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.

Owen Hendershot is a financial advisor at The Burney Company with a Series 65 credential and has been with the firm since 2025. Prior to joining the firm, he held teaching positions at Virginia Tech University, Potomac Falls High School, and River Bend Middle School. The Burney Company serves individual investors, high net worth clients, 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, offering discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

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 three years of industry experience. He holds a Series 66 designation and has worked at firms including T. Rowe Price and Caliver Beach Mortgage. Fuentes also serves as a Client Service Administrator at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and investment committee, offering both discretionary and non-discretionary managed-account programs.

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 along with Series 65 and Series 63 licenses. Prior to joining LexAurum in 2021, he worked at CETERA Advisor Networks LLC and Summit Financial Group Inc. Clark serves as president of the Tyson Corner Chamber of Commerce and is involved in marketing consulting and nonprofit fundraising. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team and emphasizes diversified portfolios aligned with modern portfolio theory, offering both discretionary and non-discretionary engagements.

Troy Chaplin is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at multiple firms, including Osaic Wealth, Inc. and Cetera. Outside of his advisory role, Chaplin has experience working in the hospitality industry, serving at The Hunton. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and follows a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Evan Farr is a financial advisor at Avior Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at EWG Elevate Inc. dba Protection Point Advisors for five years. In addition to his advisory role, Farr has operated his own law firm since 1991 and has engaged in activities including publishing, teaching other attorneys, and managing insurance and management consulting businesses. Avior Wealth Management serves a diverse clientele, including high-net-worth individuals, institutions, and pension plans, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach with a combination of direct portfolio management and separately managed accounts, utilizing platforms such as Charles Schwab, Fidelity, and Pontera.

Christian Hansen is a CFP® with eight years of industry experience, currently serving as a Financial Planning Specialist at Cassaday & Company, Inc. He has been with Cassaday and its affiliate OSAIC Wealth since 2016. Hansen serves as Treasurer on the Special Olympics Virginia Young Professionals Board and is a trustee for the Cassaday & Company Donor Advised Fund. 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 approach based on Modern Portfolio Theory and offers both tailored investment management and standalone financial planning and retirement plan consulting.

Lynwood Hill Jr. is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2004 to 2024. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm utilizes Morningstar Investment Management to develop investment advice and model portfolios, supporting over 40,000 participants with a multi-team advisory structure.

Chad Goldberg is a financial advisor at Marshfield Associates with 15 years of industry experience. He holds a Series 65 designation and has been with Marshfield Associates since 2009. Marshfield Associates is a registered investment adviser serving a diverse client base including 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, supported by in-house research and offering both equity and balanced strategies.

Manuel Carranza is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Range Advisory, LLC and has prior experience at Kestra Advisory and Fidelity Brokerage Services LLC. Range Advisory, LLC serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, providing subscription-based financial planning and both discretionary and non-discretionary portfolio advice through its online platform. The firm focuses on tailored asset-allocation recommendations, portfolio optimization, and integrates AI tools to support its investment process.