Lowell Pratt Jr. is a CFA® charterholder with 34 years of industry experience. He has been with The Burney Company in Reston, VA since 1986. The Burney Company advises primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a blend of proprietary fundamental and quantitative models in its investment process and offers a range of portfolio management and financial planning services, including actively managed ETFs and OCIO solutions.

William Courson is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Mason Investment Advisory Services since 2017 and previously worked at Hartland & Co from 2015 to 2017. Outside of his advisory role, he is a co-owner of Kateli Trust, LLC, a real estate investment business, and serves as a volunteer board member and investment committee member for the Concord University Foundation. Mason Investment Advisory Services manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors, focusing on fee-based financial planning, separately managed accounts, and institutional services including outsourced chief investment officer engagements. The firm employs a strategic, long-term investment approach with an emphasis on asset allocation, rebalancing, and manager selection.

David Odiorne III is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses, and has 29 years of industry experience. Odiorne has been with Mason Investment Advisory Services since 1999. 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 institutions. The firm’s investment approach focuses on long-term strategic asset allocation, disciplined rebalancing, and manager selection, employing mutual funds, ETFs, and third-party money managers.

Andrew Theobald is a CFP® and Series 66 holder with four years of industry experience. He currently works at AlphaCore Capital LLC and has prior experience at SPC Financial, Northwestern Mutual Investment Services, and other firms. He is also a producing agent for an insurance affiliate of AlphaCore Capital. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with a focus on both traditional and alternative investment strategies.

Thomas Reilly is a financial advisor at Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 credential with eight years of industry experience. He has been with Strategic Wealth Investment Group since 2017 and previously worked at Bellarmine University from 2014 to 2018. Outside of advising, Reilly owns two businesses established in 2022: Rising Inc and Greenlights Inc. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, with portfolios monitored and rebalanced regularly and occasionally including allocations to private offerings or externally managed vehicles.

Stephan Cassaday is a CFP® with 48 years of experience in financial advising. He is currently CEO of Cassaday & Co Wealth Management, LLC and has held leadership roles at Cassaday & Company, Inc. and OSAIC. His career includes significant executive management responsibilities, including serving as president and chief executive at multiple affiliated entities. Cassaday & Co Wealth Management serves individuals, retirement plans, trusts, charities, corporations, and small businesses with an asset-allocation driven investment approach based on Modern Portfolio Theory. The firm manages over $7 billion in discretionary assets and offers comprehensive financial planning, retirement plan consulting, and coordinated services through affiliated entities.

Devin Johnson is a CFP® and holds a Series 65 license with one year of industry experience. He currently works at Mason Investment Advisory Services Inc and previously held roles at The Carlyle Group and KPMG. Mason Investment Advisory Services provides fee-based financial planning and investment management to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach centers on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process.

Andrew Pratt is a financial advisor at The Burney Company with 12 years of industry experience. He holds a Series 65 designation and has been with The Burney Company since 2012. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and offers a multi-team advisory platform that includes discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Gisle Sorli is a CFP® and Series 65 credentialed financial advisor with 18 years of industry experience. He has been with Keel Point, LLC since 2017 and concurrently involved with Stewards's Progress, LLC since 2012. Sorli works out of Tysons Corner, VA. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individual, institutional, and corporate clients. The firm employs a team-based approach combining fundamental and quantitative analysis to guide portfolio management across various asset classes, offering customized strategies and affiliated brokerage, insurance, and private fund services.

Solon Vlasto is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2022. Prior to this, he worked at Bernhardt Wealth Management, Inc. for eight years. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and private-placement opportunities.

Alexander Cordoba is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior experience includes roles at Royal Alliance Associates, The Prudential Insurance Company of America, Pruco Securities LLC, and McAdam. At Cassaday, he works on insurance and annuities, conducting reviews and insurance audits. 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 manages approximately $7.14 billion in discretionary assets and follows a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Todd Rundle is a CFP® professional with experience spanning from 2006 to the present. He has worked at AlphaCore Capital LLC since 2025 and previously held roles at SPC Financial, Inc. and Raymond James Financial Services, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies across multiple asset classes.

Elizabeth Napper is a CFP® with nine years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. She previously worked at Captrust and spent eighteen years at the National Rural Electric Cooperative Association. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and retirement plan advisory.

Rivers Rodriguez is a CFP® and holds a Series 66 license, with five years of industry experience. He has worked at SEIA since 2019 and previously held roles at Royal Alliance Associates and Signature Estate & Investment Advisors. Prior to his advisory career, he spent a year working at Kumon Math and Reading Center. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments, utilizing both discretionary and non-discretionary investment management, and offers comprehensive financial planning and consulting services.

Daniel Corno is a CFP® and holds a Series 66 designation with three years of industry experience. He has been associated with Mason Associates, Inc. since 2011. 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 institutions. The firm emphasizes 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.

Anthony David is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Additionally, he operates an independent insurance agency where he provides fixed insurance advice. Concurrent Investment Advisors, LLC is an SEC-registered firm offering wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs around 240 advisors across multiple offices, emphasizing a long-term, portfolio-driven investment approach tailored to client goals and risk tolerance.

Shreeva Aylor is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Navy Federal, Aylor worked at Northwest Federal Credit Union, LPL Financial, Fidelity Investments, and PNC Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Mark Pittelkau is a CFP® professional with 14 years of experience in the financial services industry. He is currently with United Capital Financial Advisors and has prior experience at Apexium Financial LP and Fidelity Investments. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third‑party managers, alternative investments, and customized strategies including ESG and faith‑based preferences.

Kathryn Gustafson is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with The Strategic Financial Alliance since 2012 and also serves as a partner at Strategic Blueprint, LLC. Outside of advisory services, she is involved as a partner in a home accessories and decor business and participates in a financial education initiative aimed at recent college graduates, newlyweds, and young professionals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm employs both in-house and third-party asset managers and serves clients through discretionary and non-discretionary portfolio programs.

Lauren Cataneo is a financial advisor at Range Advisory, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock Investments, Merrill, Oppenheimer and Company, and other firms. Cataneo is also involved in a real estate referral business that allows her to refer clients to licensed real estate agents for a referral fee. 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, tax-aware strategies, and proprietary AI tools to support client interactions and portfolio management, and operates primarily on a flat subscription fee model.