Dominique Hopkins is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Navy Federal Financial Group and Navy Federal Investment Services since 2015. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, 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 managers on platforms such as Envestnet, providing account monitoring, rebalancing, and optional tax and impact overlay services.

Nicolas Conforti is a CFP® at Bogart Wealth, LLC with three years of industry experience. He has worked at Bogart Wealth since 2021 and previously held roles at Clarendon Wealth Management and Vector Marketing. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with financial planning, consulting, and wealth management services, utilizing model portfolios alongside specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis and top-down asset allocation, employs AI tools, and offers distinctive features including non-traditional investments and access to estate planning education.

Steven Ulrich is a CFP® with 10 years of experience in financial advising, currently serving as Senior Vice President at Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management and Osaic Wealth, Inc., and has held roles in insurance sales. Outside of his advisory work, Ulrich serves as Chairman and Treasurer of the Board of Directors for the Potomac Classical Conservatory, a non-profit hybrid school. 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 strategies using actively managed mutual funds, ETFs, and conservative fixed income securities.

Brian Bobby is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones, WH Administrators, and Accenture Federal Services. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving 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 advisor-led planning combined with model-based and separately managed strategies.

Jillian Toomey is a CFP® with 10 years of industry experience. She currently serves as a financial advisor at Range Advisory, LLC and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a decade. Range Advisory, LLC provides financial planning, investment advice, and discretionary portfolio management to individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals. The firm employs tax-aware strategies and integrates proprietary AI tools to support portfolio management and client interactions.

Charles Hartley is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wells Fargo Advisors. Outside of his advisory work, he is a partner in a family-owned non-investment business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through specialized strategies and combines advisory recommendations with brokerage and insurance products.

Rachel Eisenhart is a financial advisor with Kestra Private Wealth Services, LLC, holding the CFP® and ChFC® designations and has 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Kestra. Outside of her advisory role, she volunteers as a Court Appointed Special Advocate (CASA), advocating for children affected by abuse or neglect. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and specialized offerings. The firm manages approximately $13.45 billion in client assets and supports advisors with various platforms and operational resources.

Justin Caudle is a CFP® with 17 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2020 and holds a director position at the Financial Planning Association - National Capital Area. Caudle is co-owner of Caudle Meares, LLC, a financial planning and wealth management firm. McAdam LLC advises 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 discretionary approach that incorporates a range of traditional and specialized investment vehicles.

Leigha Pope is a Series 65-licensed financial advisor with Andersen in McLean, VA, where she has worked since 2017. She has one year of industry experience and previously worked at the University of Maryland. Andersen serves successful individuals, families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Anthony Di Carlo is a financial advisor with Advisor Resource Council, holding a Series 65 credential and nine years of industry experience. He has worked at 360 Wealth Management since 2018 and has been involved with Lutron Electronics since 2008. Outside of advisory work, he is engaged in lighting control sales. Advisor Resource Council serves a diverse client base including individuals, families, retirement plans, charitable organizations, and businesses. The firm employs an investment approach that combines artificial intelligence tools with traditional fundamental analysis through AIQ model portfolios and separately managed accounts, offering tailored strategies for different levels of assets.

Taylor Guglielmo is a financial advisor at Verdence Capital Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at First Command Insurance Services, Inc. and affiliated firms for seven years, as well as Fairfax County Public Schools for six years. Guglielmo serves as a board member on the investment committee of ACT for Alexandria, a community organization focused on philanthropic giving and engagement. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions across a range of strategies and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Patrick Marcinko is a CFP®-certified financial advisor at Bogart Wealth, LLC with five years of industry experience. Before joining Bogart Wealth, he worked at Goldman Sachs & Co. LLC and attended Virginia Polytechnical Institute. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm utilizes model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options including direct indexing SMAs and private-market alternatives.

Daniel Sharkey is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is affiliated with Cassaday & Company, Inc. in McLean, VA, and previously worked at the Bank of New York Mellon. Sharkey serves as an Associate Portfolio Manager, participating in investment policy meetings and conducting research on markets and investments. 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, actively managed allocations and offers fiduciary services for ERISA plans.

Madison Glass is a CFP® and holds a Series 65 license, with seven years of industry experience. She has been with Brighton Jones LLC since 2018, following prior roles at Charles Schwab and Round Rock Advisors, as well as a position at Dickinson College. Brighton Jones LLC serves a diverse client base including high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth management services with a holistic, balance-sheet approach, combining discretionary and non-discretionary management alongside access to private investment opportunities and affiliated investment managers.

Andrew Wade is a CFP® professional with 27 years of industry experience, currently serving at StoneX Advisors Inc. since 2011. He is also president of Nebel Financial Services, where he focuses on investment planning and insurance. Outside of his advisory roles, Wade is active in community and charitable organizations, including serving as past president of the Rotary Club of Dulles International Airport and participating in fundraising and grant writing for Rotary Foundation projects. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers to implement customized strategies.

Robert Speidel is a CFA® charterholder with 23 years of industry experience. He has been with Everett Harris & Company since 2002. Everett Harris provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy, investing across U.S. and foreign equities, fixed income, commodities, and options.

Matthew Humphrey is a financial advisor at United Brokerage Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has served as Director of Wealth Management at United Bank since 2016. 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 employs an investment process focused on strategic and tactical asset allocation, mutual funds and ETFs, individual securities, third-party research, model portfolios, and tax-aware strategies.

Ruderis Fuentes is a financial advisor at SEIA with a Series 66 designation and four years of industry experience. His work history includes roles at SES Inc., T. Rowe Price, Caliver Beach Mortgage, and the Maryland National Capital Park & Planning Commission. At SEIA, Fuentes also serves as a Client Service Administrator. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary investment management, alongside financial planning and consulting services.

Roger Follis is a financial advisor with A.G.P. / Alliance Global Partners in Washington, DC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wells Fargo Advisors. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product-distribution activities beyond standard advisory services.

Andrew Clark is a financial advisor at Lexaurum Advisors with 38 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 63. Prior to joining Lexaurum Advisors in 2021, he worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Persinger Planning. Outside of his advisory role, he serves as president of the Tyson Corner Chamber of Commerce and is involved in fundraising for a special education school. Lexaurum Advisors serves individuals, families, businesses, and institutions by providing investment management, financial planning, and retirement-plan services through a multi-advisor team. The firm manages diversified portfolios utilizing modern portfolio theory and offers discretionary as well as non-discretionary engagements, including a sub-advisory program with model portfolios implemented primarily through low-cost ETFs.