Sharon Kampner is a CFP®-certified financial advisor with Mason Investment Advisory Services Inc, based in Reston, VA. She has 20 years of industry experience, including 15 years at Mason Investment Advisory Services. Mason Investment Advisory Services, Inc. is an SEC-registered firm managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals and institutions, and emphasizes strategic, long-term asset allocation with a focus on OCIO engagements for nonprofit organizations and pension plans.

Vanessa Kraus is a financial advisor at Keel Point, LLC with six years of industry experience. She holds a Series 63 designation and has worked at MBSC Securities Corporation, BNY Mellon, Pruco Securities, US Fitness Holding, and Peterson Renovations. Keel Point serves individual and institutional clients, 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 with quantitative modeling to manage portfolios across multiple strategies, offering discretionary and non-discretionary portfolio management, financial planning, and other advisory services.

Parker Hendershot is a financial advisor at SEIA with a Series 66 designation and one year of industry experience. Prior to joining SEIA, he worked at Cambridge Associates LLC for three years. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, managing a large portion of assets on a non-discretionary basis alongside discretionary and third-party platform offerings.

Robert Garone is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Capitol Securities since 2009. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers a range of investment management options, including separately managed accounts and access to various wrap fee programs and third-party money managers.

Evan Beach is a CFP® professional with 16 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Madison Avenue Securities, Campbell Wealth Management, and LPL Financial. Outside of his advisory work, he owns Beach Consulting, through which he provides sales consulting and professional speaking engagements to universities and organizations. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both advisor-managed and model portfolio approaches, integrating institutional resources and retirement plan services with access to third-party managers and alternatives.

Alexander Kuczera is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments, The Capital Group Investment Advisory Services, and The Baldwin Group Wealth Advisors. Additionally, Kuczera is involved in independent insurance agencies, providing insurance advice and underwriting services. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach using actively managed funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Shuron Morton is a financial advisor at United Brokerage Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Investments and Capital One Advisors. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Isabelle Bodenstein is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday & Company, she held roles at Osaic Wealth, Inc. and Morgan Stanley Wealth Management. She also has experience in business administration and education, including a position at the Robert H. Smith School of Business. 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 emphasizing diversified, buy-and-hold allocations primarily through actively managed mutual funds, ETFs, and conservative fixed income securities.

Jordan Vanoort is a CFP®, CFA®, and Series 66–licensed advisor with 19 years of industry experience. He has worked at XML Financial Group and its affiliated entity, XML Securities, LLC, since 2021 and previously spent 12 years with Wells Fargo Advisors Financial Network LLC. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a combination of fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Owen Collier is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation with experience that includes roles at OSAIC and Temple University. His background also includes involvement in the brewing industry with Spring House Brewing Company. 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 with actively managed mutual funds, ETFs, and fixed income securities.

Noorjahan Enayat is a CFP® and Series 66 licensed advisor with 13 years of industry experience. She has been with XML Financial Group since 2016. In addition to her advisory role, she also serves as an insurance agent for non-securities based products. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients, offering investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

John Sciuto is a financial advisor at XML Financial Group with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

Michelle Wagner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Core Planning. She previously worked at Facet Wealth and Ellevest and has held roles focused on financial planning and client service. Wagner also works as an independent contractor with Domain Money in a non-registered business development role. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized investment strategies using a combination of in-house advice, third-party money managers, and model portfolios.

Mark Estep is a financial advisor at Navy Federal Investment Services, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked within various Navy Federal entities since 2006, including Navy Federal Asset Management and Navy Federal Financial Group. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides a range of investment advisory and brokerage services tailored to a membership retail client base.

Rebecca Meares is a CFP®-certified financial advisor with 13 years of industry experience. She has been with McAdam LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments for six years. In addition to her advisory role, she is co-owner of Caudle Meares, LLC, a firm focused on financial planning and wealth management. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing a discretionary approach that utilizes fundamental analysis and diversified asset allocations.

Jackson Brown is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Range Advisory, LLC and previously worked at GHP Investment Advisors. His background includes roles outside finance in hospitality and retail sectors. 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 uses third-party Turn-key Asset Management Platforms and AI tools to construct and manage portfolios, offering both discretionary management and comprehensive financial planning beyond investments.

Vannara Murphy is a financial advisor at SEIA with four years of industry experience. She holds the Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and SES Inc. In addition to her advisory role, she serves as a Client Service Manager at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a combination of strategic macro asset allocation and tactical adjustments, managing the majority of its assets on a non-discretionary basis while offering discretionary model and wrap programs.

David Wirth is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Facet Wealth since 2017. Prior to Facet, he worked at AAFMAA Wealth Management & Trust and Savant Capital Management. Facet Wealth provides subscription-based financial planning and investment management services to individual clients across a range of wealth levels. The firm uses a holistic financial planning approach and discretionary asset-allocation programs primarily focused on ETFs, offering fixed fees rather than percentage-of-AUM charges.

Brian Quantrille is a financial advisor with The Burney Company in Reston, VA, holding a Series 65 credential and four years of industry experience. He has been with The Burney Company since 2020, with prior experience at Raytheon BBN Technologies and Virginia Tech. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform and a combination of proprietary fundamental and quantitative investment models.

Aaron Eppard is a CFP® professional with six years at Keel Point, LLC and a total of four years in the industry. Prior to joining Keel Point, he spent five years at Liberty University. Keel Point serves individual and institutional clients, 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 with quantitative modeling to manage a range of investment strategies across multiple platforms.