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.

Joseph Kantakevich is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with United Brokerage Services, Inc. and United Bank, having previously worked at Dai Securities, Jwk Financial Group, Eaglestone Wealth Advisors, and Triad Advisors. He serves on the board of the Montgomery College Foundation. 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 assets on a non-discretionary basis and is affiliated with United Bank, combining banking relationships with a primarily non-discretionary advisory model.

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.

David Austin is a financial advisor at Keel Point, LLC with a Series 65 designation and one year of industry experience. Prior to joining Keel Point, he worked for eight years at the World Food Programme and three years at the MJ Murdock Charitable Trust. 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 deliver customized portfolio management, financial planning, OCIO, and corporate retirement consulting across various asset classes.

Antoinette Guy Wharton is a financial advisor with MissionSquare Retirement in Washington, DC, holding Series 63 and Series 65 designations and 20 years of industry experience. She has worked at ICMA RC since 2017 and previously at GWFS Equities Inc/Great West Life & Annuity Insurance Company from 2010 to 2017. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm offers investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

Irene Butler is a CFP® professional with 10 years of experience in financial advising. She is currently Senior Vice President at Cassaday & Company, Inc., where she works closely with the firm's founder and CEO on client meetings, onboarding, and financial planning analyses. Prior to joining Cassaday, Irene held roles at Osaic Wealth, Inc., Raymond James Financial Services, Inc., and Franklin Templeton Distributors, Inc. She serves as an investment committee member for the Community Foundation for Loudoun and Northern Fauquier Counties, a nonprofit philanthropic organization. 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 emphasizing diversified, buy-and-hold allocations primarily with actively managed mutual funds, ETFs, and conservative fixed income securities.

Hien Truong is a financial advisor at Navy Federal Investment Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Navy Federal-affiliated firms since 2012 in various capacities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as 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 portfolio managers and provides ongoing account monitoring and due diligence.

Lauren Mercer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2020. She previously worked for The Vanguard Group for five years. Mercer holds Series 63 and Series 65 licenses. Brighton Jones serves a diverse clientele including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services such as family office support, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources to meet client needs.

Alex Karkeek is a CFP®-certified financial advisor with 13 years of industry experience, currently with Cassaday & Company, Inc. He has held roles at Cassaday & Co Wealth Management, LLC and Osaic Wealth, Inc. Outside of his advisory work, Karkeek is an insurance agent offering fixed annuities and long-term care insurance products. 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 allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Joseph Carter III is a financial advisor at United Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AmeriEstate Legal and ASC Financial Planners, as well as Global Atlantic Financial Company and Global Atlantic Distributors, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, 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 an affiliation with United Bank through its parent company, United Asset Management Corporation.

Adam Huke is a CFP® with 21 years of industry experience, currently serving as a financial planner at Cassaday & Company, Inc. He has worked at Cassaday & Company and its related entities since 2003 and has also been associated with Royal Alliance Associates, Inc. since 2003. Outside of his advisory role, he is an insurance agent affiliated with BSI, Inc. and Jurs Montgomery Brokerage. 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 primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Nicholas Stevens is a financial advisor with Strategic Blueprint, LLC and holds Series 63 and Series 65 licenses. He has one year of industry experience and previously worked in roles at Ivory Homes, Model Match, Inc., Stance, and Deloitte & Touche, LLC. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, with a focus on customized, goal-based strategies and a unique Subscription Advisory Services program.

Christopher Schreiner is a CFP® professional with 25 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2000. Schreiner holds Series 63 and Series 65 licenses. 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 manager-selection process that incorporates mutual funds, ETFs, and third-party money managers.

Olive Mitchell is a CFP® and Series 65 credentialed advisor with six years of industry experience, currently working at Curi Capital, LLC. Her prior roles include positions at Cerity Partners LLC, Maryland Capital Management, LLC, Founders Land, and Maryland Spine Center. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services such as Wealth Management, Asset Management, Retirement Plan Solutions, and Family Office Services.

Michael Bond is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including PKS Investments, Madison Avenue Securities, Agia, and Valic Financial Advisors. Outside of finance, he has prior experience working in the coffee industry. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-team approach, managing portfolios on a discretionary basis with a mix of traditional and alternative investments, and offers services such as a tiered subscription planning product and estate-document creation.

Cameron Bishop is a financial advisor at The Burney Company with Series 65 credentials and one year of industry experience. Prior to joining The Burney Company, he held positions at James Madison University and at Cave Spring Middle and High Schools. 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 employs a multi-team advisory platform managing approximately $3.59 billion in discretionary assets, offering discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Michael Battaglia is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Brighton Jones LLC since 2011. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth services such as personal CFO programs, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside proprietary investment vehicles.

Brian Ullsperger is a financial advisor at Andersen with 25 years of industry experience. He holds the Series 63 designation and has been with Wtas LLC 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, developing strategic investment plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

Victoria Holcom is a CFP® professional at Bogart Wealth, LLC with one year of industry experience. She has been with Bogart Wealth since 2022 and previously worked at The Cheesecake Factory. Victoria studied at George Mason University from 2017 to 2021. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with financial planning, consulting, and wealth management services. The firm uses model portfolios managed by an Investment Portfolio Committee and offers both traditional and non-traditional investment options, including direct indexing and private-market alternatives.

Elise Wente is a CFP® affiliated with Bogart Wealth, LLC and has worked in the financial industry since 2023. Prior to joining Bogart Wealth in 2024, she gained experience at Vanguard and Slattery Perkins Ramirez LLC. Her background also includes education-related roles at Virginia Tech and Antonian College Prep. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm employs a combination of fundamental equity analysis and top-down asset allocation to manage client portfolios, offering access to both traditional and non-traditional investment options through discretionary and non-discretionary strategies.