Robert Speidel is a CFA® charterholder with 23 years of industry experience. He has been with Everett Harris & Company since 2002. Everett Harris provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy, investing across U.S. and foreign equities, fixed income, commodities, and options.

David Ermlick is a financial advisor with First Advisors National, LLC in Centreville, VA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has served as Regional Manager at Cornerstone Senior Services since 2008, where he recruits, hires, and trains sales agents and sells insurance products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, using a combination of third-party money managers and direct investment advice with a focus on tactical and strategic asset allocation.

Ruderis Fuentes is a financial advisor at SEIA with a Series 66 designation and four years of industry experience. His work history includes roles at SES Inc., T. Rowe Price, Caliver Beach Mortgage, and the Maryland National Capital Park & Planning Commission. At SEIA, Fuentes also serves as a Client Service Administrator. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary investment management, alongside financial planning and consulting services.

Roger Follis is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Wells Fargo Advisors, Raymond James Financial, and B. Riley Wealth Advisors. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and access to estate-planning resources through partnerships, using an open-architecture model that incorporates internally managed strategies and sub-advisory relationships.

Andrew Clark is a financial advisor at Lexaurum Advisors with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions with Cetera Advisor Networks, Summit Financial Group, and Northwestern Mutual Investment Management. Outside of advising, Clark serves as President of the Tyson Corner Chamber of Commerce and conducts marketing consulting. Lexaurum Advisors is a multi-advisor firm managing approximately $1.27 billion for over 2,100 clients, offering investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutions, and other advisers. The firm employs a diversified, theory-based investment approach using model portfolios primarily implemented with low-cost ETFs, and provides both discretionary and non-discretionary services across various account types.

Troy Chaplin is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at multiple firms, including Osaic Wealth, Inc. and Cetera. Outside of his advisory role, Chaplin has experience working in the hospitality industry, serving at The Hunton. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and follows a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Evan Farr is a financial advisor at Avior Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at EWG Elevate Inc. dba Protection Point Advisors for five years. In addition to his advisory role, Farr has operated his own law firm since 1991 and has engaged in activities including publishing, teaching other attorneys, and managing insurance and management consulting businesses. Avior Wealth Management serves a diverse clientele, including high-net-worth individuals, institutions, and pension plans, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach with a combination of direct portfolio management and separately managed accounts, utilizing platforms such as Charles Schwab, Fidelity, and Pontera.

Christian Hansen is a CFP® with eight years of industry experience, currently serving as a Financial Planning Specialist at Cassaday & Company, Inc. He has been with Cassaday and its affiliate OSAIC Wealth since 2016. Hansen serves as Treasurer on the Special Olympics Virginia Young Professionals Board and is a trustee for the Cassaday & Company Donor Advised Fund. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory and offers both tailored investment management and standalone financial planning and retirement plan consulting.

Lynwood Hill Jr. is a financial advisor at MissionSquare Retirement with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA and TIAA-CREF for a combined 20 years before joining MissionSquare in 2024. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Chad Goldberg is a financial advisor at Marshfield Associates in Washington, DC, holding a Series 65 credential with 16 years of industry experience. He has been with Marshfield Associates since 2009. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a mix of institutional and individual clients, including high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investing approach with a concentrated Core Value Equity Strategy and an optional Balanced Strategy, emphasizing quality and a strict margin-of-safety buy discipline.

Manuel Carranza is a CFP® certificant with 10 years of industry experience. He currently works at Range Advisory, LLC and has prior experience with Kestra Advisory and Fidelity Brokerage Services LLC. Range Advisory provides financial planning, investment advice, and discretionary portfolio management to U.S. individual clients, including high-net-worth and ultra-high-net-worth households. The firm manages approximately $1.4 billion in discretionary assets and offers model portfolios alongside third-party strategies, integrating AI tools to support portfolio management and client interactions.

Alicia Fouser is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Navy Federal Financial Group and North West Financial Advisors, as well as experience with LPL Financial. Outside of her advisory role, she volunteers with Prince William County Schools in a classroom setting. Navy Federal Investment Services provides financial planning, portfolio management, and retirement-plan fiduciary services to members of Navy Federal Credit Union and other clients. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and offers a range of layered investment solutions, including automated ETF portfolios.

Anne Majors is a Series 65-licensed financial advisor with The Burney Company in Reston, VA, and has two years of industry experience. She previously worked at SS&C Advent for three years before joining Burney Partners, LLC. The Burney Company advises 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 using a multi-team platform with proprietary fundamental and quantitative investment models, and offers discretionary equity portfolio management alongside financial planning and tax preparation services through an affiliated CPA firm.

Carson Filion is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He previously worked at New York Life Investments and Hightower Financial Principles and graduated from Florida State University. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory and manages approximately $7.14 billion in discretionary assets.

Rand Andoni is a financial advisor with McAdam LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2015 and has been with McAdam LLC since 2014. Outside of his advisory roles, Andoni provides technology consulting services to Zeva, Inc. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios tailored to clients’ risk tolerance and objectives, offering a range of strategies including alternative investments and a subscription-based financial-planning service.

James Mc Comb is a financial advisor with Madison Partners, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes positions at J.P. Morgan Securities, Charles Schwab, TD Ameritrade, and HSBC Securities. Madison Partners delivers wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implemented through third-party sub-advisers and model portfolios.

Cengiz Akyol is a financial advisor at MissionSquare Retirement with 22 years of industry experience and holds a Series 66 designation. He has worked at ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Eric Reigel is a Certified Financial Planner™ and holds a Series 66 license, with nine years of industry experience. He is currently with Range Advisory, LLC and has prior experience at Evermay Wealth Management, AMJ Financial Wealth Management, Charles Schwab & Co., Inc., and McAdam Financial. He is also an independent insurance agent, a role separate from his investment advisory work. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers model portfolios, third-party asset management strategies, and tax-aware direct indexing supported by AI and advanced analytical tools.

Victoria Freeman is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Motley Fool Wealth Management, Mendota Financial Group, Northwestern Mutual, Capitol Auto Credit, and Indulge Spa. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Kevin Draudt is a CFP® professional with six years of experience in financial advising. He currently works at Andersen and has previously held positions at several firms, including Andersen Tax LLC and Valeo Financial Advisors. Andersen serves successful individuals and families, their 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 consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.