Kenneth Long is a CFA® and CIC-designated financial advisor with over 30 years of experience at Heritage Investors Management Corporation, where he has worked since 1995. He holds a Series 65 license and is based in Bethesda, MD. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth clients with personalized investment management. The firm employs a long-term, buy-and-hold strategy across diversified portfolios and manages a broad range of complex account types while maintaining formal trading oversight and custody safeguards.

Steven Collins is a financial advisor at XML Financial Group, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. He has been with XML Financial, LLC since 2019 and with XML Securities, LLC since 2016. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients with tailored portfolio management, financial planning, retirement plan advisory, and access to alternative investments through various platforms and affiliated managers.

Kimberly Knapp is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Capitol Securities Management since 2005. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors with brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm offers asset management through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Michael Stevens is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with the firm since 2012. Outside of advising, he is a partner in a financial marketing business and also works as a fixed insurance agent. The Strategic Financial Alliance serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers portfolio management, third-party manager selection, financial planning, and educational seminars, implementing customized strategies through co-advisory relationships and referrals.

Laura Mcaree is a financial advisor at Heritage Investors Management Corporation with 14 years of industry experience. She previously worked at Goldman Sachs Personal Financial Management/United Capital and West Financial Services, Inc. since 2020, she has been with Heritage Investors Management Corporation, a firm founded in 1974 that provides personalized investment management primarily to high-net-worth clients. The firm manages approximately $4.18 billion across various client relationships, focusing on tailored portfolios with a long-term, buy-and-hold investment approach.

Amanda Pfeifle is a financial advisor at F.L. Putnam Investment Management Company with three years of industry experience. She holds a Series 65 designation and previously worked at AOG Wealth Management from 2008 to 2025. Outside of her advisory role, she is the owner of CE Media & Design, a photography services business. F.L. Putnam serves individual investors, families, and institutional clients, providing discretionary and non-discretionary investment management, financial planning, and consulting through a team-based, customized approach. The firm offers a range of strategies including sustainable investing and tax-aware rebalancing, utilizing both internal and third-party managers across multiple asset classes.

Amy Mitchell is a CFP® and CFA® with nine years of industry experience. She currently works at Mason Investment Advisory Services, Inc. and previously held positions at Hemington Wealth Management, Keystone Asset Management, Altius Financial Advisors, and Mitchell Financial Services. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for individual and institutional clients through a team of 31 advisors. The firm focuses on strategic, long-term asset allocation and portfolio management, offering services that include separately managed accounts, financial planning, and outsourced chief investment officer engagements for nonprofit organizations and pension plans.

Blaine Homan is a CFP® with seven years of industry experience currently with Mason Investment Advisory Services Inc. He has previously worked at Mason Securities, Inc., Centurion Wealth Management, Domani Wealth LLC, and Kurtz, Connor, Browning, & Phillips, LLC. His career also includes three years at Virginia Polytechnic Institute and State University. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm provides fee-based financial planning, separately managed accounts, and institutional services such as outsourced chief investment officer (OCIO) engagements, focusing on long-term strategic asset allocation and manager selection.

Thomas Mudlaff is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior roles include positions at Chevy Chase Financial Services and Capital One Investment Services. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

Paul Pourreza Jourshari is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 designation and seven years of industry experience. He has worked with Mutual of Omaha and its investor services division since 2019. In addition to his advisory role, he owns an online retail business called Paul Pourreza and is also licensed as an insurance agent specializing in life, health, and accident insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through platforms like Envestnet and emphasizes model portfolios and third-party manager relationships.

Alyson Lapidus is a financial advisor at SEIA with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Burney Wealth Management and Ses LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments and features a predominance of non-discretionary asset management, alongside multiple advisory programs and planning services.

Evgeny Gushcha is a financial advisor at The Burney Company with 17 years of industry experience. He holds the Series 65 designation and has worked at Burney Partners since 2008. The Burney Company serves primarily 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 through a multi-team advisory platform, offering discretionary equity portfolio management and financial planning, supplemented by tax preparation services via an affiliated CPA firm.

Kyle Mcfarland is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with The Burney Company since 2016 and previously worked at Tennessee Valley Asset Management Partners, LLC and LPL Financial. The Burney Company serves primarily 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 through a multi-team advisory platform and employs a blend of proprietary fundamental and quantitative models, offering customized portfolio management alongside active ETFs and OCIO services.

Lisa Windsor is a CFP® with 14 years of experience in the financial services industry. She is currently with SEIA and has previously worked at Fidelity Personal and Workplace Advisors and Royal Alliance Associates, INC. Windsor holds the Series 66 designation. 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 combines strategic macro asset allocation with tactical adjustments guided by both quantitative and qualitative research, and manages a majority of assets on a non-discretionary basis.

Edgar Martinez is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and other firms. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, guided by a centralized Investment Committee and a mix of strategic and tactical approaches.

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 licenses and nine years of industry experience. Prior to joining Navy Federal, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for nine and seven years, respectively. 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 primarily through managed advisory programs utilizing third-party portfolio managers.

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. He holds a Series 65 designation and has six years of industry experience. His work history includes roles at Burney Partners LLC, Henrico County Public Schools, Savage Apparel Company, and the University of Mary Washington. The Burney Company serves primarily 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 discretionary equity portfolios using proprietary fundamental and quantitative models and offers services such as financial planning, tax preparation through an affiliated CPA firm, and actively managed ETFs.