Stephen Frederick is a financial advisor with Moors & Cabot, Inc. in Alexandria, VA, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has been with Moors & Cabot since 2001. Outside of his advisory role, he serves as Chairman of the Finance Committee at Calvary United Methodist Church in Arlington, VA. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, utilizing a variety of analytical methods and investment strategies.

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 CFP® with 39 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2021. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, Kowal is involved in operating an investment advisory and financial planning business under Kowal Financial Advisors and holds interests in several businesses including an oil and lube operation and a gas station with a convenience store. Stratos Wealth Advisors LLC is an SEC-registered, multi-team firm with 71 advisors managing approximately $5.57 billion in assets for individual, trust, retirement plan, and institutional clients. The firm offers customized financial planning and portfolio management solutions through a network of supervised independent advisory representatives and maintains a strategic affiliation with SEI entities.

Tyler Gahs is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Stifel, Citi, and Morgan Stanley. His background also includes roles with the Maryland General Assembly and the Maryland Democratic Party. Range Advisory serves individual clients across the wealth spectrum, providing financial planning, investment advice, and discretionary portfolio management through model portfolios and third-party model platforms. The firm integrates AI tools into client interactions and employs a subscription-based compensation model rather than traditional asset-based fees.

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.

Alex Vazquez is a CFP® with one year of industry experience, currently affiliated with Cassaday & Company, Inc. He has previously worked at OSAIC and Centurion Wealth Management, LLC. Prior to his financial advisory roles, he held positions in mortgage lending and the food service industry. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is long-term and asset-allocation driven, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Amanda Ahmed is a financial advisor at Keel Point, LLC with 12 years of industry experience. She holds a Series 66 designation and has been with Keel Point since 2014. 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 uses a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting across various asset classes.

Andrew Malay is a CFP® professional with 12 years of industry experience, currently serving at Cassaday & Company, Inc. He has been associated with Cassaday & Co Wealth Management, LLC since 2012 and Osaic Wealth, Inc. since 2013. Outside of his advisory role, Malay is involved as an insurance agent offering fixed annuities and long-term care insurance products. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Sarah Gosselin is a CFP® with eight years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2025. Her prior experience includes roles at AOG Wealth Management and Kalos Capital, Inc. in the wealth management sector. F.L. Putnam serves a diverse client base, including individuals, families, and institutions such as foundations and family offices. The firm employs a team-based, customized investment approach that integrates internally managed strategies and third-party managers across multiple asset classes, offering services ranging from discretionary investment management to family office solutions.

Spencer Adkisson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Navy Federal in 2025, he worked at Bank of America and Merrill for five years and also has four years of experience at Batteries Plus Bulbs. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs that incorporate third-party portfolio managers and supports various investment solutions, including automated ETF portfolios, delivered through its investment adviser representatives.

Zulpikar Iskander is a financial advisor at SEIA with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Vega Consulting Solutions, and Planning Solutions Group. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, providing both discretionary and predominantly non-discretionary investment management alongside modular and comprehensive financial planning services.

Stephen Clagett is a financial advisor at XML Financial Group with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network for 13 years before joining XML in 2021. Outside of his advisory work, he operates a sole proprietorship focused on the import and resale of wholesale off-road gear and apparel. XML Financial Group serves a broad retail client base with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a multi-advisor team model and integrates fundamental and technical analysis, third-party managers, and an internal Investment Committee to tailor portfolios to client needs.

Christopher Nguyen is a financial advisor with McAdam LLC in Vienna, VA, holding a Series 65 designation and eight years of industry experience. He has been with McAdam since 2018 and previously worked at George Mason University and its Auxiliary Enterprise. 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 with a focus on fundamental analysis, discretionary asset allocation, and specialized investments such as private funds and cryptocurrency exposure.

Derek Lesnak is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with Mason Investment Advisory Services, Inc., where he has worked since 2023. His prior experience includes roles at Pathstone, Dyson Capital Advisors, and Cambridge Associates. 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 organizations. The firm focuses on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a relatively small advisory team.

Nicholas Harris is a CFP® professional with 19 years of industry experience, currently serving at Cassaday & Company, Inc. He has worked with Cassaday & Co Wealth Management, LLC since 2022 and has a long tenure at OSAIC dating back to 2006. Outside of his advisory roles, Harris volunteers with the Jefferson Scholars Foundation, where he interviews high school seniors applying for scholarships at the University of Virginia. 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 uses a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Birds Horton is a financial advisor with Foundations Investment Advisors LLC and holds Series 63 and Series 65 designations, with 29 years of industry experience. His prior roles include positions at Legacy Wealth Management, Sentinel Asset Management, Cadaret, Grant & Co., and Wells Fargo Clearing. Outside of finance, he owns Linger Longer Entertainment, a wedding DJ and officiant service. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach.

Yakov Zikvashvili is a financial advisor at Range Advisory, LLC with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at BTG Pactual US Capital, Goldman Sachs Tussell Tobin, and Bank of America Merrill Lynch. 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 a proprietary AI assistant to support client interactions and portfolio transitions.