Jordan Rubin is a CFP®, CFA®, and Series 65-registered advisor with nine years of industry experience. He is currently with Modera Wealth Management, LLC and has held prior roles at Bernhardt Wealth Management, Evermay Wealth Management, and Manchester Capital Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and offering supplemental strategies such as independent managers, private placements, and optional ESG integration.

Frank Gyesaw is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Navy Federal Brokerage Services, LLC and Navy Federal Asset Management, LLC. Outside of his advisory work, he volunteers as a temporary manager at Good Shepherd Clinic, a nonprofit in Kumasi, Ghana. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses model portfolios managed by third-party managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Amy Lillis Konopacki is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Lincoln Financial Advisors and Nationwide Investment Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by providing deferred compensation and qualified retirement plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways offers discretionary Managed Accounts and nondiscretionary Fund Advice based on models developed by Morningstar Investment Management.

Arash Zarrabian is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Spire Wealth Management, LLC. He has been with Spire Investment Partners, LLC since 2007. Zarrabian is also involved as a portfolio manager with Corbett Road Capital Management, an affiliated firm operating through a joint venture with Spire. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm utilizes proprietary risk overlays through its affiliate Corbett Road Capital Management and serves high-net-worth clients with both discretionary and non-discretionary portfolio management.

Emily Parent is a financial advisor with Founders Financial Securities LLC in Woodbridge, VA, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at Fortune Financial Services and Brooklight Place Securities, Inc. In addition to her advisory role, she is involved with Shenandoah Financial Advisors in Winchester, VA, where she provides financial planning, tax preparation, and insurance services. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients with a variety of advisory platforms and portfolio management options. The firm’s network of investment adviser representatives offers discretionary and non-discretionary management and a range of specialized services including retirement guidance and 1031 exchange consulting.

Thomas Wagaman is a financial advisor at Cassaday & Company, Inc. with 3 years of industry experience. He holds a Series 66 designation and has worked at Cassaday & Company since 2018, including a role at Royal Alliance Associates, Inc. He is also the Financial Planning Services Manager at Cassaday & Company Wealth Management, LLC, where he is involved in client onboarding, analysis, and meetings. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, and businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory and offers comprehensive services including financial planning, retirement plan consulting, and estate-planning coordination.

Matthew Martindale is a financial advisor at Keel Point, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Keel Point since 2021, preceded by several years at Amazon. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serves 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 and financial planning across multiple asset classes.

Pauline Rosenstein is a CFP® professional with 52 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. She has also been involved with StoneX Securities Inc. since 2014 and is vice president of Lakeside Productions, a photography business she has been part of since 1993. Rosenstein is a member of Rotary International, the American Association of University Women, and Annandale United Methodist Church. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple account structures and platforms.

Leonardo Scotti is a financial advisor at Cassaday & Company, Inc. with a Series 66 credential and one year of industry experience. Prior to entering the financial industry, he spent nine years in full-time education. 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.

Tomeka Brown is a CFP® with 18 years of industry experience, currently with Navy Federal Investment Services, LLC. She has worked at Navy Federal Brokerage Services and Navy Federal Financial Group since 2018 and previously held roles at Charles Schwab and Charles Schwab Bank from 2016 to 2018. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, utilizing third-party portfolio managers and model-driven asset allocation on the Envestnet platform.

Dennis Elias is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. His prior experience includes roles at Andersen Tax LLC and Commonwealth Financial Network. Range Advisory provides online financial planning and portfolio monitoring for individual clients, including high-net-worth and ultra-high-net-worth households. The firm uses third-party Turn-key Asset Management Platforms and AI tools to tailor recommendations and portfolio transitions, delivering advisory services through a subscription-based platform.

Joshua Lipscomb is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at OSAIC, CW Advisors, Wolf Group Capital Advisors, and Virginia Asset Management, as well as non-financial positions at James Madison University and in landscaping businesses. 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 that emphasizes diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

William Cunningham is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Spire Wealth Management, LLC and has prior experience at Corbett Road, RE Advisers Corporation, and RE Investment Corporation. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also offers financial planning and access to manager-of-managers programs, model portfolios, and wrap programs.

Isaiah Carter is a financial advisor with MissionSquare Retirement in Washington, DC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 16 years of industry experience, including 12 years with ICMA-RC Services, LLC and ICMA Retirement Corporation. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, using model portfolios developed by Morningstar Investment Management and supporting more than 40,000 participants through a multi-team advisory structure.

Dennis O'Brien is a financial advisor at Spire Wealth Management, LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Spire Investment Partners, Fidelity Investments, and SEIA LLC. Outside of his advisory role, he performs as a guitarist with the band The Montaines. Spire Wealth Management offers investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches, serving over 6,100 clients with approximately $4.5 billion in assets under management.

Connor Black is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. His prior experience includes roles at Fortis Financial Group, Moss Adams Wealth Advisors LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, providing subscription-based financial planning and portfolio advice through an online platform that leverages both discretionary and non-discretionary management strategies. The firm emphasizes tailored asset allocation, portfolio optimization, and integration of AI tools alongside human oversight in its investment process.

David Gilbert is a CFP® with 24 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2001 and holds Series 63 and Series 65 licenses. 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’s investment approach focuses on long-term strategic asset allocation, disciplined rebalancing, and rigorous manager selection, managing approximately $13.2 billion in assets with a team of 31 advisors.

Connor Upham is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Under Armour, Dickinson College, and Cribstone Capital Wealth Management. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts, offering comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach with continuous portfolio monitoring and utilizes independent and affiliated managers through its Lenora Capital subsidiary.

Elise Hoffmann is a financial advisor at Marshfield Associates with 29 years of industry experience. She holds a Series 65 designation and has worked at Marshfield Associates since 1997. Hoffmann also has concurrent roles at Bushido Capital Partners LLC and Yogi Advisors, LLC, where she has been active since 2008 and 2007, respectively. Marshfield Associates serves a diverse client base including high net worth individuals, pension plans, foundations, and governmental entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and manages approximately $7.5 billion across 13 advisors.

Megan Brinsfield is a CFP®-designated financial advisor with 12 years of industry experience, currently with Apollon Wealth Management, LLC. Her prior experience includes over a decade at Motley Fool Wealth Management, LLC, and she has held roles at Mason Associates, Inc. Outside of her advisory work, she operates a print-on-demand business focused on University of Virginia-themed products and serves as a health coach producing content on healthy living and weight loss. Apollon Wealth Management is an SEC-registered firm serving individuals, families, family offices, businesses, charitable organizations, and retirement plans. The firm employs a combination of centrally managed and locally managed investment strategies, incorporates ESG risk-based models, and offers specialized services including UIT portfolio consulting and private funds management.