Joseph Carter III is a financial advisor at United Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AmeriEstate Legal and ASC Financial Planners, as well as Global Atlantic Financial Company and Global Atlantic Distributors, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment approaches and maintaining an affiliation with United Bank through its parent company, United Asset Management Corporation.

Adam Huke is a CFP® with 21 years of industry experience, currently serving as a financial planner at Cassaday & Company, Inc. He has worked at Cassaday & Company and its related entities since 2003 and has also been associated with Royal Alliance Associates, Inc. since 2003. Outside of his advisory role, he is an insurance agent affiliated with BSI, Inc. and Jurs Montgomery Brokerage. 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 primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

Daniel Schueren is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Merrill Lynch and Vanguard before joining Principal Financial Group entities in 2021. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and is distinguished by its integration within the Principal Financial Group family, enabling access to affiliated products and services.

Nicholas Stevens is a financial advisor with Strategic Blueprint, LLC and holds Series 63 and Series 65 licenses. He has one year of industry experience and previously worked in roles at Ivory Homes, Model Match, Inc., Stance, and Deloitte & Touche, LLC. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, with a focus on customized, goal-based strategies and a unique Subscription Advisory Services program.

Christopher Schreiner is a CFP® professional with 25 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2000. Schreiner 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 emphasizes long-term strategic asset allocation, disciplined rebalancing, and a manager-selection process that incorporates mutual funds, ETFs, and third-party money managers.

Thomas Pudner is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Mason Investment Advisory Services Inc. since 2006. 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 emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a team of 31 advisors.

Natalie Gosselin is a financial advisor at Spire Wealth Management, LLC with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Cardinal Wealth Management and XML Financial, LLC. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans with both discretionary and non-discretionary portfolio management, employing a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised solutions. The firm manages approximately $4.5 billion in assets and supports over 6,100 clients through both active and passive investment approaches.

Susan White is a financial advisor at F.L. Putnam Investment Management Company with two years of industry experience. She previously worked for six years at AOG Wealth Management and spent six years as a homemaker prior to that. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and nonprofit organizations, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with internally managed and third-party strategies across various asset classes and leverages AI tools to support research without replacing human decision-making.

Joshua Moskowitz is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameritas Advisory Services, W.C. Moore Financial Services, and First Command Financial Planning. In addition to his advisory role, he is involved with Retirement Solutions, LLC, where he provides investment advisory services and fixed insurance sales. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, offering a scalable advisor network supported by affiliated business lines and specialized services.

Michael Bond is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including PKS Investments, Madison Avenue Securities, Agia, and Valic Financial Advisors. Outside of finance, he has prior experience working in the coffee industry. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-team approach, managing portfolios on a discretionary basis with a mix of traditional and alternative investments, and offers services such as a tiered subscription planning product and estate-document creation.

Cameron Bishop is a financial advisor at The Burney Company with Series 65 credentials and one year of industry experience. Prior to joining The Burney Company, he held positions at James Madison University and at Cave Spring Middle and High Schools. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a multi-team advisory platform managing approximately $3.59 billion in discretionary assets, offering discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Michael Battaglia is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Brighton Jones LLC since 2011. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth services such as personal CFO programs, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside proprietary investment vehicles.

Brian Ullsperger is a financial advisor at Andersen with 25 years of industry experience. He holds the Series 63 designation and has been with Wtas LLC since 2010. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic investment plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

Victoria Holcom is a CFP® professional at Bogart Wealth, LLC with one year of industry experience. She has been with Bogart Wealth since 2022 and previously worked at The Cheesecake Factory. Victoria studied at George Mason University from 2017 to 2021. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with financial planning, consulting, and wealth management services. The firm uses model portfolios managed by an Investment Portfolio Committee and offers both traditional and non-traditional investment options, including direct indexing and private-market alternatives.

Elise Wente is a CFP® affiliated with Bogart Wealth, LLC and has worked in the financial industry since 2023. Prior to joining Bogart Wealth in 2024, she gained experience at Vanguard and Slattery Perkins Ramirez LLC. Her background also includes education-related roles at Virginia Tech and Antonian College Prep. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm employs a combination of fundamental equity analysis and top-down asset allocation to manage client portfolios, offering access to both traditional and non-traditional investment options through discretionary and non-discretionary strategies.

Kyle Smith is a financial advisor at SEIA with 20 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior roles include positions at SES LLC, Royal Alliance Associates, INC., and SII. Outside of his advisory work, he is involved with Signature Estate & Investment Advisors LLC in an investment-related capacity. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm serves roughly 9,520 clients with about $22.5 billion in assets under management, offering a range of managed account programs and financial planning options supported by a client-driven investment process and an oversight Investment Committee.

Germaine Broussard is a financial advisor at Arete Wealth Advisors, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Broussard is the founder and president of Troop Treats, a nonprofit organization. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model allocations and uses third-party sub-advisers, regularly monitoring accounts while acting as an ERISA fiduciary when applicable.

Richard Baldwin III is a financial advisor at Mason Investment Advisory Services Inc with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mason Investment Advisory Services since 1996. Baldwin’s career includes nearly three decades at Mason Securities, Inc. 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.

Markus Malmgren is a financial advisor at McAdam LLC with nine years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC and Purshe Kaplan Sterling Investments since 2017. His prior experience includes roles at Lawn Jockeys Landscaping and the University of Mary Washington. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities by providing financial planning, investment management, retirement plan consulting, and implementation support. The firm manages client accounts on a discretionary basis using a range of investment vehicles and offers specialized exposures, alongside innovative services such as a tiered weekly subscription planning product and monitored use of artificial intelligence tools in advisory work.

Anthony Rush is a financial advisor at McAdam LLC with seven years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2018. Prior to joining McAdam, he served in the US Army and held roles at the Office of the US Secretary of State, Muscogee Staffing Solutions, LLC, and Nexus Fusion, where he currently consults on business and product development. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered subscription financial-planning service along with access to alternative and specialized investment strategies.