Tristan Peschka is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Ameriprise Financial Services. Prior to his advisory roles, he was affiliated with Christopher Newport University. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a broad client base including individuals, families, businesses, and charitable organizations. The firm uses a team approach and multiple analytical methods to tailor portfolio management and planning solutions aligned with clients’ objectives and risk tolerances.

Connor Becton is a CFP® with one year of industry experience, currently affiliated with Spire Wealth Management, LLC in McLean, VA. He has held roles at multiple firms including Campbell Wealth Management, Madison Avenue Securities, and Raymond James Financial Services. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management as well as manager-of-managers arrangements. The firm manages approximately $4.5 billion in assets for over 6,100 clients through a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised strategies.

Tyler Gahs is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at notable firms including Stifel, Citi, Morgan Stanley, and Commonwealth Financial Network. His background also includes roles outside finance, such as working with the Maryland General Assembly and the Maryland Democratic Party. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and portfolio advice primarily through an online platform that integrates AI tools alongside human oversight. The firm emphasizes tailored asset allocation and utilizes third-party Turn-key Asset Management Platforms for discretionary management.

Alex Bryer is a financial advisor at Snowden Capital Advisors LLC with 29 years of industry experience. He has been with Snowden Lane Partners since 2015. Bryer holds Series 63 and Series 65 designations. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and access to third-party managers through customized model portfolios and specialized programs.

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 11 years of industry experience. She holds the Series 66 designation and has been with Keel Point since 2014. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that combines fundamental research with quantitative modeling, offering discretionary and non-discretionary portfolio management, financial planning, family office and OCIO services, and access to pooled and private investment vehicles.

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.

Mark Avallone is a CFP® with 32 years of industry experience. He is currently with Apollon Wealth Management, LLC and previously held roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Potomac Wealth Advisors, among others. Avallone is the author of *Countdown to Financial Freedom* and contributes finance and economics articles to Forbes. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement advisory services. The firm combines centrally managed model strategies with locally managed portfolios and offers ESG-focused investment options, private funds, and specialized consulting through a broad network of advisors.

Zulpikar Iskander is a financial advisor with SEIA holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, Vega Consulting Solutions, and Planning Solutions Group. SEIA serves a diverse client base including high-net-worth individuals, trusts, estates, and retirement plans, offering investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary programs supported by in-house research and third-party platforms.

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.

Sean Rosencrance is a CFP® with eight years of industry experience. He is currently with Spire Wealth Management, LLC and previously worked at Corbett Road Wealth Management from 2017 to 2023. Sean also spent four years at Virginia Tech earlier in his career. 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 combination of advisor-led, model portfolio, and manager-of-managers solutions using tactical, active, and passive investment approaches tailored to client objectives.

Nicholas Harris is a CFP® with 18 years of industry experience, currently serving at Cassaday & Company, Inc. He has worked at Cassaday & Company since 2006 and has also been affiliated with Royal Alliance Associates since 2006. Outside of his advisory roles, he volunteers as an interviewer for the Jefferson Scholars Foundation, assisting high school seniors applying for scholarships at the University of Virginia. 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 using actively managed mutual funds, ETFs, and conservative fixed income securities.

Birds Horton is a financial advisor at Foundations Investment Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms including Wells Fargo Clearing and Cuso Financial Services. Outside of his advisory work, Horton owns Linger Longer Entertainment, a wedding DJ and officiant business. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of close to 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Donald Moore II is a financial advisor with Capital Analysts in Greenbelt, MD, holding a Series 66 designation and having 11 years of industry experience. He has worked at Lincoln Investment since 2015. Outside of his advisory role, Moore acts as a sales representative for Columbus Life and The State Life Insurance Company/One America, focusing on life and long-term care insurance products. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary screening tools, while maintaining affiliations that support a range of advisor business activities alongside core advisory services.

Yakov Zikvashvili is a financial advisor at Range Advisory, LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including BTG Pactual US Capital, Goldman Sachs Tussell Tobin, and Bank of America Merrill Lynch. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and portfolio advice through an online platform. The firm emphasizes portfolio optimization and integrates AI tools to support investment management and client service.

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 designations and has worked at Dixon Hughes Wealth Advisors and FORVIS Wealth Advisors prior to her current role. Forvis Mazars Wealth Advisors, LLC provides financial planning, investment management, retirement plan consulting, and family-office services to individuals, families, retirement plans, 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.

Suzanne Wheeler is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Arkadios since 2019. Outside of her advisory role, she serves as secretary for South Village Homes Corp and is an appointed agent at RAK Group Inc., providing life insurance and fixed annuity products. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers a range of portfolio management and consulting services, using customized investment plans that integrate fundamental, technical, and cyclical analysis.

Nicholas Sposa is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Kingsview in 2022. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based portfolio strategies, including proprietary ETFs and third-party investment options.

Brett Sposa is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Kingsview Wealth Management, LLC and Kingsview Partners LLC since 2022 and previously spent six years at Edward Jones. Outside of his advisory role, he is president and director of The Giving Game Inc., a nonprofit that operates monthly virtual events to raise money and awareness for charities. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies and offers access to a broad range of investment instruments and third-party managers.