Kenneth Long is a CFA® and CIC-designated financial advisor with over 30 years of experience at Heritage Investors Management Corporation, where he has worked since 1995. He holds a Series 65 license and is based in Bethesda, MD. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth clients with personalized investment management. The firm employs a long-term, buy-and-hold strategy across diversified portfolios and manages a broad range of complex account types while maintaining formal trading oversight and custody safeguards.

Steven Collins is a financial advisor at XML Financial Group, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. He has been with XML Financial, LLC since 2019 and with XML Securities, LLC since 2016. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients with tailored portfolio management, financial planning, retirement plan advisory, and access to alternative investments through various platforms and affiliated managers.

Kimberly Knapp is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Capitol Securities Management since 2005. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors with brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm offers asset management through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Laura Mcaree is a financial advisor at Heritage Investors Management Corporation with 14 years of industry experience. She previously worked at Goldman Sachs Personal Financial Management/United Capital and West Financial Services, Inc. since 2020, she has been with Heritage Investors Management Corporation, a firm founded in 1974 that provides personalized investment management primarily to high-net-worth clients. The firm manages approximately $4.18 billion across various client relationships, focusing on tailored portfolios with a long-term, buy-and-hold investment approach.

Amanda Pfeifle is a financial advisor at F L Putnam Investment Management Co. with three years of industry experience. She previously worked at AOG Wealth Management and AOG Wealth Management, Inc. for a combined total of 17 years. Outside of her advisory role, Amanda is a photographer and owner of CE Media & Design, offering photography and photo editing services. F.L. Putnam Investment Management serves individual and institutional clients, including registered investment companies, foundations, endowments, and high-net-worth individuals. The firm builds customized portfolios using internally managed strategies and third-party managers across various asset classes, and it offers specialized solutions such as Optimized Indexing and tax-aware fixed income strategies.

Blaine Homan is a CFP® with seven years of industry experience currently with Mason Investment Advisory Services Inc. He has previously worked at Mason Securities, Inc., Centurion Wealth Management, Domani Wealth LLC, and Kurtz, Connor, Browning, & Phillips, LLC. His career also includes three years at Virginia Polytechnic Institute and State University. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm provides fee-based financial planning, separately managed accounts, and institutional services such as outsourced chief investment officer (OCIO) engagements, focusing on long-term strategic asset allocation and manager selection.

Robert Obraitis is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. from 2014 to 2025. Outside of his advisory work, he serves as CEO of the O'Braitis Family Charitable Foundation. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Mitchell Caplan is a financial advisor with Composition Wealth, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Caplan Financial Group, LLC for 23 years before joining Composition Wealth in 2024. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and both fundamental and technical analysis.

Paul Pourreza Jourshari is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 designation and seven years of industry experience. He has been with Mutual of Omaha and its investor services division since 2019. Outside of his advisory role, he owns an online retail business focused on product design and sales management. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and third-party manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and primarily delivers managed solutions via platforms such as Envestnet and Pershing.

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, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic and tactical approaches, managing the majority of its assets on a non-discretionary basis.

Evgeny Gushcha is a financial advisor at The Burney Company with 16 years of industry experience. He holds a Series 65 designation and has been with Burney Partners since 2008. The Burney Company advises 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 approach that incorporates proprietary fundamental and quantitative models, actively managed ETFs, and offers a range of customized portfolio options.

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.

Christopher Bishop is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Mr. Bishop also operates a business in insurance, benefits, and human resources and offers insurance products through multiple companies. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Lisa Windsor is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with SEIA. Her prior roles include positions at Fidelity Personal and Workplace Advisors and Royal Alliance Associates. SEIA serves a diverse client base including individuals, trusts, estates, retirement plans, and corporate clients, managing approximately $22.5 billion in assets through a multi-advisor platform. The firm employs a client-driven investment process supported by research and offers a range of managed account programs alongside financial planning and retirement consulting services.

Patrick Carroll is a financial advisor at Merit Financial Advisors with over 42 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at Purshe Kaplan Sterling Investments, Triad Advisors, Inc., ACI Partners, LLC, National Planning Corporation, and Wealth Strategies Group. Carroll is also an author, having written a book titled *Tame Your Money Elephants* and is working on a second, and he serves on the board of the National Capital Trolley Museum. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers a range of services including asset management, financial planning, and employee financial wellness programs.

Gregory Wilkinson is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Deloitte Consulting, and the Air Force Cost Analysis Agency. He is also an independent contractor with Potomac Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and uses a primarily long-term, portfolio-driven investment approach with ETFs, mutual funds, and selected individual securities.

Edgar Martinez is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and other firms. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, guided by a centralized Investment Committee and a mix of strategic and tactical approaches.

Jeffrey D. Smith is a financial advisor with Private Client Services, LLC in Rockville, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at Private Client Services since 2020, with previous roles at Bright Futures Wealth Management, Cetera Advisors, and Brightline Financial. Outside of his advisory work, he serves as treasurer for a girls’ competitive gymnastics team parent association and acts as an expert witness for a legal firm. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and employs a structured discovery and risk-profiling process to develop customized investment strategies.

Matthew Krause is a CFP® professional with eight years of industry experience. He is currently with Mason Investment Advisory Services Inc, where he has worked since 2021. His prior experience includes positions at Purshe Kaplan Sterling Investments, Altus Wealth Group, TIAA-CREF, and Mutual of Omaha. 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.

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.