William Carlton is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. Prior to joining Aegis in 2023, he worked at UBS Financial Services Inc. for 16 years. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

John Keenan is a CFP® professional with 28 years of industry experience, currently serving as a senior partner at SEIA. His prior roles include positions at SES LLC, Royal Alliance Associates, and Signator Investors, with a career spanning from 1996 onward. He holds an insurance license and is involved in insurance sales and service consistent with financial planning. Keenan is also a member of the Principal Financial Group’s retirement plan board. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm’s investment approach integrates strategic macro asset allocation with tactical adjustments, combining quantitative screens and qualitative research, and manages a majority of assets on a non-discretionary basis.

Kathy Banyas is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at LPL Financial, Momentum Independent Network, Truist Investment Services, and Scott & Stringfellow. Banyas is also a commissioned notary in Virginia. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial planning, and family office services, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset-allocation approaches.

Thomas Caruso is a financial advisor at Prospera Financial Services, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, Mr. Caruso is President and Owner of Puglia LLC, a non-investment-related business. Prospera Financial Services, Inc. is a multi-team firm serving individual, corporate, charitable, and retirement plan clients through approximately 207 advisors across 140 offices. The firm offers investment advisory and financial planning services via various platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

Michael Yen is a financial advisor at McAdam LLC in Vienna, VA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2017. Prior to his advisory career, he studied at Clemson University from 2013 to 2017. McAdam LLC serves 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 on a discretionary basis using a variety of investment vehicles and incorporating specialized exposures such as direct indexing and cryptocurrency.

Stephen Frederick is a financial advisor at Moors & Cabot, Inc. with 25 years of industry experience. He has been with Moors & Cabot since 2001 and holds Series 65 and Series 66 credentials. Outside of his advisory work, he serves as Chairman of the Finance Committee at Calvary United Methodist Church in Arlington, VA. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm employs a variety of analytic approaches and offers services ranging from portfolio management to fee-based financial planning and limited consulting.

Zachary Weaver is a CFP® and ChFC® with seven years of experience in financial advising. He currently works at XML Financial Group and XML Securities, having previously held roles at NYLIFE Securities LLC, Eagle Strategies, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis, third-party managers, and custodial support primarily via Fidelity and First Clearing.

Riley Saunders is a financial advisor at Cassaday & Company, Inc. with six years of industry experience. He holds the CFP® and Series 66 credentials. Prior to his current role, Saunders worked at Andersen Tax and Royal Alliance. In addition to advising clients, he manages financial planning processes and supports onboarding and training within Cassaday’s Financial Planning department. Cassaday & Company 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 based on Modern Portfolio Theory, utilizing actively managed funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Jan Kowal is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has worked at Stratos Wealth Advisors LLC since 2021, following prior roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, Kowal is involved as a passive investor in several business ventures, including an oil and lube business and a convenience store operation. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional clients, offering customized financial planning and portfolio management through advisor-managed programs and third-party platforms. The firm’s integrated access to SEI-affiliated investment and trust services distinguishes its comprehensive approach.

Tristan Peschka is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Ameriprise Financial Services. Prior to his advisory roles, he was affiliated with Christopher Newport University. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a broad client base including individuals, families, businesses, and charitable organizations. The firm uses a team approach and multiple analytical methods to tailor portfolio management and planning solutions aligned with clients’ objectives and risk tolerances.

Connor Becton is a CFP® with one year of industry experience, currently affiliated with Spire Wealth Management, LLC in McLean, VA. He has held roles at multiple firms including Campbell Wealth Management, Madison Avenue Securities, and Raymond James Financial Services. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management as well as 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 strategies.

Tyler Gahs is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Stifel, Citi, and Morgan Stanley. His background also includes roles with the Maryland General Assembly and the Maryland Democratic Party. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management through model portfolios and third-party model platforms. The firm integrates AI tools into client interactions and employs a subscription-based compensation model rather than traditional asset-based fees.

Charles York is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining United Capital Financial Advisors in 2022, he worked at BNYM Securities Corporation, BNY Mellon, and Bessemer Investor Services. York is also an adjunct professor of finance at George Mason University, where he teaches finance courses. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and access to a range of investment strategies.

Hannah Terwilliger is a financial advisor at The Burney Company with a Series 65 designation and over five years of industry experience. She previously worked at Moog, Inc. before joining The Burney Company, where she has been since 2021. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team platform that combines proprietary fundamental and quantitative models and offers a range of portfolio management options, including actively managed ETFs and sub-advisory services.

Alex Bryer is a financial advisor at Snowden Capital Advisors LLC with 29 years of industry experience. He has been with Snowden Lane Partners since 2015. Bryer holds Series 63 and Series 65 designations. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and access to third-party managers through customized model portfolios and specialized programs.

Alex Vazquez is a CFP® with one year of industry experience, currently affiliated with Cassaday & Company, Inc. He has previously worked at OSAIC and Centurion Wealth Management, LLC. Prior to his financial advisory roles, he held positions in mortgage lending and the food service industry. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is long-term and asset-allocation driven, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Amanda Ahmed is a financial advisor with Keel Point, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at Keel Point Capital, LLC and Keel Point, LLC since 2014. 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 combines fundamental and quantitative analysis through various strategies and offers customization, including socially and Biblically oriented investment options.

Andrew Malay is a CFP® professional with 12 years of industry experience, currently serving at Cassaday & Company, Inc. He has been associated with Cassaday & Co Wealth Management, LLC since 2012 and Osaic Wealth, Inc. since 2013. Outside of his advisory role, Malay is involved as an insurance agent offering fixed annuities and long-term care insurance products. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Sarah Gosselin is a CFP® with eight years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. She has previously worked at AOG Wealth Management and Kalos Capital, Inc. Since joining F L Putnam in 2025, she has been part of a multi-team firm based in Reston, VA. F L Putnam serves a diverse range of individual and institutional clients, offering customized investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes, including equities, fixed income, and alternatives.

Zulpikar Iskander is a financial advisor at SEIA with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Vega Consulting Solutions, and Planning Solutions Group. 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 driven by an in-house Investment Solutions Group and Investment Committee, providing both discretionary and predominantly non-discretionary investment management alongside modular and comprehensive financial planning services.