Christopher Young is a CFP® professional with 25 years of experience in financial planning and wealth management. He is currently with Cassaday & Company, Inc. and has previously worked with Osaic Wealth, Inc. and Royal Alliance. Young serves on the board of the Cassaday and Company Advised Fund, overseeing charitable disbursements. 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 that emphasizes diversified, buy-and-hold allocations implemented primarily with actively managed mutual funds, ETFs, and conservative fixed income securities.

Andrew Clark Jr. is a financial advisor at Marshfield Associates with seven years at the firm and a total of ten years in the industry. He holds Series 65 and Series 66 licenses and previously worked at Arthur Gallagher & Co for three years. Marshfield Associates manages approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, institutional investors, and government entities. The firm employs a long-only value investing approach focused on a concentrated portfolio and a disciplined margin-of-safety strategy.

Loren Glaser is a CFP® professional with 26 years of industry experience, currently serving at WesBanco Securities, Inc. and WesBanco Bank since 2021. His prior experience includes roles at Merrill Lynch, Bank of America, BB&T, and SunTrust. He also holds a position as Vice President and Senior Investment Officer/Portfolio Manager for trust investments at WesBanco Trust. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee programs and third-party managed solutions, employing diverse analytical methods and investment strategies while maintaining affiliations with a bank, trust company, and insurance agency.

Vandolf Parish is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes roles at Lincoln Investment, Merrill, and The Prudential Insurance Company of America. Prior to his financial services career, he worked in public service with the New York State Assembly and for Congressman Mike Honda. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, customized and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by an in-house research team with non-discretionary services from advisors and third-party managers, supported by relationships with Lincoln Investment and Pershing/BNY.

Sandra Terronez is a CFP® certificant with 13 years of industry experience. She is currently with Bogart Wealth, LLC, where she has worked since 2020, including through its multi-team structure since 2024. Her prior experience includes roles at 4J Wealth Management, Cope Corrales, and Henderson Financial - Northwestern Mutual. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options such as direct indexing SMAs, structured notes, and private-market alternatives.

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.

Thomas Jewsbury is a financial advisor at Moors & Cabot, Inc. in Alexandria, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior work includes roles at Oppenheimer and TD Ameritrade. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services, employing a range of analytical methods and strategies while utilizing third-party and affiliated sub-advisors.

Darryl Pryor is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at First Financial Security and HD Vest Insurance Agency, among others. Outside of advisory work, he has been involved with Chrysalis LTS (dba Liberty Tax Service) and related businesses since 2014. Wealth Watch Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a blend of quantitative, qualitative, and technical methods for portfolio management and offers access to third-party managers as well as select alternative private placements for accredited investors.

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.

Jake Steffen is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Equitable Advisors. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers, supported by an investment committee that conducts due diligence and reviews.

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.

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.

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.

Brandi Kachouri is a financial advisor at MissionSquare Retirement with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Swain Wealth Partners. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways platform. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and include discretionary Managed Accounts and nondiscretionary Fund Advice tailored to participant information.

Thomas Toth III is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His work history includes positions at Navy Federal Financial Group, Toth Capital Management, Toth Financial Advisory Corp., Glass Jacobson Financial Group, Raymond James Financial Services, and Atlantic Union Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients with portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs featuring third-party portfolio managers and offers both customized and automated investment solutions.

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.

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.

Judith Becker is a financial advisor at Marshfield Associates with six years of industry experience. She holds a Series 65 designation and has been with Marshfield Associates since 2018. Prior to joining the firm, she worked at the US Department of Education for 11 years. Marshfield Associates is a registered investment adviser serving a diverse client base, including high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary and non-discretionary portfolio management services.