Nathan Vandemeulebroecke is a CFP® professional with one year of industry experience, currently working at Bogart Wealth, LLC. Prior to joining Bogart Wealth, he spent four years at Virginia Polytechnic Institute and State University and four years at Severna Park High School. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of fundamental equity analysis, technical factors, and top-down asset allocation to manage client portfolios, offering both traditional and non-traditional investment options alongside coordinated tax preparation and estate planning tools.

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.

Emily Platt is a CFP® professional with seven years of experience in the financial advisory industry. She has worked at Range Advisory, LLC since 2025 and previously spent eight years with Wealthspire Advisors. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, providing subscription-based financial planning and portfolio advice through an online platform. The firm emphasizes client-specific asset allocation and portfolio optimization, integrating AI tools alongside human oversight in its investment process.

Mark Amberg is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Verdence Capital Advisors, LLC since 2023. His prior experience includes twelve years at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he owns and leases residential properties in Alexandria, Virginia. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, technical, and cyclical analysis across various investment vehicles tailored to client objectives.

Philip Sapienza is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at CoStar Group and the University of Richmond. 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 using diversified, buy-and-hold allocations with actively managed mutual funds, ETFs, and conservative fixed income securities.

Ryan Miller is a financial advisor at SEIA with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic macro allocation with tactical adjustments and offers a range of managed-account programs, primarily operating on a non-discretionary basis.

Brianna Matro is a financial advisor at Range Advisory, LLC with seven years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and both discretionary and non-discretionary portfolio advice through its online platform. The firm emphasizes portfolio optimization using third-party TAMP models and integrates AI tools alongside human oversight in its investment process.

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.

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 with six years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Vanguard Marketing Corporation and TIAA-CREF. Outside of his advisory work, Patel is a silent partner in two convenience store and gas station businesses and works as a food delivery driver. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser offering financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

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.

Thomas Callahan is a CFP® professional with four years of industry experience. He is currently with Range Advisory, LLC and Range Finance, Inc., having previously worked at Fidelity Investments and Equitable Advisors. Range Advisory provides online financial planning and portfolio monitoring primarily for individual clients, including high-net-worth households. The firm uses third-party asset management platforms and AI-assisted tools to tailor investment strategies and offers a subscription-based advisory model.

William Mayo is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Snowden Lane Partners since 2015. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with customized portfolio management and investment consulting, utilizing multi-team resources and a broad range of investment tools and strategies.

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 with Navy Federal Financial Group and Navy Federal Investment Services since 2015. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party managers on platforms such as Envestnet, providing account monitoring, rebalancing, and optional tax and impact overlay services.

Derek Stone is a CFA® charterholder with 35 years of experience in the financial industry. He has been with Heritage Investors Management Corporation since 1982. Heritage Investors Management Corporation is an SEC-registered investment adviser that provides personalized investment management to high-net-worth individuals, retirement accounts, trusts, and other entities. The firm employs a long-term, buy-and-hold strategy focused on U.S. stocks, bonds, and ETFs, emphasizing diversification and tailored portfolio construction based on client objectives.

Nicolas Conforti is a CFP® at Bogart Wealth, LLC with three years of industry experience. He has worked at Bogart Wealth since 2021 and previously held roles at Clarendon Wealth Management and Vector Marketing. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with financial planning, consulting, and wealth management services, utilizing model portfolios alongside specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis and top-down asset allocation, employs AI tools, and offers distinctive features including non-traditional investments and access to estate planning education.