Cynthia Perini is a financial advisor at Capital Analysts with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Lincoln Investment Planning, Inc. and Sovereign Bank for over two decades. Outside of her advisory role, she is active in several nonprofit organizations, including serving as a board member of the Magnolia Foundation and vice president of Walk the Walk, in addition to participating in community philanthropy and charitable fundraising efforts. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs an in-house Investment Management & Research team that manages discretionary model portfolios using a proprietary mutual-fund screening process, while offering advisors flexibility through custom portfolios, third-party managers, and a range of portfolio management options.

Jonathan Wright is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has a diverse background including roles at the Department of Defense since 2009 and leadership positions in several financial services and entrepreneurial ventures. Outside of his advisory work, Wright is CEO of All Can Thrive LLC, which offers business educational courses for entrepreneurs, and serves as a trustee for First Mount Zion Baptist Church. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting services. The firm offers personalized investment strategies and discretionary management, with an emphasis on non–high-net-worth investors and retirement plan participants.

Jillian Toomey is a CFP® with 10 years of industry experience. She currently serves as a financial advisor at Range Advisory, LLC and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a decade. Range Advisory, LLC provides financial planning, investment advice, and discretionary portfolio management to individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals. The firm employs tax-aware strategies and integrates proprietary AI tools to support portfolio management and client interactions.

Justin Caudle is a CFP® with 17 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2020 and holds a director position at the Financial Planning Association - National Capital Area. Caudle is co-owner of Caudle Meares, LLC, a financial planning and wealth management firm. McAdam LLC advises 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 discretionary approach that incorporates a range of traditional and specialized investment vehicles.

Leigha Pope is a Series 65-licensed financial advisor with Andersen in McLean, VA, where she has worked since 2017. She has one year of industry experience and previously worked at the University of Maryland. Andersen serves successful individuals, families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Barbara Joyce is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is affiliated with Mason Investment Advisory Services Inc, where she has worked since 2000. 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 emphasizes long-term strategic asset allocation, disciplined rebalancing, and a manager-selection process that uses mutual funds, ETFs, and third-party money managers.

Patrick Marcinko is a CFP®-certified financial advisor at Bogart Wealth, LLC with five years of industry experience. Before joining Bogart Wealth, he worked at Goldman Sachs & Co. LLC and attended Virginia Polytechnical Institute. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm utilizes model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options including direct indexing SMAs and private-market alternatives.

Thomas Falkenberry is a CFA® charterholder with 13 years of industry experience. He is currently associated with Modern Wealth Management, LLC and has served as president and majority shareholder of Autumn Wind Asset Management since 2000. Falkenberry is also a member of the board of directors for Memory Care Communities of Illinois, a nonprofit organization. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Daniel Sharkey is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is affiliated with Cassaday & Company, Inc. in McLean, VA, and previously worked at the Bank of New York Mellon. Sharkey serves as an Associate Portfolio Manager, participating in investment policy meetings and conducting research on markets and investments. 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, actively managed allocations and offers fiduciary services for ERISA plans.

Madison Glass is a CFP® and holds a Series 65 license, with seven years of industry experience. She has been with Brighton Jones LLC since 2018, following prior roles at Charles Schwab and Round Rock Advisors, as well as a position at Dickinson College. Brighton Jones LLC serves a diverse client base including high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth management services with a holistic, balance-sheet approach, combining discretionary and non-discretionary management alongside access to private investment opportunities and affiliated investment managers.

Andrew Wade is a CFP® professional with 27 years of industry experience, currently serving at StoneX Advisors Inc. since 2011. He is also president of Nebel Financial Services, where he focuses on investment planning and insurance. Outside of his advisory roles, Wade is active in community and charitable organizations, including serving as past president of the Rotary Club of Dulles International Airport and participating in fundraising and grant writing for Rotary Foundation projects. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers to implement customized strategies.

Owen Hendershot is a financial advisor at The Burney Company with a Series 65 credential and has been with the firm since 2025. Prior to joining the firm, he held teaching positions at Virginia Tech University, Potomac Falls High School, and River Bend Middle School. The Burney Company serves individual investors, high net worth clients, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform, offering discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

Robert Speidel is a CFA® charterholder with 23 years of industry experience. He has been with Everett Harris & Company since 2002. Everett Harris provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy, investing across U.S. and foreign equities, fixed income, commodities, and options.

Keenan Bailey is a Series 65-licensed financial advisor with Mason Investment Advisory Services Inc. in Reston, VA, and has one year of industry experience. His prior roles include positions at MUFG Investor Services and Mariner Finance. Mason Investment Advisory Services provides fee-based financial planning and investment management to a diverse client base, including 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 rigorous manager-selection process, managing approximately $13.2 billion in assets with a compact advisory team.

David Ermlick is a financial advisor with First Advisors National, LLC in Centreville, VA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has served as Regional Manager at Cornerstone Senior Services since 2008, where he recruits, hires, and trains sales agents and sells insurance products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, using a combination of third-party money managers and direct investment advice with a focus on tactical and strategic asset allocation.

Todd Jorgenson is a financial advisor with United Brokerage Services, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Citigroup, New York Life Insurance Company, and State Farm. United Brokerage Services provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, use of mutual funds and ETFs, third-party research, model portfolios, and tax-aware overlays, typically offering advice on a non-discretionary basis.

Matthew Humphrey is a financial advisor at United Brokerage Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has served as Director of Wealth Management at United Bank since 2016. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs and employs an investment process focused on strategic and tactical asset allocation, mutual funds and ETFs, individual securities, third-party research, model portfolios, and tax-aware strategies.

Ruderis Fuentes is a financial advisor at SEIA with a Series 66 designation and four years of industry experience. His work history includes roles at SES Inc., T. Rowe Price, Caliver Beach Mortgage, and the Maryland National Capital Park & Planning Commission. At SEIA, Fuentes also serves as a Client Service Administrator. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary investment management, alongside financial planning and consulting services.

Troy Chaplin is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at multiple firms, including Osaic Wealth, Inc. and Cetera. Outside of his advisory role, Chaplin has experience working in the hospitality industry, serving at The Hunton. Cassaday & Company 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 follows a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Evan Farr is a financial advisor at Avior Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at EWG Elevate Inc. dba Protection Point Advisors for five years. In addition to his advisory role, Farr has operated his own law firm since 1991 and has engaged in activities including publishing, teaching other attorneys, and managing insurance and management consulting businesses. Avior Wealth Management serves a diverse clientele, including high-net-worth individuals, institutions, and pension plans, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach with a combination of direct portfolio management and separately managed accounts, utilizing platforms such as Charles Schwab, Fidelity, and Pontera.