Emily Parent is a financial advisor with Founders Financial Securities LLC in Reston, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Fortune Financial Services and Brooklight Place Securities, Inc. In addition to her advisory role, she is involved with Shenandoah Financial Advisors, where she provides financial planning, tax preparation, and fixed insurance services. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers a variety of advisory platforms and specialized services, including retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.

Thomas Wagaman is a financial advisor at Cassaday & Company, Inc. with 3 years of industry experience. He holds a Series 66 designation and has worked at Cassaday & Company since 2018, including a role at Royal Alliance Associates, Inc. He is also the Financial Planning Services Manager at Cassaday & Company Wealth Management, LLC, where he is involved in client onboarding, analysis, and meetings. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, and businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory and offers comprehensive services including financial planning, retirement plan consulting, and estate-planning coordination.

Matthew Martindale is a financial advisor with Keel Point, LLC, holding a Series 65 credential and having four years of industry experience. Prior to joining Keel Point in 2021, he worked at Amazon from 2016 to 2021. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to implement diverse investment strategies and offers services including portfolio management, financial planning, and corporate retirement consulting.

Pauline Rosenstein is a CFP® professional with 52 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. She has also been involved with StoneX Securities Inc. since 2014 and is vice president of Lakeside Productions, a photography business she has been part of since 1993. Rosenstein is a member of Rotary International, the American Association of University Women, and Annandale United Methodist Church. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple account structures and platforms.

Scott Welch is a financial advisor at Certuity, LLC with 22 years of industry experience. He has held positions at firms including WisdomTree Asset Management, Dynasty Wealth Management, and Foreside Fund Services. Welch holds a Series 63 designation. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and offers access to private markets through its private fund series.

Leonardo Scotti is a financial advisor at Cassaday & Company, Inc. with a Series 66 credential and one year of industry experience. Prior to entering the financial industry, he spent nine years in full-time education. 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 focused on diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Cesar Ortega is a financial advisor at CW Advisors, LLC with a Series 65 designation and six years of industry experience. His prior roles include positions at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies using both third-party and internally managed portfolios.

Tomeka Brown is a CFP® with 18 years of industry experience, currently with Navy Federal Investment Services, LLC. She has worked at Navy Federal Brokerage Services and Navy Federal Financial Group since 2018 and previously held roles at Charles Schwab and Charles Schwab Bank from 2016 to 2018. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, utilizing third-party portfolio managers and model-driven asset allocation on the Envestnet platform.

Christopher Patterson is a financial advisor at Spire Wealth Management, LLC in Potomac, MD, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with Spire Investment Partners, LLC since 2008. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm also provides financial planning, manager-of-managers programs, and access to separately managed portfolios and wrap programs.

Dennis Elias is a CFP® professional with seven years of industry experience. He is currently with Range Advisory, LLC, where he has worked since 2025. His prior experience includes roles at Andersen Tax LLC, AFS Financial Group, LLC, and Commonwealth Financial Network. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and third-party models with tax-aware strategies, supported by a proprietary AI assistant integrated into client interactions.

Joshua Lipscomb is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at OSAIC, CW Advisors, Wolf Group Capital Advisors, and Virginia Asset Management, as well as non-financial positions at James Madison University and in landscaping businesses. 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 that emphasizes diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

William Cunningham is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Spire Wealth Management, LLC and has prior experience at Corbett Road, RE Advisers Corporation, and RE Investment Corporation. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also offers financial planning and access to manager-of-managers programs, model portfolios, and wrap programs.

Melissa Powers is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at SEIA. Her prior roles include positions at Brown Advisory and Lincoln Financial Advisors. SEIA provides services to individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform offering investment management, financial planning, retirement plan consulting, and investment consulting. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments overseen by an in-house Investment Solutions Group and Investment Committee, and it predominantly manages assets on a non-discretionary basis.

Dennis O'Brien is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 66 and Series 63 licenses with three years of industry experience. He has previously worked at firms including Purshe Kaplan Sterling Investments and Spire Investment Partners. Outside of finance, he performs as a guitarist with the band The Montaines. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management and manager-of-managers arrangements. The firm manages approximately $4.5 billion in assets and uses a combination of advisor-led portfolios, model asset allocation, and sub-advised strategies with tactical, active, and passive approaches tailored to client objectives.

Connor Black is a CFP® with 10 years of industry experience. He is currently an advisor at Range Advisory, LLC and has previously worked at Fortis Financial Group, Moss Adams Wealth Advisors LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios, tax-aware techniques, and integrates a proprietary AI assistant to support client interactions and portfolio analysis.

David Gilbert is a CFP® with 24 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2001 and holds Series 63 and Series 65 licenses. 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 rigorous manager selection, managing approximately $13.2 billion in assets with a team of 31 advisors.

Alex Stevenson is a financial advisor with Encompass More Asset Management LLC in Potomac Falls, VA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bull Run Investment Management LLC, Centaurus Financial Inc., and National Securities Corporation. Stevenson is also a licensed insurance agent and provides insurance services through Skyline Financial Partners, LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through a combination of proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based investment approach and delegates portfolio management to in-house models and unaffiliated sub-advisers.

Connor Upham is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Under Armour, Dickinson College, and Cribstone Capital Wealth Management. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts, offering comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach with continuous portfolio monitoring and utilizes independent and affiliated managers through its Lenora Capital subsidiary.

Tristine Altamirano is a financial advisor at AlphaCore Capital LLC with a Series 65 credential and one year of industry experience. Prior to joining AlphaCore, she held roles at SPC Financial, Inc., Grossberg Company LLP, and Liptz, Roberts, Marquez, Merkle, Singh & Zipor Chtd. Outside of financial advising, she is an instructor at Pure Barre Rockville, where she teaches for 6-8 hours per month. 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 with an emphasis on both traditional and alternative investment strategies.

William Stade Jr. is a CFP® professional with 32 years of industry experience and has been with Capitol Securities Management, Inc. in Reston, VA, since 1999. He holds Series 63 and Series 65 licenses and operates under the DBA CS Wealth Management. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, utilizing a range of investment instruments and third-party money managers.