Philip Sapienza is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 credential and having two years of industry experience. His background includes roles at Osaic Wealth, CoStar Group, and work in educational institutions such as the University of Richmond and Peddie School. Cassaday & Company Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing over $7 billion in discretionary assets. The firm uses a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, typically employing actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Ryan Miller is a financial advisor at SEIA with one year of industry experience and holds a Series 66 designation. Prior to joining SEIA, he held positions at Charles Schwab and other roles outside the financial industry. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, utilizing a combination of strategic asset allocation and tactical security selection.

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 worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, Inc., and National Planning Corporation. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes a long-term, diversified asset allocation strategy managed through centrally overseen model portfolios, supporting both discretionary and non-discretionary accounts.

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.

Rohan Patel is a CFA® charterholder and holds Series 65, 63, and 66 licenses, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC with six years of industry experience. His prior roles include positions at Vanguard Marketing Corporation and TIAA-CREF. Outside of financial advising, he is a silent partner in convenience store and gas station businesses and works as a food delivery driver. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by offering financial planning, investment management, consulting, and retirement plan services. The firm’s investment approach combines active and passive strategies tailored to client objectives, emphasizing diversification, cost control, and long-term discipline, and it operates as a subsidiary of a national accounting and professional services firm.

Hazel Toler is a financial advisor at Rossby Financial, LLC, holding a Series 65 designation with one year of industry experience. Outside of advising, she has been involved with Joes Seafood Stonecrab and Prime Steak since 2015. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension plans, corporations, and other business entities, managing approximately $565 million in discretionary assets. The firm uses a variety of analytical approaches to tailor diversified portfolios across multiple asset classes and offers services including wrap-fee programs and retirement-plan advice under the DOL fiduciary framework.

William Mayo is a financial advisor with Snowden Capital Advisors LLC based in Bethesda, MD, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has worked at Snowden Lane Partners since 2015 and previously spent 20 years at Merrill. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutions. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, employing customized model portfolios and a range of investment tools while maintaining institutional capabilities and multi-team scale.

Loizos Kapnisi is a financial advisor at Mason Investment Advisory Services Inc with 15 years of industry experience. He holds the Series 66 designation and has previously worked at TIAA and TIAA-CREF. 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 a manager-selection process using mutual funds, ETFs, and third-party money managers.

Patrick Brosnan is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Capitol Securities Management since 2012 and also operates Patrick T. Brosnan & Associates, LLC, providing tax preparation and accounting services. Additionally, he is involved in insurance sales, offering life, disability, health, and long-term care insurance. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser with a focus on IAR-managed programs, separately managed accounts, and third-party money managers.

Alice Li is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at Modern Wealth Management, LLC and has previous experience with Wealthspire Advisors, The Colony Group, LLC, and several consulting firms. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Dominique Hopkins is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Navy Federal Financial Group and its related entities since 2008. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third‑party portfolio managers and provides both personalized and automated investment solutions.

Derek Stone is a CFA® charterholder and holds a Series 65 license with 36 years of experience in the financial industry. He has been with Heritage Investors Management Corporation in Bethesda, MD since 1982. Heritage Investors Management Corporation provides investment management and financial planning to a diverse client base, including individuals, institutions, trusts, and foundations. The firm emphasizes tailored, diversified portfolios and generally pursues long-term strategies with discretionary management and fiduciary oversight.

Nicolas Conforti is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. He previously worked at Clarendon Wealth Management and has experience outside financial advising, including roles at Vector Marketing and as a student at Virginia Tech. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of passive and active strategies and employs formal governance and AI tools to support research and operations.

Steven Ulrich is a CFP® with 10 years of experience in financial advising, currently serving as Senior Vice President at Cassaday & Company, Inc. He has worked at Cassaday & Co Wealth Management and Osaic Wealth, Inc., and has held roles in insurance sales. Outside of his advisory work, Ulrich serves as Chairman and Treasurer of the Board of Directors for the Potomac Classical Conservatory, a non-profit hybrid school. 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 strategies using actively managed mutual funds, ETFs, and conservative fixed income securities.

Daniel Pessagno is a financial advisor at Apollon Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CIC Wealth, LLC, Nationwide Investment Advisors, and Cadaret Grant. Outside of advising, he is involved with a business that offers group benefits to business owners. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and retirement plans, combining centrally managed strategies with locally managed portfolios and employing a range of investment approaches and technologies.

Brian Bobby is a Series 66 licensed advisor with eight years of industry experience. He is currently with Kingsview Wealth Management, LLC and previously worked at Edward Jones, WH Administrators, and Accenture Federal Services. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers a range of financial planning and wealth management services, combining internal portfolio strategies with third-party managers and access to alternative investments.

Cynthia Perini is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Her career includes positions at Lincoln Investment Planning, Inc. since 2006, Sovereign Bank since 2004, and Raymond James Financial Services from 1999 to 2004. Outside of her advisory work, she serves on several nonprofit boards, including the Magnolia Foundation and MedSource Community Services, and participates in community fundraising and philanthropic initiatives. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, and retirement plan advice. The firm combines discretionary and non-discretionary investment management supported by an in-house research team and partners with institutional platforms such as Lincoln Investment and Pershing/BNY.

Jonathan Wright is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Transamerica Financial Advisors, Inc., Innovation Partners LLC, and his own firm, Jonathan Wright LLC. Outside of his advisory work, Wright leads All Can Thrive LLC, a business education company for entrepreneurs, and serves as a trustee at First Mount Zion Baptist Church, providing guidance on church property management. IP Financial Advisory Services LLC primarily serves individual retail clients and offers services such as portfolio management, financial planning, and consulting. The firm employs a range of analytical approaches to construct personalized portfolios and works with third-party managers to provide discretionary investment programs, focusing mainly on non-high-net-worth retail investors and retirement plan participants.