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.

Margaret Jones is a retirement plans specialist at MissionSquare Retirement with 22 years of industry experience. She has been with ICMA Retirement Corporation since 2013. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice developed by Morningstar Investment Management.

Steven Osborne is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Royal Alliance and Government Scientific Source. 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 employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Erick Mejia is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2021, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Erick is also the owner and manager of Mejia Capital, LLC, which operates securities and investment advisory businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an independent adviser representative model, offering tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a long-term investment approach that allows for tactical adjustments.

Tucker Braddock is a financial advisor at Keel Point, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keel Point since 2017. Prior to joining Keel Point, he spent 19 years with Valic and Valic Investment Services Company. Keel Point, LLC 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 guide investment decisions across a variety of programs and offers customized portfolio solutions.

Kenneth Long is a CFA® and CIC-designated financial advisor with over 30 years of experience at Heritage Investors Management Corporation, where he has worked since 1995. He holds a Series 65 license and is based in Bethesda, MD. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth clients with personalized investment management. The firm employs a long-term, buy-and-hold strategy across diversified portfolios and manages a broad range of complex account types while maintaining formal trading oversight and custody safeguards.

Steven Collins is a financial advisor at XML Financial Group, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. He has been with XML Financial, LLC since 2019 and with XML Securities, LLC since 2016. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients with tailored portfolio management, financial planning, retirement plan advisory, and access to alternative investments through various platforms and affiliated managers.

Kimberly Knapp is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Capitol Securities Management since 2005. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors with brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm offers asset management through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Michael Stevens is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with the firm since 2012. Outside of advising, he is a partner in a financial marketing business and also works as a fixed insurance agent. The Strategic Financial Alliance serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers portfolio management, third-party manager selection, financial planning, and educational seminars, implementing customized strategies through co-advisory relationships and referrals.

Laura Mcaree is a financial advisor at Heritage Investors Management Corporation with 14 years of industry experience. She previously worked at Goldman Sachs Personal Financial Management/United Capital and West Financial Services, Inc. since 2020, she has been with Heritage Investors Management Corporation, a firm founded in 1974 that provides personalized investment management primarily to high-net-worth clients. The firm manages approximately $4.18 billion across various client relationships, focusing on tailored portfolios with a long-term, buy-and-hold investment approach.

Amanda Pfeifle is a financial advisor at F.L. Putnam Investment Management Company with three years of industry experience. She holds a Series 65 designation and previously worked at AOG Wealth Management from 2008 to 2025. Outside of her advisory role, she is the owner of CE Media & Design, a photography services business. F.L. Putnam serves individual investors, families, and institutional clients, providing discretionary and non-discretionary investment management, financial planning, and consulting through a team-based, customized approach. The firm offers a range of strategies including sustainable investing and tax-aware rebalancing, utilizing both internal and third-party managers across multiple asset classes.

Amy Mitchell is a CFP® and CFA® with nine years of industry experience. She currently works at Mason Investment Advisory Services, Inc. and previously held positions at Hemington Wealth Management, Keystone Asset Management, Altius Financial Advisors, and Mitchell Financial Services. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for individual and institutional clients through a team of 31 advisors. The firm focuses on strategic, long-term asset allocation and portfolio management, offering services that include separately managed accounts, financial planning, and outsourced chief investment officer engagements for nonprofit organizations and pension plans.