Alexia Larson is a CFA® charterholder with 19 years of experience in the financial services industry. She has worked at Perry B. Seiffert, Investment Management, and Chesapeake Asset Management before joining The Mather Group, LLC in 2022. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI-assisted tools alongside human oversight.

Stephen Sikes is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at SPC Financial, Raymond James Financial Services, and ATEL Securities Corporation. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm focuses on comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Clare Dandridge is a financial advisor at Range Advisory, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Rockefeller Financial LLC and Northwestern Mutual. 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 and incorporates tax-aware techniques such as tax-loss harvesting and direct indexing, supported by AI tools integrated into client interactions and portfolio analysis.

Scott Wilson is a CFA® charterholder with 10 years of industry experience. He has worked at Heritage Investors Management Corp since 2023 and was previously with Harbour Capital Advisors, LLC for seven years. Heritage Investors Management Corporation provides investment management and financial planning services to a diverse client base, including individuals, institutional accounts, and charitable organizations. The firm focuses on tailored portfolios with diversified holdings and typically employs long-term investment strategies while acting as a fiduciary on retirement rollovers.

Allison Gormier is a Certified Financial Planner® with 21 years of industry experience. She has been with Mason Investment Advisory Services, Inc. since 2008. Mason Investment Advisory Services, Inc. is an SEC-registered firm managing approximately $15.67 billion for over 1,000 clients with a team of 31 advisors. The firm focuses on fee-based financial planning, separately managed accounts, and institutional services, emphasizing long-term strategic asset allocation and portfolio oversight.

Johnny Lynum is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials. He has over 20 years of prior experience in the U.S. Air Force and has worked at Wright Time Financial and Innovation Partners LLC before joining his current firm. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and specialized consulting services, employing a range of analytical approaches and discretionary management options.

Timothy Strait is a CFP® with 40 years of industry experience, currently serving at Capitol Securities Management, Inc. since 1988. He operates a separate business consulting and tax planning practice focused on federal and state income tax preparation. Capitol Securities Management serves individual investors, institutions, and small businesses with portfolio management, financial planning, and advisory programs, operating as both a broker-dealer and registered investment adviser.

Stefan Patchan is a CFA® charterholder with four years of experience at Mason Investment Advisory Services, Inc. Prior to joining Mason, he worked at TFC Consulting, Inc. and held positions at Virginia Tech. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for about 1,063 clients through a team of 31 advisors. The firm serves individuals, including high-net-worth clients, as well as institutions, offering fee-based financial planning, separately managed accounts, and outsourced chief investment officer services with a focus on strategic, long-term asset allocation and manager selection.

Anthony Spano is a Certified Financial Planner® with 19 years of industry experience. He has been with Choreo, LLC since 2022 and previously worked at McGladrey Wealth Management LLC for 19 years. 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 process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Sai Ying Chu is a Series 66-licensed financial advisor with seven years of industry experience. She currently works with Capital Analysts and Lincoln Investment and has prior experience at Agia, Valic Financial Advisors, The National Leadership Academies, and the Torpedo Factory Art Center. Outside of financial advising, she works as a contractor for Instacart. Capital Analysts serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party managers, and retirement plan advisory services, supported by an in-house Investment Management & Research team and proprietary screening tools.

Philip Mantua Jr. is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at AlphaCore Capital LLC since 2025 and previously spent eight years at Raymond James Financial Services, Inc. He is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Robert Blankenship is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Cassaday & Company, Inc. He has been with Cassaday since 2019 and has prior work experience including roles at Radford University and involvement with the Student Managed Investment Portfolio Organization. Cassaday & Company provides investment management and financial planning to individuals, qualified 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, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Noah Valdez is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Cambridge Investment Research Inc., Agm Institute, and United Bank. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Ashley Helm is a CFP® professional with 10 years of industry experience, currently affiliated with Merit Financial Advisors. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Obsidian Personal Planning Solutions, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and institutions. The firm utilizes a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Spencer Croft is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. He previously worked with Northwestern Mutual Wealth Management Company and other affiliated firms over several years. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management through model portfolios and tax-aware strategies. The firm integrates AI tools into client interactions and employs a subscription-based compensation model distinct from typical industry practices.

Danielle Alcide is a CFP®-certified financial advisor at Range Advisory, LLC with 16 years of industry experience. Her work history includes roles at Pylon Inc, Facet Wealth, and TIAA-CREF prior to joining Range Advisory. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm uses a proprietary AI assistant and integrates tax-aware strategies in its model portfolios, delivering services primarily through a flat subscription fee structure.

Michael Stevens is a CFP® licensed financial advisor with Brighton Jones LLC in McLean, VA, and has two years of industry experience. He previously worked at Global Advisor Group before joining Brighton Jones. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, and various entities with comprehensive wealth management services, including personal financial planning, investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes both discretionary and non-discretionary management strategies.

Curtis Harris IV is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. He has been with Navy Federal since 2017. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses third-party portfolio managers on the Envestnet platform and other subadvisers to manage client accounts, providing ongoing monitoring, rebalancing, and optional tax and impact overlay services.

Frederick Baerenz is a financial advisor at F.L. Putnam Investment Management Company with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Kalos Capital, Inc. and Alpha Omega Group, Inc. Baerenz serves on the advisory board of Real Asset Advisor, a publisher of investment newsletters focused on real estate, infrastructure, and real assets, without receiving compensation for this role. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, and family office solutions. The firm builds customized portfolios using internal and third-party strategies across multiple asset classes and manages the AOG Institutional Fund, an interval fund investing in private and illiquid alternatives.

Colin Campbell is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has worked with OSAIC and Richmond International Forest Products. Outside of advising, he serves as a Financial Planning Administrator for Cassaday and Company Wealth Management, assisting with meeting preparation and day-to-day operations. 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 focused on diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.