Owen Collier is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation with experience that includes roles at OSAIC and Temple University. His background also includes involvement in the brewing industry with Spring House Brewing Company. 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 with actively managed mutual funds, ETFs, and fixed income securities.

John Sciuto is a financial advisor at XML Financial Group with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

Michelle Wagner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Core Planning. She previously worked at Facet Wealth and Ellevest and has held roles focused on financial planning and client service. Wagner also works as an independent contractor with Domain Money in a non-registered business development role. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using a combination of in-house advice, third-party money managers, and model portfolios.

Mark Estep is a financial advisor at Navy Federal Investment Services, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked within various Navy Federal entities since 2006, including Navy Federal Asset Management and Navy Federal Financial Group. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides a range of investment advisory and brokerage services tailored to a membership retail client base.

Rebecca Meares is a CFP® professional with 14 years of experience in the financial services industry. She has been with McAdam LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. She is also co-owner of Caudle Meares, LLC, a financial planning and wealth management business. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, retirement plan consulting, and related implementation support, combining discretionary portfolio management with a range of investment vehicles and specialized exposures tailored to client objectives.

Jackson Brown is a financial advisor at Range Advisory, LLC with three years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Range Advisory, he worked at GHP Investment Advisors for three years and has varied experience in the hospitality and service industries. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and third-party models, integrates AI tools in client interactions and portfolio analysis, and employs a subscription-based fee structure distinct from typical percentage-of-AUM models.

Vannara Murphy is a financial advisor at SEIA with four years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and SES Inc. He is also involved with SEIA as a Client Service Manager. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm provides investment management, financial planning, and consulting services, utilizing a combination of quantitative and qualitative research aligned with modern portfolio theory.

Brian Quantrille is a financial advisor with The Burney Company in Reston, VA, holding a Series 65 credential and four years of industry experience. He has been with The Burney Company since 2020, with prior experience at Raytheon BBN Technologies and Virginia Tech. The Burney Company advises 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 using a multi-team advisory platform and a combination of proprietary fundamental and quantitative investment models.

Aaron Eppard is a CFP® professional with six years at Keel Point, LLC and five years prior experience at Liberty University, totaling 11 years in the financial industry. He is based in Vienna, VA. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving high-net-worth individuals, family offices, institutional investors, retirement plan sponsors, and corporations. The firm combines fundamental and quantitative analysis to deliver strategic and tactical asset allocations, offering a range of customized investment programs alongside affiliated broker-dealer, insurance, and private fund activities.

Sean Gates is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Motley Fool Wealth Management and Lifestyle Wealth Partners. Outside of advisory work, he is involved in small business startup consulting through The Vibes Company Inc., focusing on tax-related products and franchise advisory services. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, families, businesses, trusts, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private and pooled funds.

Arush Gupta is a CFP® at Range Advisory, LLC with one year of industry experience. Prior to joining Range Advisory, he worked at PNC Bank for five years and has a background that includes roles at the University of Maryland, College Park, and Reservoir High School. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and tax-aware strategies, integrates AI tools into client services, and employs a subscription-based compensation structure.

Carol Dinh Nhat Quy is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 66 licenses and 35 years of industry experience. Prior to joining Capitol Securities in 2024, Quy worked at Morgan Stanley for seven years and Wells Fargo for two years across multiple related entities. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, providing advisory programs through IAR-managed accounts, third-party money managers, and financial plans based on detailed client interviews.

Fariba Shahbaz is a financial advisor at The Burney Company with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2017. 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 manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform and combines proprietary fundamental and quantitative models in its investment approach.

Francisco Martinez is a CFP® with 17 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked at Client One Securities, LLC since 2011 and is the owner and president of Financial Choreography, LLC, where he provides financial planning and fixed insurance services. Additionally, he serves as an election judge for the Montgomery County Board of Elections in Maryland. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Sean Dann is a CFA® charterholder with four years of industry experience. He is currently with Range Advisory, LLC and has prior experience at Creative Planning, LLC and Marshall Financial Group, Inc. Sean has held various roles including positions at the University of Notre Dame. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm employs model portfolios and third-party models with tax-aware techniques and integrates a proprietary AI assistant, Rai, to support client interactions and portfolio analysis.

Benjamin Peress is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Outfitter Advisors, Ltd. He is also a member of WRE Hendersonville, LLC. Cary Street Partners serves individuals, corporations, trusts, retirement plans, and institutional clients with a range of services including portfolio management, financial planning, and retirement plan fiduciary services. The firm integrates proprietary strategies, third-party managers, and AI tools in its investment approach.

James Day is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and 65 credentials and 25 years of industry experience. He has worked at Capitol Securities Management since 2004 with brief periods at Eastern Point Trust Services and LPL Financial. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through discretionary and non-discretionary advisory programs, including separately managed accounts and third-party money managers.

Kevin O Hanlon is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Range Advisory, LLC with four years of industry experience. Prior to joining Range Advisory in 2025, he worked at Morgan Stanley from 2021 to 2025 and has held positions at Equitable Advisors and other organizations. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models, incorporates tax-aware strategies, and integrates AI tools in client interactions and portfolio management.

John Mcconnell is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Navy Federal Financial Group and Edelman Financial Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management mainly through third-party managers on the Envestnet platform. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a mix of advisory and brokerage services.

Curtis Congdon is a CFP® professional with 20 years of industry experience, currently serving at XML Financial Group since 2019. He has also been associated with XML Securities, LLC since 2009. Outside of his advisory role, he is an equity member of BR Financial Associates Management Company, LLC, a management company for XML Financial Group and XML Securities. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a broad retail client base. The firm operates through a multi-advisor team model and combines fundamental and technical analysis to tailor portfolios to client objectives, risk tolerance, and liquidity needs.