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.

Amy Emery is a Series 65 licensed financial advisor with Blackridge Asset Management, LLC, based in Gainesville, VA. She has three years of industry experience, all with Blackridge, and has concurrently worked for Loudoun County Public Schools since 2013 as a Student Assistant Specialist focusing on mental health and substance abuse. Blackridge Asset Management provides financial planning, investment management, and consulting through a network of investment adviser representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-driven investment process incorporating fundamental, technical, and charting analysis, and operates a multi-office distribution network with 66 advisors.

Brianna Tavares is a financial advisor with Capital Analysts in Reston, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Lincoln Investment Planning, LLC since 2019 and previously spent several years with Fidelity Investments. Outside of her advisory work, she is a manager and member of Powerhouse Consulting Group, LLC, an entity involved in real estate. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

Shayna Lebowitz is a CFP® with 13 years of experience in the financial services industry. She is currently with Mason Investment Advisory Services, Inc. and has prior experience at firms including Creative Planning, LLC, Sullivan, Bruyette, Speros & Blayney, LLC, and Savant Wealth Management. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm provides fee-based financial planning, portfolio management, and institutional services with an emphasis on long-term asset allocation, rebalancing, and manager selection.

Faisal Magsi is a CFP® professional with six years of industry experience, currently serving at Range Advisory, LLC. His career includes roles at Range Finance, Prostatis Financial Advisors Group, SFG Wealth Management, and LPL Financial LLC. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and utilizes proprietary model portfolios alongside third-party strategies, incorporating AI tools to support portfolio management and client interactions.

Craig Sablosky is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His career includes roles at Access National Bank, LPL Financial, and Investment Professionals, Inc. Since 2019, he has also owned a group insurance business focused on health and disability insurance. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage, advisory, and comprehensive financial planning services, utilizing a range of investment vehicles and offering access to third-party money managers and model portfolios.

Sijal Chudal is a Series 66 registered advisor with Navy Federal Investment Services, LLC, based in Vienna, VA. He has one year of industry experience and has previously worked at Citibank, MUFG Investor Services, and George Mason University. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm delivers advice through managed advisory programs that utilize third-party portfolio managers and provides automated ETF portfolio options for clients preferring digital solutions.

Erin Evans is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and previously worked at Loudoun County Public Schools and James Madison University. The Burney Company serves 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 and employs a blend of proprietary fundamental and quantitative investment models, offering customized portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Colin Pan is a financial advisor at Choreo, LLC with credentials including the Series 63 and Series 65 licenses. He has experience working at Ameriprise, Northwestern Mutual Investment Services, LPL Financial, and several smaller firms. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services such as portfolio management, financial planning, outsourced CIO, and retirement plan consulting. The firm employs a quantitative investment process and offers specialized advisory services including 1031 exchanges, Deferred Sales Trusts™, and Opportunity Zone consulting.

Paul Seal is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and seven years of industry experience. He previously worked at AlphaStar Capital Management, LLC, and is also the president of Ascendant Wealth Strategies, Inc., where he provides client relations and insurance advice. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies using a primarily top-down, tactical asset allocation process supplemented by fundamental, quantitative, and technical analysis.

Jennifer Stacey is a financial advisor with Bogart Wealth, LLC in McLean, VA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include multiple positions at Concorde Investment Services and Concorde Asset Management, where she also served as Chief Compliance Officer. Outside of her advisory work, she is a co-founder and Director of Educational Programming for Preservation Farmington, a historic preservation advocacy group in Michigan. Bogart Wealth, LLC provides financial planning and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm employs a combination of passive and active investment strategies governed by an Investment Portfolio Committee and supports its research and operations with formal governance and approved AI tools.

Evan Mc Gavran is a financial advisor at Encompass More Asset Management LLC with a Series 65 designation and no prior industry experience. Before entering the financial sector in 2025, he worked in education for several years, including roles at James Madison University and various schools. He is also an insurance agent involved in the analysis and sales of life insurance and annuities. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with some exposure to digital-asset related vehicles.

Gabrielle Sabatini is a financial advisor at Brighton Jones LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Smeal College of Business, Cresset Capital, Chiaro Investment, and The Atrium. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support. The firm emphasizes a whole-balance-sheet approach and combines public and private investments while operating an affiliated ecosystem including private investment funds, a trust company, and legal services for certain clients.

Daniel Holly is a CFA® charterholder with two years of industry experience. He currently works at Andersen and has previous experience at Andersen Tax LLC, as well as roles at Window Nation, Under Armour, and Johns Hopkins University. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides 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.

Robert Mcgregor is a CFP® with 23 years of industry experience, currently associated with SEIA in Tysons Corner, VA. His career includes positions at USAA Financial Advisors Inc., Royal Alliance Associates, and other firms. He holds the Series 66 designation. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a six-step investment process combining strategic asset allocation and tactical micro-allocation, offering a range of portfolio management and financial planning services.

Kent Johnson is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Navy Federal Investment Services, LLC and its affiliated entities since 2017, following earlier roles at Equitable Advisors and Ameriprise. Kent is based in Reston, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes using third-party portfolio managers on the Envestnet platform and provides both managed advisory programs and digital automated ETF portfolio solutions.

Hali London is a CFP® and holds a Series 65 license, with eight years of industry experience. She is currently with Compound Planning, Inc. and previously worked at Motley Fool Wealth Management and Facet Wealth. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process that utilizes a variety of strategies—from low-cost ETFs to professional options and synthetic lending—supported by technology partnerships and automated monitoring.

Michael Duffy is a financial advisor at Bogart Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Bogart Wealth since 2016, following positions at Morgan Stanley and RBC Capital Markets. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, serving a diverse client base including both non‑high-net-worth and high-net-worth clients. The firm employs a combination of passive and active investment strategies guided by a portfolio committee and integrates various alternative investment options and formal governance processes.

Shawna Bieda is a CFP® with 20 years of industry experience, currently serving at XML Financial Group and XML Securities LLC since 2022. She previously worked at Bank of America N.A. and Merrill, where she spent eight and eighteen years respectively. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and employs a blended investment approach using fundamental and technical analysis alongside third-party managers and an internal Investment Committee.