Eric Sanders is a CFP® professional with nine years of experience in financial advising. He is based in McLean, VA, and has a longstanding association with Andersen Tax LLC, where he has worked since 2006. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning services.

Margaret Jones is a retirement plans specialist at MissionSquare Retirement with 22 years of industry experience. She has been with ICMA Retirement Corporation since 2013. 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 utilizes investment advice developed by Morningstar Investment Management.

Steven Osborne is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Royal Alliance and Government Scientific Source. 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 employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Peter Grose is a CFP® with 34 years of industry experience, currently serving at Bay Colony Advisors since 2021. His prior roles include long-term positions at The Strategic Financial Alliance, Inc. and Acorn Financial Advisory Services, Inc. Outside of his advisory work, he is president of the George Mason University Ice Hockey Alumni Foundation and an author of a novel titled "Time." Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside an active private-investment program.

Erick Mejia is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at firms including Merrill and Wells Fargo Clearing prior to joining Bolton Global Asset Management and Bolton Global Capital. He is also the owner and manager of Mejia Capital Global Wealth Management, a business focused on securities and investment advisory activities. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through independent investment adviser representatives, using a range of investment vehicles with a focus on long-term portfolio management.

Tucker Braddock is a financial advisor at Keel Point, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keel Point since 2017. Prior to joining Keel Point, he spent 19 years with Valic and Valic Investment Services Company. Keel Point, LLC 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 guide investment decisions across a variety of programs and offers customized portfolio solutions.

William Chao is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Morgan Stanley, TIAA-CREF, Steward Partners, and Spire Investment Partners. Outside of his advisory work, he coaches youth soccer and owns a goldfish breeding business. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily utilizes managed advisory programs with third-party portfolio managers and offers both personalized and automated investment solutions.

Kenneth Long is a CFA® and CIC-designated financial advisor with over 30 years of experience at Heritage Investors Management Corporation, where he has worked since 1995. He holds a Series 65 license and is based in Bethesda, MD. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth clients with personalized investment management. The firm employs a long-term, buy-and-hold strategy across diversified portfolios and manages a broad range of complex account types while maintaining formal trading oversight and custody safeguards.

Michael Stevens is a financial advisor at The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63 and Series 66 designations with 27 years of industry experience. He has worked at The Strategic Financial Alliance since 2012 and previously spent eight years at Global Brokerage Services, Inc. Stevens is also a partner at KEEN & POCOCK, a financial marketing services business. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers portfolio management, third-party manager selection, financial planning, seminars, and subscription advisory services, implementing customized strategies through various programs and a combination of discretionary and non-discretionary management.

Laura Mcaree is a financial advisor at Heritage Investors Management Corporation with 14 years of industry experience. She previously worked at Goldman Sachs Personal Financial Management/United Capital and West Financial Services, Inc. since 2020, she has been with Heritage Investors Management Corporation, a firm founded in 1974 that provides personalized investment management primarily to high-net-worth clients. The firm manages approximately $4.18 billion across various client relationships, focusing on tailored portfolios with a long-term, buy-and-hold investment approach.

Thomas Mudlaff is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior roles include positions at Chevy Chase Financial Services and Capital One Investment Services. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

Thurston Spaulding Jr. is a financial advisor with Advisory Services Network and holds a Series 66 credential. He has 22 years of industry experience, including prior roles at Ategra Capital Management, Capital Fiduciary Advisors, and other firms. He is also the owner and managing principal of The Spaulding Financial Company, LLC, where he oversees commercial office leasing operations. Additionally, he serves as general treasurer and finance committee member at Saint John's Episcopal Church. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services with a range of investment approaches tailored to client objectives.

Alyson Lapidus is a financial advisor at SEIA with a Series 66 designation and one year of industry experience. Prior to joining SEIA, she held positions at Burney Wealth Management and various other roles outside the financial sector. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a disciplined investment process that combines strategic asset allocation with tactical management and offers a range of portfolio management and financial planning services.

Evgeny Gushcha is a financial advisor at The Burney Company with 17 years of industry experience. He holds the Series 65 designation and has worked at Burney Partners since 2008. The Burney Company serves 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 through a multi-team advisory platform, offering discretionary equity portfolio management and financial planning, supplemented by tax preparation services via an affiliated CPA firm.

Kyle Mcfarland is a CFP® professional with 10 years of industry experience, currently serving as an advisor at The Burney Company since 2016. He also worked briefly with TVAMP, LLC in 2016. The Burney Company primarily 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, employing a multi-team advisory platform with a proprietary investment process that blends fundamental and quantitative models, and offers a range of account options and actively managed ETFs.

Lisa Windsor is a CFP® with 14 years of industry experience, currently serving as an advisor at SEIA. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and T. Rowe Price Advisory Services, Inc. She is also involved with Signature Estate & Investment Advisors LLC as an advisor. SEIA is an SEC-registered, multi-team advisory firm comprising approximately 142 advisors who serve a diverse client base including individuals, trusts, retirement plans, and institutional entities. The firm uses a combined strategic and tactical investment approach guided by an Investment Solutions Group and Committee, offering a range of portfolio management and financial planning services across various account structures.

Alphonso Houston is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 65 credentials and has 39 years of industry experience. His career includes roles at UBS Financial Services, Riggs Securities Inc., LPL Financial, and AHW Advisors. He also works as an independent insurance agent focusing on life, health, and annuities. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, offering various managed account programs and tailored, suitability-driven advice.

Carrie Malatesta is a CFP® professional with two years of experience in the financial industry. She has worked at Bogart Wealth, LLC since 2026 and previously held roles at Evermay Wealth Management, LLC and State Street Corporation. Bogart Wealth, LLC provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non‑HNW and high‑net‑worth clients. The firm manages approximately $3.19 billion in client assets using a combination of passive and active strategies governed by an Investment Portfolio Committee.

Richard Horner Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Navy Federal, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for nine and seven years, respectively. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs utilizing third-party portfolio managers.

Robert Pratt is a financial advisor with The Burney Company in Reston, VA. He holds a Series 65 designation and has six years of industry experience. His work history includes roles at Burney Partners LLC, Henrico County Public Schools, Savage Apparel Company, and the University of Mary Washington. The Burney Company serves 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 discretionary equity portfolios using proprietary fundamental and quantitative models and offers services such as financial planning, tax preparation through an affiliated CPA firm, and actively managed ETFs.