Kathryn Gustafson is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with The Strategic Financial Alliance since 2012 and also serves as a partner at Strategic Blueprint, LLC. Outside of advisory services, she is involved as a partner in a home accessories and decor business and participates in a financial education initiative aimed at recent college graduates, newlyweds, and young professionals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm employs both in-house and third-party asset managers and serves clients through discretionary and non-discretionary portfolio programs.

Lauren Cataneo is a financial advisor at Range Advisory, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock Investments, Merrill, Oppenheimer and Company, and other firms. Cataneo is also involved in a real estate referral business that allows her to refer clients to licensed real estate agents for a referral fee. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios, tax-aware strategies, and proprietary AI tools to support client interactions and portfolio management, and operates primarily on a flat subscription fee model.

Michael Lin is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent ten years at RSM US Wealth Management 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Andrew Schenker is a CFA® charterholder with 17 years of industry experience. He is currently with Heritage Investors Management Corporation, where he has worked since 2016, following a one-year tenure at Morgan Stanley & Co. LLC. Heritage Investors Management Corporation provides investment management and financial planning to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes diversified portfolios tailored to clients’ specific financial situations, generally employing long-term investment strategies.

Jaskirat Lakhat is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and having 26 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Merrill. Outside of his advisory role, he manages a business involving the purchase and rental of luxury cars. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with about 131 advisors managing approximately $2.95 billion for more than 7,000 clients. The firm offers a range of portfolio management and financial planning services, utilizing an open-architecture investment approach that includes internally managed strategies, sub-advisory relationships, and both discretionary and non-discretionary mandates.

Mindy Gasthalter is a CFP® with 23 years of experience in financial advising. She is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc, Freed Advisors, and Alexandria Financial Associates, Ltd. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, with centralized investment oversight through an Investment Oversight Committee.

Jose Jimenez is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at OneAscent Financial Services LLC since 2024 and previously at Parsonex Advisory Services, INC from 2020 to 2024. Jimenez serves as a battalion chaplain in the US Navy, providing religious support to soldiers. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers a range of asset management and consulting services, utilizing individualized asset-allocation strategies and various model-based and UMA platforms.

Ashli Suprise is a financial advisor at Cassaday & Company, Inc. with 13 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at OSAIC Wealth and EF Legacy Securities, LLC. Cassaday & Co Wealth Management provides investment management and financial planning to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and employs a long-term, asset-allocation driven approach using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with clients' investment policy statements.

Michael Graham is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with LaSalle St. Securities, L.L.C. since 2003. Outside of his advisory role, Graham operates a sole proprietorship buying and selling collectible coins through online auction sites. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, incorporating a diverse asset mix including mutual funds, ETFs, equities, fixed income, and options.

Hourieh Ghasripour is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with Navy Federal entities since 2011 and spent two years at Wells Fargo Clearing prior to that. 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 structures client portfolios primarily through third-party portfolio managers vetted by an investment committee and provides both managed advisory programs and digital automated ETF portfolio products.

Christine Brill is a financial advisor at Andersen with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney 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, emphasizing consolidated performance reporting, strategic investment planning, and integration of investment advice with tax and financial planning.

David Parks is a financial advisor at Keel Point, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Keel Point Advisors, LLC since 2006. Parks also has affiliations with Wfg Investments Inc and Keel Point Capital, LLC. 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 offers discretionary and non-discretionary portfolio management, financial planning, OCIO, and corporate retirement consulting through a team-based approach that combines fundamental and quantitative analysis.

Jeffrey Lopez is a CFP® professional with three years of industry experience, currently advising at Range Advisory, LLC in McLean, VA. He previously worked at Deloitte and operated as a sole proprietor. Range Advisory serves individual clients across a broad wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios, tax-aware strategies, and integrates proprietary AI tools to support client interactions and portfolio management.

Richard Seaton is a Series 65-licensed financial advisor at Marshfield Associates with eight years of industry experience. He has worked at Marshfield Associates since 2017 and previously spent six years at TTR Sotheby's Realty and 20 years at Impact Marketing + Communications. Marshfield Associates serves a diverse client base that includes high net worth individuals, institutional investors, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy with an emphasis on quality and intrinsic value.

Trent Schneider is a financial advisor at Beaumont Financial Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at The BAHA Financial Group and Medstar Health. Outside of finance, he is the co-founder and CEO of Good Vida Group, LLC, a company that sells a dietary supplement powdered drink mix. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing and offers tailored portfolio management supported by an Investment Committee and a network of affiliated solutions.

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.

Macklin Luckinbill is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining Curi Capital, Macklin worked in various roles at companies including Hensel Phelps Construction Company, L3Harris, Prins USA, and Elysium Technology Group. Macklin also spent four years at James Madison University and five years with Culpeper County Schools. Curi Capital is an SEC-registered investment adviser with approximately $11.6 billion in assets under management. The firm serves individuals, employer retirement plans, institutions, family offices, and more, employing a long-term fundamental investment approach with proprietary strategies and third-party managers.

Vasilios Rajendra is a CFP®, CFA®, and Series 66-licensed advisor with nine years of industry experience. He is currently with Range Advisory, LLC in McLean, VA, having previously worked at Raymond James & Associates and Robert W. Baird. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models with tax-aware techniques, integrates proprietary AI tools in client interactions, and operates on a flat subscription fee structure.

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.