Vasilios Rajendra is a financial advisor at Range Advisory, LLC with nine years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at Raymond James & Associates, Robert W. Baird, and The Motley Fool. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, offering financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models with tax-aware techniques and integrates proprietary AI tools into client interactions.

Timothy Koehl is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Modera Wealth Management, LLC since 2022 and previously spent 12 years at Bernhardt Wealth Management, Inc. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services including wealth management, portfolio management, retirement plan consulting, financial planning, and tax-related services.

Jeffrey Lipsey is a CFP® affiliated with Advisory Services Network and has been the CEO and founder of Jeff Lipsey Bookkeeping LLC dba Lipsey and Associates since 2013, where he manages tax preparation and accounting services. He also serves as a member of DSP Tax Strategies, LLC, a tax planning and advisory service company. Lipsey has no prior experience as a financial advisor. Advisory Services Network is an independent enterprise firm with approximately 208 advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Rachel Boyell is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and four years of industry experience. She has worked with Cassaday & Company since 2014 and Royal Alliance Associates since 2021. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Anita Carr is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Her prior work history includes roles at FEI Systems, Equinox, and Motionsoft. She has also taken a sabbatical since 2024. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated tools to tailor and maintain investment strategies according to client objectives and risk tolerance.

Melissa Vinick is a financial advisor at Marshfield Associates with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Marshfield Associates since 1999. Vinick is also associated with Bushido Capital Partners LLC and Yogi Advisors LLC. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, government entities, sovereign wealth funds, and investment companies. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary separately managed accounts, wrap-fee programs, non-discretionary model portfolios, and advisory services for an investment fund.

Alexander Fuentes is a financial advisor at Cassaday & Company, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Cassaday, he worked at Osaic Wealth, Inc. and has a background that includes roles in education and the hospitality industry. 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, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Justin Marcus is a financial advisor at Fortis Capital Advisors, LLC with 17 years of industry experience. He holds the Series 65 and Series 63 licenses. In addition to his role at Fortis Capital Advisors since 2021, Marcus is involved in founding and managing Gratus Wealth Management, LLC, and serves as a director at Gratus Staffing, a staffing agency, as well as CEO of Big 4 Talent, Inc., an online staffing platform. Fortis Capital Advisors provides portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm employs a range of investment strategies including discretionary management and model portfolios, with offerings that include passive, active, tactical, blended, and ESG-oriented options.

Amie Perl is a Series 65-licensed financial advisor at Marshfield Associates with three years of industry experience. Prior to joining Marshfield Associates, she worked for twelve years at Little Leaves Behavioral Services. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary separately managed accounts, model portfolios, and the Marshfield Concentrated Opportunity Fund.

Peter Tomasch is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. He previously worked at Cherry Bekaert Wealth Management LLC for seven years. Tomasch serves as a board member and finance committee member for Commonwealth Community Trust, a 501(c)(3) organization managing a pooled special needs trust. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios, with a centralized portfolio management team and Investment Committee overseeing manager selection and monitoring.

Yosef Ghebray is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He is currently with Range Advisory, LLC and has previously worked at Betterment, Fidelity Investments, Wells Fargo, Bank of America, and Merrill. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios incorporating tax-aware strategies and integrates AI tools to support client interactions and portfolio analysis.

Brett Bernstein is a CFP®-certified financial advisor at XML Financial Group with 28 years of industry experience. He has worked at XML Securities, LLC since 2019 and at XML Financial, LLC since 2016. Bernstein is also the managing partner of BR Financial Associates Management Company, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, providing customized portfolio management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Laura Sendldorfer is a financial advisor at Composition Wealth, LLC with six years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Composition Wealth, she worked at Kestra Investment Services, Kestra Advisory Services, and Offit Financial. Outside of her advisory role, Sendldorfer is a board member and President of the Financial Planning Association of Maryland and is a partner in two e-commerce businesses. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach with a range of strategies and maintains a multi-advisor structure managing substantial discretionary assets.

Samuel Ferro is a CFP® with one year of experience currently advising at Cassaday & Company, Inc. Prior to joining Cassaday, he worked at The Family Firm for four years. Cassaday & Co Wealth Management provides investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm’s approach is long-term and asset-allocation driven, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Daniel Smith is a financial advisor at Keel Point, LLC with Series 65 and Series 63 licenses. He joined Keel Point in 2026 after working at Blend Labs, Inc. for four years and CoreLogic for ten years. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving 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, financial planning, and consulting services across various asset classes.

Ikesh Pandey is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and six years of industry experience. He has been with Archer since 2019 and previously worked at Sullivan & Company CPAs and Baker Tilly. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million through a range of solutions from comprehensive financial assessments and custom portfolio management to model-based strategies using mutual funds and ETFs.

Mary Mc Cormick is a CFP® professional with nine years of industry experience, currently affiliated with Andersen. She has worked at Andersen Tax LLC since 2003. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting.

Arvette Reid is a financial advisor at SEIA with six years of industry experience. She holds a Series 65 designation and has worked at SEIA LLC since 2017 and SES Inc. since 2023. Prior to her advisory career, she spent six years at Capital Caring Hospice & Palliative Care. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a combination of strategic macro asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis, and offers a range of investment management and consulting services.

Christopher Oxenham is a financial advisor with Verus Capital Partners, LLC, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. He has worked at Verus Capital Partners since 2011 and has prior experience with LPL Financial and Securities America, Inc. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios, incorporates tactical adjustments and selective hedging, and tailors allocations based on clients’ time horizons, risk tolerances, and tax considerations.

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.