Owen Collier is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation with experience that includes roles at OSAIC and Temple University. His background also includes involvement in the brewing industry with Spring House Brewing Company. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations with actively managed mutual funds, ETFs, and fixed income securities.

John Sciuto is a financial advisor with XML Financial Group in Alexandria, VA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets across about 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 fundamental and technical analysis and third-party managers.

Michelle Wagner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Core Planning. She previously worked at Facet Wealth and Ellevest and has held roles focused on financial planning and client service. Wagner also works as an independent contractor with Domain Money in a non-registered business development role. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using a combination of in-house advice, third-party money managers, and model portfolios.

Mark Estep is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Navy Federal Asset Management, LLC and Navy Federal Financial Group, LLC, reflecting two decades with affiliated organizations. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm provides portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs that utilize third-party portfolio managers and the Envestnet platform.

Rebecca Meares is a CFP® professional with 14 years of experience in the financial services industry. She has been with McAdam LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. She is also co-owner of Caudle Meares, LLC, a financial planning and wealth management business. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, retirement plan consulting, and related implementation support, combining discretionary portfolio management with a range of investment vehicles and specialized exposures tailored to client objectives.

Vannara Murphy is a financial advisor at SEIA with four years of industry experience and holds a Series 66 designation. Prior to joining SEIA, she was employed at Royal Alliance Associates, Inc. and has experience in real estate through Chatel Real Estate, Inc. She also serves as a Client Service Manager at SEIA. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, utilizing a combined strategic and tactical investment approach.

Aaron Eppard is a CFP® professional with six years at Keel Point, LLC and five years prior experience at Liberty University, totaling 11 years in the financial industry. He is based in Vienna, VA. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving high-net-worth individuals, family offices, institutional investors, retirement plan sponsors, and corporations. The firm combines fundamental and quantitative analysis to deliver strategic and tactical asset allocations, offering a range of customized investment programs alongside affiliated broker-dealer, insurance, and private fund activities.

Sean Gates is a CFP® professional with 15 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Motley Fool Wealth Management and Ameriprise. Outside of his advisory role, he is involved in a small business startup consulting venture focused on tax-related products and franchise advisory services. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of financial planning, portfolio management, and consulting services across various asset classes and client types.

Arush Gupta is a CFP® professional at Range Advisory, LLC with one year of industry experience. Prior to joining Range Advisory, he worked at PNC Bank for five years. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs a subscription-based compensation model alongside technology-driven portfolio management tools.

Francisco Martinez is a CFP® with 17 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked at Client One Securities, LLC since 2011 and is the owner and president of Financial Choreography, LLC, where he provides financial planning and fixed insurance services. Additionally, he serves as an election judge for the Montgomery County Board of Elections in Maryland. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Benjamin Peress is a financial advisor with Cary Street Partners in McLean, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Outfitter Advisors, Ltd. Outside of his advisory work, he is a member of WRE Hendersonville, LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a comprehensive investment menu and proprietary strategies, serving distinct institutional niches such as state and municipal government entities and insurance companies.

John Mcconnell is a financial advisor at Navy Federal Investment Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Edelman Financial Services, EF Legacy Securities, M&T Securities, McAdam LLC, and VOYA Financial Advisors. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs featuring third-party portfolio managers on the Envestnet platform, and it combines advisory and brokerage services within its banking and credit-union structure.

Curtis Congdon is a CFP® professional with 20 years of industry experience, currently serving at XML Financial Group since 2019. He has also been associated with XML Securities, LLC since 2009. Outside of his advisory role, he is an equity member of BR Financial Associates Management Company, LLC, a management company for XML Financial Group and XML Securities. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a broad retail client base. The firm operates through a multi-advisor team model and combines fundamental and technical analysis to tailor portfolios to client objectives, risk tolerance, and liquidity needs.

Christopher Niemczewski is a financial advisor at Marshfield Associates with 33 years of industry experience. He holds a Series 65 credential and has been with Marshfield Associates since 2009. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm specializes in long-only value investing through a concentrated Core Value Equity Strategy and an optional Balanced Strategy, emphasizing quality and a strict margin-of-safety discipline.

Lauren O'Brien is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. She has been with XML Financial Group since 2019 and has worked at XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2013. Outside of her advisory role, she contributes as a writer to the Alexandria Stylebook, a nonprofit serving the City of Alexandria, Virginia. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, providing investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities, utilizing a combination of fundamental and technical analysis alongside third-party managers.

Edwin Watson is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. Prior to joining Range Advisory, he worked for five years at Dimensional Fund Advisors. Range Advisory, LLC serves high-net-worth and ultra-high-net-worth individuals across the U.S., providing financial planning, investment advice, and discretionary portfolio management. The firm manages $1.4 billion in discretionary assets and offers a range of model portfolios, third-party strategies, and tax-aware direct indexing, supported by AI tools and a subscription-based compensation model.

Joseph Moore is a CFP® professional with 11 years of industry experience. He has been with Keel Point, LLC since 2011. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, including high-net-worth and family office clients, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis to guide strategic and tactical asset allocations across various investment programs.

Anna Wisniewski is a CFP® professional with three years of industry experience, currently with Facet since 2021. She previously worked at Murphy O'Brien Inc. for ten years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through phone, video, and a proprietary web platform. The firm offers model-based asset allocations using ETFs and employs technology-driven processes, including machine-learning algorithms, to support tax-optimized portfolio implementation and regular account reviews.

Simon Joseph is a financial advisor with United Advisor Group, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked at firms including LPL Financial LLC, Momentum Independent Network, Truist Advisory Services, and BB&T Securities. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base with portfolio management and retirement planning, employing a combination of strategic and tactical asset allocation alongside value investing and multiple analytical techniques.

Michael Duprey is a CFP® professional with 25 years of industry experience, currently serving at Advisory Services Network since 2024. He previously worked at Ategra Capital Management for seven years and 1st Portfolio Wealth Advisors for five years. Duprey is also the owner of DSP Financial Group, a service company managing business income and expenses. Advisory Services Network supports a large network of independent investment adviser representatives, providing a range of advisory and planning services to individuals, families, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and investment consulting using diverse securities and third-party managers.