Charles Holt is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He joined Verdence in 2017 after five years with HighTower Securities, LLC and Hightower Advisors. Outside of his advisory role, he is a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis for discretionary portfolio management and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Amanda Avila is a financial advisor at Mission Wealth Management, LP with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Goldman Sachs & Co. LLC and has an academic background from The George Washington University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering discretionary and client-directed portfolio management that includes a diverse range of investments and specialized advisory services.

Christina Bokor is a financial advisor at Andersen with 12 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments, LLC since 2016. Andersen serves successful individuals, families, and related entities by providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated reporting, and integrated tax and advisory services.

Steven Skancke is a financial advisor with Keel Point, LLC, holding a Series 65 credential and 18 years of industry experience. He is also a 50% owner and board member of G. William Miller & Co., Inc., a private merchant banking firm, where he serves as an administrative corporate officer to several client entities. 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 investment approach combining fundamental and quantitative analysis, offering a variety of portfolio management and planning services across diverse asset classes.

William Collier is a financial advisor at McAdam LLC with four years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2021. Prior to his current role, he held positions at Cavalier Hotel, James Madison University, Arrowhead Point Oysters, and Cox High School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and utilizing a range of investment strategies including mutual funds, ETFs, independent managers, and alternative instruments.

Keith Brennan is a financial advisor at F.L. Putnam Investment Management Co. with nine years of industry experience. He has previously worked at Sei Private Wealth Management, Brighton Jones, SVB Wealth, and Wellesley Asset Management. F.L. Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm offers a team-based, customized investment approach that combines internally managed strategies and third-party managers across multiple asset classes, incorporating tax-aware rebalancing and options for sustainable investing.

Ryan Muscatella is a CFP® with six years of industry experience, currently affiliated with Cassaday & Company, Inc. He previously worked at Royal Alliance and Washington Wealth Advisors. At Cassaday & Co Wealth Management, LLC, he supports lead advisors in financial planning. 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 with diversified, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

David Sherwood Jr. is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management with 20 years of industry experience. He holds a Series 65 credential and has been with Evanson since 2026, following a 20-year tenure at Evanson Asset Management, LLC. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets using a long-term, strategic asset allocation approach that favors low-cost mutual funds and ETFs with portfolio tilts toward small-cap and value investments.

John Forster is a financial advisor at SB Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. He serves as a director of the Committee for the Capital City, a nonprofit focused on voting rights for Washington, DC residents. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice, using a combination of mutual funds, ETFs, individual equities, and third-party managers tailored through fundamental, technical, and qualitative analysis.

Gregory Clarke is a financial advisor at Capitol Securities Management, Inc. in Reston, VA, with 41 years of industry experience. He has been with Capitol Securities Management since 2015. Clarke holds Series 63 and Series 65 licenses. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering advisory programs that include discretionary and non-discretionary management, separately managed accounts, and third-party Money Managers.

Lucas Rogers is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and with nine years of industry experience. His prior roles include positions at Global Retirement Partners, Ascensus, Infosys, and The Vanguard Group. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary goals-based planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.

Larissa Kochetkova is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with PNC Wealth Management since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Ani Inyang is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2007. Ani is based in Washington, DC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Michael Romano is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His career includes roles at Forge Financial, Wells Fargo Clearing, Wells Fargo Bank NA, and Merrill. Outside of his advisory work, he owns MAR, LLC, an entity established for owning antique cars and real estate. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and a range of investment products.

Daniel Nampha is a CFP® professional with eight years of experience in the financial industry. He is currently affiliated with Schwab Wealth Advisory, Inc., where he has worked since 2026. His prior roles include positions at Fidelity Brokerage Services LLC and Ameriprise Financial Services, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s approach involves asset allocation guidance and investment selection supported by Charles Schwab & Co.’s research tools, with recommendations tailored to individual client goals and risk tolerance.

Megan Dolan is a financial advisor with Lincoln Investment in Reston, VA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Lincoln Investment since 2019 and previously worked at the University of Connecticut. In addition to her advisory role, she serves as a part-time administrative assistant for Capital Analyst New England. Lincoln Investment is a large enterprise firm serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm combines advisor-led services with model portfolios and third-party managers, supported by an in-house Investment Management and Research team.

Allison Dunlap is a Series 65-licensed financial advisor at Farther with nine years of industry experience. She previously worked at Harbour Capital Advisors, Pennington Partners & Co., Wealthcare Advisory Partners, and Family Office Research. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs Modern Portfolio Theory with algorithmic rebalancing and uses a mix of ETFs, mutual funds, equities, and fixed income in its portfolios.

James Hull is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds the Series 63 and Series 65 licenses and has a background that includes education research and work with organizations such as the US Department of Education and The New Teacher Project. Outside of his advisory role, he serves as Softball Commissioner and volunteer board member for South County Little League. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services featuring proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Sang Du is a CFP®-certified financial advisor with nine years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Bank of America (Merrill Lynch), Edward Jones, and AXA Advisor LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Richard Levinson is a CFA® charterholder with four years of industry experience. He has been with Truist Advisory Services since 2022 and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank for over 30 years combined. Outside of his advisory role, Levinson serves as a trustee and power of attorney for several family trusts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a mix of discretionary and non-discretionary approaches using third-party platforms.