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 designations and six years of industry experience. His prior work includes roles at Royal Alliance Associates, The Prudential Insurance Company of America, Pruco Securities LLC, and McAdam. He also serves as an Advanced Strategies Associate at Cassaday & Co Wealth Management, LLC, focusing on insurance and annuities reviews and audits. Cassaday & Co Wealth Management provides investment management and financial planning 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 employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers services including standalone financial planning and retirement plan consulting.

Todd Rundle is a CFP® professional affiliated with AlphaCore Capital LLC and has over 18 years of industry experience. He previously worked at Raymond James Financial Services, Inc. and SPC Financial, Inc. before joining 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, including access to tax preparation, trustee services, retirement plan advisory, and sub-advisory roles.

Elizabeth Napper is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. She is currently with CW Advisors, LLC and previously worked at Captrust, the National Rural Electric Cooperative Association, and Bb&T Asset Management, Inc. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, and family office services to a broad client base including individuals, trusts, estates, and charitable organizations. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies.

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.

Shreeva Aylor is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Navy Federal, Aylor worked at firms including LPL Financial and Fidelity Investments. The firm serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that use third-party portfolio managers.

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.

Michael Lin is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Choreo, LLC since 2022 and previously spent ten years at RSM US Wealth Management LLC. 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 approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Andrew Schenker is a CFA® charterholder with 17 years of industry experience. He is currently with Heritage Investors Management Corporation, where he has worked since 2016, following a one-year tenure at Morgan Stanley & Co. LLC. Heritage Investors Management Corporation provides investment management and financial planning to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes diversified portfolios tailored to clients’ specific financial situations, generally employing long-term investment strategies.

Jaskirat Lakhat is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and having 26 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Merrill. Outside of his advisory role, he manages a business involving the purchase and rental of luxury cars. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with about 131 advisors managing approximately $2.95 billion for more than 7,000 clients. The firm offers a range of portfolio management and financial planning services, utilizing an open-architecture investment approach that includes internally managed strategies, sub-advisory relationships, and both discretionary and non-discretionary mandates.

Mindy Gasthalter is a CFP® with 23 years of experience in financial advising. She is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc, Freed Advisors, and Alexandria Financial Associates, Ltd. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, with centralized investment oversight through an Investment Oversight Committee.

Ashli Suprise is an advisor with Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with 13 years of industry experience. She has worked with OSAIC Wealth since 2020 and EF Legacy Securities, LLC since 2016. In addition to her advisory role, she serves as Advanced Strategies Client Service Manager for Cassaday & Co Wealth Management, LLC, focusing on insurance and annuity analysis, trades, and client transactions. 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’s investment approach is long-term and asset-allocation driven, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Michael Graham is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with LaSalle St. Securities, L.L.C. since 2003. Outside of his advisory role, Graham operates a sole proprietorship buying and selling collectible coins through online auction sites. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, incorporating a diverse asset mix including mutual funds, ETFs, equities, fixed income, and options.

Hourieh Ghasripour is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with Navy Federal entities since 2011 and spent two years at Wells Fargo Clearing prior to that. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm structures client portfolios primarily through third-party portfolio managers vetted by an investment committee and provides both managed advisory programs and digital automated ETF portfolio products.

Christine Brill is a financial advisor at Andersen with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, emphasizing consolidated performance reporting, strategic investment planning, and integration of investment advice with tax and financial planning.

David Parks is a financial advisor at Keel Point, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Keel Point Capital, LLC since 2011, with prior roles at WFG Investments Inc and Private Consulting Group, Inc. Parks serves as CEO and managing member of several Keel Point affiliated entities. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion. The firm serves individuals, institutional investors, and retirement plan sponsors, employing a team-based approach to fundamental and quantitative analysis across multiple investment strategies.

Jeffrey Lopez is a CFP® professional at Range Advisory, LLC with three years of industry experience. His background includes roles at Deloitte and StoneTurn Group, as well as operating as a sole proprietor. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs model portfolios alongside third-party strategies, utilizing AI tools to support portfolio management and client service.