Stefan Patchan is a CFA® charterholder with four years of experience at Mason Investment Advisory Services, Inc. Prior to joining Mason, he worked at TFC Consulting, Inc. and held positions at Virginia Tech. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for about 1,063 clients through a team of 31 advisors. The firm serves individuals, including high-net-worth clients, as well as institutions, offering fee-based financial planning, separately managed accounts, and outsourced chief investment officer services with a focus on strategic, long-term asset allocation and manager selection.

Anthony Spano is a Certified Financial Planner® with 19 years of industry experience. He has been with Choreo, LLC since 2022 and previously worked at McGladrey Wealth Management LLC for 19 years. 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 process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Philip Mantua Jr. is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at AlphaCore Capital LLC since 2025 and previously spent eight years at Raymond James Financial Services, Inc. He is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Robert Blankenship is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Cassaday & Company, Inc. He has been with Cassaday since 2019 and has prior work experience including roles at Radford University and involvement with the Student Managed Investment Portfolio Organization. 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. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Bradley Schell is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Raymond James Financial Services Advisors, Inc. Schell also serves as an independent contractor associate financial advisor with Potomac Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities.

Ashley Helm is a CFP® professional with 10 years of industry experience, currently affiliated with Merit Financial Advisors. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Obsidian Personal Planning Solutions, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and institutions. The firm utilizes a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Spencer Croft is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. He previously worked with Northwestern Mutual Wealth Management Company and other affiliated firms over several years. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management through model portfolios and tax-aware strategies. The firm integrates AI tools into client interactions and employs a subscription-based compensation model distinct from typical industry practices.

Danielle Alcide is a CFP®-certified financial advisor at Range Advisory, LLC with 16 years of industry experience. Her work history includes roles at Pylon Inc, Facet Wealth, and TIAA-CREF prior to joining Range Advisory. Range Advisory serves individual clients across the wealth spectrum, offering financial planning, investment advice, and discretionary portfolio management. The firm uses a proprietary AI assistant and integrates tax-aware strategies in its model portfolios, delivering services primarily through a flat subscription fee structure.

Michael Stevens is a CFP® licensed financial advisor with Brighton Jones LLC in McLean, VA, and has two years of industry experience. He previously worked at Global Advisor Group before joining Brighton Jones. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, and various entities with comprehensive wealth management services, including personal financial planning, investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes both discretionary and non-discretionary management strategies.

Curtis Harris IV is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. He has been with Navy Federal since 2017. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses third-party portfolio managers on the Envestnet platform and other subadvisers to manage client accounts, providing ongoing monitoring, rebalancing, and optional tax and impact overlay services.

Frederick Baerenz is a financial advisor at F.L. Putnam Investment Management Company with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Kalos Capital, Inc. and Alpha Omega Group, Inc. Baerenz serves on the advisory board of Real Asset Advisor, a publisher of investment newsletters focused on real estate, infrastructure, and real assets, without receiving compensation for this role. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, and family office solutions. The firm builds customized portfolios using internal and third-party strategies across multiple asset classes and manages the AOG Institutional Fund, an interval fund investing in private and illiquid alternatives.

Geoffrey Thornett is a financial advisor at Keel Point, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Keel Point and its affiliated entities since 2015. Thornett serves on the Board of Directors for America World Adoption, a Christian international adoption agency. 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 blend of fundamental and quantitative analysis to guide investment decisions and offers a variety of tailored portfolio management and consulting services across multiple asset classes.

Connor Flach is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial, LLC and Securities America Inc., and was previously employed at Loyola University Maryland. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis with strategic asset allocation and offers customized portfolios across multiple asset classes.

Colin Campbell is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has worked with OSAIC and Richmond International Forest Products. Outside of advising, he serves as a Financial Planning Administrator for Cassaday and Company Wealth Management, assisting with meeting preparation and day-to-day operations. 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.

Jason Perlman is a financial advisor at AlphaCore Capital LLC with 10 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining AlphaCore Capital in 2025, he worked at Raymond James Financial Services, Inc. for eight years and SPC Financial, INC. for eleven years. He also acts as a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual and high-net-worth clients, as well as entities and institutional investors. The firm integrates traditional and alternative investment strategies with comprehensive wealth planning, including tax preparation and ERISA retirement plan advisory services.

Robert Kantor is a financial advisor with XML Financial Group in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with XML Financial, LLC since 2004 and XML Securities, LLC since 2019, and was previously with Purshe Kaplan Sterling Investments. Kantor serves as managing partner of BR Financial Associates Management Company, LLC, and volunteers as treasurer for two homeowners associations. 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 with discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments.

Patrick Moriarty is a financial advisor at Foundations Investment Advisors LLC with 38 years of industry experience. He has held positions at Foundations since 2019 and previously worked at CETERA Advisor Networks LLC from 2016 to 2019. Outside of his advisory role, Moriarty is also an insurance agent, selling life, annuities, and long-term care insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a variety of investment strategies and uses model portfolios combined with discretionary or non-discretionary authority assigned to its representatives.

Jacob Siuta is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. He previously worked at Capital Asset Management Group and has experience in various roles including teaching and service positions at Virginia Tech University. Brighton Jones LLC serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services through a holistic, balance-sheet approach. The firm provides both discretionary and non-discretionary management, continuous portfolio monitoring, and access to private investment opportunities.

Brian Windsor is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Bogart Wealth, LLC since 2022 and previously spent 12 years with Fidelity Investments. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, including discretionary portfolio management and specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines bottom-up equity analysis with top-down asset allocation and employs AI tools in its investment process.

Dylan Montal is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including Personal Capital Advisors Corporation, Empower Financial Services, and UBS Financial Services. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management. The firm employs model portfolios and third-party models with tax-aware techniques and integrates proprietary AI tools into client service and portfolio analysis.