Joseph Dawkins is a CFP® with 18 years of industry experience and currently serves as an advisor at SEIA. His prior experience includes roles at SES LLC, Royal Alliance Associates, INC., and JHFN SII. He is also an advisor for Signature Estate & Investment Advisors LLC. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm’s investment approach combines strategic macro asset-allocation with tactical adjustments, employing both discretionary and non-discretionary management tailored to client preferences.

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.

Scott George is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Mason Investment Advisory Services since 1998 and previously with Mason Securities, Inc. from 1988 to 2025. Mason Investment Advisory Services provides fee-based financial planning and investment management to a range of clients including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach emphasizes long-term strategic asset allocation, disciplined rebalancing, and manager selection, utilizing mutual funds, ETFs, third-party money managers, and limited direct equity or fixed-income positions.

Adrian Nicholson is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has been with Arete Wealth Advisors since 2020, previously working at Arete Wealth Management LLC. Outside of his advisory role, he co-hosts the investment-related podcast Retirement Lifestyle Show. 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 both advisor-driven and proprietary model allocations, manages assets primarily on a discretionary basis, and incorporates third-party sub-advisers and due diligence processes in its investment approach.

Garrett Beckstrom is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at Lincoln Financial Advisors, Ameriprise, and other firms. Outside of finance, he has experience in the food service industry with roles at Philly Pretzel Factory and Publico Kitchen and Tap. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customization in investment strategies and offers a broad affiliate network and technology platform that serves other independent advisors.

Craig Alden is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Gwn Securities, and Interactive Financial Advisors. Outside of his advisory work, Alden serves as a baseball umpire for college, high school, and recreational games. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various delivery methods including managed portfolios, third-party asset managers, and co-advised wealth management programs.

Geoffrey Cogger is a CFP® and ChFC® with 28 years of industry experience. He currently works at Cary Street Partners and previously held roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and other institutional clients. The firm offers portfolio management, financial planning, and access to proprietary investment strategies supported by affiliated asset management and broker-dealer businesses.

Thomas West is a financial advisor at SEIA with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Signator Investors, Royal Alliance Associates, and SEIA, where he has been since 2011. West is the founder of LifeCare Affordability Plan, a sole proprietorship focused on financial planning for long-term care financing, and serves as CEO of Longevity Strategists LLC, a software-driven networking business in the financial services industry. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, modular and comprehensive financial planning, and consulting services, utilizing a combined strategic and tactical investment approach guided by an in-house Investment Solutions Group and Investment Committee.

Mark Frenzel Sulyok is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Brighton Jones LLC, where he has worked since 2021. Prior to that, he was with Mcadam Financial and held roles at Dickinson College. Brighton Jones LLC serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth management services including family office services, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities through a holistic, balance-sheet approach.

Gabriella Cajina Schafer is an associate advisor at SEIA with nine years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and SES LLC. Gabriella also holds a Virginia insurance license, though she is not a producer. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, and it manages a majority of assets on a non-discretionary basis.

Christopher Hoffa is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Brighton Jones LLC since 2020, with prior experience at ANKURA Consulting Group and Dixon Hughes Goodman. Brighton Jones LLC serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, and charitable organizations. The firm provides comprehensive wealth management services through a holistic, balance-sheet approach, offering both discretionary and non-discretionary management along with access to private investment opportunities.

James Ortlip is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with F. L. Putnam Investment Management Company and has previously worked at Kalos Capital, Inc. and AOG Wealth Management. F. L. Putnam serves a diverse range of individual and institutional clients, offering various investment management and advisory services including discretionary and non-discretionary portfolio management, family office solutions, and consulting. The firm uses a strategic asset allocation framework supplemented by internally managed strategies, third-party managers, and specialized offerings such as Optimized Indexing and AI-supported research.

Justin Harris is a CFP®-designated financial advisor with 26 years of industry experience. He is currently a principal at Cassaday & Co Wealth Management, LLC and has held roles at Cassaday & Company, Inc. and Royal Alliance Associates, Inc. outside of his advisory work, he is a senior partner in multiple LLCs and involved in insurance sales including life, disability, and long-term care insurance. 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.

Brendan Condron is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday, he held roles at OSAIC, EaseAlert, The Selling Factory, and Kidball Baseball Inc. Cassaday & Co Wealth Management 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 consulting and financial planning services, supported by various corporate affiliations.

Aidan Baron is a financial advisor with ValMark Advisers, Inc. holding a Series 66 license and one year of industry experience. His prior roles include positions at W3 Financial Group and Christopher Newport University. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Chris Belchamber is a financial advisor at Brookwood Investment Group with 22 years of industry experience. He holds a Series 65 designation and has worked at several firms including CB Investment Management, LLC, Belpointe Asset Management, LLC, and Great Lakes & Atlantic Wealth Management and Advisory Partners. He is also the author of two books, "UK Government Bond Market" and "Invest Like the Best." Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using tailored portfolios that incorporate passive, active, tactical, and blended strategies.

Lloyd Layton is a financial advisor with Realta Investment Advisors, Inc. in Ashburn, VA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs a goal-oriented approach using asset allocation across a variety of investment vehicles and offers multiple portfolio management options including third-party manager programs and held-away account aggregation.

Harriet Fountain is a financial advisor with The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with The Burney Company since 2019 and previously worked at Macy's and Marshall's. The Burney Company serves mainly 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 platform and offers discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

Kathleen Pena is a financial advisor at Spire Wealth Management, LLC with seven years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at Ameriprise, Citigroup, JPMorgan Chase Bank, and JP Morgan Securities. 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 through a combination of advisor-led portfolios, model asset allocation strategies, and sub-advised solutions.