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 an advisor at Forvis Mazars Wealth Advisors, LLC in Tysons, VA. His prior roles include positions at Vanguard Marketing Corporation and TIAA-CREF. Outside of his financial advisory work, he is a silent partner in convenience store and gas station businesses and also works as a food delivery driver. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and a subsidiary of Forvis Mazars, LLP. The firm offers financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits, managing approximately $12 billion in assets with an investment approach centered on discretionary mandates guided by Investment Policy Statements and diversified portfolios.

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 associated with Navy Federal Financial Group and its related entities since 2008. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third‑party portfolio managers and provides both personalized and automated investment solutions.

Nicolas Conforti is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. He previously worked at Clarendon Wealth Management and has experience outside financial advising, including roles at Vector Marketing and as a student at Virginia Tech. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of passive and active strategies and employs formal governance and AI tools to support research and operations.

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 Series 66 licensed advisor with eight years of industry experience. He is currently with Kingsview Wealth Management, LLC and previously worked at Edward Jones, WH Administrators, and Accenture Federal Services. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers a range of financial planning and wealth management services, combining internal portfolio strategies with third-party managers and access to alternative investments.

Jillian Toomey is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Range Advisory, LLC, where she has worked since 2026. Prior to joining Range Advisory, she spent 10 years at Morgan Stanley and Morgan Stanley Private Bank. Range Advisory serves high-net-worth and ultra-high-net-worth individual clients across the U.S., offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides access to proprietary model portfolios and third-party investment strategies, incorporating AI tools in its client services.

Charles Hartley is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at B. Riley Wealth Advisors, B. Riley Wealth Management, Wells Fargo Advisors, and Raymond James Financial. Outside of advisory work, he is a partner in a non-investment related business. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors serving over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies and sub-advisory relationships, offering services including portfolio management, financial and retirement planning, and 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.

Anthony Di Carlo is a financial advisor with Advisor Resource Council, holding a Series 65 credential and nine years of industry experience. He has worked at 360 Wealth Management since 2018 and has been involved with Lutron Electronics since 2008. Outside of advisory work, he is engaged in lighting control sales. Advisor Resource Council serves a diverse client base including individuals, families, retirement plans, charitable organizations, and businesses. The firm employs an investment approach that combines artificial intelligence tools with traditional fundamental analysis through AIQ model portfolios and separately managed accounts, offering tailored strategies for different levels of assets.

Taylor Guglielmo is a financial advisor at Verdence Capital Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc. and related affiliates for seven years. Outside of his advisory role, Taylor serves on the investment committee of ACT for Alexandria, a community organization focused on philanthropic giving. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, and trusts, offering discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios across mutual funds, ETFs, separately managed accounts, and independent managers.

Patrick Marcinko is a CFP® with five years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. Before joining Bogart Wealth, he worked at Goldman Sachs & Co. LLC. The firm provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. Bogart Wealth manages client portfolios using a combination of passive and select active funds, stock-only strategies, and tactical allocations, supported by formal governance and approved AI tools.

Daniel Sharkey is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is affiliated with Cassaday & Company, Inc. in McLean, VA, and previously worked at the Bank of New York Mellon. Sharkey serves as an Associate Portfolio Manager, participating in investment policy meetings and conducting research on markets and investments. 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, actively managed allocations and offers fiduciary services for ERISA plans.

Madison Glass is a CFP® and holds a Series 65 license, with seven years of experience in the financial services industry. Since 2018, Glass has been with Brighton Jones LLC, following a role at Charles Schwab and earlier positions including work with Dickinson College and Round Rock Advisors. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Andrew Wade is a CFP® with 28 years of industry experience, currently serving at Stonex Advisors Inc. since 2011. Prior to that, he worked at Nebel Financial Services from 2008 to 2011, where he also holds a continuing leadership role as President. Outside of his advisory work, Wade is active in community and charitable organizations, including serving as past President of the Rotary Club of Dulles International Airport and participating on the finance committee at St. John's Episcopal Church. StoneX Advisors Inc. provides comprehensive financial services to individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting. The firm supports diverse account structures and investment strategies, utilizing both proprietary models and third-party managers to implement client portfolios.

Owen Hendershot is a financial advisor at The Burney Company with one year of industry experience. He holds a Series 65 designation and previously worked in education at Virginia Tech University and local schools. 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 and employs a multi-team platform with a proprietary investment process that incorporates fundamental and quantitative models, actively managed ETFs, and customized portfolio options.