Carmen Bississo is a CFP® professional with 22 years of industry experience, currently serving at Cassaday & Company, Inc. She has worked at both Cassaday & Company and Royal Alliance since 2008. Outside of her advisory role, she is a co-owner of a studio leased with her husband. 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 using actively managed mutual funds, ETFs, and conservative fixed income securities.

Mark Haynes is a Certified Financial Planner® with 17 years of experience in the financial services industry. He has been with Mason Investment Advisory Services, Inc. since 2011. 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 focuses on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, offering services that include separately managed accounts, outsourced chief investment officer solutions, and alternative cash management options.

Brenna Allsopp is a CFP® and Series 65 licensed advisor with The Burney Company in Reston, VA, where she has worked since 2018. She has seven years of industry experience, including four years prior at George Mason University. 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 model that combines proprietary fundamental and quantitative investment strategies alongside discretionary portfolio management and financial planning services.

Christopher Airey is a CFP® with 27 years of industry experience, currently serving at Spire Wealth Management, LLC in McLean, VA. He has worked with Spire Wealth Management since 2003 and is also President and owner of the affiliated registered investment advisory firm Corbett Road Capital Management, formed in 2019. Additionally, Airey is an independent insurance agent for various companies. 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 employs a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches, including tactical, active, and passive investment techniques.

Rahim Muhammad is a CFP® professional with nine years of industry experience, currently serving at Cassaday & Company, Inc. He has previously worked at Osaic Wealth, Inc., J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley. Muhammad also holds a position as Executive in Residence at Georgetown University, where he supports academic and career development for finance students. 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, primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

David Francis is a CFP® professional at Andersen with one year of industry experience. He previously worked at Andersen Tax LLC and Sullivan Bruyette Speros and Blaney LLC. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

Omid Sanie is a financial advisor at United Brokerage Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at United Brokerage Services since 2018, following roles at Woodbury Financial Services Inc. and Capital One Sharebuilder, Inc. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers a range of advisory programs with primarily non-discretionary management, maintaining affiliations with United Bank and Wells Fargo.

Anis Eghterafi is a financial advisor at United Brokerage Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, and The Vanguard Group. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs through its relationship with Wells Fargo Clearing Services. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, and tax-aware overlays, primarily providing advice on a non-discretionary basis.

Bharat Mulchandani is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Spire Investment Partners since 2012 and concurrently maintains a part-time role at Fairfax Mortgage, where he originates mortgage loans and may consider opening his own mortgage company in the future. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management strategies including discretionary and non-discretionary approaches, financial planning, and access to model portfolios and wrap programs. The firm employs a variety of investment strategies and features proprietary risk overlays through its affiliate Corbett Road Capital Management.

William Dwenger is a CFP® with three years of industry experience, currently serving at Mason Investment Advisory Services Inc. He has been with Mason Investment Advisory Services since 2005. 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 employs a long-term strategic asset allocation approach with disciplined rebalancing and rigorous manager selection, offering services that include separately managed accounts, outsourced chief investment officer solutions, and alternative cash sweep options.

Noah Reynolds is a financial advisor at SEIA with two years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs for one year. Prior to his professional career, he was a student for 17 years. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and investment consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, managing the majority of its assets on a non-discretionary basis.

Eric Rife is a financial advisor at Mason Investment Advisory Services Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has been with Mason Investment Advisory Services since 2015. Mason Investment Advisory Services manages approximately $15.67 billion for over 1,000 clients, offering fee-based financial planning, portfolio management for individuals and institutions, and outsourced chief investment officer services. The firm emphasizes strategic, long-term asset allocation and manager selection, with a focus on institutional-style OCIO work alongside individual wealth management.

Christopher Young is a CFP® professional with 25 years of experience in financial planning and wealth management. He is currently with Cassaday & Company, Inc. and has previously worked with Osaic Wealth, Inc. and Royal Alliance. Young serves on the board of the Cassaday and Company Advised Fund, overseeing charitable disbursements. 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 that emphasizes diversified, buy-and-hold allocations implemented primarily with actively managed mutual funds, ETFs, and conservative fixed income securities.

Sandra Terronez is a CFP® certificant with 13 years of industry experience. She is currently with Bogart Wealth, LLC, where she has worked since 2020, including through its multi-team structure since 2024. Her prior experience includes roles at 4J Wealth Management, Cope Corrales, and Henderson Financial - Northwestern Mutual. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options such as direct indexing SMAs, structured notes, and private-market alternatives.

Sean Gallahan is a CFP® professional with 16 years of experience, currently affiliated with Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management, LLC since 2022 and has been associated with Osaic Wealth, Inc. since 2009. He holds the Series 66 designation and has experience in financial planning and investment management. Gallahan is a partner in two LLCs, Greensboro Legacy Partners and 8180 Greensboro Partners, where he attends partner meetings. 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, primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Andrew Baron III is a financial advisor at Spire Wealth Management, LLC with seven years of industry experience. He has been with Spire Investment Partners since 2018 and previously worked at Costco Wholesale Corporation for three years. He holds a Series 66 designation. 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 and offers a range of portfolio management solutions, including advisor-led and model portfolios that utilize tactical, active, and passive strategies.

David Johnson is a Certified Financial Planner® with 30 years of experience in the financial services industry. He is a senior partner at SEIA and has held roles at Royal Alliance Associates, Signator Investors, and John Hancock Mutual Life Insurance Co. Johnson serves on the Financial Planning and Wealth Management Advisory Board at George Mason University, where he participates in industry panels and classroom lectures. SEIA provides investment advisory and planning services to individual, trust, estate, retirement plan, and corporate clients through an extensive team of advisors. The firm offers a range of managed account programs and combines strategic macro allocation with tactical micro allocation supported by an Investment Committee and proprietary research.

Morgan Veth is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Bogart Wealth, LLC since 2022 and spent 16 years with Fidelity Investments prior to that. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm utilizes model portfolios, including specialized options such as direct indexing SMAs and private-market alternative exposures, with investment decisions guided by a combination of fundamental equity analysis, asset allocation, and use of third-party managers.

Kyle Venditti is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at JPMorgan Chase and The Marshall Financial Group LLC. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering both discretionary and non-discretionary portfolio management along with manager-of-managers arrangements. The firm manages approximately $4.5 billion in assets for over 6,100 clients through a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised solutions.

William Scherer is a financial advisor at SEIA with a Series 66 designation and no prior industry experience. He has been with SEIA and SES LLC since 2025 and previously spent ten years as a student and intern. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by offering investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs an investment process that combines strategic and tactical asset allocation through an in-house research group and Investment Committee, delivering both discretionary and non-discretionary programs tailored to client needs.