Kathryn Gustafson is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with The Strategic Financial Alliance since 2012 and also serves as a partner at Strategic Blueprint, LLC. Outside of advisory services, she is involved as a partner in a home accessories and decor business and participates in a financial education initiative aimed at recent college graduates, newlyweds, and young professionals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm employs both in-house and third-party asset managers and serves clients through discretionary and non-discretionary portfolio programs.

Lauren Cataneo is a financial advisor at Range Advisory, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock Investments, Merrill, Oppenheimer and Company, and other firms. Cataneo is also involved in a real estate referral business that allows her to refer clients to licensed real estate agents for a referral fee. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios, tax-aware strategies, and proprietary AI tools to support client interactions and portfolio management, and operates primarily on a flat subscription fee model.

Michael Lin is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent ten years at RSM US Wealth Management LLC. Choreo 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’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Andrew Schenker is a CFA® charterholder with 17 years of industry experience. He has worked at Heritage Investors Management Corporation since 2016 and previously spent seven years at Morgan Stanley & Co. Incorporated. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth individuals and various institutional clients. The firm employs a long-term, buy-and-hold strategy tailored to client objectives and manages approximately $4.18 billion across about 685 client relationships.

Jaskirat Lakhat is a financial advisor at A.G.P. / Alliance Global Partners with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Lakhat manages a business involved in purchasing and renting luxury cars. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product-distribution activities alongside its advisory services.

Ashli Suprise is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with OSAIC Wealth since 2020 and EF Legacy Securities, LLC since 2016. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory, utilizing active mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Michael Graham is a financial advisor with Lasalle St. Investment Advisors, L.L.C. in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Lasalle St. Securities, L.L.C. since 2003. Outside of his advisory work, he is a sole proprietor buying and selling collectible coins through online auction sites. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary assets in its management approach.

Hourieh Ghasripour is a financial advisor at Navy Federal Investment Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various entities within Navy Federal since 2011. 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 uses third-party portfolio managers on the Envestnet platform and provides a mix of discretionary and non-discretionary services, maintaining oversight of client suitability and manager selection.

David Blisk is a financial advisor with Spire Wealth Management, LLC in McLean, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Spire Wealth Management since 1997 and Spire Securities, LLC since 2007. Blisk is also the owner and CEO of Spire Investment Partners, the parent company of several Spire entities, and serves as vice president and secretary of DBMC, LLC, a consulting firm. 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 range of portfolio management solutions that include discretionary and non-discretionary approaches, combining advisor-constructed portfolios with model asset allocation strategies and sub-advised strategies.

Christine Brill is a financial advisor at Andersen with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, emphasizing consolidated performance reporting, strategic investment planning, and integration of investment advice with tax and financial planning.

David Parks is a financial advisor at Keel Point, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Keel Point Advisors, LLC since 2006. Parks also has affiliations with Wfg Investments Inc and Keel Point Capital, LLC. 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 offers discretionary and non-discretionary portfolio management, financial planning, OCIO, and corporate retirement consulting through a team-based approach that combines fundamental and quantitative analysis.

Jeffrey Lopez is a CFP® professional with three years of industry experience, currently advising at Range Advisory, LLC in McLean, VA. He previously worked at Deloitte and operated as a sole proprietor. Range Advisory serves individual clients across a broad wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios, tax-aware strategies, and integrates proprietary AI tools to support client interactions and portfolio management.

Jordan Shuck is a financial advisor at Choreo, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Choreo since 2022. His prior work experience includes roles at Merrill Lynch and Fairfield University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic investment process that combines quantitative screening and due diligence to manage portfolios through a variety of investment vehicles and specialized advisory services.

Blake Willis is a CFP® and Series 65-registered advisor with Modera Wealth Management, LLC in McLean, VA. He has been with Modera since 2022 and has prior experience at Bernhardt Wealth Management, McAdam LLC, and Luna Inc. Blake’s background also includes roles outside finance, such as work at Roanoke Country Club and North Cross School. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Peter Burnham is a CFP® with 24 years of industry experience, currently serving at Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investment, LLC, Surevest Wealth Management, and Charles Schwab. Outside of his advisory work, he is president of the board for Driven To Cure, a nonprofit organization, and serves as an advisory board member for Creighton Farms Country Club. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Vasilios Rajendra is a financial advisor at Range Advisory, LLC with nine years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at Raymond James & Associates, Robert W. Baird, and The Motley Fool. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, offering financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models with tax-aware techniques and integrates proprietary AI tools into client interactions.

Timothy Koehl is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Modera Wealth Management, LLC since 2022 and previously spent 12 years at Bernhardt Wealth Management, Inc. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services including wealth management, portfolio management, retirement plan consulting, financial planning, and tax-related services.

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 with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and four years of industry experience. She has worked with Cassaday & Company since 2014 and Royal Alliance Associates since 2021. 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.

Timothy Nelson is a financial advisor at Encompass More Asset Management LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bull Run Investment Management LLC, Centaurus Financial Inc., Bull Run Financial Group LLC, and Rillhurst Capital. In addition to his advisory work, he is a managing partner at Skyline Financial Partners, LLC, where he provides life insurance and annuities. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies utilizing proprietary and third-party sub-advisers across a range of investment options, including private placements and digital-asset exposures.