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.

Jordan Rubin is a CFP®, CFA®, and Series 65-registered advisor with nine years of industry experience. He is currently with Modera Wealth Management, LLC and has held prior roles at Bernhardt Wealth Management, Evermay Wealth Management, and Manchester Capital Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and offering supplemental strategies such as independent managers, private placements, and optional ESG integration.

Frank Gyesaw is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Navy Federal Brokerage Services, LLC and Navy Federal Asset Management, LLC. Outside of his advisory work, he volunteers as a temporary manager at Good Shepherd Clinic, a nonprofit in Kumasi, Ghana. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses model portfolios managed by third-party managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Amy Lillis Konopacki is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including Nationwide Investment Advisors and Lincoln Financial Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm offers personalized investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Arash Zarrabian is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Spire Wealth Management, LLC. He has been with Spire Investment Partners, LLC since 2007. Zarrabian is also involved as a portfolio manager with Corbett Road Capital Management, an affiliated firm operating through a joint venture with Spire. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm utilizes proprietary risk overlays through its affiliate Corbett Road Capital Management and serves high-net-worth clients with both discretionary and non-discretionary portfolio management.

Thomas Wagaman is a financial advisor at Cassaday & Company, Inc. with 3 years of industry experience. He holds a Series 66 designation and has worked at Cassaday & Company since 2018, including a role at Royal Alliance Associates, Inc. He is also the Financial Planning Services Manager at Cassaday & Company Wealth Management, LLC, where he is involved in client onboarding, analysis, and meetings. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, and businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory and offers comprehensive services including financial planning, retirement plan consulting, and estate-planning coordination.

Matthew Martindale is a financial advisor with Keel Point, LLC, holding a Series 65 credential and having four years of industry experience. Prior to joining Keel Point in 2021, he worked at Amazon from 2016 to 2021. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to implement diverse investment strategies and offers services including portfolio management, financial planning, and corporate retirement consulting.

Pauline Rosenstein is a CFP® professional with 52 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. She has also been involved with StoneX Securities Inc. since 2014 and is vice president of Lakeside Productions, a photography business she has been part of since 1993. Rosenstein is a member of Rotary International, the American Association of University Women, and Annandale United Methodist Church. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple account structures and platforms.

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 a Series 65 designation and six years of industry experience. His prior roles include positions at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies using both third-party and internally managed portfolios.

Tomeka Brown is a CFP® with 18 years of industry experience, currently with Navy Federal Investment Services, LLC. She has worked at Navy Federal Brokerage Services and Navy Federal Financial Group since 2018 and previously held roles at Charles Schwab and Charles Schwab Bank from 2016 to 2018. 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 advisory programs and brokerage channels, utilizing third-party portfolio managers and model-driven asset allocation on the Envestnet platform.

Dennis Elias is a CFP® professional with seven years of industry experience. He is currently with Range Advisory, LLC, where he has worked since 2025. His prior experience includes roles at Andersen Tax LLC, AFS Financial Group, LLC, and Commonwealth Financial Network. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and third-party models with tax-aware strategies, supported by a proprietary AI assistant integrated into client interactions.

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.

William Cunningham is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Spire Wealth Management, LLC and has prior experience at Corbett Road, RE Advisers Corporation, and RE Investment Corporation. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also offers financial planning and access to manager-of-managers programs, model portfolios, and wrap programs.

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.

Isaiah Carter is a financial advisor at MissionSquare Retirement with 16 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 66. Since 2014, he has been associated with ICMA-RC Services, LLC and ICMA Retirement Corporation. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Dennis O'Brien is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 66 and Series 63 licenses with three years of industry experience. He has previously worked at firms including Purshe Kaplan Sterling Investments and Spire Investment Partners. Outside of finance, he performs as a guitarist with the band The Montaines. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management and manager-of-managers arrangements. The firm manages approximately $4.5 billion in assets and uses a combination of advisor-led portfolios, model asset allocation, and sub-advised strategies with tactical, active, and passive approaches tailored to client objectives.

Connor Black is a CFP® with 10 years of industry experience. He is currently an advisor at Range Advisory, LLC and has previously worked at Fortis Financial Group, Moss Adams Wealth Advisors LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios, tax-aware techniques, and integrates a proprietary AI assistant to support client interactions and portfolio analysis.

Connor Upham is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Under Armour, Dickinson College, and Cribstone Capital Wealth Management. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts, offering comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach with continuous portfolio monitoring and utilizes independent and affiliated managers through its Lenora Capital subsidiary.