Jack Wrenn is a CFP® professional at Cassaday & Company, Inc. with two years of industry experience. He previously worked at Cary Street Partners and OSAIC. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets as of December 31, 2025. The firm’s investment approach is long-term and asset-allocation driven, combining actively managed mutual funds, ETFs, fixed income securities, and model portfolios tailored to clients' objectives.

David Vitt is a financial advisor with Realta Investment Advisors, Inc. in Arlington, VA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior work includes roles at United Brokerage Services, Capital One Investment Services, and Chevy Chase Financial Services Corporation. He also serves as president and CEO of Vitt Wealth Management, LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and diversified asset allocation strategies implemented through in-house or third-party portfolio management.

Mark Amberg is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Verdence Capital Advisors, LLC since 2023. His prior experience includes twelve years at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he owns and leases residential properties in Alexandria, Virginia. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, technical, and cyclical analysis across various investment vehicles tailored to client objectives.

Philip Sapienza is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at CoStar Group and the University of Richmond. 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 using diversified, buy-and-hold allocations with actively managed mutual funds, ETFs, and conservative fixed income securities.

Ryan Miller is a financial advisor at SEIA with one year of industry experience and holds the Series 66 designation. Prior to joining SEIA, he has worked at Charles Schwab and also has experience outside the financial sector, including in retail and food service. 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’s investment approach combines strategic macro asset-allocation with tactical adjustments, integrating quantitative and qualitative research, and primarily emphasizes non-discretionary asset management.

Brianna Matro is a financial advisor at Range Advisory, LLC with seven years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm employs model portfolios and third-party models, integrates AI tools into client interactions, and uses a flat subscription fee structure for advisory services.

Sean Joyce is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 23 years of industry experience, including eight years at Wells Fargo Advisors prior to joining Advisory Services Network in 2022. Outside of his advisory role, he is a licensed insurance agent specializing in fixed life insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent investment adviser representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection across a range of asset classes and account types.

Alexandru Kevorchian is a Series 65 licensed advisor with The Burney Company, based in Reston, VA, and has 13 years of industry experience. He has worked with various Burney entities since 2012 and currently serves as a Principal Data Scientist at Navy Federal Credit Union. He is also the owner of Kevcat Solutions, Inc., an IT consulting business. The Burney Company advises primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a multi-team advisory platform with a proprietary investment process that includes fundamental and quantitative models, actively managed ETFs, and customized portfolio management options.

Christopher Krell is a CFP® professional with 27 years of experience in financial advisory services. He is currently with Cassaday & Company, Inc., where he has worked since 1997 in various capacities, including his role as a principal and senior vice president. Krell serves on the board of Cassaday’s Donor Advised Fund, overseeing charitable giving decisions. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations and offers fiduciary services for ERISA plan engagements.

Rohan Patel is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Vanguard Marketing Corporation and TIAA-CREF. Outside of his advisory work, Patel is a silent partner in two convenience store and gas station businesses and works as a food delivery driver. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser offering financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Thomas Callahan is a CFP® professional with four years of industry experience, currently serving at Range Advisory, LLC. His prior roles include positions at Fidelity Investments and Equitable Advisors. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management with a focus on tax-aware strategies and integration of proprietary AI tools.

Dominique Hopkins is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Navy Federal Financial Group and Navy Federal Investment Services since 2015. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party managers on platforms such as Envestnet, providing account monitoring, rebalancing, and optional tax and impact overlay services.

Nicolas Conforti is a CFP® at Bogart Wealth, LLC with three years of industry experience. He has worked at Bogart Wealth since 2021 and previously held roles at Clarendon Wealth Management and Vector Marketing. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with financial planning, consulting, and wealth management services, utilizing model portfolios alongside specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis and top-down asset allocation, employs AI tools, and offers distinctive features including non-traditional investments and access to estate planning education.

Steven Ulrich is a CFP® with 10 years of experience in financial advising, currently serving as Senior Vice President at Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management and Osaic Wealth, Inc., and has held roles in insurance sales. Outside of his advisory work, Ulrich serves as Chairman and Treasurer of the Board of Directors for the Potomac Classical Conservatory, a non-profit hybrid school. 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 focused on diversified, buy-and-hold strategies using actively managed mutual funds, ETFs, and conservative fixed income securities.

Brian Bobby is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones, WH Administrators, and Accenture Federal Services. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Jillian Toomey is a CFP® with 10 years of industry experience. She currently serves as a financial advisor at Range Advisory, LLC and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a decade. Range Advisory, LLC provides financial planning, investment advice, and discretionary portfolio management to individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals. The firm employs tax-aware strategies and integrates proprietary AI tools to support portfolio management and client interactions.

Charles Hartley is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wells Fargo Advisors. Outside of his advisory work, he is a partner in a family-owned non-investment business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through specialized strategies and combines advisory recommendations with brokerage and insurance products.

Rachel Eisenhart is a financial advisor with Kestra Private Wealth Services, LLC, holding the CFP® and ChFC® designations and has 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Kestra. Outside of her advisory role, she volunteers as a Court Appointed Special Advocate (CASA), advocating for children affected by abuse or neglect. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and specialized offerings. The firm manages approximately $13.45 billion in client assets and supports advisors with various platforms and operational resources.

Justin Caudle is a CFP® with 17 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2020 and holds a director position at the Financial Planning Association - National Capital Area. Caudle is co-owner of Caudle Meares, LLC, a financial planning and wealth management firm. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios with a discretionary approach that incorporates a range of traditional and specialized investment vehicles.

Leigha Pope is a Series 65-licensed financial advisor with Andersen in McLean, VA, where she has worked since 2017. She has one year of industry experience and previously worked at the University of Maryland. Andersen serves successful individuals, families, 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 professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.