Matthew Gaffey is a CFP® and ChFC® with 19 years of industry experience, currently serving as an advisor at Spire Wealth Management, LLC since 2016. Prior to joining Spire, he worked at Spire Investment Partners. He is also a passive investor and 5% owner of NexGen, an investing and consulting company. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, combining advisor-constructed portfolios, model asset allocation strategies, and sub-advised solutions.

Margaret Jones is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with ICMA Retirement Corporation since 2013, where she serves as a Retirement Plans Specialist. MissionSquare Retirement assists state and local government employers, their employees, and some nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program.

Steven Osborne is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Royal Alliance and Government Scientific Source. Cassaday & Company 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 employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Tucker Braddock is a financial advisor at Keel Point, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Keel Point since 2017. Prior to that, he spent nearly two decades at Valic and Valic Investment Services Company. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, and retirement plans. The firm employs a team-driven investment process that integrates fundamental research and quantitative modeling to manage diversified portfolios across multiple strategies.

Michael Stevens is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with the firm since 2012. Outside of advising, he is a partner in a financial marketing business and also works as a fixed insurance agent. The Strategic Financial Alliance serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers portfolio management, third-party manager selection, financial planning, and educational seminars, implementing customized strategies through co-advisory relationships and referrals.

Thomas Mudlaff is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior roles include positions at Chevy Chase Financial Services and Capital One Investment Services. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

Thurston Spaulding Jr. is a financial advisor with Advisory Services Network and holds a Series 66 credential. He has 22 years of industry experience, including prior roles at Ategra Capital Management, Capital Fiduciary Advisors, and other firms. He is also the owner and managing principal of The Spaulding Financial Company, LLC, where he oversees commercial office leasing operations. Additionally, he serves as general treasurer and finance committee member at Saint John's Episcopal Church. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services with a range of investment approaches tailored to client objectives.

Alyson Lapidus is a financial advisor at SEIA with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Burney Wealth Management and SES LLC. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic and tactical approaches, managing the majority of its assets on a non-discretionary basis.

Evgeny Gushcha is a financial advisor at The Burney Company with 16 years of industry experience. He holds a Series 65 designation and has been with Burney Partners since 2008. 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 approach that incorporates proprietary fundamental and quantitative models, actively managed ETFs, and offers a range of customized portfolio options.

Kyle Mcfarland is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with The Burney Company since 2016 and previously worked at Tennessee Valley Asset Management Partners, LLC and LPL Financial. 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 through a multi-team advisory platform and employs a blend of proprietary fundamental and quantitative models, offering customized portfolio management alongside active ETFs and OCIO services.

Lisa Windsor is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with SEIA. Her prior roles include positions at Fidelity Personal and Workplace Advisors and Royal Alliance Associates. SEIA serves a diverse client base including individuals, trusts, estates, retirement plans, and corporate clients, managing approximately $22.5 billion in assets through a multi-advisor platform. The firm employs a client-driven investment process supported by research and offers a range of managed account programs alongside financial planning and retirement consulting services.

Alphonso Houston is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 designations, with 39 years of industry experience. His background includes roles at AHW Advisors since 2006 and independent insurance agency work focusing on life, health, and annuities since 2014. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, using programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven, with accounts managed on discretionary or non-discretionary bases and maintained through third-party custodians.

Carrie Malatesta is a CFP® and holds a Series 65 license, with two years of industry experience. She has worked at Bogart Wealth, LLC since 2026 and previously at Evermay Wealth Management, LLC and State Street Corporation. Her background also includes several years in educational roles at The College of the Holy Cross and The Hun School of Princeton. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing financial planning, consulting, and wealth management services. The firm uses model portfolios with discretionary management and offers specialized options such as direct indexing SMAs, structured-note models, and alternative investments while integrating tax preparation and estate planning tools.

Richard Horner Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses model portfolios managed by third-party managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Robert Pratt is a financial advisor with The Burney Company in Reston, VA, holding a Series 65 credential and five years of industry experience. His prior work includes roles at Burney Partners LLC, Henrico County Public Schools, Savage Apparel Company, and the University of Mary Washington. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, and charitable organizations. The firm employs proprietary fundamental and quantitative models, manages actively traded ETFs, and offers various account options within a multi-team advisory platform.

Bethany Tice is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 65 and Series 66 credentials with seven years of industry experience. Her prior employment includes roles at Rockefeller Financial LLC, Mercer Global Advisors Inc., and Manning and Napier Advisors. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets for over 6,100 clients. The firm employs a combination of discretionary and non-discretionary portfolio management, model asset allocation strategies, and sub-advised solutions that integrate tactical, active, and passive investment approaches.

Alexandra Payne is a CFP® with seven years of industry experience, currently serving as a financial advisor at SEIA. Her prior roles include five years at Creative Planning, LLC and experience at several other firms including SBSB Financial Advisors and Spire Investment Partners. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process supported by research and offers both discretionary and non-discretionary managed account programs, serving over 9,500 clients with approximately $22.5 billion in assets under management.

Robert Fratkin is a financial advisor with Arete Wealth Advisors, LLC in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has been involved with the American Political Items Collectors, a 501(c)(3) educational organization, where he served as past president and executive editor. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Cole Luther is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Navy Federal Investment Services, LLC and has prior experience at Navy Federal Credit Union and Quantico Financial. He studied at the University of Tennessee Knoxville from 2021 to 2025. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm employs third-party portfolio managers accessed via the Envestnet platform and offers a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

Michael Bolen is a financial advisor at United Brokerage Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with United Brokerage Services since 2014. Outside of his advisory role, he manages residential real estate on a part-time basis. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment approaches and maintaining affiliations with United Bank and Wells Fargo.