Bethany Tice is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 65 and Series 66 credentials with seven years of industry experience. Her prior employment includes roles at Rockefeller Financial LLC, Mercer Global Advisors Inc., and Manning and Napier Advisors. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets for over 6,100 clients. The firm employs a combination of discretionary and non-discretionary portfolio management, model asset allocation strategies, and sub-advised solutions that integrate tactical, active, and passive investment approaches.

Joseph Morgan is a CFP® professional with 18 years of industry experience, currently serving at United Capital Financial Advisors since 2013. He holds Series 63 and Series 65 licenses and is based in Reston, VA. In addition to his advisory role, he teaches mediation services approximately two days per year through Northern Virginia Mediation Services. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customization for ESG and faith-based preferences.

Edward Skelly is a financial advisor with ValMark Advisers, Inc. in Ashburn, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including 15 years at ValMark Advisers and ValMark Securities. Skelly serves as a partner and owner of W3 Wealth Management, LLC, and is a board member of the Loudoun Symphony Association. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Jeffrey Maged is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Summit Financial, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. He serves on the board of the Healing Hearts Respite Foundation and is a citizen representative on the Loudoun County OPEB Board. Additionally, he is the managing member of Jaskol Asset Advisors, LLC, a fee-for-service business succession planning firm. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a blend of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Robert Fratkin is a financial advisor with Arete Wealth Advisors, LLC in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has been involved with the American Political Items Collectors, a 501(c)(3) educational organization, where he served as past president and executive editor. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Cole Luther is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Navy Federal Investment Services, LLC and has prior experience at Navy Federal Credit Union and Quantico Financial. He studied at the University of Tennessee Knoxville from 2021 to 2025. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm employs third-party portfolio managers accessed via the Envestnet platform and offers a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

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® with three years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. His prior roles include positions at Curi RMB Capital, LLC, RMB Capital, LLC, and Omega Wealth Management LLC. Outside of advisory work, he is a partner in a real estate investment business. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices with a focus on a long-term, fundamental investment approach across equities and fixed income.

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.

Dawn Wright is a CFP® and Series 65-licensed advisor at Apollon Wealth Management, LLC with four years of industry experience. She previously worked at CIC Wealth, LLC and Knollwood Investment Advisory. Outside of advisory work, she is involved in insurance planning through CIC Risk and manages a farming property. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and institutional clients. The firm combines centrally managed investment models with locally managed office strategies, employing fundamental analysis, tactical allocations, ESG risk-based models, and tax management tools across a broad network of advisors.

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.

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.

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 previously worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, Inc., Obsidian Personal Planning Solutions, and National Planning Corporation. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

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.