Roshan Loungani is a financial advisor at Arete Wealth Advisors, LLC in Vienna, VA, with 26 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2008. He holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary rule-based model allocations, and provides access to third-party money managers and wrap programs.

Keegan Stroup is a CFP® professional with 18 years of experience in financial advising. He has been associated with Wtas LLC since 2010 and is currently affiliated with Andersen in McLean, VA. Andersen serves successful individuals, families, and related entities, providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated performance reporting, and integrated tax and advisory services.

Jennifer Szaro is a financial advisor with XML Financial Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with XML Financial, LLC since 2019 and has worked with XML Securities, LLC (formerly Lara, May & Associates, LLC) since 2008. Szaro serves as a Small Firm member on the FINRA Board of Governors. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to a diverse retail client base including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model and integrates fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client goals.

Brandi Kachouri is a financial advisor at MissionSquare Retirement with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Swain Wealth Partners. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways platform. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and include discretionary Managed Accounts and nondiscretionary Fund Advice tailored to participant information.

Thomas Toth III is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His work history includes positions at Navy Federal Financial Group, Toth Capital Management, Toth Financial Advisory Corp., Glass Jacobson Financial Group, Raymond James Financial Services, and Atlantic Union Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients with portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs featuring third-party portfolio managers and offers both customized and automated investment solutions.

Jason Davis is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. before joining AlphaCore Capital LLC in 2025. Outside of his advisory work, he owns rental real estate. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, and retirement plan advisory with a focus on multi-asset portfolios that include alternative investments and private market commitments.

Matthew Blunt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cassaday & Company, Inc. since 2018. Prior to this, he worked for the Arlington County Fire Department from 2014 to 2018. Outside of his advisory role, he is involved with insurance agencies focusing on life, disability, and long-term care insurance products. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with clients’ investment policy statements.

Evan Mc Cullers is a CFP® professional with four years of experience at Modera Wealth Management, LLC. Prior to joining Modera, he worked at Bernhardt Wealth Management, Inc. and has held roles in the public and private sectors, including the United States Senate and political organizations. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with integrated accounting, tax, and business coaching services, managing approximately $17.7 billion in assets across more than 100 advisors.

Daniel Goldstein is a CFA® charterholder and holds a Series 65 license. He has three years of industry experience and is currently with Andersen, where he has worked since 2022. Prior to Andersen, he held roles at United Income and Icma Rc. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm offers investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrated with tax, valuation, and other advisory services.

Judith Becker is a financial advisor at Marshfield Associates with six years of industry experience. She holds a Series 65 designation and has been with Marshfield Associates since 2018. Prior to joining the firm, she worked at the US Department of Education for 11 years. Marshfield Associates is a registered investment adviser serving a diverse client base, including 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 and non-discretionary portfolio management services.

James Frangenberg is a CFP® with 22 years of experience in the financial services industry, currently with Founders Financial Securities LLC. His prior roles include positions at Wells Fargo Clearing Services, LPL Financial, M&T Securities, M&T Bank, and PNC Investments. He serves on the advisory council for Adventist Shady Grove Hospital Center and is a Leadership Council Member for Make-A-Wish Mid Atlantic. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in client assets. The firm offers diverse advisory platforms and delegates investment decisions to its representatives, supporting a broad range of services including managed portfolios, financial planning, and 1031 exchange consulting.

Richard Sebastian is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. His prior roles include positions at CIC Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Commonwealth Financial Network, McAdam LLC, and VOYA Financial Advisors, Inc. In addition to his advisory work, Sebastian provides fixed insurance services to clients. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, family offices, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a broad range of investment vehicles.

Faisal Magsi is a CFP® professional with six years of industry experience, currently serving at Range Advisory, LLC. His career includes roles at Range Finance, Prostatis Financial Advisors Group, SFG Wealth Management, and LPL Financial LLC. 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 utilizes proprietary model portfolios alongside third-party strategies, incorporating AI tools to support portfolio management and client interactions.

Sijal Chudal is a Series 66 registered advisor with Navy Federal Investment Services, LLC, based in Vienna, VA. He has one year of industry experience and has previously worked at Citibank, MUFG Investor Services, and George Mason University. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm delivers advice through managed advisory programs that utilize third-party portfolio managers and provides automated ETF portfolio options for clients preferring digital solutions.

Richard Nilsen is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Advisors since 2016. His prior experience includes positions at Ashton Royce & Co. and Summit Wealth Management, LLC. Nilsen is also the founder and president of Nilsen Financial Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers customized financial planning and portfolio management services, utilizing a range of third-party managers and platform solutions.

Kathryn Cotter is a Series 65-licensed financial advisor with Marshfield Associates in Washington, DC, where she has worked since 2024. She has six years of prior experience at Nexercise, Inc. and five years at BET Networks. 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, supported by in-house research and a willingness to hold substantial cash positions.

Jennifer Antosh is a CFA® charterholder based in Potomac, MD, with two years of industry experience. She is currently with Merit Financial Advisors and previously worked at TritonPoint Wealth, Goldman Sachs PFM, Mercer Consulting, and BNY Mellon. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary authority supported by fundamental analysis and supplemental investment tools.

Colin Pan is a financial advisor at Choreo, LLC with credentials including the Series 63 and Series 65 licenses. He has experience working at Ameriprise, Northwestern Mutual Investment Services, LPL Financial, and several smaller firms. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services such as portfolio management, financial planning, outsourced CIO, and retirement plan consulting. The firm employs a quantitative investment process and offers specialized advisory services including 1031 exchanges, Deferred Sales Trusts™, and Opportunity Zone consulting.

Paul Seal is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Signal Advisors Wealth, LLC and previously spent seven years at AlphaStar Capital Management, LLC. In addition to his advisory role, he serves as president of Ascendant Wealth Strategies, Inc., where he provides insurance and annuity advice and sales. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis, while supporting a large number of retail accounts across its multi-team structure.

Jennifer Stacey is a financial advisor with Bogart Wealth, LLC in McLean, VA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include multiple positions at Concorde Investment Services and Concorde Asset Management, where she also served as Chief Compliance Officer. Outside of her advisory work, she is a co-founder and Director of Educational Programming for Preservation Farmington, a historic preservation advocacy group in Michigan. Bogart Wealth, LLC provides financial planning and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm employs a combination of passive and active investment strategies governed by an Investment Portfolio Committee and supports its research and operations with formal governance and approved AI tools.