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.

Mindy Gasthalter is a CFP® and holds a Series 63 license with 23 years of experience in the financial industry. She has worked at Congress Wealth Management LLC since 2021 and previously spent 17 years at Pinnacle Advisory Group, Inc. Mindy is based in Washington, DC. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies.

Jose Jimenez is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at OneAscent Financial Services LLC since 2024 and previously at Parsonex Advisory Services, INC from 2020 to 2024. Jimenez serves as a battalion chaplain in the US Navy, providing religious support to soldiers. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers a range of asset management and consulting services, utilizing individualized asset-allocation strategies and various model-based and UMA platforms.

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 at LaSalle St. Investment Advisors, L.L.C. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LaSalle St. Securities since 2003. Outside of his advisory role, he operates a sole proprietorship buying and selling collectible coins through online auction sites. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across various asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary accounts.

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 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keel Point Advisors, LLC since 2006. He also serves as CEO and managing member of multiple Keel Point entities. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that integrates fundamental research and quantitative modeling to manage discretionary and non-discretionary portfolios across various strategies, utilizing an open-architecture platform with sub-advisers and co-managers when appropriate.

Jeffrey Lopez is a CFP® professional with two years of industry experience, currently affiliated with Range Advisory, LLC. His prior work includes roles at Deloitte and StoneTurn Group, as well as operating as a sole proprietor. Range Advisory provides online financial planning and portfolio monitoring services to individual clients, including high-net-worth and ultra-high-net-worth households. The firm utilizes third-party TAMP advisers and optimization models to construct portfolios, complemented by a proprietary AI assistant and a subscription-based service model.

Richard Seaton is a Series 65-licensed financial advisor at Marshfield Associates with eight years of industry experience. He has worked at Marshfield Associates since 2017 and previously spent six years at TTR Sotheby's Realty and 20 years at Impact Marketing + Communications. Marshfield Associates serves a diverse client base that includes high net worth individuals, institutional investors, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy with an emphasis on quality and intrinsic value.

Trent Schneider is a financial advisor at Beaumont Financial Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at The BAHA Financial Group and Medstar Health. Outside of finance, he is the co-founder and CEO of Good Vida Group, LLC, a company that sells a dietary supplement powdered drink mix. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing and offers tailored portfolio management supported by an Investment Committee and a network of affiliated solutions.

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.

Macklin Luckinbill is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining Curi Capital, Macklin worked in various roles at companies including Hensel Phelps Construction Company, L3Harris, Prins USA, and Elysium Technology Group. Macklin also spent four years at James Madison University and five years with Culpeper County Schools. Curi Capital is an SEC-registered investment adviser with approximately $11.6 billion in assets under management. The firm serves individuals, employer retirement plans, institutions, family offices, and more, employing a long-term fundamental investment approach with proprietary strategies and third-party managers.

Vasilios Rajendra is a CFP®, CFA®, and Series 66-licensed financial advisor at Range Advisory, LLC with eight years of industry experience. He previously worked at Raymond James & Associates and Robert W. Baird and had a one-year tenure at The Motley Fool. Range Advisory provides online financial planning and portfolio monitoring services to individual clients, including high-net-worth and ultra-high-net-worth households. The firm employs third-party Turn-key Asset Management Platforms and optimization models to construct portfolios, complemented by a proprietary AI assistant and a subscription-based operating model.

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.