David Spiker is a ChFC® credentialed financial advisor with over 51 years of industry experience. He has been with Capitol Securities Management, Inc. since 1986 and also operates an insurance brokerage under his own name. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage, investment advisory, and comprehensive financial planning services. The firm offers access to various investment programs and emphasizes client-specific investment policies managed through a range of securities and third-party managers.

Franklin Stitely Jr. is a Series 66-licensed advisor with ValMark Advisers, Inc. based in Ashburn, VA, bringing three years of industry experience. He is also the managing member and majority owner of SK CPA's & Business Advisors PLLC, a CPA firm specializing in tax preparation and accounting, where he has worked since 1990. Additionally, he is involved with Clarity Practice Management, LLC, which provides practice management software for CPA and tax firms. ValMark Advisers offers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Yohanna Gorfu is a CFP® and holds a Series 66 designation with 26 years of industry experience. He has been with Spire Investment Partners since 1999 and currently serves as an Investment Advisor Representative at Spire Wealth Management, LLC. 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 for over 6,100 clients, offering a combination of advisor-led portfolios, model strategies, and manager-of-managers arrangements.

Matthew Stonich is a Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matthew has developed expertise in financial planning and investment consulting. Matthew emphasizes the importance of having a clear financial plan to work towards individual goals, as reflected in his personal statement: "Everyone needs a plan in place to work towards their goals. Let's take a minute to make a plan, don't make a plan a minute." This approach guides his work with clients to establish structured financial strategies.

Andrew Mccully is a financial advisor at United Brokerage Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with United Brokerage Services since 2007. In addition to his advisory role, he serves as a Senior Trust Advisor at United Bank. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs and emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware portfolio management, primarily providing advice on a non-discretionary basis.

Tristan Hawkins is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and 25 years of industry experience. He has been with United Brokerage Services since 2016. United Brokerage Services, Inc. provides investment advisory services to individuals, including high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various wrap and unified managed account programs and employs a process that includes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, third-party research, and tax-aware overlays.

Erin Holt is a CFP® with seven years of industry experience currently serving at F.L. Putnam Investment Management Company. She has held prior roles at Kalos Capital and Alpha Omega Group, Inc. Holt volunteers with the Foundation for Financial Planning, providing pro bono financial planning services. F.L. Putnam serves a diverse client base including individual and institutional investors, offering customized investment management and advisory solutions across multiple asset classes. The firm incorporates both internally managed strategies and third-party managers, with a strategic asset allocation framework supported by AI tools that complement human decision-making.

Neal Treanor is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Wellington Management Company, State Street Global Advisors, and 1251 Capital Group. Cassaday & Company Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers comprehensive financial planning and retirement consulting.

Alexandra Kantarski is a CFP® with 18 years of industry experience, currently serving at XML Financial Group. She has been with XML Financial, LLC since 2019 and also works with XML Securities, LLC (formerly Lara, May & Associates LLC) since 2015. Outside of her advisory role, she is a notary public and pursues hobbies as an astrology consultant and artist, selling her paintings. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis, often utilizing third-party managers and an internal Investment Committee to customize portfolios according to client goals and risk tolerance.

Kathleen Duffy is a financial advisor with APELLA Wealth in McLean, VA, holding CFP® and ChFC® designations and over 28 years of industry experience. She previously worked at Independence Wealth Advisors Inc. for 18 years before joining APELLA Wealth in 2025. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven investment management, financial planning, and consulting services. The firm’s quantitative investment approach incorporates factor-oriented equity strategies and tax-sensitive portfolio customization, supported by integrated third-party technologies and an institutional reach that includes insurance company clients.

Faye Lawrence is a CFP® professional with seven years of industry experience, currently serving as an advisor at SEIA. Her prior roles include positions at Royal Alliance Associates, Bogart Wealth, and Ameriprise Financial Services. 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 employs a client-driven investment process combining strategic and tactical allocation, offering a variety of managed account programs and comprehensive financial planning options.

Cayenne Rooks is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and two years of industry experience. Prior to joining Cassaday & Company, Rooks held roles at Osaic and Chez Le Mannequins. 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 employs a long-term, asset-allocation-driven investment approach centered on Modern Portfolio Theory and offers a range of services including retirement plan consulting and fiduciary monitoring.

James Bogart is a CFP®, ChFC®, and holds a Series 66 license with 19 years of industry experience. He has been with Bogart Wealth, LLC since 2016, where he is part of a multi-team firm based in McLean, VA. Prior to that, he worked at Purshe Kaplan Sterling Investments from 2016 to 2020. Outside of his advisory role, he serves as Treasurer for the Hopkins Society of Sigma Nu Housing Corporation Alumni Association. Bogart Wealth serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of discretionary and non-discretionary portfolio management using model portfolios, specialized investment options, and coordinated tax-preparation and estate-planning tools.

Brenda Blisk is a CFP® with 40 years of industry experience, currently serving at Spire Wealth Management, LLC since 1997 and Spire Investment Partners, LLC since 2007. She holds Series 63 and Series 65 licenses. Blisk is a member of the Board of Trustees for Concordia Plan Services. 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 offers discretionary and non-discretionary portfolio management with a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches.

Brandon Gulley is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes 12 years at MML Investors Services Inc and MassMutual. Outside of advising, he owns a professional networking group called Elite Mind Connections and provides college funding coaching through seminars and workshops. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline using proprietary software and behavioral economics, combining passive and active investment strategies alongside dynamic rebalancing.

Carmen Dello Iacono is a CFA® charterholder and holds the Series 66 designation, with seven years of industry experience. He has worked at Corbett Road Investment Management since 2018 and previously spent three years at FactSet. He is also affiliated with Corbett Road Capital Management through a joint venture related to his role at Spire Wealth Management, LLC. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm manages both discretionary and non-discretionary portfolios and delivers several model strategies with proprietary risk overlays through its affiliate Corbett Road Capital Management.

William Scoggins is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with First Citizens Asset Management, Inc., where he has worked since 2026, following prior roles at firms including SVB Wealth LLC and Boston Private Wealth. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and institutional clients, using global multi-asset class portfolios and a mix of fundamental, quantitative, and technical analysis. The firm emphasizes discretionary investment management with strategic asset allocation, manager research, and ongoing portfolio monitoring.

Joseph Dawkins is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with SEIA and has previously worked at SES LLC, Royal Alliance Associates, Inc., and JHFN SII. Dawkins also serves as an advisor at Signature Estate & Investment Advisors LLC. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of over 130 advisors. The firm employs a client-driven investment process supported by research and offers a range of managed account programs and comprehensive financial planning services.

Kristian Ayala is a financial advisor at Choreo, LLC with a Series 65 designation and one year of industry experience. Prior to joining Choreo, he worked at VLP and has held roles in education and retail. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, 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.

Harrison Fresh is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Corbett Road Wealth Management and OSAIC before joining Cassaday. He also serves as a notary in Virginia. Cassaday & Company provides investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm emphasizes a long-term, asset-allocation driven approach grounded in Modern Portfolio Theory, utilizing actively managed funds, ETFs, fixed income, and model portfolios aligned with written investment policy statements.