Michael Bolen is a financial advisor at United Brokerage Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with United Brokerage Services since 2014. Outside of his advisory role, he manages residential real estate on a part-time basis. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment approaches and maintaining affiliations with United Bank and Wells Fargo.

John Weber IV is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Curi Capital, LLC and previously worked at Omega Wealth Management LLC, RMB Capital, LLC, and Partners in Financial Planning. Outside of advising, he is a partner in a real estate investment business. Curi Capital provides wealth management and investment management services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across various strategies and offers both discretionary and non-discretionary portfolio management.

Nathan Vandemeulebroecke is a CFP® professional with one year of industry experience, currently advising at Bogart Wealth, LLC. Prior to joining Bogart Wealth in 2023, he was affiliated with Virginia Polytechnic Institute and State University for four years and Severna Park High School for four years. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies, including model portfolios governed by an Investment Portfolio Committee, and offers access to alternatives such as private equity and real estate for qualified clients.

Jack Wrenn is a CFP® professional at Cassaday & Company, Inc. with two years of industry experience. He previously worked at Cary Street Partners and OSAIC. Cassaday & Co Wealth Management provides investment management and financial planning services 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’s investment approach is long-term and asset-allocation driven, combining actively managed mutual funds, ETFs, fixed income securities, and model portfolios tailored to clients' objectives.

David Vitt is a financial advisor with Realta Investment Advisors, Inc. in Arlington, VA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior work includes roles at United Brokerage Services, Capital One Investment Services, and Chevy Chase Financial Services Corporation. He also serves as president and CEO of Vitt Wealth Management, LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and diversified asset allocation strategies implemented through in-house or third-party portfolio management.

Dawn Wright is a CFP® and Series 65 licensed advisor with four years of industry experience. She is currently with Apollon Wealth Management, LLC and previously worked at CIC Wealth, LLC and Knollwood Investment Advisory. Outside of her advisory role, she manages a farming property. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser overseeing approximately $11.56 billion in client assets with a network of about 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, and various institutional clients, combining centrally managed strategies with locally managed portfolios and utilizing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI in its investment process.

Philip Sapienza is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 credential and having two years of industry experience. His background includes roles at Osaic Wealth, CoStar Group, and work in educational institutions such as the University of Richmond and Peddie School. Cassaday & Company Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm uses a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, typically employing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Ryan Miller is a financial advisor at SEIA with one year of industry experience and holds a Series 66 designation. Prior to joining SEIA, he held positions at Charles Schwab and other roles outside the financial industry. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, utilizing a combination of strategic asset allocation and tactical security selection.

Vincent Mccarron is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, Inc., and National Planning Corporation. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes a long-term, diversified asset allocation strategy managed through centrally overseen model portfolios, supporting both discretionary and non-discretionary accounts.

Sean Joyce is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 23 years of industry experience, including eight years at Wells Fargo Advisors prior to joining Advisory Services Network in 2022. Outside of his advisory role, he is a licensed insurance agent specializing in fixed life insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent investment adviser representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection across a range of asset classes and account types.

Richard Winer is a financial advisor with SteelPeak Wealth, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with SteelPeak Wealth Management since 2016 and is also an independent associate of Isagenix International, a health and nutrition product company. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices. The firm offers financial planning, discretionary portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and due diligence on private securities and pooled vehicles for eligible clients.

Alexandru Kevorchian is a Series 65 licensed advisor with The Burney Company, based in Reston, VA, and has 13 years of industry experience. He has worked with various Burney entities since 2012 and currently serves as a Principal Data Scientist at Navy Federal Credit Union. He is also the owner of Kevcat Solutions, Inc., an IT consulting business. The Burney Company advises primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a multi-team advisory platform with a proprietary investment process that includes fundamental and quantitative models, actively managed ETFs, and customized portfolio management options.

Christopher Krell is a CFP® professional with 27 years of experience in financial advisory services. He is currently with Cassaday & Company, Inc., where he has worked since 1997 in various capacities, including his role as a principal and senior vice president. Krell serves on the board of Cassaday’s Donor Advised Fund, overseeing charitable giving decisions. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations and offers fiduciary services for ERISA plan engagements.

Rohan Patel is a CFA® charterholder and holds Series 65, 63, and 66 licenses, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC with six years of industry experience. His prior roles include positions at Vanguard Marketing Corporation and TIAA-CREF. Outside of financial advising, he is a silent partner in convenience store and gas station businesses and works as a food delivery driver. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by offering financial planning, investment management, consulting, and retirement plan services. The firm’s investment approach combines active and passive strategies tailored to client objectives, emphasizing diversification, cost control, and long-term discipline, and it operates as a subsidiary of a national accounting and professional services firm.

Michael Weston is a financial advisor at NorthRock Partners, LLC with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Commonwealth Financial Network, Wharf Financial, and Ameriprise Financial Services. Weston is also the owner of Wharf Financial, LLC, a private entity facilitating securities, advisory, and insurance business. NorthRock Partners provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers a tailored investment approach emphasizing asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human oversight.

Hazel Toler is a financial advisor at Rossby Financial, LLC, holding a Series 65 designation with one year of industry experience. Outside of advising, she has been involved with Joes Seafood Stonecrab and Prime Steak since 2015. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension plans, corporations, and other business entities, managing approximately $565 million in discretionary assets. The firm uses a variety of analytical approaches to tailor diversified portfolios across multiple asset classes and offers services including wrap-fee programs and retirement-plan advice under the DOL fiduciary framework.

William Mayo is a financial advisor with Snowden Capital Advisors LLC based in Bethesda, MD, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has worked at Snowden Lane Partners since 2015 and previously spent 20 years at Merrill. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutions. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, employing customized model portfolios and a range of investment tools while maintaining institutional capabilities and multi-team scale.

Loizos Kapnisi is a financial advisor at Mason Investment Advisory Services Inc with 15 years of industry experience. He holds the Series 66 designation and has previously worked at TIAA and TIAA-CREF. 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’s investment approach focuses on long-term strategic asset allocation, disciplined rebalancing, and a manager-selection process using mutual funds, ETFs, and third-party money managers.

Alice Li is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at Modern Wealth Management, LLC and has previous experience with Wealthspire Advisors, The Colony Group, LLC, and several consulting firms. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Dominique Hopkins is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Navy Federal Financial Group and its related entities since 2008. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third‑party portfolio managers and provides both personalized and automated investment solutions.