Regina Mayhew is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has been with Navy Federal Investment Services since 2014 and also works with Navy Federal Financial Group. She provides notary services for clients at the Hughes Branch in Vienna, VA, on an as-needed basis without compensation. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Arvette Reid is a financial advisor at SEIA with six years of industry experience. She holds a Series 65 designation and has worked at SEIA LLC since 2017 and SES Inc. since 2023. Prior to her advisory career, she spent six years at Capital Caring Hospice & Palliative Care. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a combination of strategic macro asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis, and offers a range of investment management and consulting services.

David Spiker is a ChFC® credentialed financial advisor with over 51 years of industry experience. He has been with Capitol Securities Management, Inc. since 1986 and also operates an insurance brokerage under his own name. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage, investment advisory, and comprehensive financial planning services. The firm offers access to various investment programs and emphasizes client-specific investment policies managed through a range of securities and third-party managers.

Julia Madden is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America and Merrill Lynch. She also serves as Director of Client Services at Campus Private Wealth, focusing on client relations. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and specializes in advisor-managed accounts, third-party manager platforms, and wrap programs.

Yohanna Gorfu is a CFP® and holds a Series 66 designation with 26 years of industry experience. He has been with Spire Investment Partners since 1999 and currently serves as an Investment Advisor Representative at Spire Wealth Management, LLC. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets for over 6,100 clients, offering a combination of advisor-led portfolios, model strategies, and manager-of-managers arrangements.

Christopher Hartman is a financial advisor at RBC Securities, Inc., holding a Series 66 designation with 24 years of industry experience. He has worked previously at City National Bank, SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.

Matthew Stonich is a Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matthew has developed expertise in financial planning and investment consulting. Matthew emphasizes the importance of having a clear financial plan to work towards individual goals, as reflected in his personal statement: "Everyone needs a plan in place to work towards their goals. Let's take a minute to make a plan, don't make a plan a minute." This approach guides his work with clients to establish structured financial strategies.

Andrew Mccully is a financial advisor at United Brokerage Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with United Brokerage Services since 2007. In addition to his advisory role, he serves as a Senior Trust Advisor at United Bank. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs and emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware portfolio management, primarily providing advice on a non-discretionary basis.

Tristan Hawkins is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and 25 years of industry experience. He has been with United Brokerage Services since 2016. United Brokerage Services, Inc. provides investment advisory services to individuals, including high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various wrap and unified managed account programs and employs a process that includes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, third-party research, and tax-aware overlays.

Erin Holt is a CFP® with eight years of industry experience and is currently with F L Putnam Investment Management Co. She previously worked at Kalos Capital and Alpha Omega Group, Inc. Holt volunteers providing pro bono financial planning through the Foundation for Financial Planning. F L Putnam serves a diverse client base including individuals, institutions, foundations, and endowments. The firm offers customized investment management and advisory services using a strategic asset allocation framework across multiple asset classes, with specialized offerings such as Optimized Indexing and tax-aware fixed income strategies.

Lanta Evans is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Purshe Kaplan Sterling Investments, Wike Financial, Raymond James Financial, and LEM Financial Services, LLC. She is also the owner of LEM Financial Services, LLC, where she provides non-investment financial and business consulting. Concurrent Investment Advisors is an SEC-registered firm offering wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach incorporating ETFs, mutual funds, and selected individual securities.

Raj Goenka is a financial advisor at Archer Investment Corporation with seven years of industry experience. He holds a Series 65 designation and has worked at Archer since 2018. Additionally, he has been associated with Sullivan & Company CPAs since 2011. 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 employs a disciplined investment process that includes comprehensive financial assessments and diversified portfolio construction across various asset classes.

Neal Treanor is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Wellington Management Company, State Street Global Advisors, and 1251 Capital Group. Cassaday & Company Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers comprehensive financial planning and retirement consulting.

Kathleen Duffy is a CFP® and ChFC® with 28 years of industry experience. She currently works at Apella Wealth and was previously with Independence Wealth Advisors Inc. for 18 years. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support portfolio customization and monitoring.

Faye Lawrence is a CFP® professional with seven years of experience in financial advising. She currently works at SEIA and has prior experience with firms including Royal Alliance Associates, INC., Bogart Wealth, and Ameriprise Financial Services, Inc. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments using both quantitative and qualitative research, with most assets managed on a non-discretionary basis.

Tilysha Gleason is a financial advisor with Navy Federal Investment Services, LLC, based in Columbia, MD. She holds Series 63 and Series 66 designations and has seven years of industry experience. Her work history includes roles at Navy Federal Brokerage Services, Navy Federal Financial Group, Navy Federal Credit Union, The Huntington Investment Company, and Huntington National Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm integrates third-party portfolio managers on the Envestnet platform and provides services including tax and impact overlays and a Private Wealth Consulting program for clients with $1,000,000 or more.

Cayenne Rooks is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and two years of industry experience. Prior to joining Cassaday & Company, Rooks held roles at Osaic and Chez Le Mannequins. Cassaday & Co Wealth Management 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 centered on Modern Portfolio Theory and offers a range of services including retirement plan consulting and fiduciary monitoring.

James Bogart is a CFP®, ChFC®, and holds a Series 66 license with 19 years of industry experience. He has been with Bogart Wealth, LLC since 2016, where he is part of a multi-team firm based in McLean, VA. Prior to that, he worked at Purshe Kaplan Sterling Investments from 2016 to 2020. Outside of his advisory role, he serves as Treasurer for the Hopkins Society of Sigma Nu Housing Corporation Alumni Association. Bogart Wealth serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of discretionary and non-discretionary portfolio management using model portfolios, specialized investment options, and coordinated tax-preparation and estate-planning tools.

Peter Jenkins is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles at BDO Wealth Advisors, LLC and Biegel & Waller LLC. Choreo 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’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Brenda Blisk is a CFP® with 40 years of industry experience, currently serving at Spire Wealth Management, LLC since 1997 and Spire Investment Partners, LLC since 2007. She holds Series 63 and Series 65 licenses. Blisk is a member of the Board of Trustees for Concordia Plan Services. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management with a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches.