Sarah Mouser is a financial advisor at Merit Financial Advisors with nine years of industry experience. She holds the CFP® designation as well as Series 65 and Series 66 licenses. Prior to joining Merit Financial Advisors in 2026, she worked at Verdence Capital Advisors LLC and Cassaday & Co, Inc. Outside of her advisory role, she serves on advisory boards for Virginia Tech and George Mason University’s undergraduate financial planning programs, and she is Chair of the Online Education Committee for the National Association of Personal Financial Advisors. Additionally, she is a certified Barre fitness instructor. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving about 20,040 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios and customizable models overseen by an internal Investment Management team and Committee.

Anis Eghterafi is a financial advisor at United Brokerage Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, and The Vanguard Group. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs through its relationship with Wells Fargo Clearing Services. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, and tax-aware overlays, primarily providing advice on a non-discretionary basis.

William Dwenger is a CFP® and holds a Series 65 license, with four years of industry experience. He is affiliated with Mason Investment Advisory Services, Inc., where he has worked since 2005. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals including high-net-worth clients, and institutional services such as outsourced chief investment officer engagements for nonprofits, foundations, corporations, and pension plans. Their investment approach focuses on strategic, long-term asset allocation, rebalancing, and manager selection using mutual funds, ETFs, and third-party managers.

Noah Reynolds is a financial advisor at SEIA with two years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs before joining SEIA. Reynolds is also involved as a Client Service Associate with SEIA LLC, focusing on RIA sales and service. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation and tactical adjustments supported by quantitative and qualitative research, with a majority of assets managed on a non-discretionary basis.

Michael Cornfeld is a CFA® charterholder and holds a CIC designation along with a Series 65 license. He has 36 years of industry experience and has been with Heritage Investors Management Corp since 1975. Heritage Investors Management Corporation serves a diverse client base, including individuals, retirement accounts, trusts, foundations, and corporate entities. The firm emphasizes customized portfolios aligned with clients’ risk profiles and generally pursues long-term investment strategies with a focus on diversified holdings of U.S. stocks, bonds, and ETFs.

Victor Krasij is a CFA® charterholder with three years of industry experience. He is currently with Aprio Wealth Management, LLC, having previously worked at BNY Mellon Wealth Management and U.S. Trust, Bank of America. He also serves as an agent in insurance sales through Aprio Risk Management and volunteers on the finance committee of the CFA Society of Washington, DC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, with continuous account monitoring and at least annual reviews.

Eric Rife is a financial advisor with Mason Investment Advisory Services Inc. in Reston, VA, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. He has been with Mason Investment Advisory Services since 2015. Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm serves individual and institutional clients, focusing on strategic, long-term asset allocation and portfolio management with an emphasis on institutional-style OCIO engagements and consolidated reporting.

Christopher Young is a CFP® professional with 25 years of experience in financial planning and wealth management. He is currently with Cassaday & Company, Inc. and has previously worked with Osaic Wealth, Inc. and Royal Alliance. Young serves on the board of the Cassaday and Company Advised Fund, overseeing charitable disbursements. 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 that emphasizes diversified, buy-and-hold allocations implemented primarily with actively managed mutual funds, ETFs, and conservative fixed income securities.

Sandra Terronez is a CFP® designated advisor with 13 years of industry experience, currently practicing at Bogart Wealth, LLC. Her prior roles include positions at 4J Wealth Management, Cope Corrales, Henderson Financial - Northwestern Mutual, Wealthquest Financial Services, and USAA Investment Services Company. Bogart Wealth provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and charitable organizations, serving a diverse client base from non-high-net-worth to high-net-worth individuals. The firm employs a blend of passive and active investment strategies supported by formal governance and AI tools.

Faress Alakwaa is a CFP® certificant with three years of industry experience, currently affiliated with Navy Federal Investment Services, LLC. Prior to joining Navy Federal, Alakwaa held positions at Morgan Stanley, Merrill, Bank of Montreal, and Questrade. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily leveraging third-party portfolio managers through managed advisory programs.

Sean Gallahan is a CFP® professional with 16 years of experience, currently affiliated with Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management, LLC since 2022 and has been associated with Osaic Wealth, Inc. since 2009. He holds the Series 66 designation and has experience in financial planning and investment management. Gallahan is a partner in two LLCs, Greensboro Legacy Partners and 8180 Greensboro Partners, where he attends partner meetings. 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 with diversified, buy-and-hold allocations, primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

David Herndon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been associated with Mutual of Omaha and its affiliated companies since 1997. In addition to his advisory role, he is a licensed insurance agent specializing in individual and group life, annuities, and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates within the Mutual of Omaha group, combining advisory, broker-dealer, and insurance services, and delivers managed solutions primarily through a platform relationship with Envestnet.

David Johnson is a CFP® with 30 years of experience in financial advisory roles. He is a senior partner at SEIA and has held positions at SES LLC, Royal Alliance Associates, Signator Investors, and John Hancock Mutual Life Insurance. Johnson serves on the George Mason University Financial Planning and Wealth Management Advisory Board, contributing to industry panels and guest lectures. SEIA supports a diverse client base including individuals, high-net-worth clients, trusts, and institutional clients through a multi-team platform offering investment management, financial planning, and retirement consulting. The firm’s investment approach combines strategic asset allocation with tactical adjustments informed by quantitative and qualitative research, with a majority of assets managed on a non-discretionary basis.

John Flynn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC. Prior to joining AlphaCore, he held roles at SPC Financial Inc. and Northwestern Mutual in various capacities related to wealth and investment management. Flynn is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his advisory firm. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies, and provides services including tax preparation, trustee services, and ERISA retirement plan advisory.

Morgan Veth is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC since 2022. Prior to joining Bogart Wealth, he worked for 16 years at Fidelity Investments. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm uses a combination of passive and active investment strategies, supported by both bottom-up fundamental equity selection and top-down economic asset allocation, and offers a range of specialized services including direct indexing, alternative strategies, and estate planning coordination.

Eden Akana is a financial advisor at AlphaCore Capital LLC with eight years of industry experience. Akana holds the Series 66 designation and has previously worked at SPC Financial, Raymond James Financial Services, Grove Point Advisors, Grove Point Investments, H. Beck, and PNC Bank. 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 asset classes.

William Scherer is a financial advisor at SEIA with a Series 66 designation. He has one year of industry experience, having joined SEIA and SES LLC in 2025 after a decade as a student and intern. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary investment management alongside modular and comprehensive financial planning and retirement plan consulting.

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.

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 work history includes positions at Navy Federal Financial Group, Toth Capital Management, Toth Financial Advisory Corp., Glass Jacobson Financial Group, Raymond James Financial Services, and Atlantic Union Bank. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients with portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs featuring third-party portfolio managers and offers both customized and automated investment solutions.