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.

Michael Moss Jr. is a CFP® professional with 13 years of experience, currently serving as President of The Ascent Group, LLC and Alera Investment Advisors, LLC. He holds leadership roles within Alera Group, including Wealth Platform Leader, and has prior experience with Ameritas Investment Corp. and Triad Advisors. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and combines discretionary and non-discretionary portfolio management with model portfolios, third-party independent managers, and digital delivery platforms.

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.

Victoria Freeman is a financial advisor at Cassaday & Company, Inc. with two years of industry experience. She holds the Series 65 designation and has previously worked at Motley Fool Wealth Management, Mendota Financial Group, Northwestern Mutual, and Capitol Auto Credit. Outside of finance, she was involved with Indulge Spa for four years. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm uses a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations primarily through actively managed mutual funds, ETFs, and conservative fixed income securities.

Jonathan Koumas is an Investment Consultant at Fidelity Investments, where he has worked since 2025. He focuses on building lasting client relationships through attentive listening and purposeful planning. Jonathan aims to simplify complex financial matters and provide clear guidance to help clients make confident decisions. His professional experience includes roles as a Financial Representative at Fidelity Investments from 2024 to 2025, and at Northwestern Mutual from 2023 to 2024. Jonathan is committed to delivering thoughtful and transparent service tailored to each client's individual journey. Outside of his professional work, Jonathan enjoys cooking and baking, fitness, football, golf, social events with friends, and volunteering.

Kevin Draudt is a CFP® professional with six years of experience in financial advising. He currently works at Andersen and has previously held positions at several firms, including Andersen Tax LLC and Valeo Financial Advisors. Andersen serves successful individuals and families, their 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 consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Philip Simonides is a CFP® with 37 years of industry experience. He has worked at McAdam LLC since 2014 and is currently affiliated with Madison Avenue Securities. Outside of his advisory work, he has volunteered as a charity auctioneer for several organizations. 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, employing a fundamental analysis approach and incorporating a range of investment strategies including mutual funds, ETFs, independent managers, and specialized instruments.

Amber Christopher is a financial advisor at Keel Point, LLC with 17 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Savant Wealth Management, Lucia Securities, LLC, and RJL Wealth Management, LLC. Amber is based in Vienna, VA. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, 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.

Robert Papa is a financial advisor at SEIA with 29 years of industry experience. He holds the CFP® designation and Series 65, 66, and 63 licenses. His prior work includes roles at SES LLC, Royal Alliance Associates, John Hancock, and McLean Asset Management. Papa is also involved with Caught in the Web LLC, a separate business activity. 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’s investment approach combines strategic macro asset allocation with tactical adjustments, emphasizing mostly non-discretionary management and supported by an in-house Investment Solutions Group and committee.

Frank Ohara is a financial advisor at Lifeworks Advisors, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Lifeworks Advisors in 2023, he worked at Purshe Kaplan Sterling Investments and Verisign, among other firms. He is also dually registered with Kristine A. Boelte & Associates, LLC. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines a planning-based tranche approach with traditional risk models and integrates tax and accounting capabilities through affiliated entities.

Suzanne Kellogg is a financial advisor at Bogart Wealth, LLC with 11 years of industry experience and holds a Series 65 credential. She previously worked at Torray LLC for six years and has been a Director at Vigilant Compliance, LLC since 2025, providing compliance support to Registered Investment Advisers. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, using model portfolios alongside specialized options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis with asset allocation and employs AI tools and third-party managers within a discretionary investment framework.

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.

Joseph Delasho is a CFP® with seven years of industry experience, currently serving at Range Advisory, LLC. He has previously worked at UBS Financial Services, Bank of America, Merrill, and Merrill Lynch. 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, tax-aware techniques, and an AI assistant integrated into client interactions, with a compensation model based primarily on flat subscriptions rather than percentage-of-AUM fees.

William Lloyd is a CFP® professional with 36 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He previously worked at Spire Investment Partners, LLC and LPL Financial LLC. He is the founder of The Charitable Payraise, a patented web application designed to improve after-tax cash flow for clients, primarily in retirement, through a specialized tax method. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary accounts, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside long- and short-term trading strategies, with portfolio selection supported by documented due diligence.

Thomas Kellogg is a CFP® professional with experience at Bogart Wealth, LLC since 2024 and prior roles at Homrich Berg and CrossPoint Wealth Partners. His background also includes positions outside finance, such as roles at Sharkey's Rib & Wing Joint and Golden Horseshoe Golf Club. He has experience working in educational settings, including Virginia Tech and Jamestown High School. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, portfolio management, and consulting services. The firm utilizes model portfolios combined with specialized investment options and integrates tax-preparation and estate-planning tools.

Nell Cordick is a CFP® professional with 20 years of experience in the financial services industry. She has been with Bogart Wealth, LLC since 2020 and previously worked at BB&T and its affiliated entities from 2002 to 2018. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm employs a combination of bottom-up fundamental equity analysis and top-down asset allocation, offering model portfolios alongside specialized investment options such as direct indexing, structured notes, and private-market alternatives.

Jesica Ray is a CFP® and Series 65-licensed financial advisor with 10 years of experience, currently practicing at Brighton Jones LLC in McLean, VA. She has been with Brighton Jones for her entire career, spanning multiple roles since 2015. Brighton Jones serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts. The firm offers comprehensive wealth management services, combining discretionary and non-discretionary investment management with holistic financial planning and access to private investment opportunities.

Michelle Cooper is a financial advisor with XML Financial Group in Bethesda, MD, holding a Series 66 credential and 25 years of industry experience. She previously worked at Merrill Lynch Trust Company, FSB for 19 years before joining XML Financial, LLC and XML Securities, LLC. In addition to her advisory work, she is the author of the book *I've Still Got Me* and participates in related speaking engagements. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets and serving around 2,890 clients. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through a combination of fundamental and technical analysis and third-party managers.

Neal Treanor is a financial advisor at Cassaday & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cassaday and related firms since 1995. He also serves as Chief Compliance Officer for Cassaday and Co Wealth Management, LLC. 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 using actively managed mutual funds, ETFs, and conservative fixed income securities.

Chloe Manke is a financial advisor at Cassaday & Company, Inc. with Series 66 and Series 63 licenses and one year of industry experience. Her previous roles include positions at John Hancock and Osaic Wealth Inc., as well as work outside the financial industry with the Schoolyard Tennis Academy. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios tailored to clients’ needs.