Bennett Yeargan is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, he worked at IonQ Quantum for three years and Ernst & Young for four years. He also attended East Carolina University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Ruderis Fuentes is a financial advisor at SEIA with four years of industry experience. He holds the Series 66 designation and has worked at firms including T. Rowe Price and Caliver Beach Mortgage. Fuentes also has experience with the Maryland National Capital Park & Planning Commission and spent several years at Northwestern High School and the University of Maryland. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process combining strategic asset allocation and tactical security selection, offering a range of portfolio management and financial planning services primarily focused on non-discretionary management.

Roger Follis is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors, Raymond James Financial, and B. Riley Wealth Advisors. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles across a multi-team platform. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and brokerage and insurance product distribution, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Andrew Clark is a financial advisor at Lexaurum Advisors with 38 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior work experience includes roles at Cetera Advisor Networks, Summit Financial Group, and Northwestern Mutual Investment Management. Outside of his advisory work, Clark is president of the Tyson Corner Chamber of Commerce and engages in marketing consulting and fundraising for special education nonprofits. Lexaurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms with investment management, financial planning, and retirement-plan services. The firm uses diversified portfolios based on modern portfolio theory and offers both discretionary and non-discretionary engagements through a multi-advisor team.

Troy Chaplin is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at multiple firms, including Osaic Wealth, Inc. and Cetera. Outside of his advisory role, Chaplin has experience working in the hospitality industry, serving at The Hunton. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $7.14 billion in discretionary assets and follows a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Ryan Perraut is a CFA® charterholder with 13 years of industry experience. He has been with Snowden Lane Partners, now Snowden Capital Advisors LLC, since 2015. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients through discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm leverages multi-team scale and institutional capabilities, offering customized portfolios and access to unaffiliated sub-advisers and third-party managers.

Evan Farr is a financial advisor at Avior Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at EWG Elevate Inc. dba Protection Point Advisors for five years. In addition to his advisory role, Farr has operated his own law firm since 1991 and has engaged in activities including publishing, teaching other attorneys, and managing insurance and management consulting businesses. Avior Wealth Management serves a diverse clientele, including high-net-worth individuals, institutions, and pension plans, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach with a combination of direct portfolio management and separately managed accounts, utilizing platforms such as Charles Schwab, Fidelity, and Pontera.

Christian Hansen is a CFP® with eight years of industry experience, currently serving as a Financial Planning Specialist at Cassaday & Company, Inc. He has been with Cassaday and its affiliate OSAIC Wealth since 2016. Hansen serves as Treasurer on the Special Olympics Virginia Young Professionals Board and is a trustee for the Cassaday & Company Donor Advised Fund. 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 approach based on Modern Portfolio Theory and offers both tailored investment management and standalone financial planning and retirement plan consulting.

Chad Goldberg is a financial advisor at Marshfield Associates in Washington, DC, holding a Series 65 credential with 16 years of industry experience. He has been with Marshfield Associates since 2009. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a mix of institutional and individual clients, including high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investing approach with a concentrated Core Value Equity Strategy and an optional Balanced Strategy, emphasizing quality and a strict margin-of-safety buy discipline.

Angelique Ayala is a CFP® with 12 years of industry experience, currently serving at Savvy since 2025. She previously worked at Horizon Advisory Group, Commonwealth Financial Network, MML Investors Services, and MassMutual. Outside of financial advising, she is a board member and co-chair of the events committee for the Equality Chamber of Commerce DC and also provides dog sitting services in Centreville, VA. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by proprietary technology and third-party platforms.

Manuel Carranza is a Certified Financial Planner® with 10 years of industry experience. He is currently with Range Advisory, LLC, where he has worked since 2026. Prior to this, he was with Kestra Advisory and Fidelity Brokerage Services LLC. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers a range of in-house and third-party investment solutions, incorporating AI-driven tools to support portfolio management.

Alicia Fouser is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes positions at Navy Federal Financial Group and North West Financial Advisors, as well as a background working with Prince William County Schools, where she volunteers periodically in the classroom. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering a range of portfolio management and financial planning services primarily through managed advisory programs that utilize third-party portfolio managers.

Anne Majors is a Series 65-licensed financial advisor with The Burney Company in Reston, VA, and has two years of industry experience. She previously worked at SS&C Advent for three years before joining Burney Partners, LLC. The Burney Company advises 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 using a multi-team platform with proprietary fundamental and quantitative investment models, and offers discretionary equity portfolio management alongside financial planning and tax preparation services through an affiliated CPA firm.

Carson Filion is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He previously worked at New York Life Investments and Hightower Financial Principles and graduated from Florida State University. Cassaday & Company provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory and manages approximately $7.14 billion in discretionary assets.

Rand Andoni is a financial advisor with McAdam LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2015 and has been with McAdam LLC since 2014. Outside of his advisory roles, Andoni provides technology consulting services to Zeva, Inc. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios tailored to clients’ risk tolerance and objectives, offering a range of strategies including alternative investments and a subscription-based financial-planning service.

James Mc Comb is a financial advisor at Madison Partners with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Charles Schwab, TD Ameritrade, and HSBC Securities. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Caleb Fry is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Mason Investment Advisory Services Inc and has previously worked at firms including LPL Financial, Water Street Financial LLC, and Sterling Financial Partners. 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.

Eric Reigel is a CFP® with 10 years of industry experience, currently serving at Range Advisory, LLC. His prior roles include positions at Evermay Wealth Management, AMJ Financial Wealth Management, Charles Schwab & Co., Inc., and McAdam Financial. He is also registered as an Independent Insurance Agent, a non-investment-related activity. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers a mix of in-house model portfolios, third-party strategies, and tax-aware indexing, incorporating AI tools to assist in client service and portfolio management.

Victoria Freeman is a financial advisor at Cassaday & Company, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Motley Fool Wealth Management, Mendota Financial Group, Northwestern Mutual, Capitol Auto Credit, and Indulge Spa. 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 manages approximately $7.14 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Kevin Draudt is a CFP® professional with six years of experience in financial advising. He currently works at Andersen and has previously held positions at several firms, including Andersen Tax LLC and Valeo Financial Advisors. Andersen serves successful individuals and families, their related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.