Matthew Humphrey is a financial advisor at United Brokerage Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has served as Director of Wealth Management at United Bank since 2016. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs and employs an investment process focused on strategic and tactical asset allocation, mutual funds and ETFs, individual securities, third-party research, model portfolios, and tax-aware strategies.

Ruderis Fuentes is a financial advisor at SEIA with a Series 66 designation and four years of industry experience. His work history includes roles at SES Inc., T. Rowe Price, Caliver Beach Mortgage, and the Maryland National Capital Park & Planning Commission. At SEIA, Fuentes also serves as a Client Service Administrator. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary investment management, alongside financial planning and consulting services.

Andrew Clark is a financial advisor at Lexaurum Advisors with 38 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 63. Prior to joining Lexaurum Advisors in 2021, he worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Persinger Planning. Outside of his advisory role, he serves as president of the Tyson Corner Chamber of Commerce and is involved in fundraising for a special education school. Lexaurum Advisors serves individuals, families, businesses, and institutions by providing investment management, financial planning, and retirement-plan services through a multi-advisor team. The firm manages diversified portfolios utilizing modern portfolio theory and offers discretionary as well as non-discretionary engagements, including a sub-advisory program with model portfolios implemented primarily through low-cost ETFs.

Troy Chaplin is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at multiple firms, including Osaic Wealth, Inc. and Cetera. Outside of his advisory role, Chaplin has experience working in the hospitality industry, serving at The Hunton. 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 follows a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Ryan Perraut is a CFA® charterholder with 13 years of industry experience. He has been with Snowden Lane Partners, now Snowden Capital Advisors LLC, since 2015. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients through discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm leverages multi-team scale and institutional capabilities, offering customized portfolios and access to unaffiliated sub-advisers and third-party managers.

Christian Hansen is a CFP® with eight years of industry experience, currently serving as a Financial Planning Specialist at Cassaday & Company, Inc. He has been with Cassaday and its affiliate OSAIC Wealth since 2016. Hansen serves as Treasurer on the Special Olympics Virginia Young Professionals Board and is a trustee for the Cassaday & Company Donor Advised Fund. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory and offers both tailored investment management and standalone financial planning and retirement plan consulting.

Keith Mayhew is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked at RSM US Wealth Management LLC for 22 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Norman Hostetler is a financial advisor with Integrity Alliance, LLC, holding the CFP® and ChFC® designations and over 40 years of industry experience. His prior roles include positions at Lion Street Financial, LLC and Csenge Advisory Group LLC, and he has operated his own firm, Hostetler & Church, LLC, since 1980. Outside of financial advising, he manages farming operations with family members and owns a counseling practice. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a variety of portfolio management approaches and custodial platforms.

Chad Goldberg is a financial advisor at Marshfield Associates with 15 years of industry experience. He holds a Series 65 designation and has been with Marshfield Associates since 2009. Marshfield Associates is a registered investment adviser serving a diverse client base including high net worth individuals, pension plans, foundations, government entities, sovereign wealth funds, and investment companies. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy, supported by in-house research and offering both equity and balanced strategies.

Radley Ellenbogen is a CFP® and holds a Series 65 license with three years of industry experience. He has been with XML Financial Group since 2018 and has prior experience at BDO Wealth Management and The Meltzer Group, as well as roles at the University of Maryland and ZeniMax. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Krista Baumgardner is a CFP® professional with nine years of industry experience, currently serving as an advisor at Choreo, LLC since 2022. Prior to joining Choreo, she worked at RSM US Wealth Management LLC for five years and at The Vanguard Group, Inc. for one year. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Manuel Carranza is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Range Advisory, LLC. His prior roles include positions at Kestra Advisory and Fidelity Brokerage Services LLC. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management through model portfolios and third-party strategies. The firm integrates AI tools into client interactions and employs a subscription-based compensation model rather than traditional asset-based fees.

Anne Majors is a Series 65-licensed financial advisor with The Burney Company in Reston, VA, and has two years of industry experience. She previously worked at SS&C Advent for three years before joining Burney Partners, LLC. The Burney Company advises 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 using a multi-team platform with proprietary fundamental and quantitative investment models, and offers discretionary equity portfolio management alongside financial planning and tax preparation services through an affiliated CPA firm.

Glenn Arons is a financial advisor at Arax Advisory Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Guardian Life for 19 years. In addition to his advisory role, he is principal of Assets, LLC, where he provides business advisory and estate structuring services to professional practice owners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management and third-party relationships with tailored asset-allocation strategies, and it is notable for its use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Carson Filion is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He previously worked at New York Life Investments and Hightower Financial Principles and graduated from Florida State University. Cassaday & Company provides investment management and financial planning services to individuals, qualified 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 and manages approximately $7.14 billion in discretionary assets.

Rand Andoni is a financial advisor with McAdam LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2015 and has been with McAdam LLC since 2014. Outside of his advisory roles, Andoni provides technology consulting services to Zeva, Inc. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios tailored to clients’ risk tolerance and objectives, offering a range of strategies including alternative investments and a subscription-based financial-planning service.

Emilio Solernou is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Sequent Planning, LLC and IAMS Wealth Management. Outside of advising, he serves on the board of Bridge for Hope, Inc., a nonprofit focused on assisting disabled individuals and ex-offenders with job placement and education. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support individual security recommendations.

Mark Schlossenberg is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at AE Wealth Management, Freedom Financial Advisors of Maryland, Re/Max Town Center, Westex Group, Inc., and Potomac Wealth Advisors, LLC. He serves as a board member of Shoresh Inc., a nonprofit organization focused on building positive Jewish identity among children and their families. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach.

Rebeka King is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with five years of industry experience. She previously worked at Bridgemark Wealth Management from 2014 to 2021. In addition to her advisory role, she is involved in selling insurance products as an insurance agent. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of services including financial planning, portfolio management, and sub-advisory roles across various asset classes and specialized investment vehicles.

Victoria Freeman is a financial advisor at Cassaday & Company, Inc. with two years of industry experience. She holds the Series 65 designation and has previously worked at Motley Fool Wealth Management, Mendota Financial Group, Northwestern Mutual, and Capitol Auto Credit. Outside of finance, she was involved with Indulge Spa for four years. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm uses a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations primarily through actively managed mutual funds, ETFs, and conservative fixed income securities.