday & Company, she held roles at Osaic Wealth, Inc. and Morgan Stanley Wealth Management. She also has experience in business administration and education, including a position at the Robert H. Smith School of Business. 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 through actively managed mutual funds, ETFs, and conservative fixed income securities.

Jordan Vanoort is a CFP®, CFA®, and Series 66–licensed advisor with 19 years of industry experience. He has worked at XML Financial Group and its affiliated entity, XML Securities, LLC, since 2021 and previously spent 12 years with Wells Fargo Advisors Financial Network LLC. 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 a multi-advisor team model and uses a combination of fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Owen Collier is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation with experience that includes roles at OSAIC and Temple University. His background also includes involvement in the brewing industry with Spring House Brewing Company. 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 emphasizing diversified, buy-and-hold allocations with actively managed mutual funds, ETFs, and fixed income securities.

Noorjahan Enayat is a CFP® and Series 66 licensed advisor with 13 years of industry experience. She has been with XML Financial Group since 2016. In addition to her advisory role, she also serves as an insurance agent for non-securities based products. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients, offering investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

Mark Estep is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Navy Federal Asset Management, LLC and Navy Federal Financial Group, LLC, reflecting two decades with affiliated organizations. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm provides portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs that utilize third-party portfolio managers and the Envestnet platform.

Rebecca Meares is a CFP® professional with 14 years of experience in the financial services industry. She has been with McAdam LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. She is also co-owner of Caudle Meares, LLC, a financial planning and wealth management business. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, retirement plan consulting, and related implementation support, combining discretionary portfolio management with a range of investment vehicles and specialized exposures tailored to client objectives.

Jackson Brown is a financial advisor at Range Advisory, LLC with three years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Range Advisory, he worked at GHP Investment Advisors for three years and has varied experience in the hospitality and service industries. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and third-party models, integrates AI tools in client interactions and portfolio analysis, and employs a subscription-based fee structure distinct from typical percentage-of-AUM models.

Vannara Murphy is a financial advisor at SEIA with four years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and SES Inc. He is also involved with SEIA as a Client Service Manager. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm provides investment management, financial planning, and consulting services, utilizing a combination of quantitative and qualitative research aligned with modern portfolio theory.

Brian Quantrille is a financial advisor with The Burney Company in Reston, VA, holding a Series 65 credential and four years of industry experience. He has been with The Burney Company since 2020, with prior experience at Raytheon BBN Technologies and Virginia Tech. The Burney Company advises 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 and a combination of proprietary fundamental and quantitative investment models.

Aaron Eppard is a CFP® professional with six years at Keel Point, LLC and five years prior experience at Liberty University, totaling 11 years in the financial industry. He is based in Vienna, VA. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving high-net-worth individuals, family offices, institutional investors, retirement plan sponsors, and corporations. The firm combines fundamental and quantitative analysis to deliver strategic and tactical asset allocations, offering a range of customized investment programs alongside affiliated broker-dealer, insurance, and private fund activities.

Arush Gupta is a CFP® at Range Advisory, LLC with one year of industry experience. Prior to joining Range Advisory, he worked at PNC Bank for five years and has a background that includes roles at the University of Maryland, College Park, and Reservoir High School. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and tax-aware strategies, integrates AI tools into client services, and employs a subscription-based compensation structure.

Carol Dinh Nhat Quy is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 66 licenses and 35 years of industry experience. Prior to joining Capitol Securities in 2024, Quy worked at Morgan Stanley for seven years and Wells Fargo for two years across multiple related entities. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, providing advisory programs through IAR-managed accounts, third-party money managers, and financial plans based on detailed client interviews.

Fariba Shahbaz is a financial advisor at The Burney Company with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2017. 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 using a multi-team advisory platform and combines proprietary fundamental and quantitative models in its investment approach.

Pamela Flick is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. Her prior experience includes roles at Purshe Kaplan Sterling, OSAIC, Triad Advisors, Inc., and National Planning Corporation. Outside of her advisory work, she volunteers as a backup signer for the Memorial United Methodist Church’s bank account on an emergency basis. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset management, financial planning, and employee financial wellness programs through a long-term, diversified investment approach.

Clinelle Jean is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Potomac Wealth Advisors, Kestra Advisory Services, Grove Point Investments, and H. Beck, Inc. Outside of her advisory role, Jean serves as a trustee for First Missionary Baptist Church. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment approaches including ESG models, direct indexing with tax management, and sub-advisory services for private funds and pooled vehicles.

Sean Dann is a CFA® charterholder with four years of industry experience. He is currently with Range Advisory, LLC and has prior experience at Creative Planning, LLC and Marshall Financial Group, Inc. Sean has held various roles including positions at the University of Notre Dame. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm employs model portfolios and third-party models with tax-aware techniques and integrates a proprietary AI assistant, Rai, to support client interactions and portfolio analysis.

Benjamin Peress is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Outfitter Advisors, Ltd. He is also a member of WRE Hendersonville, LLC. Cary Street Partners serves individuals, corporations, trusts, retirement plans, and institutional clients with a range of services including portfolio management, financial planning, and retirement plan fiduciary services. The firm integrates proprietary strategies, third-party managers, and AI tools in its investment approach.

James Day is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and 65 credentials and 25 years of industry experience. He has worked at Capitol Securities Management since 2004 with brief periods at Eastern Point Trust Services and LPL Financial. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through discretionary and non-discretionary advisory programs, including separately managed accounts and third-party money managers.

Kevin O Hanlon is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Range Advisory, LLC with four years of industry experience. Prior to joining Range Advisory in 2025, he worked at Morgan Stanley from 2021 to 2025 and has held positions at Equitable Advisors and other organizations. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models, incorporates tax-aware strategies, and integrates AI tools in client interactions and portfolio management.

John Mcconnell is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes positions at Edelman Financial Services, M&T Securities, McAdam LLC, and VOYA Financial Advisors before joining Navy Federal in 2018. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs using third-party portfolio managers and offers layered investment solutions, combining advisory and commission-based channels due to its unique affiliation with a banking and credit-union group.