Robert Pratt is a financial advisor with The Burney Company in Reston, VA. He holds a Series 65 designation and has six years of industry experience. His work history includes roles at Burney Partners LLC, Henrico County Public Schools, Savage Apparel Company, and the University of Mary Washington. 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 discretionary equity portfolios using proprietary fundamental and quantitative models and offers services such as financial planning, tax preparation through an affiliated CPA firm, and actively managed ETFs.

Joseph Morgan is a CFP® professional with 18 years of industry experience, currently serving at United Capital Financial Advisors since 2013. He holds Series 63 and Series 65 licenses and is based in Reston, VA. In addition to his advisory role, he teaches mediation services approximately two days per year through Northern Virginia Mediation Services. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customization for ESG and faith-based preferences.

Alexandra Payne is a CFP® and Series 66 credentialed advisor at SEIA with seven years of industry experience. Her prior roles include five years at Creative Planning, LLC and two years at SBSB Financial Advisors. SEIA serves a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable entities, through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments and emphasizes non-discretionary asset management, supported by an in-house Investment Solutions Group and Investment Committee.

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® with three years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. His prior roles include positions at Curi RMB Capital, LLC, RMB Capital, LLC, and Omega Wealth Management LLC. Outside of advisory work, he is a partner in a real estate investment business. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices with a focus on a long-term, fundamental investment approach across equities and fixed income.

Nathan Vandemeulebroecke is a CFP® professional with one year of industry experience, currently working at Bogart Wealth, LLC. Prior to joining Bogart Wealth, he spent four years at Virginia Polytechnic Institute and State University and four years at Severna Park High School. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of fundamental equity analysis, technical factors, and top-down asset allocation to manage client portfolios, offering both traditional and non-traditional investment options alongside coordinated tax preparation and estate planning tools.

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 at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at CoStar Group and the University of Richmond. 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 using diversified, buy-and-hold allocations with actively managed mutual funds, ETFs, and conservative fixed income securities.

Ryan Miller is a financial advisor at SEIA with one year of industry experience and holds the Series 66 designation. Prior to joining SEIA, he has worked at Charles Schwab and also has experience outside the financial sector, including in retail and food service. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset-allocation with tactical adjustments, integrating quantitative and qualitative research, and primarily emphasizes non-discretionary asset management.

Brianna Matro is a financial advisor at Range Advisory, LLC with seven years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. 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, integrates AI tools into client interactions, and uses a flat subscription fee structure for advisory services.

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 roles include positions at Vanguard Marketing Corporation and TIAA-CREF. Outside of his advisory work, Patel is a silent partner in two convenience store and gas station businesses and works as a food delivery driver. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser offering financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Thomas Callahan is a CFP® professional with four years of industry experience, currently serving at Range Advisory, LLC. His prior roles include positions at Fidelity Investments and Equitable Advisors. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management with a focus on tax-aware strategies and integration of proprietary AI tools.

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.