Keith Mayhew is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked at RSM US Wealth Management LLC for 22 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Radley Ellenbogen is a CFP® and holds a Series 65 license with three years of industry experience. He has been with XML Financial Group since 2018 and has prior experience at BDO Wealth Management and The Meltzer Group, as well as roles at the University of Maryland and ZeniMax. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including 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 with third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Angelique Ayala is a CFP® with 12 years of industry experience, currently serving at Savvy since 2025. She previously worked at Horizon Advisory Group, Commonwealth Financial Network, MML Investors Services, and MassMutual. Outside of financial advising, she is a board member and co-chair of the events committee for the Equality Chamber of Commerce DC and also provides dog sitting services in Centreville, VA. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by proprietary technology and third-party platforms.

Kent Miller is a financial advisor at Navy Federal Investment Services, LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Navy Federal-affiliated firms since 2010. Outside of his advisory role, he is a partner in a family LLC that manages a farm leasing operation in Hamilton, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes third-party portfolio managers primarily through the Envestnet platform and provides both managed advisory programs and automated investment options.

Krista Baumgardner is a CFP®-certified financial advisor at Choreo, LLC with nine years of industry experience. She previously worked at RSM US Wealth Management LLC and The Vanguard Group, Inc. in roles spanning a total of six years. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic, quantitative investment process and offers a broad range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting for ultra-high-net-worth clients.

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.

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.

Glenn Arons is a financial advisor at Arax Advisory Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Guardian Life for 19 years. In addition to his advisory role, he is principal of Assets, LLC, where he provides business advisory and estate structuring services to professional practice owners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management and third-party relationships with tailored asset-allocation strategies, and it is notable for its use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

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.

Sophearath Uoy is a financial advisor at IP Financial Advisory Services LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2020. In addition to his advisory role, he is president and owner of Sophearath Uoy, CPA, P.C., a firm providing bookkeeping, tax, auditing, payroll, and consulting services to individuals and small to medium-sized businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while providing a range of investment advisory and insurance-related services.

Caleb Fry is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Mason Investment Advisory Services Inc and has previously worked at firms including LPL Financial, Water Street Financial LLC, and Sterling Financial Partners. 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 rigorous manager-selection process, managing approximately $13.2 billion in assets with a relatively small advisory team.

Michael Moss Jr. is a CFP® professional with 13 years of experience, currently serving as President of The Ascent Group, LLC and Alera Investment Advisors, LLC. He holds leadership roles within Alera Group, including Wealth Platform Leader, and has prior experience with Ameritas Investment Corp. and Triad Advisors. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and combines discretionary and non-discretionary portfolio management with model portfolios, third-party independent managers, and digital delivery platforms.

Emilio Solernou is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Sequent Planning, LLC and IAMS Wealth Management. Outside of advising, he serves on the board of Bridge for Hope, Inc., a nonprofit focused on assisting disabled individuals and ex-offenders with job placement and education. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support individual security recommendations.

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.

Rebeka King is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with five years of industry experience. She previously worked at Bridgemark Wealth Management from 2014 to 2021. In addition to her advisory role, she is involved in selling insurance products as an insurance agent. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of services including financial planning, portfolio management, and sub-advisory roles across various asset classes and specialized investment vehicles.

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.

Brittany Janssen is a financial advisor at Summit Financial, LLC with two years of industry experience. She holds the Series 66 designation and has worked at Summit Financial and its affiliated entities since 2025. Prior to joining the financial industry, she held positions at several companies including Beltway Medical LLC and Supreme Orthopedic Systems. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, 216 advisors, and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client preferences.

Philip Simonides is a CFP® with 37 years of industry experience. He has worked at McAdam LLC since 2014 and is currently affiliated with Madison Avenue Securities. Outside of his advisory work, he has volunteered as a charity auctioneer for several organizations. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing a fundamental analysis approach and incorporating a range of investment strategies including mutual funds, ETFs, independent managers, and specialized instruments.