Alexander Cordoba is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at Royal Alliance Associates, The Prudential Insurance Company of America, Pruco Securities LLC, and McAdam. He also serves as an Advanced Strategies Associate at Cassaday & Co Wealth Management, focusing on insurance and annuity reviews and audits. 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.

Elizabeth Napper is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. She is currently with CW Advisors, LLC and previously worked at Captrust, the National Rural Electric Cooperative Association, and Bb&T Asset Management, Inc. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, and family office services to a broad client base including individuals, trusts, estates, and charitable organizations. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies.

Rivers Rodriguez is a CFP® with five years of industry experience, currently serving as an advisor at SEIA. His prior experience includes roles at Royal Alliance Associates, Signature Estate & Investment Advisors, and an educational position at Kumon Math and Reading Center. SEIA is a multi-team advisory firm with approximately 142 advisors serving a diverse client base, including individuals, trusts, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, relying on a structured investment process developed by its Investment Solutions Group and Committee.

Daniel Corno is a CFP® and holds a Series 66 designation with three years of industry experience. He has been associated with Mason Associates, Inc. since 2011. 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.

Rick Hoskins Jr. is a financial advisor at Impact Partnership Wealth, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Sorrento Pacific Financial, and New Perspective Financial Solutions. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 91 advisors. The firm offers a range of portfolio management and financial planning solutions and operates within a broad affiliated-entity ecosystem that supports diverse investment strategies and advisor flexibility.

Shreeva Aylor is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Navy Federal, Aylor worked at firms including LPL Financial and Fidelity Investments. The firm serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that use third-party portfolio managers.

Mark Pittelkau is a CFP® professional with 14 years of experience in the financial services industry. He is currently with United Capital Financial Advisors and has prior experience at Apexium Financial LP and Fidelity Investments. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third‑party managers, alternative investments, and customized strategies including ESG and faith‑based preferences.

Kathryn Gustafson is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with The Strategic Financial Alliance since 2012 and also serves as a partner at Strategic Blueprint, LLC. Outside of advisory services, she is involved as a partner in a home accessories and decor business and participates in a financial education initiative aimed at recent college graduates, newlyweds, and young professionals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm employs both in-house and third-party asset managers and serves clients through discretionary and non-discretionary portfolio programs.

Jaskirat Lakhat is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Morgan Stanley, and Merrill. Outside of advisory work, he manages a business involving the purchase and rental of luxury cars. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing through its EPC Advisors Group division.

Mindy Gasthalter is a CFP® with 23 years of experience in financial advising. She is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc, Freed Advisors, and Alexandria Financial Associates, Ltd. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, with centralized investment oversight through an Investment Oversight Committee.

Ashli Suprise is an advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with 13 years of industry experience. She has worked with OSAIC Wealth since 2020 and EF Legacy Securities, LLC since 2016. In addition to her advisory role, she serves as Advanced Strategies Client Service Manager for Cassaday & Co Wealth Management, LLC, focusing on insurance and annuity analysis, trades, and client transactions. 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’s investment approach is long-term and asset-allocation driven, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Michael Graham is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with LaSalle St. Securities, L.L.C. since 2003. Outside of his advisory role, Graham operates a sole proprietorship buying and selling collectible coins through online auction sites. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, incorporating a diverse asset mix including mutual funds, ETFs, equities, fixed income, and options.

Hourieh Ghasripour is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with Navy Federal entities since 2011 and spent two years at Wells Fargo Clearing prior to that. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm structures client portfolios primarily through third-party portfolio managers vetted by an investment committee and provides both managed advisory programs and digital automated ETF portfolio products.

Christine Brill is a financial advisor at Andersen with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, emphasizing consolidated performance reporting, strategic investment planning, and integration of investment advice with tax and financial planning.

David Parks is a financial advisor at Keel Point, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Keel Point Capital, LLC since 2011, with prior roles at WFG Investments Inc and Private Consulting Group, Inc. Parks serves as CEO and managing member of several Keel Point affiliated entities. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, institutional investors, and retirement plan sponsors, employing a team-based approach to fundamental and quantitative analysis across multiple investment strategies.

Jeffrey Lopez is a CFP® professional at Range Advisory, LLC with three years of industry experience. His background includes roles at Deloitte and StoneTurn Group, as well as operating as a sole proprietor. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs model portfolios alongside third-party strategies, utilizing AI tools to support portfolio management and client service.

Nicholas Despins is a CFP® at Keel Point, LLC with five years of industry experience. His prior work includes roles at the National Institute of Transition Planning, Inc., Cedar Run Community Church, and Virginia Tech. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, and consulting through a team-based blend of fundamental and quantitative analysis.

Richard Seaton is a Series 65-licensed financial advisor at Marshfield Associates with eight years of industry experience. He has worked at Marshfield Associates since 2017 and previously spent six years at TTR Sotheby's Realty and 20 years at Impact Marketing + Communications. Marshfield Associates serves a diverse client base that includes high net worth individuals, institutional investors, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy with an emphasis on quality and intrinsic value.

Trent Schneider is a financial advisor at Beaumont Financial Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at The BAHA Financial Group and Medstar Health. Outside of finance, he is the co-founder and CEO of Good Vida Group, LLC, a company that sells a dietary supplement powdered drink mix. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing and offers tailored portfolio management supported by an Investment Committee and a network of affiliated solutions.

Blake Willis is a CFP® and Series 65-registered advisor with Modera Wealth Management, LLC in McLean, VA. He has been with Modera since 2022 and has prior experience at Bernhardt Wealth Management, McAdam LLC, and Luna Inc. Blake’s background also includes roles outside finance, such as work at Roanoke Country Club and North Cross School. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.