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.

Andrew Mccully is a financial advisor at United Brokerage Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with United Brokerage Services since 2007. In addition to his advisory role, he serves as a Senior Trust Advisor at United Bank. 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 emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware portfolio management, primarily providing advice on a non-discretionary basis.

Raj Goenka is a financial advisor at Archer Investment Corporation with seven years of industry experience. He holds a Series 65 designation and has worked at Archer since 2018. Additionally, he has been associated with Sullivan & Company CPAs since 2011. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a disciplined investment process that includes comprehensive financial assessments and diversified portfolio construction across various asset classes.

Neal Treanor is a financial advisor at Cassaday & Company, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wellington Management Company and State Street Global Advisors. Treanor serves as Chief Compliance Officer for Cassaday & Company Wealth Management, overseeing its SEC-driven RIA compliance program. Cassaday & Company Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers a range of services including standalone financial planning and retirement plan consulting.

Alexandra Kantarski is a CFP® with 18 years of industry experience, currently serving at XML Financial Group. She has been with XML Financial, LLC since 2019 and also works with XML Securities, LLC (formerly Lara, May & Associates LLC) since 2015. Outside of her advisory role, she is a notary public and pursues hobbies as an astrology consultant and artist, selling her paintings. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis, often utilizing third-party managers and an internal Investment Committee to customize portfolios according to client goals and risk tolerance.

Kathleen Duffy is a CFP® and ChFC® with 28 years of experience in the financial services industry. She has worked at Apella Wealth since 2025 and previously spent 18 years at Independence Wealth Advisors Inc. and nine years at Ameriprise. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven and quantitative approach to investment management, integrating proprietary and third-party tools to accommodate held-away assets and provide customized solutions across a broad client base.

Faye Lawrence is a Certified Financial Planner® with seven years of industry experience, currently affiliated with SEIA. Her career includes roles at firms such as Royal Alliance Associates, Bogart Wealth, and Ameriprise Financial Services. SEIA is a 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 a primarily non-discretionary investment approach.

Cayenne Rooks is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and two years of industry experience. Prior to joining Cassaday & Company, Rooks held roles at Osaic and Chez Le Mannequins. 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 employs a long-term, asset-allocation-driven investment approach centered on Modern Portfolio Theory and offers a range of services including retirement plan consulting and fiduciary monitoring.

James Bogart is a CFP®, ChFC®, and Series 66 credentialed advisor with 19 years of industry experience. He has worked at Bogart Wealth, LLC since 2016 and held prior roles at Purshe Kaplan Sterling Investments, Morgan Stanley, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as Treasurer of the Hopkins Society of Sigma Nu Housing Corporation Alumni Association. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of passive and active strategies supported by an Investment Portfolio Committee and offers a range of investment options including direct indexing and alternative strategies.

Paul Trinh is a CFP® professional at NorthRock Partners, LLC with seven years of industry experience. He previously worked at Wharf Financial and Commonwealth Financial Network for six years each, and has also held roles at MML Investors Services, MassMutual, and the University of Maryland. His other business activities include fixed insurance sales conducted during business hours. NorthRock Partners offers wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and ongoing oversight, integrating private market investments and utilizing AI tools alongside human review.

Ayodele Adefila is a financial advisor at Archer Investment Corporation holding a Series 65 designation. Although new to the advisory industry, Ayodele has prior experience in accounting and tax-related roles, including positions at Your Legacy CPA and Tax Well/Tax ACT. He also has a background working at PriceWaterhouseCoopers and ASRC Federal. Outside of advisory work, Ayodele is involved with PG Community College. Archer Investment Corporation provides investment management primarily to individual clients across various wealth levels through separately managed accounts and proprietary mutual funds. The firm supports a multi-branch model that includes accountants and CPAs as advisory representatives and manages approximately $1.01 billion in discretionary assets.

Brandon Gulley is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes 12 years at MML Investors Services Inc and MassMutual. Outside of advising, he owns a professional networking group called Elite Mind Connections and provides college funding coaching through seminars and workshops. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline using proprietary software and behavioral economics, combining passive and active investment strategies alongside dynamic rebalancing.

Maxwell Schoeneborn is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has one year of industry experience and has worked at firms including DSP Wealth Strategies and Florida Financial Advisors. Outside of finance, he is the owner of MFS Wealth Management LLC, a service company supporting his independent contracting work with DSP Wealth Strategies. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a variety of portfolio management and financial planning services with flexible engagement options tailored to client objectives.