Jeffrey Lipsey is a CFP® affiliated with Advisory Services Network and has been the CEO and founder of Jeff Lipsey Bookkeeping LLC dba Lipsey and Associates since 2013, where he manages tax preparation and accounting services. He also serves as a member of DSP Tax Strategies, LLC, a tax planning and advisory service company. Lipsey has no prior experience as a financial advisor. Advisory Services Network is an independent enterprise firm with approximately 208 advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Rachel Boyell is a financial advisor at Cassaday & Company, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at both Cassaday & Company since 2014 and Royal Alliance Associates, Inc. since 2021. Cassaday & Co Wealth Management provides investment management and financial planning 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 grounded in Modern Portfolio Theory.

David Duff is a Series 65-licensed financial advisor with Kingsview Wealth Management, LLC, based in Falls Church, VA. He has one year of industry experience and previously held roles at AMJ Financial Wealth Management, Sharkey's Rib & Wing Joint, and Target. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers a range of financial planning and asset management services, blending in-house strategies with third-party managers and providing access to alternative investments.

Anita Carr is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Her prior work history includes roles at FEI Systems, Equinox, and Motionsoft. She has also taken a sabbatical since 2024. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated tools to tailor and maintain investment strategies according to client objectives and risk tolerance.

Melissa Vinick is a financial advisor at Marshfield Associates with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bushido Capital Partners LLC, Yogi Advisors LLC, and Ferris, Baker Watts, LLC. Vinick has been with Marshfield Associates since 1999. Marshfield Associates manages approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investment approach focused on a concentrated Core Value Equity Strategy and an optional Balanced Strategy that adds fixed income.

Alexander Fuentes is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Virginia Tech, Black Sheep Restaurant, and Chesapeake Sprinkler Company. Cassaday & Company provides investment management and financial planning 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 follows a long-term, asset-allocation-driven investment approach, primarily using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with clients' investment policy statements.

Justin Marcus is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Fortis since 2021 and has prior experience with AE Wealth Management, Robert Half, PFS Investments Inc, and Primerica Financial Services. Outside his advisory role, Marcus is involved in entrepreneurial ventures, serving as director of Gratus Staffing, a staffing agency, and CEO of Big 4 Talent, an online staffing platform. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a customized investment approach that includes discretionary management, a mix of passive and active strategies, and ESG options, managing $1.615 billion in discretionary assets as of December 31, 2025.

Amie Perl is a Series 65-licensed financial advisor at Marshfield Associates with three years of industry experience. Prior to joining Marshfield Associates, she worked for twelve years at Little Leaves Behavioral Services. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary separately managed accounts, model portfolios, and the Marshfield Concentrated Opportunity Fund.

Peter Tomasch is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. He previously worked at Cherry Bekaert Wealth Management LLC for seven years. Tomasch serves as a board member and finance committee member for Commonwealth Community Trust, a 501(c)(3) organization managing a pooled special needs trust. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios, with a centralized portfolio management team and Investment Committee overseeing manager selection and monitoring.

Lori Allison is a CFP®-certified financial advisor with 27 years of industry experience, currently with The Strategic Financial Alliance, Inc. since 2012. She previously worked at Global Brokerage Services, Inc. from 2008 to 2012. Outside of her advisory role, Allison serves as treasurer for the BYU Management Society, overseeing financial records and scholarship administration, and partners in organizations providing financial education seminars and home furnishings. The Strategic Financial Alliance serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning services delivered through multiple strategies, including third-party manager referrals and a mix of discretionary and non-discretionary management.

Yosef Ghebray is a CFP® with 10 years of industry experience, currently serving as an advisor at Range Advisory, LLC. His prior experience includes roles at Betterment, Fidelity Investments, Wells Fargo, Bank of America, and Merrill. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers model portfolios alongside third-party strategies and tax-aware direct indexing, incorporating AI tools to support portfolio management.

Brett Bernstein is a CFP®-certified financial advisor at XML Financial Group with 28 years of industry experience. He has worked at XML Securities, LLC since 2019 and at XML Financial, LLC since 2016. Bernstein is also the managing partner of BR Financial Associates Management Company, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, providing customized portfolio management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Samuel Ferro is a CFP® with one year of experience currently advising at Cassaday & Company, Inc. Prior to joining Cassaday, he worked at The Family Firm for four years. Cassaday & Co Wealth Management provides investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm’s approach is long-term and asset-allocation driven, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Daniel Smith is a financial advisor at Keel Point, LLC with Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Blend Labs, Inc. for four years and CoreLogic for ten years. Keel Point, LLC 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 deliver portfolio management, financial planning, and consulting across various asset classes.

Ikesh Pandey is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and six years of industry experience. He has been with Archer since 2019 and previously worked at Sullivan & Company CPAs and Baker Tilly. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million through a range of solutions from comprehensive financial assessments and custom portfolio management to model-based strategies using mutual funds and ETFs.

Mary Mc Cormick is a CFP® professional with nine years of industry experience, currently affiliated with Andersen. She has worked at Andersen Tax LLC since 2003. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting.

Regina Mayhew is a Series 66-licensed financial advisor with over 21 years of industry experience, currently with Navy Federal Investment Services, LLC where she has worked since 2014. Her prior experience includes roles at Wells Fargo Clearing and Thrivent Investment Management. She provides notary services on a voluntary basis for clients at her branch in Vienna, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides both advisory and commission-based solutions through its affiliation with a banking/credit-union group.

Arvette Reid is a financial advisor at SEIA with six years of industry experience. She holds a Series 65 designation and has worked at SES Inc. and Seia LLC since 2017. Prior to her financial advisory career, she spent six years at Capital Caring Hospice & Palliative Care. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic asset allocation with tactical micro-allocation and offers a broad range of portfolio management and financial planning services, emphasizing non-discretionary management.

Julia Madden is a financial advisor with Kestra Private Wealth Services, LLC in Arlington, VA, holding a Series 66 credential and five years of industry experience. She previously worked at Bank of America and Merrill from 2021 to 2024. In addition to her advisory role, Madden serves as Director of Client Services for Campus Private Wealth. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms with both discretionary and non-discretionary arrangements.

Christopher Hartman is a financial advisor at RBC Securities, Inc., holding a Series 66 designation with 24 years of industry experience. He has worked previously at City National Bank, SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.