Harrison Fresh is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Corbett Road Wealth Management and OSAIC before joining Cassaday. He also serves as a notary in Virginia. Cassaday & Company provides investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm emphasizes a long-term, asset-allocation driven approach grounded in Modern Portfolio Theory, utilizing actively managed funds, ETFs, fixed income, and model portfolios aligned with written investment policy statements.

Scott George is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Mason Investment Advisory Services since 1998 and previously with Mason Securities, Inc. from 1988 to 2025. Mason Investment Advisory Services provides fee-based financial planning and investment management to a range of clients including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach emphasizes long-term strategic asset allocation, disciplined rebalancing, and manager selection, utilizing mutual funds, ETFs, third-party money managers, and limited direct equity or fixed-income positions.

Endel Liias is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Nexus Impact Advisors for six years. Mr. Liias provides consulting and education services related to impact investment strategies. EverSource Wealth Advisors serves a diverse clientele including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services, utilizing multiple investment programs and a values-based approach, including Life Impact® Stewardship Planning.

Elijah Hawkes is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Bank of America, and Navy Federal Financial Group. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs using third-party portfolio managers and combines advisory with commission-based channels through its affiliation with a banking and credit-union group.

Nicole Petersen is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and seven years of industry experience. She has worked within various entities of Navy Federal since 2012, including Navy Federal Brokerage Services, LLC and Navy Federal Financial Group, LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of investment solutions including unified managed accounts and digital automated ETF portfolios.

Adrian Nicholson is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has been with Arete Wealth Advisors since 2020, previously working at Arete Wealth Management LLC. Outside of his advisory role, he co-hosts the investment-related podcast Retirement Lifestyle Show. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, manages assets primarily on a discretionary basis, and incorporates third-party sub-advisers and due diligence processes in its investment approach.

Chaz Billak is a CFP® professional at Bogart Wealth, LLC with two years of industry experience. Prior to joining Bogart Wealth, he worked at Avenue Wealth and Carahsoft, and spent four years at Virginia Tech. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm utilizes model portfolios alongside specialized options such as direct indexing and private-market alternatives, combining fundamental equity analysis with top-down asset allocation.

Garrett Beckstrom is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at Lincoln Financial Advisors, Ameriprise, and other firms. Outside of finance, he has experience in the food service industry with roles at Philly Pretzel Factory and Publico Kitchen and Tap. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customization in investment strategies and offers a broad affiliate network and technology platform that serves other independent advisors.

Craig Alden is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Gwn Securities, and Interactive Financial Advisors. Outside of his advisory work, Alden serves as a baseball umpire for college, high school, and recreational games. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various delivery methods including managed portfolios, third-party asset managers, and co-advised wealth management programs.

Thomas West is a financial advisor at SEIA with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Signator Investors, Royal Alliance Associates, and SEIA, where he has been since 2011. West is the founder of LifeCare Affordability Plan, a sole proprietorship focused on financial planning for long-term care financing, and serves as CEO of Longevity Strategists LLC, a software-driven networking business in the financial services industry. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, modular and comprehensive financial planning, and consulting services, utilizing a combined strategic and tactical investment approach guided by an in-house Investment Solutions Group and Investment Committee.

Mark Frenzel Sulyok is a CFP® certificant and holds a Series 65 license, with four years of industry experience. He has worked at Brighton Jones LLC since 2021 and previously at Mcadam Financial and Dickinson College. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family office clients through multiple brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and recommending a mix of public and private investments supported by affiliated entities such as Lenora Capital and Brighton Jones Trust Company.

Gabriella Cajina Schafer is an associate advisor at SEIA with nine years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and SES LLC. Gabriella also holds a Virginia insurance license, though she is not a producer. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, and it manages a majority of assets on a non-discretionary basis.

Christopher Hoffa is a CFP®-certified financial advisor with six years of industry experience, currently serving at Brighton Jones LLC. His prior work includes roles at ANKURA Consulting Group and Dixon Hughes Goodman. Hoffa's tenure at Brighton Jones spans multiple periods beginning in 2020. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary portfolio management, tax preparation, real estate consulting, and family office support through its affiliated entities.

James Ortlip is a CFP® with 26 years of industry experience. He currently works at F.L. Putnam Investment Management Company and has previously been affiliated with Kalos Capital, Inc., AOG Wealth Management, Pacific West Financial Consultants Inc, and Capital Financial Group Leesburg Associates, LLC. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm integrates internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Justin Harris is a CFP®-designated financial advisor with 26 years of industry experience. He is currently a principal at Cassaday & Co Wealth Management, LLC and has held roles at Cassaday & Company, Inc. and Royal Alliance Associates, Inc. outside of his advisory work, he is a senior partner in multiple LLCs and involved in insurance sales including life, disability, and long-term care insurance. 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.

Brendan Condron is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday, he held roles at OSAIC, EaseAlert, The Selling Factory, and Kidball Baseball Inc. 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 driven investment approach based on Modern Portfolio Theory and offers a range of consulting and financial planning services, supported by various corporate affiliations.

Fabiano De Franco is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Sound Income Strategies, LLC since 2019 and concurrently owns Retirement Solution LLC, where he focuses on fixed insurance sales. Prior to that, he worked at ICMA Retirement Corporation from 2010 to 2017. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity evaluation, supported by a scalable advisor network and specialized family-office style services.

Thomas Crafa is a CFP® and ChFC® with two years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. His prior work includes roles at Navy Federal Credit Union, Gotham Government Relations, and the Town of Hempstead. 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 utilizes managed advisory programs featuring third-party portfolio managers and provides a range of investment solutions including unified managed accounts and automated ETF portfolios.

Kris Persinger is a CFP® professional with 38 years of industry experience, currently affiliated with Lexaurum Advisors in Washington, DC. His career includes roles at Brokers International Financial Services, CETERA Advisor Networks LLC, and Summit Financial Group. He also operates Persinger Planning, LLC, providing financial planning and investment management services. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm emphasizes diversified portfolios aligned with modern portfolio theory and offers discretionary and non-discretionary investment management, including a proprietary Golden Rule Program featuring low-cost ETF model allocations.

Harriet Fountain is a financial advisor with The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with The Burney Company since 2019 and previously worked at Macy's and Marshall's. The Burney Company serves mainly 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 through a multi-team platform and offers discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.