Daniel Holly is a CFA® charterholder associated with Andersen and has one year of industry experience. His prior roles include positions at Andersen Tax LLC, Window Nation, Under Armour, and Johns Hopkins University. Andersen serves successful individuals, families, trusts, family-owned corporate plans, and not-for-profit endowments with investment consulting services that range from full-service wealth management to standalone performance measurement and reporting. The firm provides non-discretionary advice supported by portfolio optimization tools and integrates investment consulting with tax and advisory services.

Julienne Egofske is a CFP® certificant and financial advisor with four years of industry experience. She currently works at Range Advisory, LLC and has previously held roles at firms including Corient Services LLC and Balasa Dinverno Foltz LLC. Outside of advising, she teaches yoga as an instructor at CorePower Yoga. Range Advisory serves primarily U.S.-based individual clients, including high-net-worth and ultra-high-net-worth households, through subscription-based financial planning and portfolio advice delivered via an online platform. The firm emphasizes tailored asset-allocation recommendations and integrates AI tools alongside human oversight in its portfolio management approach.

Robert Mcgregor is a CFP® with 23 years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at SES LLC, Royal Alliance Associates, and USAA Financial Advisors. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of 132 advisors managing approximately $22.5 billion in assets. The firm offers multiple managed account programs and comprehensive financial planning, employing a client-driven investment process supported by a dedicated research group and an Investment Committee.

Kent Johnson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked within the Navy Federal Financial Group and its affiliated entities since 2009. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, utilizing third-party portfolio managers on the Envestnet platform and providing specialized services for high-net-worth clients.

Michael Duffy is a financial advisor at Bogart Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Bogart Wealth since 2016. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm uses model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options such as direct indexing separately managed accounts, structured-note models, and private-market alternative exposures.

David Roberts is a CFP®-certified financial advisor with 14 years of industry experience. He currently works with OnePoint BFG Wealth Partners and has previously held roles at LPL Financial and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models tailored to client-specific investment objectives and risk profiles.

Amanda Muse is a CFP® professional with 12 years of industry experience. She is currently with Bogart Wealth, LLC, where she has worked since 2023, following prior roles at The Mather Group, LLC, FSC Securities Corp, and Willis Johnson & Associates. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm emphasizes model portfolio management combined with specialized options such as direct indexing SMAs and private-market alternative exposures.

Victoria Pazzalia is a financial advisor with McAdam LLC in Vienna, VA, holding Series 63 and Series 65 registrations and 14 years of industry experience. She has worked at McAdam LLC since 2014 and was previously with Purshe Kaplan Sterling Investments. Outside of finance, she has worked as a background extra on a television show. 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 primarily through fundamental analysis and utilizing a range of investment vehicles tailored to client risk tolerance and objectives.

Wythe Hogge is a Certified Financial Planner (CFP®) with ten years of industry experience. He has been with Capitol Securities Management, Inc. since 2015. Hogge holds the Series 66 designation and is based in Leesburg, Virginia. Capitol Securities Management serves individual, corporate, and charitable clients, including high-net-worth individuals, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside comprehensive financial planning, pension consulting, insurance products, and educational seminars.

Mario Ruiz is a financial advisor at Regal Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at James C Musgrave for six years. Ruiz provides both financial and insurance services through Regal Financial Group. Regal Investment Advisors LLC offers discretionary investment management to independent advisers and subadvisors, serving individual, charitable, and corporate clients. The firm uses proprietary and third-party model portfolios with discretionary authority granted to implement and manage allocations selected by financial advisers.

Frank Gyesaw is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Navy Federal Brokerage Services, LLC and Navy Federal Asset Management, LLC. Outside of his advisory work, he volunteers as a temporary manager at Good Shepherd Clinic, a nonprofit in Kumasi, Ghana. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses model portfolios managed by third-party managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Arash Zarrabian is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Spire Wealth Management, LLC. He has been with Spire Investment Partners, LLC since 2007. Zarrabian is also involved as a portfolio manager with Corbett Road Capital Management, an affiliated firm operating through a joint venture with Spire. Spire Wealth Management 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 utilizes proprietary risk overlays through its affiliate Corbett Road Capital Management and serves high-net-worth clients with both discretionary and non-discretionary portfolio management.

Thomas Wagaman is a financial advisor at Cassaday & Company, Inc. with 3 years of industry experience. He holds a Series 66 designation and has worked at Cassaday & Company since 2018, including a role at Royal Alliance Associates, Inc. He is also the Financial Planning Services Manager at Cassaday & Company Wealth Management, LLC, where he is involved in client onboarding, analysis, and meetings. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, and businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory and offers comprehensive services including financial planning, retirement plan consulting, and estate-planning coordination.

Matthew Martindale is a financial advisor at Keel Point, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Keel Point since 2021, preceded by several years at Amazon. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serves individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver customized portfolio management and financial planning across multiple asset classes.

Leonardo Scotti is a financial advisor at Cassaday & Company, Inc. with a Series 66 credential and one year of industry experience. Prior to entering the financial industry, he spent nine years in full-time education. 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.

Tomeka Brown is a CFP® with 18 years of industry experience, currently with Navy Federal Investment Services, LLC. She has worked at Navy Federal Brokerage Services and Navy Federal Financial Group since 2018 and previously held roles at Charles Schwab and Charles Schwab Bank from 2016 to 2018. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, utilizing third-party portfolio managers and model-driven asset allocation on the Envestnet platform.

Dennis Elias is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. His prior experience includes roles at Andersen Tax LLC and Commonwealth Financial Network. Range Advisory provides online financial planning and portfolio monitoring for individual clients, including high-net-worth and ultra-high-net-worth households. The firm uses third-party Turn-key Asset Management Platforms and AI tools to tailor recommendations and portfolio transitions, delivering advisory services through a subscription-based platform.

Joshua Lipscomb is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at OSAIC, CW Advisors, Wolf Group Capital Advisors, and Virginia Asset Management, as well as non-financial positions at James Madison University and in landscaping businesses. 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 that emphasizes diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

William Cunningham is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Spire Wealth Management, LLC and has prior experience at Corbett Road, RE Advisers Corporation, and RE Investment Corporation. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also offers financial planning and access to manager-of-managers programs, model portfolios, and wrap programs.

Dennis O'Brien is a financial advisor at Spire Wealth Management, LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Spire Investment Partners, Fidelity Investments, and SEIA LLC. Outside of his advisory role, he performs as a guitarist with the band The Montaines. Spire Wealth Management offers investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches, serving over 6,100 clients with approximately $4.5 billion in assets under management.