Samuel Swenson is a CFP®, CFA®, and holds a Series 66 license with eight years of industry experience. He is currently with Range Advisory, LLC and has previously worked at CGN Advisors, LLC and Wells Fargo Advisors LLC. Outside of his advisory work, Samuel operates a sole proprietorship providing accounting and light financial planning services, including tax return preparation and tax planning guidance. Range Advisory, LLC offers online financial planning and portfolio monitoring primarily for high-net-worth and ultra-high-net-worth individuals. The firm utilizes third-party turnkey asset management platforms and proprietary AI tools to support portfolio construction and client service, delivering advice through a subscription-based model.

Sijal Chudal is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and having one year of industry experience. Prior to joining Navy Federal, Sijal worked at Citibank and MUFG Investor Services and has experience at George Mason University. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm operates as both an SEC-registered investment adviser and broker-dealer, using third-party portfolio managers accessed through the Envestnet platform and offering services including tax overlay, impact investing, and private wealth consulting.

Richard Nilsen is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Advisors since 2016, following prior roles at Ashton Royce & Co. and Campaign Marketing Services. In addition to his advisory role, he is the president and founder of Nilsen Financial Services. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of investment advisory representatives using a variety of portfolio management approaches and third-party platforms.

Kathryn Cotter is a Series 65-licensed financial advisor with Marshfield Associates in Washington, DC, where she has worked since 2024. She has six years of prior experience at Nexercise, Inc. and five years at BET Networks. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, government entities, sovereign wealth funds, and investment companies. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy, supported by in-house research and a willingness to hold substantial cash positions.

Erin Evans is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and previously worked at Loudoun County Public Schools and James Madison University. The Burney Company serves 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 and employs a blend of proprietary fundamental and quantitative investment models, offering customized portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Paul Seal is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Signal Advisors Wealth, LLC and previously spent seven years at AlphaStar Capital Management, LLC. In addition to his advisory role, he serves as president of Ascendant Wealth Strategies, Inc., where he provides insurance and annuity advice and sales. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis, while supporting a large number of retail accounts across its multi-team structure.

Dwayne Miller Jr. is a financial advisor with Brighton Jones LLC in McLean, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Brighton Jones, he worked at Capital One and The WorkPlace, Inc. among other roles. Brighton Jones serves individuals, high-net-worth families, businesses, and charitable organizations with comprehensive wealth management and financial planning services. The firm uses a holistic, balance-sheet approach, offering discretionary and non-discretionary management along with access to private investment opportunities and in-house legal and tax services.

Gabrielle Sabatini is a financial advisor at Brighton Jones LLC with two years of industry experience. She holds a Series 65 designation and has worked previously at Smeal College of Business, Cresset Capital, Chiaro Investment, and The Atrium. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach supported by client portals and independent managers.

Daniel Holly is a CFA® charterholder associated with Andersen and has one year of industry experience. His prior roles include positions at Andersen Tax LLC, Window Nation, Under Armour, and Johns Hopkins University. Andersen serves successful individuals, families, trusts, family-owned corporate plans, and not-for-profit endowments with investment consulting services that range from full-service wealth management to standalone performance measurement and reporting. The firm provides non-discretionary advice supported by portfolio optimization tools and integrates investment consulting with tax and advisory services.

Julienne Egofske is a CFP® certificant and financial advisor with four years of industry experience. She currently works at Range Advisory, LLC and has previously held roles at firms including Corient Services LLC and Balasa Dinverno Foltz LLC. Outside of advising, she teaches yoga as an instructor at CorePower Yoga. Range Advisory serves primarily U.S.-based individual clients, including high-net-worth and ultra-high-net-worth households, through subscription-based financial planning and portfolio advice delivered via an online platform. The firm emphasizes tailored asset-allocation recommendations and integrates AI tools alongside human oversight in its portfolio management approach.

Robert Mcgregor is a CFP® with 23 years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at SES LLC, Royal Alliance Associates, and USAA Financial Advisors. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of 132 advisors managing approximately $22.5 billion in assets. The firm offers multiple managed account programs and comprehensive financial planning, employing a client-driven investment process supported by a dedicated research group and an Investment Committee.

Michael Duffy is a financial advisor at Bogart Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Bogart Wealth since 2016. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm uses model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options such as direct indexing separately managed accounts, structured-note models, and private-market alternative exposures.

Amanda Muse is a CFP® professional with 12 years of industry experience. She is currently with Bogart Wealth, LLC, where she has worked since 2023, following prior roles at The Mather Group, LLC, FSC Securities Corp, and Willis Johnson & Associates. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm emphasizes model portfolio management combined with specialized options such as direct indexing SMAs and private-market alternative exposures.

Rocco Russo III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones from 2009 to 2026 before joining Kestra in 2026. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services such as managed portfolios, financial planning, wrap-fee programs, and placement-agent services for private funds, utilizing both discretionary and non-discretionary strategies across multiple platforms.

Michael Torrey is a CFP®-designated financial advisor at Arkadios Wealth Advisors with 27 years of experience. He previously worked at Triad Advisors, Inc. for 17 years and Capital Planning & Investments, Inc. for 15 years. Outside of his advisory role, Torrey serves as an advisor to the Marine Corps Community Services pension plan and is a managing member of TNT Financial Services, where he provides insurance sales and business consulting. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team that supports customized investment strategies across multiple asset classes.

Dia Vante Brown is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and five years of industry experience. Prior to joining Beacon, Brown worked at Midland National Life Insurance Company, Protective Life Insurance Company, Investment Distributors Inc, The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life and Advisory Services. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Manuel Moral is a CFP® professional with 18 years of experience in the financial services industry. He has been with United Brokerage Services, Inc. since 2018, following prior roles at Cetera Investment Services LLC and First National Bank of PA. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, model portfolios, rebalancing, and tax-aware overlays, typically advising on a non-discretionary basis.

Bilal Qaiser is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at TD Bank, Bank of America, Merrill, and JPMorgan Chase. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic and tactical asset allocation approach and offers wrap and unified managed account programs through its clearing relationship with Wells Fargo Clearing Services.

Robert Roark is a financial advisor with Capitol Securities Management, Inc. in Washington, DC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Capitol Securities Management since 1996. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and wrap fee programs, utilizing a network of investment adviser representatives who develop client-specific investment policies and manage accounts with a variety of investment instruments.

Victoria Pazzalia is a financial advisor with McAdam LLC in Vienna, VA, holding Series 63 and Series 65 registrations and 14 years of industry experience. She has worked at McAdam LLC since 2014 and was previously with Purshe Kaplan Sterling Investments. Outside of finance, she has worked as a background extra on a television show. 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, implementing portfolios primarily through fundamental analysis and utilizing a range of investment vehicles tailored to client risk tolerance and objectives.