Alexander Cordoba is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior experience includes roles at Royal Alliance Associates, The Prudential Insurance Company of America, Pruco Securities LLC, and McAdam. At Cassaday, he works on insurance and annuities, conducting reviews and insurance audits. 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 manages approximately $7.14 billion in discretionary assets and follows a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Todd Rundle is a CFP® professional with experience spanning from 2006 to the present. He has worked at AlphaCore Capital LLC since 2025 and previously held roles at SPC Financial, Inc. and Raymond James Financial Services, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies across multiple asset classes.

Rivers Rodriguez is a CFP® with five years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at Royal Alliance Associates, INC. and Signature Estate & Investment Advisors. He also worked at Kumon Math and Reading Center for one year. 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 offers multiple managed account programs, financial planning options, and retirement plan consulting, applying a client-driven investment process supported by an internal research group and an Investment Committee.

Daniel Corno is a CFP® and holds a Series 66 designation with three years of industry experience. He has been associated with Mason Associates, 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 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.

Shreeva Aylor is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Navy Federal, Aylor worked at Northwest Federal Credit Union, LPL Financial, Fidelity Investments, and PNC Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with 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 account monitoring, rebalancing, and optional tax and impact overlay services.

Mark Pittelkau is a CFP® professional with 14 years of experience in the financial services industry. He is currently with United Capital Financial Advisors and has prior experience at Apexium Financial LP and Fidelity Investments. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third‑party managers, alternative investments, and customized strategies including ESG and faith‑based preferences.

Lauren Cataneo is a financial advisor at Range Advisory, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock Investments and Merrill. Outside of advising, she is involved in a real estate referral business that allows her to refer clients to licensed agents. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, providing subscription-based financial planning and both discretionary and non-discretionary portfolio advice through an online platform. The firm emphasizes portfolio optimization using TAMP models and integrates AI tools alongside human oversight in its investment process.

Michael Lin is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent ten years at RSM US Wealth Management LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Andrew Schenker is a CFA® charterholder with 17 years of industry experience. He has worked at Heritage Investors Management Corporation since 2016 and previously spent seven years at Morgan Stanley & Co. Incorporated. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth individuals and various institutional clients. The firm employs a long-term, buy-and-hold strategy tailored to client objectives and manages approximately $4.18 billion across about 685 client relationships.

Ashli Suprise is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with OSAIC Wealth since 2020 and EF Legacy Securities, LLC since 2016. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory, utilizing active mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Donald Andrus Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Navy Federal Financial Group and its related entities since 2009. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, providing 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 offers wrap fee programs, unified managed accounts, and model-driven fund strategist portfolios.

David Blisk is a financial advisor with Spire Wealth Management, LLC in McLean, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Spire Wealth Management since 1997 and Spire Securities, LLC since 2007. Blisk is also the owner and CEO of Spire Investment Partners, the parent company of several Spire entities, and serves as vice president and secretary of DBMC, LLC, a consulting firm. 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 that include discretionary and non-discretionary approaches, combining advisor-constructed portfolios with model asset allocation strategies and sub-advised strategies.

Jeffrey Lopez is a CFP® professional with two years of industry experience, currently affiliated with Range Advisory, LLC. His prior work includes roles at Deloitte and StoneTurn Group, as well as operating as a sole proprietor. Range Advisory provides online financial planning and portfolio monitoring services to individual clients, including high-net-worth and ultra-high-net-worth households. The firm utilizes third-party TAMP advisers and optimization models to construct portfolios, complemented by a proprietary AI assistant and a subscription-based service model.

Jordan Shuck is a financial advisor at Choreo, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Choreo since 2022. His prior work experience includes roles at Merrill Lynch and Fairfield University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic investment process that combines quantitative screening and due diligence to manage portfolios through a variety of investment vehicles and specialized advisory services.

Blake Willis is a CFP® and Series 65-registered advisor with Modera Wealth Management, LLC in McLean, VA. He has been with Modera since 2022 and has prior experience at Bernhardt Wealth Management, McAdam LLC, and Luna Inc. Blake’s background also includes roles outside finance, such as work at Roanoke Country Club and North Cross School. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Vasilios Rajendra is a CFP®, CFA®, and Series 66-licensed financial advisor at Range Advisory, LLC with eight years of industry experience. He previously worked at Raymond James & Associates and Robert W. Baird and had a one-year tenure at The Motley Fool. Range Advisory provides online financial planning and portfolio monitoring services to individual clients, including high-net-worth and ultra-high-net-worth households. The firm employs third-party Turn-key Asset Management Platforms and optimization models to construct portfolios, complemented by a proprietary AI assistant and a subscription-based operating model.

Timothy Koehl is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Modera Wealth Management, LLC since 2022 and previously spent 12 years at Bernhardt Wealth Management, Inc. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services including wealth management, portfolio management, retirement plan consulting, financial planning, and tax-related services.

Rachel Boyell is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and four years of industry experience. She has worked with Cassaday & Company since 2014 and Royal Alliance Associates since 2021. 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 primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Timothy Nelson is a financial advisor at Encompass More Asset Management LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bull Run Investment Management LLC, Centaurus Financial Inc., Bull Run Financial Group LLC, and Rillhurst Capital. In addition to his advisory work, he is a managing partner at Skyline Financial Partners, LLC, where he provides life insurance and annuities. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies utilizing proprietary and third-party sub-advisers across a range of investment options, including private placements and digital-asset exposures.

Anita Carr is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Her prior work history includes roles at FEI Systems, Equinox, and Motionsoft. She has also taken a sabbatical since 2024. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated tools to tailor and maintain investment strategies according to client objectives and risk tolerance.