Alice Li is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at Modern Wealth Management, LLC and has previous experience with Wealthspire Advisors, The Colony Group, LLC, and several consulting firms. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Dominique Hopkins is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Navy Federal Financial Group and its related entities since 2008. 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 primarily delivers advice through managed advisory programs utilizing third‑party portfolio managers and provides both personalized and automated investment solutions.

Nicolas Conforti is a CFP® at Bogart Wealth, LLC with three years of industry experience. He has worked at Bogart Wealth since 2021 and previously held roles at Clarendon Wealth Management and Vector Marketing. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with financial planning, consulting, and wealth management services, utilizing model portfolios alongside specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis and top-down asset allocation, employs AI tools, and offers distinctive features including non-traditional investments and access to estate planning education.

Steven Ulrich is a CFP® with 10 years of experience in financial advising, currently serving as Senior Vice President at Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management and Osaic Wealth, Inc., and has held roles in insurance sales. Outside of his advisory work, Ulrich serves as Chairman and Treasurer of the Board of Directors for the Potomac Classical Conservatory, a non-profit hybrid school. 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 strategies using actively managed mutual funds, ETFs, and conservative fixed income securities.

Brian Bobby is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones, WH Administrators, and Accenture Federal Services. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving 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 advisor-led planning combined with model-based and separately managed strategies.

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.

Charles Hartley is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at B. Riley Wealth Advisors, B. Riley Wealth Management, Wells Fargo Advisors, and Raymond James Financial. Outside of advisory work, he is a partner in a non-investment related business. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors serving over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies and sub-advisory relationships, offering services including portfolio management, financial and retirement planning, and brokerage and insurance products.

Rachel Eisenhart is a financial advisor with Kestra Private Wealth Services, LLC, holding the CFP® and ChFC® designations and has 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Kestra. Outside of her advisory role, she volunteers as a Court Appointed Special Advocate (CASA), advocating for children affected by abuse or neglect. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and specialized offerings. The firm manages approximately $13.45 billion in client assets and supports advisors with various platforms and operational resources.

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.

Anthony Di Carlo is a financial advisor with Advisor Resource Council, holding a Series 65 credential and nine years of industry experience. He has worked at 360 Wealth Management since 2018 and has been involved with Lutron Electronics since 2008. Outside of advisory work, he is engaged in lighting control sales. Advisor Resource Council serves a diverse client base including individuals, families, retirement plans, charitable organizations, and businesses. The firm employs an investment approach that combines artificial intelligence tools with traditional fundamental analysis through AIQ model portfolios and separately managed accounts, offering tailored strategies for different levels of assets.

Taylor Guglielmo is a financial advisor at Verdence Capital Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc. and related affiliates for seven years. Outside of his advisory role, Taylor serves on the investment committee of ACT for Alexandria, a community organization focused on philanthropic giving. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, and trusts, offering discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios across mutual funds, ETFs, separately managed accounts, and independent 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 experience in the financial services industry. Since 2018, Glass has been with Brighton Jones LLC, following a role at Charles Schwab and earlier positions including work with Dickinson College and Round Rock Advisors. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Andrew Wade is a Certified Financial Planner® with 28 years of industry experience, currently serving at StoneX Advisors Inc. since 2011. He also holds the position of president at Nebel Financial Services, where he has been active in investment planning and insurance since 1997. Outside of his advisory work, Wade is involved in several community and nonprofit organizations, including serving as a past president of the Rotary Club of Dulles International Airport and participating in Rotary Foundation global grant initiatives. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm operates through a combination of independent financial advisors and an in-house Private Client Group, utilizing multiple platforms and investment strategies including model-based solutions and third-party money managers.

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.