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.

Mark Avallone is a CFP® with 32 years of industry experience currently serving at Apollon Wealth Management, LLC. He has held roles at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Potomac Wealth Advisors, where he was also owner and president. Avallone is an author, having written "Countdown to Financial Freedom" and contributed finance and economics articles to Forbes. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios, investing across asset classes and offering specialized services including portfolio management, sub-advisory, and retirement plan advisory.

Sarah Gosselin is a CFP® with eight years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. She has previously worked at AOG Wealth Management and Kalos Capital, Inc. Since joining F L Putnam in 2025, she has been part of a multi-team firm based in Reston, VA. F L Putnam serves a diverse range of individual and institutional clients, offering customized investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes, including equities, fixed income, and alternatives.

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.

Sean Rosencrance is a CFP® with eight years of industry experience. He is currently with Spire Wealth Management, LLC and previously worked at Corbett Road Wealth Management from 2017 to 2023. Sean also spent four years at Virginia Tech earlier in his career. 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 and offers a combination of advisor-led, model portfolio, and manager-of-managers solutions using tactical, active, and passive investment approaches tailored to client objectives.

Nicholas Harris is a CFP® with 18 years of industry experience, currently serving at Cassaday & Company, Inc. He has worked at Cassaday & Company since 2006 and has also been affiliated with Royal Alliance Associates since 2006. Outside of his advisory roles, he volunteers as an interviewer for the Jefferson Scholars Foundation, assisting high school seniors applying for scholarships at the University of Virginia. 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 using actively managed mutual funds, ETFs, and conservative fixed income securities.

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 four years of industry experience. He holds Series 63 and Series 66 designations. 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, including high-net-worth and ultra-high-net-worth individuals, offering financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and third-party models with tax-aware techniques and integrates proprietary AI tools to support client interactions and portfolio management.

Mark Keen is a CFP® with 26 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2007. He is a managing member of TKA Holdings, LLC/DBA Keen & Pocock, which is involved in insurance sales, and a partner in EaziHome, a business that provides tools and services to help individuals and families manage and maintain their homes. He also serves on the board of directors for SFA Holdings, Inc. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm manages a majority of its assets on a non-discretionary basis and supports a dually registered advisor force with various brokerage and solicitor relationships.

Ellen Lindh is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Dixon Hughes Wealth Advisors and FORVIS Wealth Advisors prior to her current role. Forvis Mazars Wealth Advisors, LLC provides financial planning, investment management, retirement plan consulting, and family-office services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Nicholas Sposa is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Kingsview in 2022. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based portfolio strategies, including proprietary ETFs and third-party investment options.

Brett Sposa is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Kingsview Wealth Management, LLC and Kingsview Partners LLC since 2022 and previously spent six years at Edward Jones. Outside of his advisory role, he is president and director of The Giving Game Inc., a nonprofit that operates monthly virtual events to raise money and awareness for charities. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies and offers access to a broad range of investment instruments and third-party managers.

Christopher Hill is a financial advisor with ON Investment Management Co. based in Vienna, VA. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Hill is also the owner and founder of FuneralResources.com, an online educational platform providing information and resources for funeral and end-of-life planning. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts, utilizing third-party investment programs and a dual-registration model involving broker-dealer activities.

Jordan Spiker is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday, he worked at Severn Financial Solutions and has experience in the food service industry. Cassaday & Co Wealth Management provides investment management and financial planning to individuals, 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 and offers a range of services including standalone financial planning and retirement plan consulting.

Paul Sullivan Jr. is a financial advisor at Archer Investment Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the accounting and tax advisory field through his ownership of Sullivan and Company, a CPA firm providing tax advice and financial statement services. His prior work includes over four decades at Paul F. Sullivan, Chtd and Sullivan & Company. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach involves comprehensive financial assessments and diversified portfolio construction across various asset classes, utilizing both discretionary management and model-driven strategies.

Caylah Kang is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Her prior work includes positions at Osaic Wealth Inc. and Baltimore Washington Financial Advisors. Outside of finance, she has been associated with Vuori since 2023. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, 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 based on Modern Portfolio Theory and offers a range of services including financial planning, retirement plan consulting, and estate-planning coordination.

Elizabeth West is a financial advisor at SEIA with Series 65 accreditation. She has been working in the industry since 2024, including roles at SEIA and related entities. Prior to her advisory career, West held positions at UVA Recreation and Ulta Beauty while completing her studies. 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 offers investment management, financial planning, retirement plan consulting, and investment consulting, combining strategic and tactical investment approaches with both discretionary and non-discretionary management styles.