Lauren Mercer is a CFP® with ten years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2020. Prior to joining Brighton Jones, she worked for five years at The Vanguard Group. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for its Personal CFO clients, combining discretionary portfolio management with recommendations for both public and private investments, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Alex Karkeek is a CFP®-certified financial advisor with 13 years of industry experience, currently with Cassaday & Company, Inc. He has held roles at Cassaday & Co Wealth Management, LLC and Osaic Wealth, Inc. Outside of his advisory work, Karkeek is an insurance agent offering fixed annuities and long-term care insurance products. 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 focused on diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Joseph Carter III is a financial advisor at United Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AmeriEstate Legal and ASC Financial Planners, as well as Global Atlantic Financial Company and Global Atlantic Distributors, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, 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, offering a range of investment approaches and maintaining an affiliation with United Bank through its parent company, United Asset Management Corporation.

Adam Huke is a CFP® with 21 years of industry experience, currently serving as a financial planner at Cassaday & Company, Inc. He has worked at Cassaday & Company and its related entities since 2003 and has also been associated with Royal Alliance Associates, Inc. since 2003. Outside of his advisory role, he is an insurance agent affiliated with BSI, Inc. and Jurs Montgomery Brokerage. 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.

Nicholas Stevens is an advisor at Strategic Blueprint, LLC with Series 63 and Series 65 credentials. He has held positions with several firms including Deloitte & Touche, LLC and Ivory Homes, accumulating a range of experience since 2016. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement consulting, and educational seminars, with a notable Subscription Advisory Services program providing ongoing planning on a flat-fee basis.

Christopher Schreiner is a CFP® professional with 25 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2000. Schreiner holds Series 63 and Series 65 licenses. 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 a manager-selection process that incorporates mutual funds, ETFs, and third-party money managers.

Natalie Gosselin is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. She has 17 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Cardinal Wealth Management, XML Financial Group, LPL Financial, and Morgan Stanley & Co. LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios primarily using ETFs and mutual funds, supported by a network of approximately 286 advisors.

Olive Mitchell is a CFP® and Series 65 credentialed advisor with six years of industry experience, currently working at Curi Capital, LLC. Her prior roles include positions at Cerity Partners LLC, Maryland Capital Management, LLC, Founders Land, and Maryland Spine Center. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services such as Wealth Management, Asset Management, Retirement Plan Solutions, and Family Office Services.

Michael Bond is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including PKS Investments, Madison Avenue Securities, Agia, and Valic Financial Advisors. Outside of finance, he has prior experience working in the coffee industry. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-team approach, managing portfolios on a discretionary basis with a mix of traditional and alternative investments, and offers services such as a tiered subscription planning product and estate-document creation.

Cameron Bishop is a financial advisor at The Burney Company with Series 65 credentials and one year of industry experience. Prior to joining The Burney Company, he held positions at James Madison University and at Cave Spring Middle and High Schools. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a multi-team advisory platform managing approximately $3.59 billion in discretionary assets, offering discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Michael Battaglia is a CFP® professional with 18 years of industry experience, currently serving at Brighton Jones LLC since 2011. He previously worked at PricewaterhouseCoopers Investment Advisers LLC from 2005 to 2008. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach through multiple operating brands and discretionary portfolio management combined with access to private and public investments.

Brian Ullsperger is a financial advisor at Andersen with 25 years of industry experience. He holds the Series 63 designation and has been with Wtas LLC since 2010. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic investment plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

Victoria Holcom is a CFP® professional at Bogart Wealth, LLC with one year of industry experience. She has been with Bogart Wealth since 2022 and previously worked at The Cheesecake Factory. Victoria studied at George Mason University from 2017 to 2021. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with financial planning, consulting, and wealth management services. The firm uses model portfolios managed by an Investment Portfolio Committee and offers both traditional and non-traditional investment options, including direct indexing and private-market alternatives.

Elise Wente is a CFP® affiliated with Bogart Wealth, LLC and has worked in the financial industry since 2023. Prior to joining Bogart Wealth in 2024, she gained experience at Vanguard and Slattery Perkins Ramirez LLC. Her background also includes education-related roles at Virginia Tech and Antonian College Prep. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm employs a combination of fundamental equity analysis and top-down asset allocation to manage client portfolios, offering access to both traditional and non-traditional investment options through discretionary and non-discretionary strategies.

Kyle Smith is a CFP® with 20 years of experience in financial advising, currently with SEIA. He has previously worked at SES LLC, Royal Alliance Associates, and SII. Outside of SEIA, he also serves as an advisor for Signature Estate & Investment Advisors LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis.

Germaine Broussard is a financial advisor at Arete Wealth Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Broussard is the founder and president of Troop Treats, a nonprofit organization. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model allocations and uses third-party sub-advisers, regularly monitoring accounts while acting as an ERISA fiduciary when applicable.

Markus Malmgren is a Series 66-licensed financial advisor at McAdam LLC with nine years of industry experience. He has worked at McAdam LLC and Purshe Kaplan Sterling Investments since 2017 and was previously affiliated with the University of Mary Washington. 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, using fundamental analysis and diversified asset allocations that include mutual funds, ETFs, individual securities, and alternative investments.

Anthony Rush is a financial advisor at McAdam LLC with seven years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2018. Prior to joining McAdam, he served in the US Army and held roles at the Office of the US Secretary of State, Muscogee Staffing Solutions, LLC, and Nexus Fusion, where he currently consults on business and product development. 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 construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered subscription financial-planning service along with access to alternative and specialized investment strategies.

Carmen Bississo is a CFP® with 23 years of industry experience, currently serving at Cassaday & Company, Inc. since 2008. She previously worked at Mass Mutual Investors Services from 2004 to 2008. Outside of her financial advisory role, she co-owns a studio with her husband that is currently leased. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, and businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation approach grounded in Modern Portfolio Theory and offers a range of services including retirement plan consulting and estate-planning coordination.

Brenna Allsopp is a CFP® and Series 65 licensed advisor with The Burney Company in Reston, VA, where she has worked since 2018. She has seven years of industry experience, including four years prior at George Mason University. The Burney Company serves primarily 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 model that combines proprietary fundamental and quantitative investment strategies alongside discretionary portfolio management and financial planning services.