Samuel Lam is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Capitol Securities Management since 2016. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by providing portfolio management, comprehensive financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice primarily through advisor-managed programs, separately managed accounts, and third-party money managers.

Claudelle Gehy is a financial advisor at Mason Investment Advisory Services Inc with nine years of industry experience. She holds the Series 66 designation and has been with Mason Investment Advisory Services since 2015. 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’s investment approach centers on long-term strategic asset allocation, disciplined rebalancing, and manager selection, offering services including separately managed accounts and outsourced chief investment officer solutions.

Samuel Forkkio is a financial advisor at Archer Investment Corporation with eight years of industry experience. He holds a Series 65 designation and has worked at Archer since 2019. Prior to this, he was with HD Vest Investment Services for three years and has managed accounting operations at the FDIC since 1989. He is also the owner and sole proprietor of Forkkio and Company, providing accounting, bookkeeping, payroll, and tax preparation services. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm emphasizes diversified portfolio construction based on comprehensive financial assessments and offers both discretionary management and model-driven strategies.

Kenneth Stanley is a Series 65-credentialed financial advisor at The Burney Company with 38 years of industry experience. He has been with The Burney Company since 1979. 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 platform and combines proprietary fundamental and quantitative models in its investment approach.

William Carlton is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. Prior to joining Aegis in 2023, he worked at UBS Financial Services Inc. for 16 years. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

John Keenan is a financial advisor with SEIA holding the CFP® designation and Series 63 and 65 licenses, with 28 years of industry experience. His career includes long-term tenures at Signator Investors, Inc. and Royal Alliance Associates, Inc., among others. Keenan holds an insurance license and serves on the board of a retirement plan group. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process supported by research and offers both discretionary and non-discretionary investment programs across a platform of more than 130 advisors managing approximately $22.5 billion in assets.

Kathy Banyas is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at LPL Financial, Momentum Independent Network, Truist Investment Services, and Scott & Stringfellow. Banyas is also a commissioned notary in Virginia. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial planning, and family office services, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset-allocation approaches.

Thomas Caruso is a financial advisor at Prospera Financial Services, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, Mr. Caruso is President and Owner of Puglia LLC, a non-investment-related business. Prospera Financial Services, Inc. is a multi-team firm serving individual, corporate, charitable, and retirement plan clients through approximately 207 advisors across 140 offices. The firm offers investment advisory and financial planning services via various platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

Michael Yen is a financial advisor at McAdam LLC in Vienna, VA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2017. Prior to his advisory career, he studied at Clemson University from 2013 to 2017. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis using a variety of investment vehicles and incorporating specialized exposures such as direct indexing and cryptocurrency.

Stephen Frederick is a financial advisor at Moors & Cabot, Inc. with 25 years of industry experience. He has been with Moors & Cabot since 2001 and holds Series 65 and Series 66 credentials. Outside of his advisory work, he serves as Chairman of the Finance Committee at Calvary United Methodist Church in Arlington, VA. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm employs a variety of analytic approaches and offers services ranging from portfolio management to fee-based financial planning and limited consulting.

Zachary Weaver is a CFP® and ChFC® with seven years of experience in financial advising. He currently works at XML Financial Group and XML Securities, having previously held roles at NYLIFE Securities LLC, Eagle Strategies, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. 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 and offers 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, third-party managers, and custodial support primarily via Fidelity and First Clearing.

Riley Saunders is a financial advisor at Cassaday & Company, Inc. with six years of industry experience. He holds the CFP® and Series 66 credentials. Prior to his current role, Saunders worked at Andersen Tax and Royal Alliance. In addition to advising clients, he manages financial planning processes and supports onboarding and training within Cassaday’s Financial Planning department. 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 based on Modern Portfolio Theory, utilizing actively managed funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Jan Kowal is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has worked at Stratos Wealth Advisors LLC since 2021, following prior roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, Kowal is involved as a passive investor in several business ventures, including an oil and lube business and a convenience store operation. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional clients, offering customized financial planning and portfolio management through advisor-managed programs and third-party platforms. The firm’s integrated access to SEI-affiliated investment and trust services distinguishes its comprehensive approach.

Tristan Peschka is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Ameriprise Financial Services. Prior to his advisory roles, he was affiliated with Christopher Newport University. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a broad client base including individuals, families, businesses, and charitable organizations. The firm uses a team approach and multiple analytical methods to tailor portfolio management and planning solutions aligned with clients’ objectives and risk tolerances.

Michael Macey is a financial advisor at Mutual of Omaha Investor Services, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations and has been with Mutual of Omaha and its affiliated services since 1998. In addition to his advisory role, he works as an insurance agent specializing in life, health, disability, group benefits, 401(k), and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of advisors who utilize model portfolios and approved investment platforms.

Connor Becton is a CFP® with one year of industry experience, currently affiliated with Spire Wealth Management, LLC in McLean, VA. He has held roles at multiple firms including Campbell Wealth Management, Madison Avenue Securities, and Raymond James Financial Services. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management as well as manager-of-managers arrangements. The firm manages approximately $4.5 billion in assets for over 6,100 clients through a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised strategies.

Tyler Gahs is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at notable firms including Stifel, Citi, Morgan Stanley, and Commonwealth Financial Network. His background also includes roles outside finance, such as working with the Maryland General Assembly and the Maryland Democratic Party. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and portfolio advice primarily through an online platform that integrates AI tools alongside human oversight. The firm emphasizes tailored asset allocation and utilizes third-party Turn-key Asset Management Platforms for discretionary management.

Charles York is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining United Capital Financial Advisors in 2022, he worked at BNYM Securities Corporation, BNY Mellon, and Bessemer Investor Services. York is also an adjunct professor of finance at George Mason University, where he teaches finance courses. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and access to a range of investment strategies.

Hannah Terwilliger is a financial advisor at The Burney Company with a Series 65 designation and over five years of industry experience. She previously worked at Moog, Inc. before joining The Burney Company, where she has been since 2021. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team platform that combines proprietary fundamental and quantitative models and offers a range of portfolio management options, including actively managed ETFs and sub-advisory services.

Alex Bryer is a financial advisor at Snowden Capital Advisors LLC with 29 years of industry experience. He has been with Snowden Lane Partners since 2015. Bryer holds Series 63 and Series 65 designations. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and access to third-party managers through customized model portfolios and specialized programs.