Kyle Venditti is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at JPMorgan Chase and The Marshall Financial Group LLC. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering both discretionary and non-discretionary portfolio management along with manager-of-managers arrangements. The firm manages approximately $4.5 billion in assets for over 6,100 clients through a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised solutions.

William Scherer is a financial advisor at SEIA with a Series 66 designation and no prior industry experience. He has been with SEIA and SES LLC since 2025 and previously spent ten years as a student and intern. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by offering investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs an investment process that combines strategic and tactical asset allocation through an in-house research group and Investment Committee, delivering both discretionary and non-discretionary programs tailored to client needs.

Mark Doughty is a CFP® and Series 66 licensed financial advisor with 21 years of industry experience. He is currently with Spire Wealth Management, LLC, where he has worked since 2018. His prior experience includes roles at Suntrust Advisory Services and TIAA. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also features proprietary risk overlays and a manager-of-managers program, serving a diverse client base including high-net-worth individuals.

Liliana Molina is a CFP® with 30 years of industry experience and has been with Spire Wealth Management, LLC since 2007. She serves as an investment advisor representative at Spire and is a board member of the Head2Heart Foundation, a nonprofit focused on raising mental health awareness. 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 a range of portfolio management solutions that combine advisor-constructed portfolios, model asset allocations, and sub-advised strategies utilizing active, passive, and tactical approaches.

Roshan Loungani is a financial advisor at Arete Wealth Advisors, LLC in Vienna, VA, with 26 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2008. He holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary rule-based model allocations, and provides access to third-party money managers and wrap programs.

Keegan Stroup is a CFP® professional with 18 years of experience in financial advising. He has been associated with Wtas LLC since 2010 and is currently affiliated with Andersen in McLean, VA. Andersen serves successful individuals, families, and related entities, providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated performance reporting, and integrated tax and advisory services.

Brandi Kachouri is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Swain Wealth Partners. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using a combination of quantitative and qualitative methods.

Thomas Toth III is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Toth Capital Management, Inc., Glass Jacobson Financial Group, Raymond James Financial Services, and Atlantic Union Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Jason Davis is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at AlphaCore Capital LLC and previously worked at Raymond James Financial Services, Inc. for 12 years and SPC Financial, Inc. His outside business activities include ownership of rental real estate. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm combines traditional equity and fixed-income strategies with alternative investments and offers a range of services including comprehensive wealth planning, tax preparation, and retirement plan advisory.

Matthew Blunt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cassaday & Company, Inc. since 2018. Prior to this, he worked for the Arlington County Fire Department from 2014 to 2018. Outside of his advisory role, he is involved with insurance agencies focusing on life, disability, and long-term care insurance products. Cassaday & Co Wealth Management provides investment management and financial planning services to individuals, 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 based on Modern Portfolio Theory, utilizing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with clients’ investment policy statements.

Evan Mc Cullers is a CFP® professional with four years of experience at Modera Wealth Management, LLC. Prior to joining Modera, he worked at Bernhardt Wealth Management, Inc. and has held roles in the public and private sectors, including the United States Senate and political organizations. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with integrated accounting, tax, and business coaching services, managing approximately $17.7 billion in assets across more than 100 advisors.

Daniel Goldstein is a CFA® charterholder and holds a Series 65 license. He has three years of industry experience and is currently with Andersen, where he has worked since 2022. Prior to Andersen, he held roles at United Income and Icma Rc. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm offers investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrated with tax, valuation, and other advisory services.

Judith Becker is a financial advisor at Marshfield Associates with six years of industry experience. She holds a Series 65 designation and has been with Marshfield Associates since 2018. Prior to joining the firm, she worked at the US Department of Education for 11 years. Marshfield Associates is a registered investment adviser serving a diverse client base, including high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and offers discretionary and non-discretionary portfolio management services.

John Orem is a CFP® professional with 25 years of industry experience, currently serving at Apollon Wealth Management, LLC. He has previously worked with Potomac Wealth Advisors, Commonwealth Financial Network, Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. Outside of his advisory role, he is involved in fixed insurance sales on a limited basis. Apollon Wealth Management is an SEC-registered firm that provides investment management, financial planning, retirement plan advisory, and consulting services to individuals, families, businesses, and charitable organizations. The firm combines centralized and local portfolio management, employing fundamental analysis and tactical allocations, and offers specialized services including ESG models and sub-advisory roles through a broad network of investment advisor representatives.

James Frangenberg is a CFP® with 22 years of experience in the financial services industry, currently with Founders Financial Securities LLC. His prior roles include positions at Wells Fargo Clearing Services, LPL Financial, M&T Securities, M&T Bank, and PNC Investments. He serves on the advisory council for Adventist Shady Grove Hospital Center and is a Leadership Council Member for Make-A-Wish Mid Atlantic. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in client assets. The firm offers diverse advisory platforms and delegates investment decisions to its representatives, supporting a broad range of services including managed portfolios, financial planning, and 1031 exchange consulting.

Richard Sebastian is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His prior roles include positions at CIC Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Commonwealth Financial Network, and Mcadam, LLC. In addition to advisory work, he provides fixed insurance sales and recommendations to clients. Apollon Wealth Management serves a diverse client base, including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed strategies with local portfolio decision-making and employs both fundamental and tactical investment approaches, integrating tax-aware tools and engaging independent sub-managers when appropriate.

Brianna Tavares is a financial advisor at Capital Analysts with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, LLC since 2019, previously working at Fidelity Investments from 2015 to 2019. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house investment management team and offers discretionary and non-discretionary portfolio management along with access to third-party managers and ERISA retirement plan advisory services.

Faisal Magsi is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. His prior roles include positions at Prostatis Financial Advisors Group, SFG Wealth Management, and LPL Financial LLC. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, providing subscription-based financial planning and both discretionary and non-discretionary portfolio advice through an online platform that integrates AI tools alongside human oversight.

Samuel Swenson is a CFP®, CFA®, and holds a Series 66 license with eight years of industry experience. He is currently with Range Advisory, LLC and has previously worked at CGN Advisors, LLC and Wells Fargo Advisors LLC. Outside of his advisory work, Samuel operates a sole proprietorship providing accounting and light financial planning services, including tax return preparation and tax planning guidance. Range Advisory, LLC offers online financial planning and portfolio monitoring primarily for high-net-worth and ultra-high-net-worth individuals. The firm utilizes third-party turnkey asset management platforms and proprietary AI tools to support portfolio construction and client service, delivering advice through a subscription-based model.

Sijal Chudal is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and having one year of industry experience. Prior to joining Navy Federal, Sijal worked at Citibank and MUFG Investor Services and has experience at George Mason University. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm operates as both an SEC-registered investment adviser and broker-dealer, using third-party portfolio managers accessed through the Envestnet platform and offering services including tax overlay, impact investing, and private wealth consulting.