Stephen Frederick is a financial advisor with Moors & Cabot, Inc. in Alexandria, VA, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has been with Moors & Cabot since 2001. Outside of his advisory role, he serves as Chairman of the Finance Committee at Calvary United Methodist Church in Arlington, VA. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, utilizing a variety of analytical methods and investment strategies.

Riley Saunders is a financial advisor at Cassaday & Company, Inc. with six years of industry experience. He holds the CFP® and Series 66 credentials. Prior to his current role, Saunders worked at Andersen Tax and Royal Alliance. In addition to advising clients, he manages financial planning processes and supports onboarding and training within Cassaday’s Financial Planning department. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing actively managed funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Connor Becton is a CFP® with one year of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has previously worked at firms including Corbett Road Wealth Management, Spire Securities, and Campbell Wealth Management. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement plan advisory services, utilizing primarily long-term portfolios with ETFs, mutual funds, and other investment vehicles.

Tyler Gahs is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Stifel, Citi, and Morgan Stanley. His background also includes roles with the Maryland General Assembly and the Maryland Democratic Party. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management through model portfolios and third-party model platforms. The firm integrates AI tools into client interactions and employs a subscription-based compensation model rather than traditional asset-based fees.

Alex Vazquez is a CFP® with one year of industry experience, currently affiliated with Cassaday & Company, Inc. He has previously worked at OSAIC and Centurion Wealth Management, LLC. Prior to his financial advisory roles, he held positions in mortgage lending and the food service industry. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is long-term and asset-allocation driven, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Amanda Ahmed is a financial advisor at Keel Point, LLC with 12 years of industry experience. She holds a Series 66 designation and has been with Keel Point since 2014. 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 uses a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting across various asset classes.

Andrew Malay is a CFP® professional with 12 years of industry experience, currently serving at Cassaday & Company, Inc. He has been associated with Cassaday & Co Wealth Management, LLC since 2012 and Osaic Wealth, Inc. since 2013. Outside of his advisory role, Malay is involved as an insurance agent offering fixed annuities and long-term care insurance products. 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.

Zulpikar Iskander is a financial advisor at SEIA with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Vega Consulting Solutions, and Planning Solutions Group. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, providing both discretionary and predominantly non-discretionary investment management alongside modular and comprehensive financial planning services.

Christopher Nguyen is a financial advisor with McAdam LLC in Vienna, VA, holding a Series 65 designation and eight years of industry experience. He has been with McAdam since 2018 and previously worked at George Mason University and its Auxiliary Enterprise. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios with a focus on fundamental analysis, discretionary asset allocation, and specialized investments such as private funds and cryptocurrency exposure.

Sean Rosencrance is a CFP®-certified financial advisor with eight years of industry experience. He has worked at Concurrent Investment Advisors, LLC since 2026 and previously spent eight years at Spire Wealth Management and Spire Securities, LLC. Rosencrance also maintains an ongoing affiliation with Corbett Road Wealth Management. 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 offers customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by integrated operational tools and a network of approximately 286 advisors.

Nicholas Harris is a CFP® professional with 19 years of industry experience, currently serving at Cassaday & Company, Inc. He has worked with Cassaday & Co Wealth Management, LLC since 2022 and has a long tenure at OSAIC dating back to 2006. Outside of his advisory roles, Harris volunteers with the Jefferson Scholars Foundation, where he interviews high school seniors applying for scholarships at the University of Virginia. 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 uses a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Birds Horton is a financial advisor with Foundations Investment Advisors LLC and holds Series 63 and Series 65 designations, with 29 years of industry experience. His prior roles include positions at Legacy Wealth Management, Sentinel Asset Management, Cadaret, Grant & Co., and Wells Fargo Clearing. Outside of finance, he owns Linger Longer Entertainment, a wedding DJ and officiant service. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach.

Yakov Zikvashvili is a financial advisor at Range Advisory, LLC with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at BTG Pactual US Capital, Goldman Sachs Tussell Tobin, and Bank of America Merrill Lynch. 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 to support client interactions and portfolio transitions.

Ellen Lindh is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Dixon Hughes Wealth Advisors and FORVIS Wealth Advisors prior to her current role. Forvis Mazars Wealth Advisors, LLC provides financial planning, investment management, retirement plan consulting, and family-office services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Nicholas Sposa is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Kingsview in 2022. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based portfolio strategies, including proprietary ETFs and third-party investment options.

Brett Sposa is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Kingsview Wealth Management, LLC and Kingsview Partners LLC since 2022 and previously spent six years at Edward Jones. Outside of his advisory role, he is president and director of The Giving Game Inc., a nonprofit that operates monthly virtual events to raise money and awareness for charities. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies and offers access to a broad range of investment instruments and third-party managers.

Christopher Hill is a financial advisor with ON Investment Management Co. based in Vienna, VA. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Hill is also the owner and founder of FuneralResources.com, an online educational platform providing information and resources for funeral and end-of-life planning. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts, utilizing third-party investment programs and a dual-registration model involving broker-dealer activities.

Jordan Spiker is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday, he worked at Severn Financial Solutions and has experience in the food service industry. Cassaday & Co Wealth Management provides investment management and financial planning 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 grounded in Modern Portfolio Theory and offers a range of services including standalone financial planning and retirement plan consulting.

Paul Sullivan Jr. is a financial advisor at Archer Investment Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the accounting and tax advisory field through his ownership of Sullivan and Company, a CPA firm providing tax advice and financial statement services. His prior work includes over four decades at Paul F. Sullivan, Chtd and Sullivan & Company. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach involves comprehensive financial assessments and diversified portfolio construction across various asset classes, utilizing both discretionary management and model-driven strategies.

Caylah Kang is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Her prior work includes positions at Osaic Wealth Inc. and Baltimore Washington Financial Advisors. Outside of finance, she has been associated with Vuori since 2023. Cassaday & Company, Inc. 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 services including financial planning, retirement plan consulting, and estate-planning coordination.