Carmen Bississo is a CFP® professional with 22 years of industry experience, currently serving at Cassaday & Company, Inc. She has worked at both Cassaday & Company and Royal Alliance since 2008. Outside of her advisory role, she is a co-owner of a studio leased with her husband. 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 using actively managed mutual funds, ETFs, and conservative fixed income securities.

Terri Laflam is a financial advisor with Choreo, LLC in Potomac, MD, holding a Series 65 credential and seven years of industry experience. She previously worked at RSM US Wealth Management LLC and RSM US LLP, where she spent a combined 19 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment process emphasizes strategic asset allocation and diversified model portfolios overseen by a centralized management team and an Investment Committee.

Mark Haynes is a Certified Financial Planner® with 17 years of experience in the financial services industry. He has been with Mason Investment Advisory Services, Inc. since 2011. 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 focuses on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, offering services that include separately managed accounts, outsourced chief investment officer solutions, and alternative cash management options.

Brenna Allsopp is a CFP® and Series 65 licensed advisor with The Burney Company in Reston, VA, where she has worked since 2018. She has seven years of industry experience, including four years prior at George Mason University. 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 model that combines proprietary fundamental and quantitative investment strategies alongside discretionary portfolio management and financial planning services.

Douglas Gill is a financial advisor with Snowden Capital Advisors LLC in Bethesda, MD, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He previously worked at ChangePath, LLC, FullArc Wealth Management, and Partnervest Advisory Services, LLC. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers a range of services such as discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach that combines institutional capabilities with customized portfolio construction and third-party manager oversight.

Christopher Airey is a CFP® with 27 years of industry experience, currently serving at Spire Wealth Management, LLC in McLean, VA. He has worked with Spire Wealth Management since 2003 and is also President and owner of the affiliated registered investment advisory firm Corbett Road Capital Management, formed in 2019. Additionally, Airey is an independent insurance agent for various companies. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm employs a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches, including tactical, active, and passive investment techniques.

Rahim Muhammad is a CFP® professional with nine years of industry experience, currently serving at Cassaday & Company, Inc. He has previously worked at Osaic Wealth, Inc., J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley. Muhammad also holds a position as Executive in Residence at Georgetown University, where he supports academic and career development for finance students. 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 with diversified, buy-and-hold allocations, primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

David Wexler is a financial advisor with M Holdings Securities, Inc. in Bethesda, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including over 25 years with M Holdings Securities and more than 40 years with Home Life Insurance Company. Wexler is a partner in Freedman Risk Management, LLC, which provides personal lines property and casualty insurance for the high net worth market. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, combining investment management, retirement consulting, financial planning, and insurance advisory with ongoing monitoring and periodic client reviews.

Anis Eghterafi is a financial advisor at United Brokerage Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, and The Vanguard Group. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs through its relationship with Wells Fargo Clearing Services. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, and tax-aware overlays, primarily providing advice on a non-discretionary basis.

Bharat Mulchandani is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Spire Investment Partners since 2012 and concurrently maintains a part-time role at Fairfax Mortgage, where he originates mortgage loans and may consider opening his own mortgage company in the future. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management strategies including discretionary and non-discretionary approaches, financial planning, and access to model portfolios and wrap programs. The firm employs a variety of investment strategies and features proprietary risk overlays through its affiliate Corbett Road Capital Management.

William Dwenger is a CFP® with three years of industry experience, currently serving at Mason Investment Advisory Services Inc. He has been with Mason Investment Advisory Services since 2005. 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 employs a long-term strategic asset allocation approach with disciplined rebalancing and rigorous manager selection, offering services that include separately managed accounts, outsourced chief investment officer solutions, and alternative cash sweep options.

Noah Reynolds is a financial advisor at SEIA with two years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs for one year. Prior to his professional career, he was a student for 17 years. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and investment consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, managing the majority of its assets on a non-discretionary basis.

Michael Cornfeld is a CFA®, CIC, and holds a Series 65 license with 35 years of industry experience. He has been with Heritage Investors Management Corporation since 1975. Based in Bethesda, MD, Cornfeld is part of an eight-advisor team at Heritage Investors. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth clients. The firm manages approximately $4.18 billion across various account types, implementing a long-term, buy-and-hold strategy tailored to individual client objectives and emphasizing diversification and execution quality.

Victor Krasij is a CFA® charterholder with three years of industry experience. He is currently with Aprio Wealth Management, LLC, having previously worked at BNY Mellon Wealth Management and U.S. Trust, Bank of America. He also serves as an agent in insurance sales through Aprio Risk Management and volunteers on the finance committee of the CFA Society of Washington, DC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, with continuous account monitoring and at least annual reviews.

Eric Rife is a financial advisor at Mason Investment Advisory Services Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has been with Mason Investment Advisory Services since 2015. Mason Investment Advisory Services manages approximately $15.67 billion for over 1,000 clients, offering fee-based financial planning, portfolio management for individuals and institutions, and outsourced chief investment officer services. The firm emphasizes strategic, long-term asset allocation and manager selection, with a focus on institutional-style OCIO work alongside individual wealth management.

Christopher Young is a CFP® professional with 25 years of experience in financial planning and wealth management. He is currently with Cassaday & Company, Inc. and has previously worked with Osaic Wealth, Inc. and Royal Alliance. Young serves on the board of the Cassaday and Company Advised Fund, overseeing charitable disbursements. 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 that emphasizes diversified, buy-and-hold allocations implemented primarily with actively managed mutual funds, ETFs, and conservative fixed income securities.

Faress Alakwaa is a CFP® professional with three years of industry experience currently serving at Navy Federal Investment Services, LLC. Prior to joining Navy Federal, he held positions at Morgan Stanley, Merrill, Bank of Montreal, and Questrade. 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 through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services, private wealth consulting, and a dual registration as both an SEC investment adviser and broker-dealer.

Sean Gallahan is a CFP® professional with 16 years of experience, currently affiliated with Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management, LLC since 2022 and has been associated with Osaic Wealth, Inc. since 2009. He holds the Series 66 designation and has experience in financial planning and investment management. Gallahan is a partner in two LLCs, Greensboro Legacy Partners and 8180 Greensboro Partners, where he attends partner meetings. 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 with diversified, buy-and-hold allocations, primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Andrew Baron III is a financial advisor at Spire Wealth Management, LLC with seven years of industry experience. He has been with Spire Investment Partners since 2018 and previously worked at Costco Wholesale Corporation for three years. He holds a Series 66 designation. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and offers a range of portfolio management solutions, including advisor-led and model portfolios that utilize tactical, active, and passive strategies.

Renee Lennon is a financial advisor with Mutual Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. Her prior roles include positions at Neuberger Berman, Fidelity Investments, and Triad Advisors. She serves as a board member of the Arts Council of Howard County, contributing to fundraising and strategic planning efforts. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm offers a blend of active and passive strategies and supports various external platforms and manager arrangements, serving approximately $8.5 billion in assets.