Garrett Beckstrom is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at Lincoln Financial Advisors, Ameriprise, and other firms. Outside of finance, he has experience in the food service industry with roles at Philly Pretzel Factory and Publico Kitchen and Tap. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customization in investment strategies and offers a broad affiliate network and technology platform that serves other independent advisors.

Craig Alden is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Gwn Securities, and Interactive Financial Advisors. Outside of his advisory work, Alden serves as a baseball umpire for college, high school, and recreational games. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various delivery methods including managed portfolios, third-party asset managers, and co-advised wealth management programs.

Thomas West is a financial advisor at SEIA with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Signator Investors, Royal Alliance Associates, and SEIA, where he has been since 2011. West is the founder of LifeCare Affordability Plan, a sole proprietorship focused on financial planning for long-term care financing, and serves as CEO of Longevity Strategists LLC, a software-driven networking business in the financial services industry. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, modular and comprehensive financial planning, and consulting services, utilizing a combined strategic and tactical investment approach guided by an in-house Investment Solutions Group and Investment Committee.

Mark Frenzel Sulyok is a CFP® certificant and holds a Series 65 license, with four years of industry experience. He has worked at Brighton Jones LLC since 2021 and previously at Mcadam Financial and Dickinson College. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family office clients through multiple brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and recommending a mix of public and private investments supported by affiliated entities such as Lenora Capital and Brighton Jones Trust Company.

Gabriella Cajina Schafer is an associate advisor at SEIA with nine years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and SES LLC. Gabriella also holds a Virginia insurance license, though she is not a producer. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, and it manages a majority of assets on a non-discretionary basis.

Christopher Hoffa is a CFP®-certified financial advisor with six years of industry experience, currently serving at Brighton Jones LLC. His prior work includes roles at ANKURA Consulting Group and Dixon Hughes Goodman. Hoffa's tenure at Brighton Jones spans multiple periods beginning in 2020. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary portfolio management, tax preparation, real estate consulting, and family office support through its affiliated entities.

James Ortlip is a CFP® with 26 years of industry experience. He currently works at F.L. Putnam Investment Management Company and has previously been affiliated with Kalos Capital, Inc., AOG Wealth Management, Pacific West Financial Consultants Inc, and Capital Financial Group Leesburg Associates, LLC. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm integrates internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Justin Harris is a CFP®-designated financial advisor with 26 years of industry experience. He is currently a principal at Cassaday & Co Wealth Management, LLC and has held roles at Cassaday & Company, Inc. and Royal Alliance Associates, Inc. outside of his advisory work, he is a senior partner in multiple LLCs and involved in insurance sales including life, disability, and long-term care insurance. 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 focused on diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Brendan Condron is a financial advisor at Cassaday & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Cassaday, he held roles at OSAIC, EaseAlert, The Selling Factory, and Kidball Baseball Inc. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and offers a range of consulting and financial planning services, supported by various corporate affiliations.

Thomas Crafa is a CFP® and ChFC® with two years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. His prior work includes roles at Navy Federal Credit Union, Gotham Government Relations, and the Town of Hempstead. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs featuring third-party portfolio managers and provides a range of investment solutions including unified managed accounts and automated ETF portfolios.

Kris Persinger is a CFP® professional with 38 years of industry experience, currently affiliated with Lexaurum Advisors in Washington, DC. His career includes roles at Brokers International Financial Services, CETERA Advisor Networks LLC, and Summit Financial Group. He also operates Persinger Planning, LLC, providing financial planning and investment management services. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm emphasizes diversified portfolios aligned with modern portfolio theory and offers discretionary and non-discretionary investment management, including a proprietary Golden Rule Program featuring low-cost ETF model allocations.

Harriet Fountain is a financial advisor with The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with The Burney Company since 2019 and previously worked at Macy's and Marshall's. The Burney Company serves mainly 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 platform and offers discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

Kathleen Pena is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 66 licenses. She has seven years of industry experience, including prior roles at Spire Investment Partners, Citibank, Ameriprise, and JPMorgan. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by an extensive network of approximately 286 advisors.

Matthew Plourde is a CFP® with three years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. He previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. Outside of his advisory work, Plourde engages in part-time gig economy work on Task Rabbit. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies and managing accounts with a focus on multi-asset diversification and resilience.

Pamela Mudd is a CFP® professional with 22 years of industry experience. She is currently with AlphaCore Capital LLC and previously worked at SPC Financial, INC. and Sella & Martinic, LLC for over two decades. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm provides comprehensive wealth planning and investment management, focusing on both traditional and alternative investment strategies, and offers services including tax preparation, trustee services, and ERISA retirement plan advisory.

Feisal Malik is a financial advisor at Spire Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Spire Investment Partners since 2020, following prior roles at Bestvest Investments and his own practice. Since 2023, Malik has also served as Chief Compliance Officer for Spire as a Service, an outsourced compliance business for registered investment advisers. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm offers both discretionary and non-discretionary portfolio management, combining advisor-constructed portfolios, model strategies, and sub-advised solutions that include tactical, active, and passive investment approaches.

Gulielma Fager is a CFP® and Series 65-licensed advisor with Rossby Financial, LLC, bringing five years of industry experience. She previously worked at Cambridge Investment Research Advisors and Michael Bombardier PhD LLC. Outside of her advisory role, she serves as a board member for the Friends School of Baltimore and is active as an author and speaker through Toler Financial Group LLC. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs diversified investment strategies tailored to clients’ objectives and risk tolerances, managing approximately $565 million in discretionary assets.

Albert Mullan is a financial advisor at The Burney Company with three years of industry experience. He holds a Series 65 designation and has worked in roles at The Burney Company, DP Facilities Data Centers, Telos Corporation, James Madison University, and Loudoun County High School. 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 that employs proprietary fundamental and quantitative models and offers a variety of investment options, including actively managed ETFs and OCIO services.

Eric Sanders is a CFP® professional with nine years of experience in financial advising. He is based in McLean, VA, and has a longstanding association with Andersen Tax LLC, where he has worked since 2006. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning services.

Matthew Gaffey is a CFP® and ChFC® with 19 years of industry experience. He currently serves as an advisor at Concurrent Investment Advisors, LLC and has held prior roles at Corbett Road Wealth Management, Spire Investment Partners, Truist Investment Services, and Fidelity. Gaffey is also a passive investor with a minority interest in NexGen, an investing and consulting company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios using ETFs, mutual funds, and other securities, and it offers a range of wealth management, financial planning, and retirement advisory services supported by a network of roughly 286 advisors.