Jeffrey Lopez is a CFP® professional at Range Advisory, LLC with three years of industry experience. His background includes roles at Deloitte and StoneTurn Group, as well as operating as a sole proprietor. 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 employs model portfolios alongside third-party strategies, utilizing AI tools to support portfolio management and client service.

Nicholas Despins is a CFP® at Keel Point, LLC with five years of industry experience. His prior work includes roles at the National Institute of Transition Planning, Inc., Cedar Run Community Church, and Virginia Tech. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, and consulting through a team-based blend of fundamental and quantitative analysis.

Jordan Shuck is a financial advisor at Choreo, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Choreo since 2022. His prior work experience includes roles at Merrill Lynch and Fairfield University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic investment process that combines quantitative screening and due diligence to manage portfolios through a variety of investment vehicles and specialized advisory services.

Blake Willis is a CFP® and Series 65-registered advisor with Modera Wealth Management, LLC in McLean, VA. He has been with Modera since 2022 and has prior experience at Bernhardt Wealth Management, McAdam LLC, and Luna Inc. Blake’s background also includes roles outside finance, such as work at Roanoke Country Club and North Cross School. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Peter Burnham is a CFP® with 24 years of industry experience, currently serving at Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investment, LLC, Surevest Wealth Management, and Charles Schwab. Outside of his advisory work, he is president of the board for Driven To Cure, a nonprofit organization, and serves as an advisory board member for Creighton Farms Country Club. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Timothy Koehl is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Modera Wealth Management, LLC since 2022 and previously spent 12 years at Bernhardt Wealth Management, Inc. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services including wealth management, portfolio management, retirement plan consulting, financial planning, and tax-related services.

Jeffrey Lipsey is a CFP® affiliated with Advisory Services Network and has been the CEO and founder of Jeff Lipsey Bookkeeping LLC dba Lipsey and Associates since 2013, where he manages tax preparation and accounting services. He also serves as a member of DSP Tax Strategies, LLC, a tax planning and advisory service company. Lipsey has no prior experience as a financial advisor. Advisory Services Network is an independent enterprise firm with approximately 208 advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Rachel Boyell is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and four years of industry experience. She has worked with Cassaday & Company since 2014 and Royal Alliance Associates since 2021. 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 primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Timothy Nelson is a financial advisor at Encompass More Asset Management LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bull Run Investment Management LLC, Centaurus Financial Inc., Bull Run Financial Group LLC, and Rillhurst Capital. In addition to his advisory work, he is a managing partner at Skyline Financial Partners, LLC, where he provides life insurance and annuities. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies utilizing proprietary and third-party sub-advisers across a range of investment options, including private placements and digital-asset exposures.

David Duff is a Series 65-licensed financial advisor with Kingsview Wealth Management, LLC, based in Falls Church, VA. He has one year of industry experience and previously held roles at AMJ Financial Wealth Management, Sharkey's Rib & Wing Joint, and Target. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers a range of financial planning and asset management services, blending in-house strategies with third-party managers and providing access to alternative investments.

Anita Carr is a financial advisor at Core Planning with a Series 65 credential and one year of industry experience. Her prior work history includes roles at FEI Systems, Equinox, and Motionsoft. She has also taken a sabbatical since 2024. Core Planning is a multi-team firm providing fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated tools to tailor and maintain investment strategies according to client objectives and risk tolerance.

Yevgeniy Shvets is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with Capitol Securities Management, Inc. since 2019. His prior roles include positions at UGK Trading Inc, SageVest Wealth Management, TD Ameritrade, and SCOTTRADE. Outside of financial advising, he works as a translator, assisting with the translation of foreign language materials. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser and delivers investment advice through IAR-managed programs, separately managed accounts, and third-party money managers.

Alexander Fuentes is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Virginia Tech, Black Sheep Restaurant, and Chesapeake Sprinkler Company. 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 as of December 31, 2025. The firm follows a long-term, asset-allocation-driven investment approach, primarily using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with clients' investment policy statements.

Peter Tomasch is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. He previously worked at Cherry Bekaert Wealth Management LLC for seven years. Tomasch serves as a board member and finance committee member for Commonwealth Community Trust, a 501(c)(3) organization managing a pooled special needs trust. Choreo, LLC 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 emphasizes strategic asset allocation and diversified model portfolios, with a centralized portfolio management team and Investment Committee overseeing manager selection and monitoring.

Lori Allison is a CFP®-certified financial advisor with 27 years of industry experience, currently with The Strategic Financial Alliance, Inc. since 2012. She previously worked at Global Brokerage Services, Inc. from 2008 to 2012. Outside of her advisory role, Allison serves as treasurer for the BYU Management Society, overseeing financial records and scholarship administration, and partners in organizations providing financial education seminars and home furnishings. The Strategic Financial Alliance serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning services delivered through multiple strategies, including third-party manager referrals and a mix of discretionary and non-discretionary management.

Yosef Ghebray is a CFP® with 10 years of industry experience, currently serving as an advisor at Range Advisory, LLC. His prior experience includes roles at Betterment, Fidelity Investments, Wells Fargo, Bank of America, and Merrill. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers model portfolios alongside third-party strategies and tax-aware direct indexing, incorporating AI tools to support portfolio management.

Brett Bernstein is a CFP®-certified financial advisor at XML Financial Group with 28 years of industry experience. He has worked at XML Securities, LLC since 2019 and at XML Financial, LLC since 2016. Bernstein is also the managing partner of BR Financial Associates Management Company, 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, providing customized portfolio management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Samuel Ferro is a CFP® with one year of experience currently advising at Cassaday & Company, Inc. Prior to joining Cassaday, he worked at The Family Firm for four years. Cassaday & Co Wealth Management provides investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm’s approach is long-term and asset-allocation driven, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policies.

Sarah Avery is a financial advisor with Mason Investment Advisory Services Inc. She holds a Series 65 designation and has been with Mason since 2024. Prior to joining Mason, she spent several years in educational roles at James Madison University and Lake Braddock Secondary School. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm specializes in fee-based financial planning, separately managed accounts, and institutional services, with a focus on strategic, long-term asset allocation and portfolio management for high-net-worth individuals and nonprofit organizations.

Daniel Smith is a financial advisor at Keel Point, LLC with Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Blend Labs, Inc. for four years and CoreLogic for ten years. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver portfolio management, financial planning, and consulting across various asset classes.