Matthew Martindale is a financial advisor at Keel Point, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Amazon from 2016 to 2021. Keel Point 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 provide portfolio management, financial planning, and consulting services across various asset classes.

Pauline Rosenstein is a CFP® with over 50 years of experience in financial advising, currently serving at StoneX Advisors Inc. since 2015. Prior to that, she was associated with StoneX Securities Inc. beginning in 2014. Outside of her advisory work, she holds the position of Vice President at Lakeside Productions, a photography business she has been involved with since 1993. She is also a member of Rotary International's Baileys Crossroads Club and the American Association of University Women. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party money managers across various platforms to implement client strategies.

Scott Welch is a financial advisor at Certuity, LLC with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including WisdomTree Asset Management and Fortigent, LLC. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and consulting services primarily to high- and ultra-high-net-worth clients and institutions. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.

Leonardo Scotti is a financial advisor at Cassaday & Company, Inc. with a Series 66 credential and one year of industry experience. Prior to entering the financial industry, he spent nine years in full-time education. 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.

Cesar Ortega is a financial advisor at CW Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. Ortega also spent four years at Texas A&M International University. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies.

Tomeka Brown is a CFP® and Series 66-licensed advisor with 18 years of industry experience. She is currently with Navy Federal Investment Services, LLC and has held previous roles at Charles Schwab, Merrill, and TIAA-CREF. 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 employs managed advisory programs that utilize third-party portfolio managers and supports both discretionary and automated investment solutions.

Joshua Lipscomb is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at OSAIC, CW Advisors, Wolf Group Capital Advisors, and Virginia Asset Management, as well as non-financial positions at James Madison University and in landscaping businesses. 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 that emphasizes diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Melissa Powers is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at SEIA. Her prior roles include positions at Brown Advisory and Lincoln Financial Advisors. SEIA provides services to individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform offering investment management, financial planning, retirement plan consulting, and investment consulting. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments overseen by an in-house Investment Solutions Group and Investment Committee, and it predominantly manages assets on a non-discretionary basis.

David Gilbert is a CFP® with 24 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2001 and 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’s investment approach focuses on long-term strategic asset allocation, disciplined rebalancing, and rigorous manager selection, managing approximately $13.2 billion in assets with a team of 31 advisors.

Alex Stevenson is a financial advisor with Encompass More Asset Management LLC in Potomac Falls, VA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bull Run Investment Management LLC, Centaurus Financial Inc., and National Securities Corporation. Stevenson is also a licensed insurance agent and provides insurance services through Skyline Financial Partners, LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through a combination of proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based investment approach and delegates portfolio management to in-house models and unaffiliated sub-advisers.

Connor Upham is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds the Series 65 designation and has worked previously at Under Armour, Dickinson College, Cribstone Capital Wealth Management, and Bath Schools. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm utilizes a whole-balance-sheet approach and offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

William Stade Jr. is a CFP® professional with 32 years of industry experience and has been with Capitol Securities Management, Inc. in Reston, VA, since 1999. He holds Series 63 and Series 65 licenses and operates under the DBA CS Wealth Management. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, utilizing a range of investment instruments and third-party money managers.

Kenny Mezher is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at The Burney Company. He has worked at various Burney Company entities since 2017 and spent one year at Growth Capital Services, Inc. outside of the Burney organization. The Burney Company advises primarily individual investors, including high net worth clients, and also manages accounts for small businesses, pension plans, trusts, estates, and charitable organizations. The firm combines proprietary fundamental and quantitative models with a multi-team advisory platform, offering discretionary equity portfolio management, financial planning, and tax services through an affiliated CPA firm.

Kyle Cassaday is a financial advisor with Cassaday & Company, Inc. holding a Series 66 designation and has 10 years of industry experience. He has worked at Cassaday & Co Wealth Management, LLC since 2022 and was previously with Cassaday and Company from 2013 to 2021. 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 based on Modern Portfolio Theory, typically using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Joshua Jones is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and entering his first year in the industry. His work experience includes roles at Sound Income Strategies and Retirement Solution, LLC since 2026, and involvement with Complex Tax and Efile, LLC since 2012. Sound Income Strategies serves a diverse client base, including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Alexia Larson is a CFA® charterholder with 19 years of experience in the financial services industry. She has worked at Perry B. Seiffert, Investment Management, and Chesapeake Asset Management before joining The Mather Group, LLC in 2022. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI-assisted tools alongside human oversight.

Allison Gormier is a Certified Financial Planner® with 21 years of industry experience. She has been with Mason Investment Advisory Services, Inc. since 2008. Mason Investment Advisory Services, Inc. is an SEC-registered firm managing approximately $15.67 billion for over 1,000 clients with a team of 31 advisors. The firm focuses on fee-based financial planning, separately managed accounts, and institutional services, emphasizing long-term strategic asset allocation and portfolio oversight.

Anthony Rieck is a CFP® professional with two years of experience, currently advising at Andersen in McLean, VA. He previously worked at Andersen Tax LLC for seven years and has held positions at West Financial Services and Sullivan Bruyette Speros & Blayney. Outside of his advisory work, he serves as an NCAA football referee. Andersen serves successful individuals, families, trusts, family-owned corporate plans, and not-for-profit endowments, offering investment consulting through a non-discretionary advisory model that integrates tax and valuation services. The firm emphasizes client communications, consolidated performance reporting, and forward-looking asset allocation modeling.

Johnny Lynum is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials. He has over 20 years of prior experience in the U.S. Air Force and has worked at Wright Time Financial and Innovation Partners LLC before joining his current firm. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and specialized consulting services, employing a range of analytical approaches and discretionary management options.

Timothy Strait is a CFP® with 40 years of industry experience, currently serving at Capitol Securities Management, Inc. since 1988. He operates a separate business consulting and tax planning practice focused on federal and state income tax preparation. Capitol Securities Management serves individual investors, institutions, and small businesses with portfolio management, financial planning, and advisory programs, operating as both a broker-dealer and registered investment adviser.