Max Molina III is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and three years of industry experience. He has worked at several firms, including Bankers Life and MassMutual Life Insurance Co, before joining Navy Federal Investment Services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs featuring third-party portfolio managers on the Envestnet platform and provides both advisory and commission-based channels through its affiliation with a banking and credit union group.

Jordan Rubin is a CFP®, CFA®, and Series 65-registered advisor with nine years of industry experience. He is currently with Modera Wealth Management, LLC and has held prior roles at Bernhardt Wealth Management, Evermay Wealth Management, and Manchester Capital Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and offering supplemental strategies such as independent managers, private placements, and optional ESG integration.

Frank Gyesaw is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Vienna, VA, and has 19 years of industry experience. He has worked with various Navy Federal entities since 2007 and briefly with Ameriprise in 2007. Outside of his advisory role, he volunteers as a temporary manager at Good Shepherd Clinic in Kumasi, Ghana. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and supports layered investment solutions and automated ETF portfolios.

Emily Parent is a financial advisor with Founders Financial Securities LLC in Reston, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Fortune Financial Services and Brooklight Place Securities, Inc. In addition to her advisory role, she is involved with Shenandoah Financial Advisors, where she provides financial planning, tax preparation, and fixed insurance services. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers a variety of advisory platforms and specialized services, including retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.

Thomas Wagaman is a financial advisor at Cassaday & Company, Inc. with 3 years of industry experience. He holds a Series 66 designation and has worked at Cassaday & Company since 2018, including a role at Royal Alliance Associates, Inc. He is also the Financial Planning Services Manager at Cassaday & Company Wealth Management, LLC, where he is involved in client onboarding, analysis, and meetings. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, and businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory and offers comprehensive services including financial planning, retirement plan consulting, and estate-planning coordination.

Matthew Martindale is a financial advisor at Keel Point, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Amazon from 2016 to 2021. Keel Point is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting services across various asset classes.

Pauline Rosenstein is a CFP® with over 50 years of experience in financial advising, currently serving at StoneX Advisors Inc. since 2015. Prior to that, she was associated with StoneX Securities Inc. beginning in 2014. Outside of her advisory work, she holds the position of Vice President at Lakeside Productions, a photography business she has been involved with since 1993. She is also a member of Rotary International's Baileys Crossroads Club and the American Association of University Women. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party money managers across various platforms to implement client strategies.

Leonardo Scotti is a financial advisor at Cassaday & Company, Inc. with a Series 66 credential and one year of industry experience. Prior to entering the financial industry, he spent nine years in full-time education. 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.

Cesar Ortega is a financial advisor at CW Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. Ortega also spent four years at Texas A&M International University. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies.

Tomeka Brown is a CFP® and Series 66-licensed advisor with 18 years of industry experience. She is currently with Navy Federal Investment Services, LLC and has held previous roles at Charles Schwab, Merrill, and TIAA-CREF. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs managed advisory programs that utilize third-party portfolio managers and supports both discretionary and automated investment solutions.

Dennis Elias is a CFP® professional with seven years of industry experience. He is currently with Range Advisory, LLC, where he has worked since 2025. His prior experience includes roles at Andersen Tax LLC, AFS Financial Group, LLC, and Commonwealth Financial Network. 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 with tax-aware strategies, supported by a proprietary AI assistant integrated into client interactions.

Joshua Lipscomb is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at OSAIC, CW Advisors, Wolf Group Capital Advisors, and Virginia Asset Management, as well as non-financial positions at James Madison University and in landscaping businesses. 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 that emphasizes diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Melissa Powers is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at SEIA. Her prior roles include positions at Brown Advisory and Lincoln Financial Advisors. SEIA provides services to individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform offering investment management, financial planning, retirement plan consulting, and investment consulting. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments overseen by an in-house Investment Solutions Group and Investment Committee, and it predominantly manages assets on a non-discretionary basis.

Connor Black is a CFP® with 10 years of industry experience. He is currently an advisor at Range Advisory, LLC and has previously worked at Fortis Financial Group, Moss Adams Wealth Advisors LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. 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 utilizes model portfolios, tax-aware techniques, and integrates a proprietary AI assistant to support client interactions and portfolio analysis.

David Gilbert is a CFP® with 24 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2001 and 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’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.

Connor Upham is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds the Series 65 designation and has worked previously at Under Armour, Dickinson College, Cribstone Capital Wealth Management, and Bath Schools. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm utilizes a whole-balance-sheet approach and offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

William Stade Jr. is a CFP® professional with 32 years of industry experience and has been with Capitol Securities Management, Inc. in Reston, VA, since 1999. He holds Series 63 and Series 65 licenses and operates under the DBA CS Wealth Management. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, utilizing a range of investment instruments and third-party money managers.

Nicholas Masih is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at United Brokerage Services and HSBC entities since 2015. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients. The firm primarily manages assets on a non-discretionary basis and provides a range of programs including unified managed accounts and separately managed options, with affiliations to United Bank and Wells Fargo.

Kenny Mezher is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at The Burney Company. He has worked at various Burney Company entities since 2017 and spent one year at Growth Capital Services, Inc. outside of the Burney organization. The Burney Company advises primarily individual investors, including high net worth clients, and also manages accounts for small businesses, pension plans, trusts, estates, and charitable organizations. The firm combines proprietary fundamental and quantitative models with a multi-team advisory platform, offering discretionary equity portfolio management, financial planning, and tax services through an affiliated CPA firm.

Kyle Cassaday is a financial advisor with Cassaday & Company, Inc. holding a Series 66 designation and has 10 years of industry experience. He has worked at Cassaday & Co Wealth Management, LLC since 2022 and was previously with Cassaday and Company from 2013 to 2021. 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 manages approximately $7.14 billion in discretionary assets and employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, typically using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.