Faress Alakwaa is a CFP® professional with three years of industry experience currently serving at Navy Federal Investment Services, LLC. Prior to joining Navy Federal, he held positions at Morgan Stanley, Merrill, Bank of Montreal, and Questrade. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services, private wealth consulting, and a dual registration as both an SEC investment adviser and broker-dealer.

Sean Gallahan is a CFP® professional with 16 years of experience, currently affiliated with Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management, LLC since 2022 and has been associated with Osaic Wealth, Inc. since 2009. He holds the Series 66 designation and has experience in financial planning and investment management. Gallahan is a partner in two LLCs, Greensboro Legacy Partners and 8180 Greensboro Partners, where he attends partner meetings. 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, buy-and-hold allocations, primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Andrew Baron III is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Spire Investment Partners since 2018 and previously spent three years at Costco Wholesale Corporation. 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 portfolios, model asset allocation strategies, and sub-advised solutions utilizing tactical, active, and passive investment approaches.

Renee Lennon is a financial advisor with Mutual Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. Her prior roles include positions at Neuberger Berman, Fidelity Investments, and Triad Advisors. She serves as a board member of the Arts Council of Howard County, contributing to fundraising and strategic planning efforts. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm offers a blend of active and passive strategies and supports various external platforms and manager arrangements, serving approximately $8.5 billion in assets.

David Johnson is a CFP® with 30 years of experience in financial advisory roles. He is a senior partner at SEIA and has held positions at SES LLC, Royal Alliance Associates, Signator Investors, and John Hancock Mutual Life Insurance. Johnson serves on the George Mason University Financial Planning and Wealth Management Advisory Board, contributing to industry panels and guest lectures. SEIA supports a diverse client base including individuals, high-net-worth clients, trusts, and institutional clients through a multi-team platform offering investment management, financial planning, and retirement consulting. The firm’s investment approach combines strategic asset allocation with tactical adjustments informed by quantitative and qualitative research, with a majority of assets managed on a non-discretionary basis.

John Flynn is a CFP® with three years of industry experience, currently serving at AlphaCore Capital LLC. Prior to joining AlphaCore, he held roles at SPC Financial Inc. and Northwestern Mutual in various capacities. Flynn is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his advisory firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory.

Morgan Veth is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Bogart Wealth, LLC since 2022 and spent 16 years with Fidelity Investments prior to that. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm utilizes model portfolios, including specialized options such as direct indexing SMAs and private-market alternative exposures, with investment decisions guided by a combination of fundamental equity analysis, asset allocation, and use of third-party managers.

Eden Akana is a financial advisor at AlphaCore Capital LLC in Rockville, MD, holding a Series 66 designation with eight years of industry experience. Prior to joining AlphaCore Capital in 2025, Eden worked at SPC Financial, Inc., Raymond James Financial Services, Inc., Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc., and PNC Bank. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies, and provides a range of services including tax preparation, trustee services, and ERISA retirement plan advisory.

Kyle Venditti is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at JPMorgan Chase and The Marshall Financial Group LLC. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering both discretionary and non-discretionary portfolio management along with 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 solutions.

William Scherer is a financial advisor at SEIA with a Series 66 designation. He has one year of industry experience, having joined SEIA and SES LLC in 2025 after a decade as a student and intern. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary investment management alongside modular and comprehensive financial planning and retirement plan consulting.

Mark Doughty is a CFP® and Series 66 licensed financial advisor with 21 years of industry experience. He is currently with Spire Wealth Management, LLC, where he has worked since 2018. His prior experience includes roles at Suntrust Advisory Services and TIAA. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also features proprietary risk overlays and a manager-of-managers program, serving a diverse client base including high-net-worth individuals.

Liliana Molina is a CFP® with 30 years of industry experience and has been with Spire Wealth Management, LLC since 2007. She serves as an investment advisor representative at Spire and is a board member of the Head2Heart Foundation, a nonprofit focused on raising mental health awareness. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm offers a range of portfolio management solutions that combine advisor-constructed portfolios, model asset allocations, and sub-advised strategies utilizing active, passive, and tactical approaches.

Roshan Loungani is a financial advisor at Arete Wealth Advisors, LLC in Vienna, VA, with 26 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2008. He holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary rule-based model allocations, and provides access to third-party money managers and wrap programs.

Keegan Stroup is a CFP® professional with 18 years of experience in financial advising. He has been associated with Wtas LLC since 2010 and is currently affiliated with Andersen in McLean, VA. Andersen serves successful individuals, families, and related entities, providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated performance reporting, and integrated tax and advisory services.

Theodore Crites is a CFP® and holds a Series 65 license, with two years of experience in financial advising. He is currently with Composition Wealth, LLC and has worked previously at Miracle Mile Advisors, Caplan Financial Group, and Manring & Farrell. Prior to his advisory career, he held roles in the restaurant industry and at Capital University. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and comprehensive portfolio oversight.

Jason Davis is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at AlphaCore Capital LLC and previously worked at Raymond James Financial Services, Inc. for 12 years and SPC Financial, Inc. His outside business activities include ownership of rental real estate. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm combines traditional equity and fixed-income strategies with alternative investments and offers a range of services including comprehensive wealth planning, tax preparation, and retirement plan advisory.

Matthew Blunt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cassaday & Company, Inc. since 2018. Prior to this, he worked for the Arlington County Fire Department from 2014 to 2018. Outside of his advisory role, he is involved with insurance agencies focusing on life, disability, and long-term care insurance products. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, 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 based on Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with clients’ investment policy statements.

Robert Berg III is a Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at Heritage Financial Advisors, USAA, and Messiah University. Outside of financial advising, he has experience working with Mad Dog Lacrosse and Santa Fe Christian Schools. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including core-satellite, momentum, ESG, and faith-based allocations, with an emphasis on retirement-plan consulting and fiduciary services.

Evan Mc Cullers is a CFP® professional with four years of experience at Modera Wealth Management, LLC. Prior to joining Modera, he worked at Bernhardt Wealth Management, Inc. and has held roles in the public and private sectors, including the United States Senate and political organizations. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with integrated accounting, tax, and business coaching services, managing approximately $17.7 billion in assets across more than 100 advisors.

Daniel Goldstein is a CFA® charterholder and holds a Series 65 license. He has three years of industry experience and is currently with Andersen, where he has worked since 2022. Prior to Andersen, he held roles at United Income and Icma Rc. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm offers investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrated with tax, valuation, and other advisory services.