Jeffrey D. Smith is a financial advisor with Private Client Services, LLC in Rockville, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at Private Client Services since 2020, with previous roles at Bright Futures Wealth Management, Cetera Advisors, and Brightline Financial. Outside of his advisory work, he serves as treasurer for a girls’ competitive gymnastics team parent association and acts as an expert witness for a legal firm. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and employs a structured discovery and risk-profiling process to develop customized investment strategies.

Carrie Malatesta is a CFP® and holds a Series 65 license, with two years of industry experience. She has worked at Bogart Wealth, LLC since 2026 and previously at Evermay Wealth Management, LLC and State Street Corporation. Her background also includes several years in educational roles at The College of the Holy Cross and The Hun School of Princeton. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing financial planning, consulting, and wealth management services. The firm uses model portfolios with discretionary management and offers specialized options such as direct indexing SMAs, structured-note models, and alternative investments while integrating tax preparation and estate planning tools.

Richard Horner Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses model portfolios managed by third-party managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Matthew Krause is a CFP® professional with eight years of industry experience. He is currently with Mason Investment Advisory Services Inc, where he has worked since 2021. His prior experience includes positions at Purshe Kaplan Sterling Investments, Altus Wealth Group, TIAA-CREF, and Mutual of Omaha. 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.

Robert Pratt is a financial advisor with The Burney Company in Reston, VA, holding a Series 65 credential and five years of industry experience. His prior work includes roles at Burney Partners LLC, Henrico County Public Schools, Savage Apparel Company, and the University of Mary Washington. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, and charitable organizations. The firm employs proprietary fundamental and quantitative models, manages actively traded ETFs, and offers various account options within a multi-team advisory platform.

Bethany Tice is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 65 and Series 66 credentials with seven years of industry experience. Her prior employment includes roles at Rockefeller Financial LLC, Mercer Global Advisors Inc., and Manning and Napier Advisors. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets for over 6,100 clients. The firm employs a combination of discretionary and non-discretionary portfolio management, model asset allocation strategies, and sub-advised solutions that integrate tactical, active, and passive investment approaches.

Joseph Morgan is a CFP® professional with 18 years of industry experience, currently serving at United Capital Financial Advisors since 2013. He holds Series 63 and Series 65 licenses and is based in Reston, VA. In addition to his advisory role, he teaches mediation services approximately two days per year through Northern Virginia Mediation Services. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customization for ESG and faith-based preferences.

Robert Fratkin is a financial advisor with Arete Wealth Advisors, LLC in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has been involved with the American Political Items Collectors, a 501(c)(3) educational organization, where he served as past president and executive editor. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Cole Luther is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Navy Federal Investment Services, LLC and has prior experience at Navy Federal Credit Union and Quantico Financial. He studied at the University of Tennessee Knoxville from 2021 to 2025. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm employs third-party portfolio managers accessed via the Envestnet platform and offers a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

Michael Bolen is a financial advisor at United Brokerage Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with United Brokerage Services since 2014. Outside of his advisory role, he manages residential real estate on a part-time basis. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment approaches and maintaining affiliations with United Bank and Wells Fargo.

John Weber IV is a CFP® with three years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. His prior roles include positions at Curi RMB Capital, LLC, RMB Capital, LLC, and Omega Wealth Management LLC. Outside of advisory work, he is a partner in a real estate investment business. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices with a focus on a long-term, fundamental investment approach across equities and fixed income.

Nathan Vandemeulebroecke is a CFP® professional with one year of industry experience, currently working at Bogart Wealth, LLC. Prior to joining Bogart Wealth, he spent four years at Virginia Polytechnic Institute and State University and four years at Severna Park High School. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of fundamental equity analysis, technical factors, and top-down asset allocation to manage client portfolios, offering both traditional and non-traditional investment options alongside coordinated tax preparation and estate planning tools.

Todd Wike is a CFP® with 20 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Raymond James Financial for 20 years. Outside of his advisory role, he is the owner of Wike Properties, LLC, a business established to purchase an office building for branch relocation. Concurrent Investment Advisors, LLC is an enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals, risk tolerance, and tax considerations.

Jack Wrenn is a CFP® professional at Cassaday & Company, Inc. with two years of industry experience. He previously worked at Cary Street Partners and OSAIC. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets as of December 31, 2025. The firm’s investment approach is long-term and asset-allocation driven, combining actively managed mutual funds, ETFs, fixed income securities, and model portfolios tailored to clients' objectives.

David Vitt is a financial advisor with Realta Investment Advisors, Inc. in Arlington, VA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior work includes roles at United Brokerage Services, Capital One Investment Services, and Chevy Chase Financial Services Corporation. He also serves as president and CEO of Vitt Wealth Management, LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and diversified asset allocation strategies implemented through in-house or third-party portfolio management.

Dawn Wright is a CFP® professional with four years of industry experience, currently serving at Apollon Wealth Management, LLC. She previously worked at CIC Wealth, LLC and Knollwood Investment Advisory. Outside of her advisory role, Wright is involved in insurance planning and manages a farming property. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including high-net-worth individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment strategies with locally managed portfolios and offers a broad range of services including financial planning, portfolio management, and sub-advisory roles with a focus on tailored client solutions across various asset classes.

Philip Sapienza is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at CoStar Group and the University of Richmond. 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 using diversified, buy-and-hold allocations with actively managed mutual funds, ETFs, and conservative fixed income securities.

Ryan Miller is a financial advisor at SEIA with one year of industry experience and holds the Series 66 designation. Prior to joining SEIA, he has worked at Charles Schwab and also has experience outside the financial sector, including in retail and food service. 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’s investment approach combines strategic macro asset-allocation with tactical adjustments, integrating quantitative and qualitative research, and primarily emphasizes non-discretionary asset management.

Vincent Mccarron is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, Inc., Obsidian Personal Planning Solutions, and National Planning Corporation. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Brianna Matro is a financial advisor at Range Advisory, LLC with seven years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. 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, integrates AI tools into client interactions, and uses a flat subscription fee structure for advisory services.