Derek Stone is a CFA® charterholder with 35 years of experience in the financial industry. He has been with Heritage Investors Management Corporation since 1982. Heritage Investors Management Corporation is an SEC-registered investment adviser that provides personalized investment management to high-net-worth individuals, retirement accounts, trusts, and other entities. The firm employs a long-term, buy-and-hold strategy focused on U.S. stocks, bonds, and ETFs, emphasizing diversification and tailored portfolio construction based on client objectives.

Nicolas Conforti is a CFP® at Bogart Wealth, LLC with three years of industry experience. He has worked at Bogart Wealth since 2021 and previously held roles at Clarendon Wealth Management and Vector Marketing. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with financial planning, consulting, and wealth management services, utilizing model portfolios alongside specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis and top-down asset allocation, employs AI tools, and offers distinctive features including non-traditional investments and access to estate planning education.

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.

Daniel Pessagno is a financial advisor at Apollon Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CIC Wealth, LLC, Securian Financial Group, and Cadaret Grant. Outside of his advisory role, he works with business owners to design group benefit packages. Apollon Wealth Management is a multi-team SEC-registered adviser serving a range of clients including individuals, families, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers diversified investment approaches including ESG models, direct indexing, and sub-advisory services for pooled and insurance-dedicated funds.

Cynthia Perini is a financial advisor at Capital Analysts with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Lincoln Investment Planning, Inc. and Sovereign Bank for over two decades. Outside of her advisory role, she is active in several nonprofit organizations, including serving as a board member of the Magnolia Foundation and vice president of Walk the Walk, in addition to participating in community philanthropy and charitable fundraising efforts. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs an in-house Investment Management & Research team that manages discretionary model portfolios using a proprietary mutual-fund screening process, while offering advisors flexibility through custom portfolios, third-party managers, and a range of portfolio management options.

Jillian Toomey is a CFP® with 10 years of industry experience. She currently serves as a financial advisor at Range Advisory, LLC and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a decade. Range Advisory, LLC provides financial planning, investment advice, and discretionary portfolio management to individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals. The firm employs tax-aware strategies and integrates proprietary AI tools to support portfolio management and client interactions.

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.

Lisa Edwards is a CFP®, CFA®, and holds a Series 65 license with five years of industry experience. She is currently an advisor at Choreo, LLC, where she has worked since 2026. Prior to joining Choreo, she was with WMS Partners, LLC for six years and spent fourteen years at Farmer Mac. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios, implementing client portfolios through various managed accounts and funds, with oversight by a centralized Investment Committee.

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.

Michael Hamolia is a CFP® professional with 14 years of industry experience. He currently works at Congress Wealth Management LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. CW Advisors, LLC serves a broad range of clients including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed strategies overseen by an Investment Oversight Committee.

Taylor Fucci is a CFA® charterholder affiliated with Heritage Investors Management Corporation, with one year of experience in financial advisory roles. Prior to joining Heritage Investors, Fucci held positions at Wells Fargo, BNY Mellon, and State Street, and also spent two years at Cornell University. Heritage Investors Management Corporation provides investment management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored portfolios with diversified holdings and generally pursues long-term investment strategies, managing about $4.6 billion in assets across approximately 680 client relationships.

Patrick Marcinko is a CFP®-certified financial advisor at Bogart Wealth, LLC with five years of industry experience. Before joining Bogart Wealth, he worked at Goldman Sachs & Co. LLC and attended Virginia Polytechnical Institute. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm utilizes model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options including direct indexing SMAs and private-market alternatives.

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.

Tommy Davis is a Series 66 licensed advisor with 13 years of industry experience. He has worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC since 2017, and previously held roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2012 to 2017. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels, utilizing third-party portfolio managers and model-driven asset allocation on the Envestnet platform.

Madison Glass is a CFP® and holds a Series 65 license, with seven years of industry experience. She has been with Brighton Jones LLC since 2018, following prior roles at Charles Schwab and Round Rock Advisors, as well as a position at Dickinson College. Brighton Jones LLC serves a diverse client base including high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth management services with a holistic, balance-sheet approach, combining discretionary and non-discretionary management alongside access to private investment opportunities and affiliated investment managers.

Matthew Callahan is a financial advisor at Snowden Capital Advisors LLC with five years of industry experience. He holds a Series 66 designation and has a background that includes roles at Snowden Lane Partners, US Express Freight Systems, and McDaniel College. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients with a range of services including portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale and institutional capabilities, utilizing customized model portfolios, third-party managers, and a variety of investment tools across asset classes.

Frances Toler is a financial advisor at Rossby Financial, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Rossby Financial since 2024. Prior to that, she spent nine years with Cambridge Investment Research Advisors and has operated Toler Financial Group since 2012. In addition to her advisory work, she is an author and speaker associated with Toler Financial Group. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a range of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Owen Hendershot is a financial advisor at The Burney Company with a Series 65 credential and has been with the firm since 2025. Prior to joining the firm, he held teaching positions at Virginia Tech University, Potomac Falls High School, and River Bend Middle School. The Burney Company serves individual investors, high net worth clients, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform, offering discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

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.

Arthur Deluca is a financial advisor with intrua Financial, holding a Series 66 credential and 22 years of industry experience. He previously worked at LPL Financial and Raymond James Financial Services, with a background including Lynch Retirement Investment Group. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management through various platforms and third-party managers.