Manuel Moral is a CFP® professional with 18 years of experience in the financial services industry. He has been with United Brokerage Services, Inc. since 2018, following prior roles at Cetera Investment Services LLC and First National Bank of PA. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, model portfolios, rebalancing, and tax-aware overlays, typically advising on a non-discretionary basis.

Meredith Wade is a financial advisor at XML Financial Group with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and SunTrust Advisory Services. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, combining fundamental and technical analysis with access to alternative investments and affiliated managers.

Samuel Woo is a financial advisor at AlphaCore Capital LLC with a Series 65 designation. He has been in the industry since 2023, with prior experience at SPC Financial, Inc. and Raymond James Financial Services, Inc. before joining AlphaCore Capital. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Bilal Qaiser is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at TD Bank, Bank of America, Merrill, and JPMorgan Chase. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic and tactical asset allocation approach and offers wrap and unified managed account programs through its clearing relationship with Wells Fargo Clearing Services.

Gary Diegert II is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently an advisor at Rossby Financial, LLC and has previously worked at RiversEdge Advisors, LLC and myCIO Wealth Partners. 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 offers tailored portfolio management and wealth consulting using a variety of analytical approaches and diversified strategies across multiple asset classes.

Robert Roark is a financial advisor with Capitol Securities Management, Inc. in Washington, DC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Capitol Securities Management since 1996. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and wrap fee programs, utilizing a network of investment adviser representatives who develop client-specific investment policies and manage accounts with a variety of investment instruments.

Victoria Pazzalia is a financial advisor with McAdam LLC in Vienna, VA, holding Series 63 and Series 65 registrations and 14 years of industry experience. She has worked at McAdam LLC since 2014 and was previously with Purshe Kaplan Sterling Investments. Outside of finance, she has worked as a background extra on a television show. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and utilizing a range of investment vehicles tailored to client risk tolerance and objectives.

Jordan Rubin is a CFP®, CFA®, and Series 65-registered advisor with nine years of industry experience. He is currently with Modera Wealth Management, LLC and has held prior roles at Bernhardt Wealth Management, Evermay Wealth Management, and Manchester Capital Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and offering supplemental strategies such as independent managers, private placements, and optional ESG integration.

Frank Gyesaw is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Vienna, VA, and has 19 years of industry experience. He has worked with various Navy Federal entities since 2007 and briefly with Ameriprise in 2007. Outside of his advisory role, he volunteers as a temporary manager at Good Shepherd Clinic in Kumasi, Ghana. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and supports layered investment solutions and automated ETF portfolios.

Amy Lillis Konopacki is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including Nationwide Investment Advisors and Lincoln Financial Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm offers personalized investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Arash Zarrabian is a CFA® charterholder and holds a Series 66 license, with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has prior experience at Corbett Road Capital Management and Spire Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios and financial planning services, supported by a network of approximately 286 advisors.

Thomas Wagaman is a financial advisor at Cassaday & Company, Inc. with 3 years of industry experience. He holds a Series 66 designation and has worked at Cassaday & Company since 2018, including a role at Royal Alliance Associates, Inc. He is also the Financial Planning Services Manager at Cassaday & Company Wealth Management, LLC, where he is involved in client onboarding, analysis, and meetings. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, and businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory and offers comprehensive services including financial planning, retirement plan consulting, and estate-planning coordination.

Matthew Martindale is a financial advisor at Keel Point, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Amazon from 2016 to 2021. Keel Point is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting services across various asset classes.

Pauline Rosenstein is a CFP® with over 50 years of experience in financial advising, currently serving at StoneX Advisors Inc. since 2015. Prior to that, she was associated with StoneX Securities Inc. beginning in 2014. Outside of her advisory work, she holds the position of Vice President at Lakeside Productions, a photography business she has been involved with since 1993. She is also a member of Rotary International's Baileys Crossroads Club and the American Association of University Women. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party money managers across various platforms to implement client strategies.

Scott Welch is a financial advisor at Certuity, LLC with 22 years of industry experience. He has held positions at firms including WisdomTree Asset Management, Dynasty Wealth Management, and Foreside Fund Services. Welch holds a Series 63 designation. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and offers access to private markets through its private fund series.

Leonardo Scotti is a financial advisor at Cassaday & Company, Inc. with a Series 66 credential and one year of industry experience. Prior to entering the financial industry, he spent nine years in full-time education. 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.

Tomeka Brown is a CFP® and Series 66-licensed advisor with 18 years of industry experience. She is currently with Navy Federal Investment Services, LLC and has held previous roles at Charles Schwab, Merrill, and TIAA-CREF. 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 employs managed advisory programs that utilize third-party portfolio managers and supports both discretionary and automated investment solutions.

Christopher Patterson is a financial advisor with Concurrent Investment Advisors, LLC and holds the PFS™ credential along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including prior roles at Spire Wealth Management and Spire Investment Partners. Patterson is also an agent of Spire Insurance Agency and operates under the dba Patterson Wealth Management Group. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by an integrated platform with affiliated sub-advisory arrangements and third-party solutions.

Dennis Elias is a CFP® professional with seven years of industry experience. He is currently with Range Advisory, LLC, where he has worked since 2025. His prior experience includes roles at Andersen Tax LLC, AFS Financial Group, LLC, and Commonwealth Financial Network. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and third-party models with tax-aware strategies, supported by a proprietary AI assistant integrated into client interactions.

Joshua Lipscomb is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at OSAIC, CW Advisors, Wolf Group Capital Advisors, and Virginia Asset Management, as well as non-financial positions at James Madison University and in landscaping businesses. 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 that emphasizes diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.