Timothy Koehl is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Modera Wealth Management, LLC since 2022 and previously spent 12 years at Bernhardt Wealth Management, Inc. 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 grounded in Modern Portfolio Theory and offers a range of services including wealth management, portfolio management, retirement plan consulting, financial planning, and tax-related services.

Jeffrey Lipsey is a CFP® affiliated with Advisory Services Network and has been the CEO and founder of Jeff Lipsey Bookkeeping LLC dba Lipsey and Associates since 2013, where he manages tax preparation and accounting services. He also serves as a member of DSP Tax Strategies, LLC, a tax planning and advisory service company. Lipsey has no prior experience as a financial advisor. Advisory Services Network is an independent enterprise firm with approximately 208 advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Rachel Boyell is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and four years of industry experience. She has worked with Cassaday & Company since 2014 and Royal Alliance Associates since 2021. 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.

Timothy Nelson is a financial advisor at Encompass More Asset Management LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bull Run Investment Management LLC, Centaurus Financial Inc., Bull Run Financial Group LLC, and Rillhurst Capital. In addition to his advisory work, he is a managing partner at Skyline Financial Partners, LLC, where he provides life insurance and annuities. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies utilizing proprietary and third-party sub-advisers across a range of investment options, including private placements and digital-asset exposures.

David Duff is a financial advisor at Kingsview Wealth Management, LLC, holding a Series 65 designation. He has been with Kingsview since 2024 and has prior experience that includes roles at Sharkey's Rib & Wing Joint and AMJ Financial Wealth Management. 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 advisor-led planning combined with model-based and separately managed strategies, including proprietary ETFs and access to third-party managers.

Melissa Vinick is a financial advisor at Marshfield Associates with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Marshfield Associates since 1999. Vinick is also associated with Bushido Capital Partners LLC and Yogi Advisors LLC. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, government entities, sovereign wealth funds, and investment companies. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary separately managed accounts, wrap-fee programs, non-discretionary model portfolios, and advisory services for an investment fund.

Yevgeniy Shvets is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with Capitol Securities Management, Inc. since 2019. His prior roles include positions at UGK Trading Inc, SageVest Wealth Management, TD Ameritrade, and SCOTTRADE. Outside of financial advising, he works as a translator, assisting with the translation of foreign language materials. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser and delivers investment advice through IAR-managed programs, separately managed accounts, and third-party money managers.

Alexander Fuentes is a financial advisor at Cassaday & Company, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Cassaday, he worked at Osaic Wealth, Inc. and has a background that includes roles in education and the hospitality industry. 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.

Justin Marcus is a financial advisor at Fortis Capital Advisors, LLC with 17 years of industry experience. He holds the Series 65 and Series 63 licenses. In addition to his role at Fortis Capital Advisors since 2021, Marcus is involved in founding and managing Gratus Wealth Management, LLC, and serves as a director at Gratus Staffing, a staffing agency, as well as CEO of Big 4 Talent, Inc., an online staffing platform. Fortis Capital Advisors provides portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm employs a range of investment strategies including discretionary management and model portfolios, with offerings that include passive, active, tactical, blended, and ESG-oriented options.

Amie Perl is a Series 65-licensed financial advisor at Marshfield Associates with three years of industry experience. Prior to joining Marshfield Associates, she worked for twelve years at Little Leaves Behavioral Services. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary separately managed accounts, model portfolios, and the Marshfield Concentrated Opportunity Fund.

Peter Tomasch is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. He previously worked at Cherry Bekaert Wealth Management LLC for seven years. Tomasch serves as a board member and finance committee member for Commonwealth Community Trust, a 501(c)(3) organization managing a pooled special needs trust. Choreo, LLC 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 emphasizes strategic asset allocation and diversified model portfolios, with a centralized portfolio management team and Investment Committee overseeing manager selection and monitoring.

Lori Allison is a CFP® professional with 26 years of industry experience, currently serving at The Strategic Financial Alliance, Inc. since 2012. She holds Series 63 and Series 66 licenses and is based in Fairfax, VA. Outside of her advisory role, she is active as treasurer for the BYU Management Society, an organization providing networking and scholarships for alumni and students, and she is involved in financial education workshops through Keen & Pocock Financial Academy, LLC. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting services. The firm operates multiple portfolio programs and supports third-party manager platforms, with a significant portion of assets managed on a non-discretionary basis.

Yosef Ghebray is a CFP® professional with 10 years of industry experience, currently serving at Range Advisory, LLC. His prior roles include positions at Betterment, Fidelity Investments, Wells Fargo, Bank of America, and Merrill. Range Advisory offers online financial planning and portfolio monitoring primarily for individual clients, including high-net-worth households. The firm utilizes third-party Turn-key Asset Management Platforms and AI tools to tailor portfolio construction and financial planning beyond investments.

Brett Bernstein is a CFP®-certified financial advisor at XML Financial Group with 28 years of industry experience. He has worked at XML Securities, LLC since 2019 and at XML Financial, LLC since 2016. Bernstein is also the managing partner of BR Financial Associates Management Company, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, providing customized portfolio management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Samuel Ferro is a CFP® with experience at Cassaday & Company, Inc. and Osaic Wealth, Inc. beginning in 2025. Prior to his advisory roles, he worked at The Family Firm from 2021 to 2025 and has held various positions outside the financial industry. 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.

Sarah Avery is a financial advisor with Mason Investment Advisory Services Inc. She holds a Series 65 designation and has been with Mason since 2024. Prior to joining Mason, she spent several years in educational roles at James Madison University and Lake Braddock Secondary School. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm specializes in fee-based financial planning, separately managed accounts, and institutional services, with a focus on strategic, long-term asset allocation and portfolio management for high-net-worth individuals and nonprofit organizations.

Daniel Smith is a financial advisor at Keel Point, LLC with one year of industry experience. He previously worked at Blend Labs, Inc. for four years and CoreLogic for ten years. 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 blend of fundamental and quantitative analysis to guide portfolio management and offers a range of strategies, including customization and use of sub-advisers, alongside affiliated brokerage, insurance, and private fund activities.

Andrew Burke is a financial advisor at Capitol Securities Management, Inc. in Reston, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Capitol Securities Management since 2006. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and investment vehicles.

David Guido is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Private Client Services. In addition to his advisory role, he is involved in offering insurance products through multiple companies, earning compensation from these sales. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management programs, financial planning, and retirement plan advisory services, with an emphasis on client-approved trades and customized portfolio allocations.

Ikesh Pandey is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and six years of industry experience. He has been with Archer since 2019 and previously worked at Sullivan & Company CPAs and Baker Tilly. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million through a range of solutions from comprehensive financial assessments and custom portfolio management to model-based strategies using mutual funds and ETFs.