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.

Keith Mayhew is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked at RSM US Wealth Management LLC for 22 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, 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.

Norman Hostetler is a CFP® and ChFC® with 41 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and previously held positions at Integrity Alliance, LLC, Lion Street Financial, LLC, and Hostetler & Church, LLC. Outside of financial advising, he manages multiple farming operations and owns a counseling practice called Beyond Wealth. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.

Radley Ellenbogen is a CFP® and holds a Series 65 license with three years of industry experience. He has been with XML Financial Group since 2018 and has prior experience at BDO Wealth Management and The Meltzer Group, as well as roles at the University of Maryland and ZeniMax. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Angelique Ayala is a CFP® with 12 years of industry experience, currently serving at Savvy since 2025. She previously worked at Horizon Advisory Group, Commonwealth Financial Network, MML Investors Services, and MassMutual. Outside of financial advising, she is a board member and co-chair of the events committee for the Equality Chamber of Commerce DC and also provides dog sitting services in Centreville, VA. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by proprietary technology and third-party platforms.

Krista Baumgardner is a CFP®-certified financial advisor at Choreo, LLC with nine years of industry experience. She previously worked at RSM US Wealth Management LLC and The Vanguard Group, Inc. in roles spanning a total of six years. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic, quantitative investment process and offers a broad range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting for ultra-high-net-worth clients.

Manuel Carranza is a CFP® certificant with 10 years of industry experience. He currently works at Range Advisory, LLC and has prior experience with Kestra Advisory and Fidelity Brokerage Services LLC. Range Advisory provides financial planning, investment advice, and discretionary portfolio management to U.S. individual clients, including high-net-worth and ultra-high-net-worth households. The firm manages approximately $1.4 billion in discretionary assets and offers model portfolios alongside third-party strategies, integrating AI tools to support portfolio management and client interactions.

Anne Majors is a Series 65-licensed financial advisor with The Burney Company in Reston, VA, and has two years of industry experience. She previously worked at SS&C Advent for three years before joining Burney Partners, LLC. The Burney Company advises primarily 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 using a multi-team platform with proprietary fundamental and quantitative investment models, and offers discretionary equity portfolio management alongside financial planning and tax preparation services through an affiliated CPA firm.

Glenn Arons is a financial advisor at Arax Advisory Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Guardian Life for 19 years. In addition to his advisory role, he is principal of Assets, LLC, where he provides business advisory and estate structuring services to professional practice owners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management and third-party relationships with tailored asset-allocation strategies, and it is notable for its use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Carson Filion is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He previously worked at New York Life Investments and Hightower Financial Principles and graduated from Florida State University. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory and manages approximately $7.14 billion in discretionary assets.

Caleb Fry is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Mason Investment Advisory Services Inc and has previously worked at firms including LPL Financial, Water Street Financial LLC, and Sterling Financial Partners. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a relatively small advisory team.

Emilio Solernou is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Sequent Planning, LLC and IAMS Wealth Management. Outside of advising, he serves on the board of Bridge for Hope, Inc., a nonprofit focused on assisting disabled individuals and ex-offenders with job placement and education. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support individual security recommendations.

Eric Reigel is a Certified Financial Planner™ and holds a Series 66 license, with nine years of industry experience. He is currently with Range Advisory, LLC and has prior experience at Evermay Wealth Management, AMJ Financial Wealth Management, Charles Schwab & Co., Inc., and McAdam Financial. He is also an independent insurance agent, a role separate from his investment advisory work. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers model portfolios, third-party asset management strategies, and tax-aware direct indexing supported by AI and advanced analytical tools.

Rebeka King is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with five years of industry experience. She previously worked at Bridgemark Wealth Management from 2014 to 2021. In addition to her advisory role, she is involved in selling insurance products as an insurance agent. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of services including financial planning, portfolio management, and sub-advisory roles across various asset classes and specialized investment vehicles.

Victoria Freeman is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Motley Fool Wealth Management, Mendota Financial Group, Northwestern Mutual, Capitol Auto Credit, and Indulge Spa. Cassaday & Co Wealth Management 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 employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Marguerita Cheng is a CFP® professional with 27 years of industry experience, currently serving at Private Client Services, LLC since 2013. She previously worked at Ameriprise for 14 years and was CEO of Blue Ocean Global Wealth. Cheng contributes to financial media outlets including CNBC and Forbes and serves on the Certified Financial Planners Board of Directors. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and nonprofits. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering both discretionary and non-discretionary portfolio management alongside brokerage services through its FINRA membership.

Robert Papa is a financial advisor at SEIA with 30 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior work includes roles at Charles Schwab, McLean Asset Management, and Royal Alliance Associates. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, using both quantitative and qualitative research, and manages a majority of assets on a non-discretionary basis.

Matthew Chua is a financial advisor at Main Street Financial Solutions, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at SoFi and periods of self-employment. Main Street Financial Solutions serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach with a focus on mutual funds and low-cost passive ETFs, while also utilizing actively managed funds and alternative investment platforms.

Alexander Lim is a Series 66 licensed financial advisor with 37 years of industry experience. He is currently with Founders Financial Securities LLC and serves as CEO and President of Lim Financial Group. Outside of finance, Lim is a 50% owner and instructor at U.S. Jow Ga Martial Arts, a traditional Chinese Kung Fu school, and serves as one of five council members of the American Jow Ga Kung Fu Athletic Association. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a variety of investment programs and non-traditional delivery methods.

Kevin Reese is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and several securities licenses. He has 37 years of industry experience, with a career largely spent at Navy Federal-affiliated entities dating back to 2002. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides layered investment solutions including unified managed accounts and automated ETF portfolios.