Geoffrey Thornett is a financial advisor at Keel Point, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Keel Point and its affiliated entities since 2015. Thornett serves on the Board of Directors for America World Adoption, a Christian international adoption agency. 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 blend of fundamental and quantitative analysis to guide investment decisions and offers a variety of tailored portfolio management and consulting services across multiple asset classes.

Colin Campbell is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has worked with OSAIC and Richmond International Forest Products. Outside of advising, he serves as a Financial Planning Administrator for Cassaday and Company Wealth Management, assisting with meeting preparation and day-to-day operations. 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.

Jacob Siuta is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. He previously worked at Capital Asset Management Group and has experience in various roles including teaching and service positions at Virginia Tech University. Brighton Jones LLC serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services through a holistic, balance-sheet approach. The firm provides both discretionary and non-discretionary management, continuous portfolio monitoring, and access to private investment opportunities.

Brian Windsor is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Bogart Wealth, LLC since 2022 and previously spent 12 years with Fidelity Investments. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, including discretionary portfolio management and specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines bottom-up equity analysis with top-down asset allocation and employs AI tools in its investment process.

Dylan Montal is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including Personal Capital Advisors Corporation, Empower Financial Services, and UBS Financial Services. 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 proprietary AI tools into client service and portfolio analysis.

Michael Kurka is a financial advisor with Moors & Cabot, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, consulting, and advice-only services. The firm employs a range of analytical methods and strategies, offers both discretionary and non-discretionary advisory services, and utilizes third-party and affiliated sub-advisors.

James Macdonell is a CFP® professional with 12 years of industry experience, currently serving at Brighton Jones LLC since 2014. He is based in McLean, VA. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach and offers services including discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

Charles Holt is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He joined Verdence in 2017 after five years with HighTower Securities, LLC and Hightower Advisors. Outside of his advisory role, he is a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis for discretionary portfolio management and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Amanda Avila is a financial advisor at Mission Wealth Management, LP with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. LLC. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm emphasizes customized, long-term investment strategies across a broad range of asset classes and offers services on a discretionary basis.

Christina Bokor is a financial advisor at Andersen with 12 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments, LLC since 2016. Andersen serves successful individuals, families, and related entities by providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated reporting, and integrated tax and advisory services.

Steven Skancke is a financial advisor with Keel Point, LLC, holding a Series 65 credential and 18 years of industry experience. He is also a 50% owner and board member of G. William Miller & Co., Inc., a private merchant banking firm, where he serves as an administrative corporate officer to several client entities. 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 investment approach combining fundamental and quantitative analysis, offering a variety of portfolio management and planning services across diverse asset classes.

William Collier is a financial advisor at McAdam LLC with four years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2021. Prior to his current role, he held positions at Cavalier Hotel, James Madison University, Arrowhead Point Oysters, and Cox High School. 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, implementing portfolios through fundamental analysis and utilizing a range of investment strategies including mutual funds, ETFs, independent managers, and alternative instruments.

Justin Kim is a CFA® charterholder with four years of industry experience. He currently works at Range Advisory, LLC and previously was employed at Creative Planning, LLC and Lord Abbett. 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 through model portfolios and third-party models. The firm incorporates AI tools into client interactions and uses tax-aware strategies such as tax-loss harvesting and direct indexing.

Ryan Muscatella is a CFP® with six years of industry experience, currently affiliated with Cassaday & Company, Inc. He previously worked at Royal Alliance and Washington Wealth Advisors. At Cassaday & Co Wealth Management, LLC, he supports lead advisors in financial planning. 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.

John Forster is a financial advisor at SB Advisory, LLC in Washington, DC, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has worked at Bank of America, N.A. since 2013 and Merrill since 2012. Outside of his advisory role, he serves as a director of the Committee for the Capital City, a nonprofit focused on voting rights for DC residents. SB Advisory, LLC is a multi-team SEC-registered firm managing over $1.1 billion for approximately 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using mutual funds, ETFs, individual equities, and outside managers, complemented by fundamental, technical, and qualitative portfolio analysis.

Kirk Blackman is a financial advisor with Eagle Strategies (New York Life) based in Mitchellville, MD, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been affiliated with New York Life and related entities since 2005 and operates Blackman Financial Services and Reveal Wealth. Outside of his advisory work, he serves as chairman of the Hillside Work-Scholarship Connection Prince George’s Advisory Council and as treasurer of the Epsilon Phi Boule Foundation, both organizations focused on youth development and community support. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers customized advice through various programs, including fee-based advice and co-advisory relationships, with a significant portion of assets managed on a non-discretionary basis.

Larissa Kochetkova is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with PNC Wealth Management since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Ani Inyang is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2007. Ani is based in Washington, DC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Daniel Nampha is a CFP® certified financial advisor with seven years of industry experience. He currently works at Schwab Wealth Advisory, Inc. in Tysons Corner, VA. His prior experience includes roles at Fidelity Brokerage Services LLC, Ameriprise Financial Services, Inc., Raymond James Financial Services, and LS Associates. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Sang Du is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory in Tysons Corner, VA. He has nine years of industry experience, including roles at Bank of America (Merrill Lynch), Edward Jones, and AXA Advisor LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering comprehensive financial reviews and investment recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.