Brittany Janssen is a financial advisor at Summit Financial, LLC with two years of industry experience. She holds the Series 66 designation and has worked at Summit Financial and its affiliated entities since 2025. Prior to joining the financial industry, she held positions at several companies including Beltway Medical LLC and Supreme Orthopedic Systems. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, 216 advisors, and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client preferences.

Marguerita Cheng is a CFP® professional with 27 years of experience in financial advising. She is affiliated with Private Client Services, LLC and also serves as CEO of Blue Ocean Global Wealth. Cheng contributes to Forbes on GenX women's issues and participates in several industry councils, including the CFP Board of Directors and the CNBC Digital FA Council. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and employs a structured risk-profiling process to develop and implement investment strategies across multiple platforms.

Robert Papa is a financial advisor at SEIA with 29 years of industry experience. He holds the CFP® designation and securities licenses Series 65, Series 66, and Series 63. His prior roles include positions at SES LLC, Royal Alliance Associates, SII - John Hancock, and McLean Asset Management. SEIA provides investment advisory and planning services to individual and institutional clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm utilizes a client-driven investment process combining strategic macro allocation and tactical micro allocation, offering multiple managed account programs and financial planning options.

Frank Ohara is a financial advisor at Lifeworks Advisors, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Lifeworks Advisors in 2023, he worked at Purshe Kaplan Sterling Investments and Verisign, among other firms. He is also dually registered with Kristine A. Boelte & Associates, LLC. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines a planning-based tranche approach with traditional risk models and integrates tax and accounting capabilities through affiliated entities.

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.

Kevin Reese is a financial advisor at Navy Federal Investment Services, LLC with 37 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Reese has been with Navy Federal-affiliated firms since 2006 in various roles across investment services and financial group entities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product, utilizing third-party portfolio managers and model-driven strategies on the Envestnet platform.

Joseph Delasho is a financial advisor with Range Advisory, LLC, holding the CFP® and Series 66 designations and bringing seven years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, Merrill, and Merrill Lynch. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and portfolio advice through its online platform. The firm emphasizes tailored asset allocation using AI tools alongside human oversight and operates on a flat subscription model rather than traditional percentage-of-AUM fees.

Jason Hicks is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Mason Investment Advisory Services Inc and has previously worked at Willis Towers Watson, Morgan Stanley, Global Portfolio Strategies, and Prudential. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a relatively small advisory team.

Nicholas Shirley is a financial advisor at Archer Investment Corporation with a Series 65 designation. He has one year of industry experience and has previously worked at Sullivan & Company, NYLIFE Securities LLC, New York Life Insurance Company, and Bretton Woods. His background includes roles in education at American University, Northwest High School, and Kingsview Middle School. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach tailored to clients’ financial situations and risk tolerance, offering both discretionary management and model-driven strategies.

Brian Curtin is a CFA®-chartered financial advisor with nine years of industry experience. He has been with Heritage Investors Management Corporation since 2018, following a prior role at FBR Capital Markets. Heritage Investors Management Corporation offers investment management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, diversified portfolios focused on long-term strategies, managing approximately $4.6 billion in assets across about 680 client relationships.

Jesica Ray is a CFP® and Series 65-licensed financial advisor with 10 years of experience, currently practicing at Brighton Jones LLC in McLean, VA. She has been with Brighton Jones for her entire career, spanning multiple roles since 2015. Brighton Jones serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts. The firm offers comprehensive wealth management services, combining discretionary and non-discretionary investment management with holistic financial planning and access to private investment opportunities.

Bradley Lipman is a CFP® professional with eight years of industry experience, currently serving at AlphaCore Capital LLC. His prior experience includes six years at Raymond James Financial Services, Inc., and roles at SPC Financial, Inc. and Sella & Martinic, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual and high-net-worth clients, entities, and institutional investors. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory.

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.

Neal Treanor is a financial advisor at Cassaday & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cassaday and related firms since 1995. He also serves as Chief Compliance Officer for Cassaday and Co Wealth Management, LLC. 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, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Chloe Manke is a financial advisor at Cassaday & Company, Inc. with Series 66 and Series 63 licenses and one year of industry experience. Her previous roles include positions at John Hancock and Osaic Wealth Inc., as well as work outside the financial industry with the Schoolyard Tennis Academy. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows 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 tailored to clients’ needs.

Michael Tita is a CFP® with eight years of industry experience currently serving as a financial advisor at Navy Federal Investment Services, LLC. His prior experience includes roles at Bank of America, Merrill, and Traditum Group LLC. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

David Austin is a financial advisor at Keel Point, LLC with a Series 65 designation and 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 and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver customized portfolio management, financial planning, OCIO, and corporate retirement consulting across various asset classes.

Austin Pearl is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked for CIC Wealth, LLC and the U.S. Department of Defense. Outside of his advisory role, he is involved in insurance sales as an agent. Apollon Wealth Management serves individuals, families, businesses, and institutional clients, offering investment management, financial planning, retirement plan advisory, and sub-advisory services. The firm combines centrally managed model strategies with locally managed portfolios, utilizing fundamental analysis, tactical allocations, and tax management tools, and supports a diverse client base through its extensive network of advisors.

Irene Butler is a CFP® professional with 10 years of experience in financial advising. She is currently Senior Vice President at Cassaday & Company, Inc., where she works closely with the firm's founder and CEO on client meetings, onboarding, and financial planning analyses. Prior to joining Cassaday, Irene held roles at Osaic Wealth, Inc., Raymond James Financial Services, Inc., and Franklin Templeton Distributors, Inc. She serves as an investment committee member for the Community Foundation for Loudoun and Northern Fauquier Counties, a nonprofit philanthropic organization. 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 emphasizing diversified, buy-and-hold allocations primarily with actively managed mutual funds, ETFs, and conservative fixed income securities.

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.