Marguerita Cheng is a CFP® professional with 27 years of industry experience, currently serving at Private Client Services, LLC since 2013. She previously worked at Ameriprise for 14 years and was CEO of Blue Ocean Global Wealth. Cheng contributes to financial media outlets including CNBC and Forbes and serves on the Certified Financial Planners Board of Directors. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and nonprofits. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering both discretionary and non-discretionary portfolio management alongside brokerage services through its FINRA membership.

Amber Christopher is a financial advisor with Keel Point, LLC and holds Series 63, 65, and 66 licenses. She has 18 years of industry experience, having previously worked at Savant Wealth Management, Lucia Securities, and Raymond J. Lucia Companies. 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 blend of fundamental and quantitative analysis to guide investment decisions and offers a range of portfolio management and consulting services.

Robert Papa is a financial advisor at SEIA with 30 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior work includes roles at Charles Schwab, McLean Asset Management, and Royal Alliance Associates. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, using both quantitative and qualitative research, and manages a majority of assets on a non-discretionary basis.

Frank Ohara is an Investment Advisor Representative with Lifeworks Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Prior to joining Lifeworks Advisors in 2023, he worked at Purshe Kaplan Sterling Investments, Inc. and Verisign among other firms. Mr. Ohara is also dually registered with Kristine A. Boelte & Associates, LLC. Lifeworks Advisors serves a broad client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering discretionary and non-discretionary wealth management and financial planning. The firm employs a planning-based or risk-based investment approach with model strategies combining low-cost funds, individual securities, and third-party managers, supported by integrated tax, accounting, and insurance services.

Matthew Chua is a financial advisor at Main Street Financial Solutions, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at SoFi and periods of self-employment. Main Street Financial Solutions serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach with a focus on mutual funds and low-cost passive ETFs, while also utilizing actively managed funds and alternative investment platforms.

William Lloyd is a CFP® professional with 36 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He previously worked at Spire Investment Partners, LLC and LPL Financial LLC. He is the founder of The Charitable Payraise, a patented web application designed to improve after-tax cash flow for clients, primarily in retirement, through a specialized tax method. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary accounts, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside long- and short-term trading strategies, with portfolio selection supported by documented due diligence.

Thomas Kellogg is a CFP® affiliated with Bogart Wealth, LLC and has been working in the financial industry since 2023. Prior to his current role, he held positions at Homrich Berg and CrossPoint Wealth Partners and has experience in the hospitality sector, including roles at Sharkey's Rib & Wing Joint, Golden Horseshoe Golf Club, and Williamsburg National Golf Club. He also spent four years at Virginia Tech and Jamestown High School. Bogart Wealth provides financial planning and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm combines passive and active strategies through model portfolios and employs a structured approach to equity selection and asset allocation supported by formal governance and AI tools.

Nell Cordick is a Certified Financial Planner® with 21 years of industry experience. She is currently with Bogart Wealth, LLC, where she has worked since 2020. Her prior experience includes roles at BB&T and its affiliates from 2002 to 2018. Bogart Wealth provides comprehensive financial planning and wealth management services to individuals, trusts, estates, and charitable organizations, managing client portfolios through a combination of passive and active investment strategies governed by an Investment Portfolio Committee. The firm serves both non‑high-net-worth and high-net-worth clients and oversees approximately $3.19 billion in client assets.

Jesica Ray is a CFP® and holds a Series 65 license, with 10 years of industry experience. She has been with Brighton Jones LLC since 2015. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and manages client assets through a mix of public and private investments, supported by an affiliated ecosystem of investment, trust, and legal service entities.

Michelle Cooper is a financial advisor with XML Financial Group in Bethesda, MD, holding a Series 66 credential and 25 years of industry experience. She previously worked at Merrill Lynch Trust Company, FSB for 19 years before joining XML Financial, LLC and XML Securities, LLC. In addition to her advisory work, she is the author of the book *I've Still Got Me* and participates in related speaking engagements. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets and serving around 2,890 clients. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through a combination of fundamental and technical analysis and third-party managers.

Linda Stewart is a financial advisor at Cassaday & Company, Inc. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cassaday & Company and OSAIC since 1995. 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 follows a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and manages over $7 billion in discretionary assets.

Chloe Manke is an advisor at Cassaday & Company, Inc. in McLean, VA, with Series 63 and Series 66 licenses. She has been in the financial services industry for one year, having previously worked at John Hancock and other organizations. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm utilizes a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory and emphasizes active management within a structured investment policy framework.

David Austin is a Series 65 licensed advisor at Keel Point, LLC with one year of industry experience. Prior to joining Keel Point, he worked for eight years at the World Food Programme and three years at the MJ Murdock Charitable Trust. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to develop strategic and tactical asset allocations, offering a variety of portfolio management and consulting services across multiple asset classes.

Austin Pearl is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at CIC Wealth, LLC for six years. Pearl also served in the U.S. Department of Defense for sixteen years. Outside of his advisory role, he is involved in insurance sales as an agent for fixed insurance products. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory and consulting services, and manages private funds and pooled investment vehicles through a combination of centrally managed model strategies and locally managed portfolios.

Irene Butler is a CFP® with 11 years of industry experience, currently serving as Senior Vice President at Cassaday & Company, Inc. She has held roles at Raymond James Financial Services and Franklin Templeton Distributors prior to joining Cassaday. Butler participates as an investment committee member for the Community Foundation for Loudoun and Northern Fauquier Counties. Cassaday & Co Wealth Management provides investment management and financial planning to individuals, 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, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with clients’ investment policy statements.

Ernest Dimattina is a financial advisor at Capitol Securities Management, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 1996. Prior to and concurrently, he has worked at Merrill Lynch, Pierce, Fenner & Smith since 1982. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm offers diversified investment management through separately managed accounts, wrap fee programs, and third-party money managers.

Lauren Mercer is a CFP® with ten years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2020. Prior to joining Brighton Jones, she worked for five years at The Vanguard Group. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for its Personal CFO clients, combining discretionary portfolio management with recommendations for both public and private investments, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Stephanie Gumm is a financial advisor at Savvy with 13 years of industry experience. She has held roles at Horizon Advisory Group, Commonwealth Financial Network, and MassMutual, among others. Outside of advising, she is co-chair of events and partner at neXco National, a national B2B networking organization, and founder of Profits & Pours with Stephanie, an interactive panel discussion series focused on exit planning topics. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach, integrating third-party fintech tools and specialized sub-adviser strategies.

Alex Karkeek is a CFP®-certified financial advisor with 13 years of industry experience, currently with Cassaday & Company, Inc. He has held roles at Cassaday & Co Wealth Management, LLC and Osaic Wealth, Inc. Outside of his advisory work, Karkeek is an insurance agent offering fixed annuities and long-term care insurance products. 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.

Connor Stanley is a Series 65-licensed financial advisor with four years of industry experience, currently with Apollon Wealth Management, LLC. He previously worked at Bridgemark Wealth Management and Northwestern Mutual. Outside of advisory work, Stanley is also involved in selling insurance products to meet clients’ needs. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, high-net-worth clients, businesses, charitable organizations, and pooled investment vehicles. The firm utilizes a combination of centrally managed strategies and locally managed portfolios, investing across various asset classes and offering specialized services including ESG models, sub-advisory roles, and portfolio consulting.