Steven Osborne is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Royal Alliance and Government Scientific Source. 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 employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Tucker Braddock is a financial advisor at Keel Point, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keel Point since 2017. Prior to joining Keel Point, he spent 19 years with Valic and Valic Investment Services Company. 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 guide investment decisions across a variety of programs and offers customized portfolio solutions.

Michael Stevens is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with the firm since 2012. Outside of advising, he is a partner in a financial marketing business and also works as a fixed insurance agent. The Strategic Financial Alliance serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers portfolio management, third-party manager selection, financial planning, and educational seminars, implementing customized strategies through co-advisory relationships and referrals.

Thomas Mudlaff is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior roles include positions at Chevy Chase Financial Services and Capital One Investment Services. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

Thurston Spaulding Jr. is a financial advisor with Advisory Services Network and holds a Series 66 credential. He has 22 years of industry experience, including prior roles at Ategra Capital Management, Capital Fiduciary Advisors, and other firms. He is also the owner and managing principal of The Spaulding Financial Company, LLC, where he oversees commercial office leasing operations. Additionally, he serves as general treasurer and finance committee member at Saint John's Episcopal Church. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services with a range of investment approaches tailored to client objectives.

Alyson Lapidus is a financial advisor at SEIA with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Burney Wealth Management and Ses LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments and features a predominance of non-discretionary asset management, alongside multiple advisory programs and planning services.

Evgeny Gushcha is a financial advisor at The Burney Company with 17 years of industry experience. He holds the Series 65 designation and has worked at Burney Partners since 2008. The Burney Company serves 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 through a multi-team advisory platform, offering discretionary equity portfolio management and financial planning, supplemented by tax preparation services via an affiliated CPA firm.

Kyle Mcfarland is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with The Burney Company since 2016 and previously worked at Tennessee Valley Asset Management Partners, LLC and LPL Financial. The Burney Company serves 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 through a multi-team advisory platform and employs a blend of proprietary fundamental and quantitative models, offering customized portfolio management alongside active ETFs and OCIO services.

Lisa Windsor is a CFP® with 14 years of experience in the financial services industry. She is currently with SEIA and has previously worked at Fidelity Personal and Workplace Advisors and Royal Alliance Associates, INC. Windsor holds the Series 66 designation. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments guided by both quantitative and qualitative research, and manages a majority of assets on a non-discretionary basis.

Carrie Malatesta is a CFP® and holds a Series 65 license, with two years of industry experience. She has worked at Bogart Wealth, LLC since 2026 and previously at Evermay Wealth Management, LLC and State Street Corporation. Her background also includes several years in educational roles at The College of the Holy Cross and The Hun School of Princeton. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing financial planning, consulting, and wealth management services. The firm uses model portfolios with discretionary management and offers specialized options such as direct indexing SMAs, structured-note models, and alternative investments while integrating tax preparation and estate planning tools.

Richard Horner Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses model portfolios managed by third-party managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Robert Pratt is a financial advisor with The Burney Company in Reston, VA, holding a Series 65 credential and five years of industry experience. His prior work includes roles at Burney Partners LLC, Henrico County Public Schools, Savage Apparel Company, and the University of Mary Washington. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, and charitable organizations. The firm employs proprietary fundamental and quantitative models, manages actively traded ETFs, and offers various account options within a multi-team advisory platform.

Bethany Tice is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 65 and Series 66 credentials with seven years of industry experience. Her prior employment includes roles at Rockefeller Financial LLC, Mercer Global Advisors Inc., and Manning and Napier Advisors. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets for over 6,100 clients. The firm employs a combination of discretionary and non-discretionary portfolio management, model asset allocation strategies, and sub-advised solutions that integrate tactical, active, and passive investment approaches.

Joseph Morgan is a CFP® professional with 18 years of industry experience, currently serving at United Capital Financial Advisors since 2013. He holds Series 63 and Series 65 licenses and is based in Reston, VA. In addition to his advisory role, he teaches mediation services approximately two days per year through Northern Virginia Mediation Services. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customization for ESG and faith-based preferences.

Alexandra Payne is a CFP® and Series 66 credentialed advisor at SEIA with seven years of industry experience. Her prior roles include five years at Creative Planning, LLC and two years at SBSB Financial Advisors. SEIA serves a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable entities, through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments and emphasizes non-discretionary asset management, supported by an in-house Investment Solutions Group and Investment Committee.

Robert Fratkin is a financial advisor with Arete Wealth Advisors, LLC in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has been involved with the American Political Items Collectors, a 501(c)(3) educational organization, where he served as past president and executive editor. 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 a combination of advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Cole Luther is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Navy Federal Investment Services, LLC and has prior experience at Navy Federal Credit Union and Quantico Financial. He studied at the University of Tennessee Knoxville from 2021 to 2025. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm employs third-party portfolio managers accessed via the Envestnet platform and offers a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

Michael Bolen is a financial advisor at United Brokerage Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with United Brokerage Services since 2014. Outside of his advisory role, he manages residential real estate on a part-time basis. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment approaches and maintaining affiliations with United Bank and Wells Fargo.

John Weber IV is a CFP® with three years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. His prior roles include positions at Curi RMB Capital, LLC, RMB Capital, LLC, and Omega Wealth Management LLC. Outside of advisory work, he is a partner in a real estate investment business. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices with a focus on a long-term, fundamental investment approach across equities and fixed income.

Nathan Vandemeulebroecke is a CFP® professional with one year of industry experience, currently working at Bogart Wealth, LLC. Prior to joining Bogart Wealth, he spent four years at Virginia Polytechnic Institute and State University and four years at Severna Park High School. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of fundamental equity analysis, technical factors, and top-down asset allocation to manage client portfolios, offering both traditional and non-traditional investment options alongside coordinated tax preparation and estate planning tools.