Jane Anderson is a financial advisor at Brighton Jones LLC in McLean, VA. She holds a Series 65 license and has professional experience across various roles including positions at Boston College and Outdoors For All, with a background that includes nonprofit and educational activities. Anderson has been with Brighton Jones since 2024. Brighton Jones serves individuals, families, retirement plan sponsors, and charitable organizations by providing comprehensive wealth management services such as family office solutions, financial planning, discretionary investment management, tax preparation, and access to private investments. The firm employs a holistic balance-sheet approach and offers both discretionary and non-discretionary management, leveraging independent managers and proprietary private investment vehicles.

Craig Lukin is a CFA® charterholder with 23 years of experience in the investment industry. He has worked at Roumell Asset Management, LLC for 21 years before joining Heritage Investors Management Corporation in 2025. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth individuals and institutions. The firm employs a long-term, buy-and-hold investment approach tailored to client objectives, managing a broad range of complex account types with an emphasis on diversification and execution quality.

Matthew Gilchrist is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 17 years of industry experience. He currently serves as an advisor at AlphaCore Capital LLC and has prior experience at SPC Financial, Inc. and Raymond James Financial Services, Inc. Since 2015, Mr. Gilchrist has been an officer and treasurer on the board of Cura Personalis Project, a nonprofit serving adults with disabilities. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies along with tax preparation and retirement plan advisory services.

Christian Hutchins is a CFP® with 12 years of experience in the financial industry. He is currently affiliated with Mariner Independent and its platform, Mariner Platform Solutions, and is the founder of Rolling Hills Advisors. His previous roles include positions at HighTower Advisors LLC, Royal Alliance Associates, INC., and Signature Estate & Investment Advisors LLC. Hutchins serves on the board of USC Associates, where he participates in fundraising and event planning. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of financial planning and investment services through a network of 119 advisers, utilizing firm-built model portfolios and customized discretionary management, with access to a broad set of investment tools and affiliated businesses.

Jami Merrell is a financial advisor at SEIA with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Personal and Workplace Advisors and Fidelity Investments for a combined 13 years prior to joining SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and Investment Committee, and manages a majority of assets on a non-discretionary basis.

Reilly Carlton is a financial advisor at Aegis Capital Corp. with two years of industry experience. His prior work includes roles at UBS Financial Services, Inc., self-employment, and positions at the US Patent Office, ProTask Inc., and Siemens Healthineers. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services through multiple platforms. The firm manages most assets on a non-discretionary basis, allowing clients to approve recommendations before execution.

Samuel Murphy is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brighton Jones LLC in McLean, VA. He has four years of industry experience, including prior roles at Markel Corporation and CSC Leasing Company, and spent ten years as a full-time student before beginning his advisory career. Brighton Jones LLC provides comprehensive wealth services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts, employing a holistic, balance-sheet approach that combines discretionary and non-discretionary management with continuous monitoring and access to private investment opportunities.

Sarah Baker is a CFP® professional with 19 years of industry experience. She is currently with Mason Investment Advisory Services Inc, where she has worked since 2021. Her previous roles include positions at Sullivan, Bruyette, Speros & Blayney, LLC and Ronald Blue & Co. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, as well as charitable institutions. The firm employs a long-term strategic asset allocation approach with disciplined rebalancing and a manager-selection process, managing approximately $13.2 billion in assets with a team of 31 advisors.

Adrian Vaughn is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Vaughn also has an ongoing affiliation with George Mason University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting using fundamental analysis to tailor portfolios across mutual funds, ETFs, independent managers, and individual securities.

Allen Eickelberg is a CFP®-credentialed financial advisor at Bogart Wealth, LLC with 14 years of industry experience. His prior roles include positions at Spire Investment Partners, Redbrick LMD, LLC, and Foreside Fund Services, LLC. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of model portfolios, specialized investment options, and coordinated tax-preparation and estate-planning tools, implementing investment decisions primarily through discretionary management overseen by an Investment Portfolio Committee.

Aaron Rosen is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with F L Putnam Investment Management Co. and has held prior roles at AOG Wealth Management, American Elm Distribution Partners, Copia Wealth Studios, and Lucia Capital Management. Rosen also provides non-investment advisory consulting services as a sole proprietor. F L Putnam Investment Management Co. serves a diverse client base, including individuals, institutions, and registered investment companies, offering customized portfolios through both internally managed strategies and third-party managers. The firm employs a strategic asset allocation framework with tactical flexibility and provides a range of services such as financial planning, family office solutions, and OCIO-style advisory.

Alaric Goth is a financial advisor at McAdam LLC with 11 years of industry experience and holds the Series 66 designation. He has worked at McAdam LLC since 2014 and was also affiliated with Purshe Kaplan Sterling Investments from 2014 to 2024, as well as Madison Avenue Securities since 2025. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across various asset classes and offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting through a multi-advisor platform.

Randon Tagg is a financial advisor at Mason Investment Advisory Services Inc with six years of industry experience. He holds the Series 66 designation and has worked at Mason Securities, Inc. and Sallie Mae. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and rigorous manager selection, offering services such as separately managed accounts and outsourced chief investment officer solutions.

Amy Karsko is a financial advisor at Navy Federal Investment Services, LLC with four years of industry experience. She holds the Series 66 designation and has worked exclusively within the Navy Federal Financial Group and its affiliated entities since 2018. Prior to that, she held positions at Granite State Credit Union, the Reginal Economic Development Center, and St. Mary's Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, providing portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm offers model portfolios managed by third-party portfolio managers and maintains a dual registration as both an investment adviser and broker-dealer.

Steven O. Leary is a financial advisor at Keel Point, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Keel Point in 2022, he worked at Valic Financial Advisors for 12 years. He also serves as successor trustee and executor of a family trust related to estate planning. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, including high-net-worth and family office clients, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, OCIO, and retirement consulting services across diverse asset classes.

Sean O'Sullivan is a financial advisor at Capitol Securities Management, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to joining Capitol Securities Management, Sean worked at Centerpoint Group and FirstPRO Inc. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, providing investment advice through discretionary and non-discretionary programs, separately managed accounts, and third-party money managers.

Matthew Ragone is a CFP® with six years of industry experience, currently an advisor at Range Advisory, LLC. He previously worked at Bank of America and Merrill in various roles. Outside of his financial advisory work, he owns MRagsTV, where he streams entertainment and gaming content on the Twitch platform as a side hobby. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth households, providing subscription-based financial planning and portfolio advice through its online platform. The firm emphasizes tailored asset allocation and integrates AI tools with human oversight, operating on a flat subscription model rather than traditional percentage-of-AUM fees.

Thomas Treshock is a CFP® with six years of experience in the financial services industry, currently advising at Strategic Wealth Investment Group, LLC. He has held roles at Strategic Wealth Designers, C&A Financial Group, Cadaret Grant & Co., Inc., Petersen Advisors, Russell Reynolds, Toll Brothers, and the Borough of Monmouth Beach. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying multiple investment analysis methods while overseeing third-party managers for trading and maintaining client suitability.

Fredric Miller is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Horter Investment Management, LLC and operated his own financial planning practice, Rick Miller & Associates. Miller also provides retirement training for federal employees and works as an independent IRMAA certified planner, focusing on the impact of Medicare-related legislation. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing quantitative optimization and proprietary models with an active, model-driven investment approach.

Anthony Benson is a CFA® charterholder with 14 years of industry experience. He has been with Keel Point, LLC and its affiliated entity Keel Point Capital, LLC since 2015. 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 combining fundamental research and quantitative modeling to manage portfolios across multiple strategies and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.