Alexandra Payne is a CFP® and holds a Series 66 license with seven years of industry experience. She has worked at SEIA and SES LLC since 2026 and previously spent five years at Creative Planning, LLC. Prior to that, she held roles at SBSB Financial Advisors, Spire Investment Partners, and RBC Capital Markets. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical investment approaches through a six-step process and offers a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Robert Fratkin is a financial advisor with Arete Wealth Advisors, LLC in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has been involved with the American Political Items Collectors, a 501(c)(3) educational organization, where he served as past president and executive editor. 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 a combination of advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Cole Luther is a financial advisor at Navy Federal Investment Services, LLC with one year of industry experience. He holds a Series 66 designation and has a background that includes positions at Navy Federal Credit Union and Quantico Financial, as well as completing his education at the University of Tennessee Knoxville. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform, supported by an investment committee that conducts due diligence and quarterly reviews.

Michael Bolen is a financial advisor at United Brokerage Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with United Brokerage Services since 2014. Outside of his advisory role, he manages residential real estate on a part-time basis. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment approaches and maintaining affiliations with United Bank and Wells Fargo.

John Weber IV is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Curi Capital, LLC and previously worked at Omega Wealth Management LLC, RMB Capital, LLC, and Partners in Financial Planning. Outside of advising, he is a partner in a real estate investment business. Curi Capital provides wealth management and investment management services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across various strategies and offers both discretionary and non-discretionary portfolio management.

Nathan Vandemeulebroecke is a CFP® professional with one year of industry experience, currently advising at Bogart Wealth, LLC. Prior to joining Bogart Wealth in 2023, he was affiliated with Virginia Polytechnic Institute and State University for four years and Severna Park High School for four years. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies, including model portfolios governed by an Investment Portfolio Committee, and offers access to alternatives such as private equity and real estate for qualified clients.

Jack Wrenn is a CFP® professional at Cassaday & Company, Inc. with two years of industry experience. He previously worked at Cary Street Partners and OSAIC. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets as of December 31, 2025. The firm’s investment approach is long-term and asset-allocation driven, combining actively managed mutual funds, ETFs, fixed income securities, and model portfolios tailored to clients' objectives.

David Vitt is a financial advisor with Realta Investment Advisors, Inc. in Arlington, VA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior work includes roles at United Brokerage Services, Capital One Investment Services, and Chevy Chase Financial Services Corporation. He also serves as president and CEO of Vitt Wealth Management, LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and diversified asset allocation strategies implemented through in-house or third-party portfolio management.

Mark Amberg is a financial advisor at Verdence Capital Advisors, LLC with 32 years of industry experience. He holds the CFP® designation and has worked previously at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he owns and leases residential properties in Alexandria, Virginia. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams, employing a blend of fundamental, technical, and cyclical analysis across various investment vehicles.

Philip Sapienza is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 credential and having two years of industry experience. His background includes roles at Osaic Wealth, CoStar Group, and work in educational institutions such as the University of Richmond and Peddie School. Cassaday & Company Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm uses a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, typically employing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Ryan Miller is a financial advisor at SEIA with one year of industry experience and holds a Series 66 designation. Prior to joining SEIA, he held positions at Charles Schwab and other roles outside the financial industry. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, utilizing a combination of strategic asset allocation and tactical security selection.

Sean Joyce is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 23 years of industry experience, including eight years at Wells Fargo Advisors prior to joining Advisory Services Network in 2022. Outside of his advisory role, he is a licensed insurance agent specializing in fixed life insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent investment adviser representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection across a range of asset classes and account types.

Alexandru Kevorchian is a Series 65 licensed advisor with The Burney Company, based in Reston, VA, and has 13 years of industry experience. He has worked with various Burney entities since 2012 and currently serves as a Principal Data Scientist at Navy Federal Credit Union. He is also the owner of Kevcat Solutions, Inc., an IT consulting business. The Burney Company advises primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a multi-team advisory platform with a proprietary investment process that includes fundamental and quantitative models, actively managed ETFs, and customized portfolio management options.

Christopher Krell is a CFP® professional with 27 years of experience in financial advisory services. He is currently with Cassaday & Company, Inc., where he has worked since 1997 in various capacities, including his role as a principal and senior vice president. Krell serves on the board of Cassaday’s Donor Advised Fund, overseeing charitable giving decisions. 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 and offers fiduciary services for ERISA plan engagements.

Rohan Patel is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC. His prior experience includes roles at Vanguard Marketing Corporation and TIAA-CREF. Outside of finance, he is a silent partner in two convenience store and gas station businesses and works as a delivery driver. Forvis Mazars Wealth Advisors works with individuals, families, retirement plans, institutions, and nonprofit organizations, providing financial planning, investment management, and consulting services. The firm’s investment approach combines active and passive strategies tailored to each client’s goals, with an emphasis on diversification, cost control, and long-term discipline.

Michael Weston is a financial advisor at NorthRock Partners, LLC with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Commonwealth Financial Network, Wharf Financial, and Ameriprise Financial Services. Weston is also the owner of Wharf Financial, LLC, a private entity facilitating securities, advisory, and insurance business. NorthRock Partners provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers a tailored investment approach emphasizing asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human oversight.

Loizos Kapnisi is a financial advisor at Mason Investment Advisory Services Inc with 15 years of industry experience. He holds the Series 66 designation and has previously worked at TIAA and TIAA-CREF. 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 a manager-selection process using mutual funds, ETFs, and third-party money managers.

Alice Li is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at Modern Wealth Management, LLC and has previous experience with Wealthspire Advisors, The Colony Group, LLC, and several consulting firms. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Dominique Hopkins is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Navy Federal Financial Group and its related entities since 2008. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third‑party portfolio managers and provides both personalized and automated investment solutions.

Nicolas Conforti is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. He previously worked at Clarendon Wealth Management and has experience outside financial advising, including roles at Vector Marketing and as a student at Virginia Tech. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of passive and active strategies and employs formal governance and AI tools to support research and operations.