Alex Vazquez is a CFP® with one year of industry experience, currently affiliated with Cassaday & Company, Inc. He has previously worked at OSAIC and Centurion Wealth Management, LLC. Prior to his financial advisory roles, he held positions in mortgage lending and the food service industry. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is long-term and asset-allocation driven, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Amanda Ahmed is a financial advisor at Keel Point, LLC with 12 years of industry experience. She holds a Series 66 designation and has been with Keel Point since 2014. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting across various asset classes.

Andrew Malay is a CFP® professional with 12 years of industry experience, currently serving at Cassaday & Company, Inc. He has been associated with Cassaday & Co Wealth Management, LLC since 2012 and Osaic Wealth, Inc. since 2013. Outside of his advisory role, Malay is involved as 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 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.

Zulpikar Iskander is a financial advisor with SEIA in Tysons, VA, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, Vega Consulting Solutions, and Planning Solutions Group. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a combination of strategic and tactical asset-allocation and offers a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Stephen Clagett is a financial advisor at XML Financial Group with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network for 13 years before joining XML in 2021. Outside of his advisory work, he operates a sole proprietorship focused on the import and resale of wholesale off-road gear and apparel. XML Financial Group serves a broad retail client base with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a multi-advisor team model and integrates fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Christopher Nguyen is a financial advisor with McAdam LLC in Vienna, VA, holding a Series 65 designation and eight years of industry experience. He has been with McAdam since 2018 and previously worked at George Mason University and its Auxiliary Enterprise. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios with a focus on fundamental analysis, discretionary asset allocation, and specialized investments such as private funds and cryptocurrency exposure.

Nicholas Harris is a CFP® professional with 19 years of industry experience, currently serving at Cassaday & Company, Inc. He has worked with Cassaday & Co Wealth Management, LLC since 2022 and has a long tenure at OSAIC dating back to 2006. Outside of his advisory roles, Harris volunteers with the Jefferson Scholars Foundation, where he interviews high school seniors applying for scholarships at the University of Virginia. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm uses a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Mark Keen is a CFP® with 26 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2007. He is a managing member of TKA Holdings, LLC/DBA Keen & Pocock, which is involved in insurance sales, and a partner in EaziHome, a business that provides tools and services to help individuals and families manage and maintain their homes. He also serves on the board of directors for SFA Holdings, Inc. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm manages a majority of its assets on a non-discretionary basis and supports a dually registered advisor force with various brokerage and solicitor relationships.

Ellen Lindh is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Forvis Mazars Wealth Advisors, Ellen worked at Dixon Hughes Wealth Advisors for 12 years. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm employs a customized investment approach emphasizing asset allocation, diversification, and cost control, integrating both active and passive strategies within a comprehensive client communication and education program.

Nicholas Sposa is a Series 66-licensed financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He previously spent 10 years at Edward Jones before joining Kingsview Partners and Kingsview Wealth Management in 2022. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state and municipal clients. The firm offers financial planning and wealth management services utilizing both in-house and third-party investment strategies, including management of affiliated exchange-traded funds.

Brett Sposa is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2016 to 2022. Outside of his advisory role, he serves as president and director of The Giving Game Inc., a nonprofit that organizes monthly virtual events to raise funds and awareness for charities. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services, utilizing both in-house strategies and third-party managers across a range of investment products and advisory arrangements.

Christopher Hill is a financial advisor with ON Investment Management Co. based in Vienna, VA. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Hill is also the owner and founder of FuneralResources.com, an online educational platform providing information and resources for funeral and end-of-life planning. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts, utilizing third-party investment programs and a dual-registration model involving broker-dealer activities.

Jordan Spiker is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday, he worked at Severn Financial Solutions and has experience in the food service industry. Cassaday & Co Wealth Management provides investment management and financial planning 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 grounded in Modern Portfolio Theory and offers a range of services including standalone financial planning and retirement plan consulting.

Paul Sullivan Jr. is a financial advisor at Archer Investment Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the accounting and tax advisory field through his ownership of Sullivan and Company, a CPA firm providing tax advice and financial statement services. His prior work includes over four decades at Paul F. Sullivan, Chtd and Sullivan & Company. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach involves comprehensive financial assessments and diversified portfolio construction across various asset classes, utilizing both discretionary management and model-driven strategies.

Caylah Kang is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Her prior work includes positions at Osaic Wealth Inc. and Baltimore Washington Financial Advisors. Outside of finance, she has been associated with Vuori since 2023. Cassaday & Company, Inc. 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 services including financial planning, retirement plan consulting, and estate-planning coordination.

Elizabeth West is a financial advisor at SEIA with a Series 65 designation and two years of industry experience. Her prior work includes roles at Ses LLC and UVA Rec, as well as experience outside finance at Ulta Beauty. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients across individual, trust, retirement plan, and institutional segments. The firm employs a disciplined investment process that blends strategic and tactical asset allocation, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Andrew Theobald is a CFP® with four years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. Prior to joining AlphaCore in 2025, he worked at SPC Financial, Inc. and Northwestern Mutual Investment Services LLC. He is also a producing agent for an affiliate insurance agency associated with AlphaCore, dedicating a small portion of his time to insurance-related activities. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional clients, employing a multi-asset investment approach that includes alternative investments and offers a range of services from financial planning to sub-advisory and model portfolios.

Alan Johnson is a financial advisor at Financial & Tax Architects, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Professional Group, Inc. since 2011. In addition to his advisory role, he works full-time as an independent insurance agent. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Thomas Reilly is a financial advisor at Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 credential with eight years of industry experience. He has been with Strategic Wealth Investment Group since 2017 and previously worked at Bellarmine University from 2014 to 2018. Outside of advising, Reilly owns two businesses established in 2022: Rising Inc and Greenlights Inc. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, with portfolios monitored and rebalanced regularly and occasionally including allocations to private offerings or externally managed vehicles.

Stephan Cassaday is a CFP® with 48 years of experience in financial advising. He is currently CEO of Cassaday & Co Wealth Management, LLC and has held leadership roles at Cassaday & Company, Inc. and OSAIC. His career includes significant executive management responsibilities, including serving as president and chief executive at multiple affiliated entities. Cassaday & Co Wealth Management serves individuals, retirement plans, trusts, charities, corporations, and small businesses with an asset-allocation driven investment approach based on Modern Portfolio Theory. The firm manages over $7 billion in discretionary assets and offers comprehensive financial planning, retirement plan consulting, and coordinated services through affiliated entities.