Lori Allison is a CFP®-certified financial advisor with 27 years of industry experience, currently with The Strategic Financial Alliance, Inc. since 2012. She previously worked at Global Brokerage Services, Inc. from 2008 to 2012. Outside of her advisory role, Allison serves as treasurer for the BYU Management Society, overseeing financial records and scholarship administration, and partners in organizations providing financial education seminars and home furnishings. The Strategic Financial Alliance serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning services delivered through multiple strategies, including third-party manager referrals and a mix of discretionary and non-discretionary management.

Yosef Ghebray is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He is currently with Range Advisory, LLC and has previously worked at Betterment, Fidelity Investments, Wells Fargo, Bank of America, and Merrill. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios incorporating tax-aware strategies and integrates AI tools to support client interactions and portfolio analysis.

Brett Bernstein is a CFP®-certified financial advisor at XML Financial Group with 28 years of industry experience. He has worked at XML Securities, LLC since 2019 and at XML Financial, LLC since 2016. Bernstein is also the managing partner of BR Financial Associates Management Company, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, providing customized portfolio management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Samuel Ferro is a CFP® with one year of experience currently advising at Cassaday & Company, Inc. Prior to joining Cassaday, he worked at The Family Firm for four years. Cassaday & Co Wealth Management provides investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm’s approach is long-term and asset-allocation driven, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Sarah Avery is a financial advisor with Mason Investment Advisory Services Inc. She holds a Series 65 designation and has been with Mason since 2024. Prior to joining Mason, she spent several years in educational roles at James Madison University and Lake Braddock Secondary School. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm specializes in fee-based financial planning, separately managed accounts, and institutional services, with a focus on strategic, long-term asset allocation and portfolio management for high-net-worth individuals and nonprofit organizations.

Daniel Smith is a financial advisor at Keel Point, LLC with Series 65 and Series 63 licenses. He joined Keel Point in 2026 after working at Blend Labs, Inc. for four years and CoreLogic for ten years. 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, and consulting services across various asset classes.

Andrew Burke is a financial advisor at Capitol Securities Management, Inc. in Reston, VA, holding a Series 66 designation with 19 years of industry experience. He has been with Capitol Securities Management since 2006. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through various managed programs and separately managed accounts.

David Guido is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Private Client Services. In addition to his advisory role, he is involved in offering insurance products through multiple companies, earning compensation from these sales. 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 offers a combination of discretionary and consultative investment management programs, financial planning, and retirement plan advisory services, with an emphasis on client-approved trades and customized portfolio allocations.

Mary Mc Cormick is a CFP® professional with nine years of industry experience, currently affiliated with Andersen. She has worked at Andersen Tax LLC since 2003. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting.

Regina Mayhew is a Series 66-licensed financial advisor with over 21 years of industry experience, currently with Navy Federal Investment Services, LLC where she has worked since 2014. Her prior experience includes roles at Wells Fargo Clearing and Thrivent Investment Management. She provides notary services on a voluntary basis for clients at her branch in Vienna, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides both advisory and commission-based solutions through its affiliation with a banking/credit-union group.

Arvette Reid is a financial advisor at SEIA with six years of industry experience. She holds a Series 65 designation and has worked at SEIA LLC since 2017 and SES Inc. since 2023. Prior to her advisory career, she spent six years at Capital Caring Hospice & Palliative Care. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a combination of strategic macro asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis, and offers a range of investment management and consulting services.

David Spiker is a ChFC® credentialed financial advisor with over 51 years of industry experience. He has been with Capitol Securities Management, Inc. since 1986 and also operates an insurance brokerage under his own name. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage, investment advisory, and comprehensive financial planning services. The firm offers access to various investment programs and emphasizes client-specific investment policies managed through a range of securities and third-party managers.

Franklin Stitely Jr. is a Series 66-licensed advisor with ValMark Advisers, Inc. based in Ashburn, VA, bringing three years of industry experience. He is also the managing member and majority owner of SK CPA's & Business Advisors PLLC, a CPA firm specializing in tax preparation and accounting, where he has worked since 1990. Additionally, he is involved with Clarity Practice Management, LLC, which provides practice management software for CPA and tax firms. ValMark Advisers offers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Matthew Stonich is a Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matthew has developed expertise in financial planning and investment consulting. Matthew emphasizes the importance of having a clear financial plan to work towards individual goals, as reflected in his personal statement: "Everyone needs a plan in place to work towards their goals. Let's take a minute to make a plan, don't make a plan a minute." This approach guides his work with clients to establish structured financial strategies.

Andrew Mccully is a financial advisor at United Brokerage Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with United Brokerage Services since 2007. In addition to his advisory role, he serves as a Senior Trust Advisor at United Bank. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs and emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware portfolio management, primarily providing advice on a non-discretionary basis.

Tristan Hawkins is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and 25 years of industry experience. He has been with United Brokerage Services since 2016. United Brokerage Services, Inc. provides investment advisory services to individuals, including high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various wrap and unified managed account programs and employs a process that includes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, third-party research, and tax-aware overlays.

Erin Holt is a CFP®-credentialed financial advisor with eight years of industry experience, currently serving at F.L. Putnam Investment Management Company. Her prior roles include positions at Kalos Capital and Alpha Omega Group, Inc. She volunteers with the Foundation for Financial Planning, providing pro bono financial planning to program participants. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering team-based, customized investment management and financial planning. The firm combines internally managed strategies and third-party managers across various asset classes and emphasizes a research-driven approach with limited use of artificial intelligence in decision-making.

Neal Treanor is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Wellington Management Company, State Street Global Advisors, and 1251 Capital Group. Cassaday & Company Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers comprehensive financial planning and retirement consulting.

Alexandra Kantarski is a CFP® with 18 years of industry experience, currently serving at XML Financial Group. She has been with XML Financial, LLC since 2019 and also works with XML Securities, LLC (formerly Lara, May & Associates LLC) since 2015. Outside of her advisory role, she is a notary public and pursues hobbies as an astrology consultant and artist, selling her paintings. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis, often utilizing third-party managers and an internal Investment Committee to customize portfolios according to client goals and risk tolerance.

Kathleen Duffy is a CFP® and ChFC® with 28 years of industry experience. She currently works at Apella Wealth and was previously with Independence Wealth Advisors Inc. for 18 years. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support portfolio customization and monitoring.