Ryan Bergmann is a CFP® with 18 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2019. His prior roles include positions at Brighton Jones and Mercer Global Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by proprietary technology and both internal and external research.

Faisal Magsi is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. His prior experience includes roles at Prostatis Financial Advisors Group, SFG Wealth Management, and LPL Financial LLC. 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 employs model portfolios, tax-aware strategies, and integrates proprietary AI tools into client interactions and portfolio management.

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 held prior roles at Range Finance Inc, CGN Advisors, LLC, and Wells Fargo Advisors LLC. Outside of his primary role, he operates SKS Advisory Services, providing accounting and light financial planning services as a sole proprietor. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals. The firm offers financial planning, investment advice, discretionary portfolio management, and access to alternative investments and direct indexing, incorporating AI tools and a subscription-based compensation model.

Craig Sablosky is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His career includes roles at Access National Bank, LPL Financial, and Investment Professionals, Inc. Since 2019, he has also owned a group insurance business focused on health and disability insurance. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage, advisory, and comprehensive financial planning services, utilizing a range of investment vehicles and offering access to third-party money managers and model portfolios.

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.

Richard Nilsen is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Advisors since 2016, following prior roles at Ashton Royce & Co. and Campaign Marketing Services. In addition to his advisory role, he is the president and founder of Nilsen Financial Services. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of investment advisory representatives using a variety of portfolio management approaches and third-party platforms.

Kathryn Cotter is a Series 65-licensed financial advisor with Marshfield Associates in Washington, DC, where she has worked since 2024. She has six years of prior experience at Nexercise, Inc. and five years at BET Networks. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, government entities, sovereign wealth funds, and investment companies. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy, supported by in-house research and a willingness to hold substantial cash positions.

Erin Evans is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and previously worked at Loudoun County Public Schools and James Madison University. The Burney Company serves individual investors, including high net worth clients, as well as 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 blend of proprietary fundamental and quantitative investment models, offering customized portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Paul Seal is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Signal Advisors Wealth, LLC and previously spent seven years at AlphaStar Capital Management, LLC. In addition to his advisory role, he serves as president of Ascendant Wealth Strategies, Inc., where he provides insurance and annuity advice and sales. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis, while supporting a large number of retail accounts across its multi-team structure.

Dwayne Miller Jr. is a financial advisor with Brighton Jones LLC in McLean, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Brighton Jones, he worked at Capital One and The WorkPlace, Inc. among other roles. Brighton Jones serves individuals, high-net-worth families, businesses, and charitable organizations with comprehensive wealth management and financial planning services. The firm uses a holistic, balance-sheet approach, offering discretionary and non-discretionary management along with access to private investment opportunities and in-house legal and tax services.

Evan Mc Gavran is a financial advisor at Encompass More Asset Management LLC with a Series 65 designation and no prior industry experience. Before entering the financial sector in 2025, he worked in education for several years, including roles at James Madison University and various schools. He is also an insurance agent involved in the analysis and sales of life insurance and annuities. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with some exposure to digital-asset related vehicles.

Gabrielle Sabatini is a financial advisor at Brighton Jones LLC with two years of industry experience. She holds a Series 65 designation and has worked previously at Smeal College of Business, Cresset Capital, Chiaro Investment, and The Atrium. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach supported by client portals and independent managers.

Daniel Holly is a CFA® charterholder with two years of industry experience. He currently works at Andersen and has previous experience at Andersen Tax LLC, as well as roles at Window Nation, Under Armour, and Johns Hopkins University. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides 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.

Robert Mcgregor is a CFP® with 23 years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at USAA Financial Advisors, Royal Alliance Associates, and SES LLC. He is based in Tysons Corner, VA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary investment management approaches.

Kent Johnson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked within the Navy Federal Financial Group and its affiliated entities since 2009. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as 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 on the Envestnet platform and providing specialized services for high-net-worth clients.

Hali London is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She has worked at Compound Planning, Inc. since 2025 and previously held roles at Motley Fool Wealth Management, Facet Wealth, and her own practice, Hali Browne London. Compound Planning, Inc. provides financial planning, discretionary portfolio management, and institutional advisory services to individuals, families, businesses, and retirement plans. The firm employs a customized, risk-based investment approach using low-cost ETFs, direct indexing, and alternative strategies supported by technology partnerships and third-party sub-advisors.

Michael Duffy is a financial advisor at Bogart Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Bogart Wealth since 2016. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm uses model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options such as direct indexing separately managed accounts, structured-note models, and private-market alternative exposures.

Amanda Muse is a CFP® professional with 12 years of industry experience. She is currently with Bogart Wealth, LLC, where she has worked since 2023, following prior roles at The Mather Group, LLC, FSC Securities Corp, and Willis Johnson & Associates. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm emphasizes model portfolio management combined with specialized options such as direct indexing SMAs and private-market alternative exposures.

Rocco Russo III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. He previously spent 17 years at Edward Jones before joining Kestra Private Wealth Services and Kestra Investment Services in 2026. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations while allowing flexibility in product selection within its approved menu.

Michael Torrey is a CFP®-designated financial advisor at Arkadios Wealth Advisors with 27 years of experience. He previously worked at Triad Advisors, Inc. for 17 years and Capital Planning & Investments, Inc. for 15 years. Outside of his advisory role, Torrey serves as an advisor to the Marine Corps Community Services pension plan and is a managing member of TNT Financial Services, where he provides insurance sales and business consulting. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team that supports customized investment strategies across multiple asset classes.