Anthony Rush is a financial advisor at McAdam LLC with seven years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2018. Prior to joining McAdam, he served in the US Army and held roles at the Office of the US Secretary of State, Muscogee Staffing Solutions, LLC, and Nexus Fusion, where he currently consults on business and product development. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered subscription financial-planning service along with access to alternative and specialized investment strategies.

Carmen Bississo is a CFP® with 23 years of industry experience, currently serving at Cassaday & Company, Inc. since 2008. She previously worked at Mass Mutual Investors Services from 2004 to 2008. Outside of her financial advisory role, she co-owns a studio with her husband that is currently leased. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, and businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation approach grounded in Modern Portfolio Theory and offers a range of services including retirement plan consulting and estate-planning coordination.

Terri Laflam is a financial advisor with Choreo, LLC in Potomac, MD, holding a Series 65 credential and seven years of industry experience. She previously worked at RSM US Wealth Management LLC and RSM US LLP, where she spent a combined 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 emphasizes strategic asset allocation and diversified model portfolios overseen by a centralized management team and an Investment Committee.

Douglas Gill is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and over 37 years of industry experience. His career includes roles at Morgan Stanley and FullArc Wealth Management, among others. He has been with Snowden Capital Advisors since 2023. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients with discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection. The firm leverages multi-team scale and institutional capabilities, offering customized model portfolios and a variety of investment tools across global markets.

Rahim Muhammad is a CFP®-certified financial advisor with 10 years of industry experience, currently serving at Cassaday & Company, Inc. He has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Charles Schwab, and Morgan Stanley. Muhammad is also an Executive in Residence at Georgetown University, supporting academic and career development for finance students. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, 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 and manages over $7 billion in discretionary assets.

David Francis is a CFP® at Andersen in McLean, VA, with two years of industry experience. He has previously worked at Andersen Tax LLC and Sullivan Bruyette Speros and Blaney LLC, accumulating eight years at Andersen Tax in total. Andersen serves successful individuals and families, their related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance reporting, often integrating these services with tax, valuation, and other advisory work.

Omid Sanie is a financial advisor at United Brokerage Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at United Brokerage Services since 2018, following roles at Woodbury Financial Services Inc. and Capital One Sharebuilder, Inc. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers a range of advisory programs with primarily non-discretionary management, maintaining affiliations with United Bank and Wells Fargo.

David Wexler is a financial advisor with M HOLDINGS SECURITIES, Inc. in Bethesda, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 25 years with M HOLDINGS SECURITIES and over four decades with Home Life Insurance Company. He is a partner at Freedman Risk Management, LLC, which provides personal lines property and casualty insurance for the high net worth market, and at Greenberg Wexler & Eig, LLC, a life settlement provider and buyer of policies. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by multiple platform providers and third-party sub-advisors.

Sarah Mouser is a financial advisor at Merit Financial Advisors with nine years of industry experience. She holds the CFP® designation as well as Series 65 and Series 66 licenses. Prior to joining Merit Financial Advisors in 2026, she worked at Verdence Capital Advisors LLC and Cassaday & Co, Inc. Outside of her advisory role, she serves on advisory boards for Virginia Tech and George Mason University’s undergraduate financial planning programs, and she is Chair of the Online Education Committee for the National Association of Personal Financial Advisors. Additionally, she is a certified Barre fitness instructor. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving about 20,040 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios and customizable models overseen by an internal Investment Management team and Committee.

Tyquia Clark is a Series 66 credentialed financial advisor at MissionSquare Retirement with seven years of industry experience. Her prior roles include positions at Edward Jones, MassMutual, Northwestern Mutual, Bank of America, and Merrill Lynch. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, featuring investment advice developed by Morningstar Investment Management and a multi-team advisory structure supporting over 40,000 participants.

Noah Reynolds is a financial advisor at SEIA with two years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs for one year. Outside of advising, he serves as a Client Service Associate at SEIA, focusing on RIA sales and service. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a mix of non-discretionary and discretionary portfolio management strategies supported by an Investment Solutions Group and Investment Committee.

Michael Cornfeld is a CFA® charterholder and holds a CIC designation along with a Series 65 license. He has 36 years of industry experience and has been with Heritage Investors Management Corp since 1975. Heritage Investors Management Corporation serves a diverse client base, including individuals, retirement accounts, trusts, foundations, and corporate entities. The firm emphasizes customized portfolios aligned with clients’ risk profiles and generally pursues long-term investment strategies with a focus on diversified holdings of U.S. stocks, bonds, and ETFs.

Victor Krasij is a CFA® charterholder with three years of industry experience. He is currently an advisor at Aprio Wealth Management, LLC and has prior experience with BNY Mellon Wealth Management and U.S. Trust, Bank of America. Outside of advisory work, he volunteers on the Finance Committee of the CFA Society of Washington, DC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored portfolio management and financial planning, emphasizing asset allocation and long-term purchasing power preservation through a variety of investment strategies.

Christopher Young is a CFP® professional with 25 years of experience in financial planning and wealth management. He is currently with Cassaday & Company, Inc. and has previously worked with Osaic Wealth, Inc. and Royal Alliance. Young serves on the board of the Cassaday and Company Advised Fund, overseeing charitable disbursements. 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 that emphasizes diversified, buy-and-hold allocations implemented primarily with actively managed mutual funds, ETFs, and conservative fixed income securities.

Srinivas Raghavan is a financial advisor at Global View Capital Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Blend 360 and Verizon Communications. He also operates a sole proprietorship, Analytics And Bi Consulting & Advisory. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and trading infrastructure.

Susan Plunkett Barese is a financial advisor with Arkadios Wealth Advisors holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. She serves on the board of Rebuilding Together Fairfax and owns a consulting firm, Divorce by Design, which provides financial analysis related to divorce settlements. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm uses a variety of analytical approaches and an internal portfolio team to support discretionary account management and retirement plan consulting.

Andrew Clark Jr. is a financial advisor at Marshfield Associates with seven years at the firm and a total of ten years in the industry. He holds Series 65 and Series 66 licenses and previously worked at Arthur Gallagher & Co for three years. Marshfield Associates manages approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, institutional investors, and government entities. The firm employs a long-only value investing approach focused on a concentrated portfolio and a disciplined margin-of-safety strategy.

Sandra Terronez is a CFP® designated advisor with 13 years of industry experience, currently practicing at Bogart Wealth, LLC. Her prior roles include positions at 4J Wealth Management, Cope Corrales, Henderson Financial - Northwestern Mutual, Wealthquest Financial Services, and USAA Investment Services Company. Bogart Wealth provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and charitable organizations, serving a diverse client base from non-high-net-worth to high-net-worth individuals. The firm employs a blend of passive and active investment strategies supported by formal governance and AI tools.

Faress Alakwaa is a CFP® certificant with three years of industry experience, currently affiliated with Navy Federal Investment Services, LLC. Prior to joining Navy Federal, Alakwaa held positions at Morgan Stanley, Merrill, Bank of Montreal, and Questrade. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily leveraging third-party portfolio managers through managed advisory programs.

Sean Gallahan is a CFP® professional with 16 years of experience, currently affiliated with Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management, LLC since 2022 and has been associated with Osaic Wealth, Inc. since 2009. He holds the Series 66 designation and has experience in financial planning and investment management. Gallahan is a partner in two LLCs, Greensboro Legacy Partners and 8180 Greensboro Partners, where he attends partner meetings. 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.