Austin Pearl is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked for CIC Wealth, LLC and the U.S. Department of Defense. Outside of his advisory role, he is involved in insurance sales as an agent. Apollon Wealth Management serves individuals, families, businesses, and institutional clients, offering investment management, financial planning, retirement plan advisory, and sub-advisory services. The firm combines centrally managed model strategies with locally managed portfolios, utilizing fundamental analysis, tactical allocations, and tax management tools, and supports a diverse client base through its extensive network of advisors.

Irene Butler is a CFP® professional with 10 years of experience in financial advising. She is currently Senior Vice President at Cassaday & Company, Inc., where she works closely with the firm's founder and CEO on client meetings, onboarding, and financial planning analyses. Prior to joining Cassaday, Irene held roles at Osaic Wealth, Inc., Raymond James Financial Services, Inc., and Franklin Templeton Distributors, Inc. She serves as an investment committee member for the Community Foundation for Loudoun and Northern Fauquier Counties, a nonprofit philanthropic organization. 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 emphasizing diversified, buy-and-hold allocations primarily with actively managed mutual funds, ETFs, and conservative fixed income securities.

Ernest Dimattina is a financial advisor at Capitol Securities Management, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 1996. Prior to and concurrently, he has worked at Merrill Lynch, Pierce, Fenner & Smith since 1982. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm offers diversified investment management through separately managed accounts, wrap fee programs, and third-party money managers.

Lauren Mercer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2020. She previously worked for The Vanguard Group for five years. Mercer holds Series 63 and Series 65 licenses. Brighton Jones serves a diverse clientele including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services such as family office support, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources to meet client needs.

Stephanie Gumm is a financial advisor at Savvy with 13 years of industry experience. She has held roles at Horizon Advisory Group, Commonwealth Financial Network, and MassMutual, among others. Outside of advising, she is co-chair of events and partner at neXco National, a national B2B networking organization, and founder of Profits & Pours with Stephanie, an interactive panel discussion series focused on exit planning topics. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach, integrating third-party fintech tools and specialized sub-adviser strategies.

Alex Karkeek is a CFP®-certified financial advisor with 13 years of industry experience, currently with Cassaday & Company, Inc. He has held roles at Cassaday & Co Wealth Management, LLC and Osaic Wealth, Inc. Outside of his advisory work, Karkeek is an insurance agent offering fixed annuities and long-term care insurance products. 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.

Connor Stanley is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Bridgemark Wealth Management and Northwestern Mutual. Outside of his advisory role, he is involved in selling insurance products through Advisor Insurance Solutions. Apollon Wealth Management serves a diverse client base, including individuals, families, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management and financial planning. The firm employs a hybrid investment process combining centrally managed strategies with local portfolio oversight and integrates tax-aware tools alongside alternative investment options.

Brian Kelley is a CFP® professional with 22 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2000. 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 approach centers on long-term strategic asset allocation, disciplined rebalancing, and manager selection, serving clients through separately managed accounts, OCIO services, and other investment solutions.

Tempeste Hernandez is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Navy Federal Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Adam Huke is a CFP® with 21 years of industry experience, currently serving as a financial planner at Cassaday & Company, Inc. He has worked at Cassaday & Company and its related entities since 2003 and has also been associated with Royal Alliance Associates, Inc. since 2003. Outside of his advisory role, he is an insurance agent affiliated with BSI, Inc. and Jurs Montgomery Brokerage. 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 primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Daniel Schueren is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Merrill Lynch and Vanguard before joining Principal Financial Group entities in 2021. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and is distinguished by its integration within the Principal Financial Group family, enabling access to affiliated products and services.

Christopher Schreiner is a CFP® professional with 25 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2000. Schreiner 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 emphasizes long-term strategic asset allocation, disciplined rebalancing, and a manager-selection process that incorporates mutual funds, ETFs, and third-party money managers.

Thomas Pudner is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Mason Investment Advisory Services Inc. since 2006. 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 emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a team of 31 advisors.

Natalie Gosselin is a financial advisor at Spire Wealth Management, LLC with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Cardinal Wealth Management and XML Financial, LLC. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans with both discretionary and non-discretionary portfolio management, employing a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised solutions. The firm manages approximately $4.5 billion in assets and supports over 6,100 clients through both active and passive investment approaches.

Susan White is a financial advisor at F.L. Putnam Investment Management Company with two years of industry experience. She previously worked for six years at AOG Wealth Management and spent six years as a homemaker prior to that. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and nonprofit organizations, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with internally managed and third-party strategies across various asset classes and leverages AI tools to support research without replacing human decision-making.

Cameron Bishop is a financial advisor at The Burney Company with Series 65 credentials and one year of industry experience. Prior to joining The Burney Company, he held positions at James Madison University and at Cave Spring Middle and High Schools. The Burney Company serves 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 employs a multi-team advisory platform managing approximately $3.59 billion in discretionary assets, offering discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Michael Battaglia is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Brighton Jones LLC since 2011. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth services such as personal CFO programs, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside proprietary investment vehicles.

Kyle Smith is a financial advisor at SEIA with 20 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior roles include positions at SES LLC, Royal Alliance Associates, INC., and SII. Outside of his advisory work, he is involved with Signature Estate & Investment Advisors LLC in an investment-related capacity. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm serves roughly 9,520 clients with about $22.5 billion in assets under management, offering a range of managed account programs and financial planning options supported by a client-driven investment process and an oversight Investment Committee.

Germaine Broussard is a financial advisor at Arete Wealth Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Broussard is the founder and president of Troop Treats, a nonprofit organization. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model allocations and uses third-party sub-advisers, regularly monitoring accounts while acting as an ERISA fiduciary when applicable.

Richard Baldwin III is a financial advisor at Mason Investment Advisory Services Inc with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mason Investment Advisory Services since 1996. Baldwin’s career includes nearly three decades at Mason Securities, Inc. 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.