Philip Simonides is a CFP® with 37 years of industry experience. He has worked at McAdam LLC since 2014 and is currently affiliated with Madison Avenue Securities. Outside of his advisory work, he has volunteered as a charity auctioneer for several organizations. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing a fundamental analysis approach and incorporating a range of investment strategies including mutual funds, ETFs, independent managers, and specialized instruments.

Edward Crawford is a financial advisor at Douglass Winthrop Advisors LLC with 12 years of industry experience. He previously worked at Sweetbay Capital Management LLC for nine years. In addition to his advisory role, Mr. Crawford is an adjunct professor of Value Investing at Georgetown University and a passive partner in Roumell Asset Management LLC. Douglass Winthrop Advisors provides customized investment management services primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions. The firm offers discretionary and non-discretionary accounts with portfolios that include domestic and international equities and investment-grade fixed income, featuring a Sustainable Equity Strategy alongside its core equity approach.

Marguerita Cheng is a CFP® professional with 27 years of experience in financial advising. She is affiliated with Private Client Services, LLC and also serves as CEO of Blue Ocean Global Wealth. Cheng contributes to Forbes on GenX women's issues and participates in several industry councils, including the CFP Board of Directors and the CNBC Digital FA Council. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and employs a structured risk-profiling process to develop and implement investment strategies across multiple platforms.

Amber Christopher is a financial advisor at Keel Point, LLC with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Keel Point in 2021, she worked at Savant Wealth Management, Lucia Securities, LLC, and RJL Wealth Management, LLC. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling to manage portfolios across multiple strategies, utilizing an open-architecture platform and engaging sub-advisers as appropriate.

Robert Papa is a financial advisor at SEIA with 29 years of industry experience. He holds the CFP® designation and securities licenses Series 65, Series 66, and Series 63. His prior roles include positions at SES LLC, Royal Alliance Associates, SII - John Hancock, and McLean Asset Management. SEIA provides investment advisory and planning services to individual and institutional clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm utilizes a client-driven investment process combining strategic macro allocation and tactical micro allocation, offering multiple managed account programs and financial planning options.

Frank Ohara is a financial advisor at Lifeworks Advisors, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Lifeworks Advisors in 2023, he worked at Purshe Kaplan Sterling Investments and Verisign, among other firms. He is also dually registered with Kristine A. Boelte & Associates, LLC. Lifeworks Advisors provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines a planning-based tranche approach with traditional risk models and integrates tax and accounting capabilities through affiliated entities.

Suzanne Kellogg is a financial advisor at Bogart Wealth, LLC with 11 years of industry experience and holds a Series 65 credential. She previously worked at Torray LLC for six years and has been a Director at Vigilant Compliance, LLC since 2025, providing compliance support to Registered Investment Advisers. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, using model portfolios alongside specialized options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis with asset allocation and employs AI tools and third-party managers within a discretionary investment framework.

Matthew Chua is a financial advisor at Main Street Financial Solutions, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at SoFi and periods of self-employment. Main Street Financial Solutions serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach with a focus on mutual funds and low-cost passive ETFs, while also utilizing actively managed funds and alternative investment platforms.

Kevin Reese is a financial advisor at Navy Federal Investment Services, LLC with 37 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Reese has been with Navy Federal-affiliated firms since 2006 in various roles across investment services and financial group entities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product, utilizing third-party portfolio managers and model-driven strategies on the Envestnet platform.

Joseph Delasho is a financial advisor with Range Advisory, LLC, holding the CFP® and Series 66 designations and bringing seven years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, Merrill, and Merrill Lynch. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and portfolio advice through its online platform. The firm emphasizes tailored asset allocation using AI tools alongside human oversight and operates on a flat subscription model rather than traditional percentage-of-AUM fees.

Jason Hicks is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Mason Investment Advisory Services Inc and has previously worked at Willis Towers Watson, Morgan Stanley, Global Portfolio Strategies, and Prudential. 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 relatively small advisory team.

William Lloyd is a CFP® professional with 36 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He previously worked at Spire Investment Partners, LLC and LPL Financial LLC. He is the founder of The Charitable Payraise, a patented web application designed to improve after-tax cash flow for clients, primarily in retirement, through a specialized tax method. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary accounts, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside long- and short-term trading strategies, with portfolio selection supported by documented due diligence.

Nicholas Shirley is a financial advisor at Archer Investment Corporation with a Series 65 designation. He has one year of industry experience and has previously worked at Sullivan & Company, NYLIFE Securities LLC, New York Life Insurance Company, and Bretton Woods. His background includes roles in education at American University, Northwest High School, and Kingsview Middle School. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach tailored to clients’ financial situations and risk tolerance, offering both discretionary management and model-driven strategies.

Brian Curtin is a CFA®-chartered financial advisor with nine years of industry experience. He has been with Heritage Investors Management Corporation since 2018, following a prior role at FBR Capital Markets. Heritage Investors Management Corporation offers investment management and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, diversified portfolios focused on long-term strategies, managing approximately $4.6 billion in assets across about 680 client relationships.

Thomas Kellogg is a CFP® professional with experience at Bogart Wealth, LLC since 2024 and prior roles at Homrich Berg and CrossPoint Wealth Partners. His background also includes positions outside finance, such as roles at Sharkey's Rib & Wing Joint and Golden Horseshoe Golf Club. He has experience working in educational settings, including Virginia Tech and Jamestown High School. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, portfolio management, and consulting services. The firm utilizes model portfolios combined with specialized investment options and integrates tax-preparation and estate-planning tools.

Nell Cordick is a CFP® professional with 20 years of experience in the financial services industry. She has been with Bogart Wealth, LLC since 2020 and previously worked at BB&T and its affiliated entities from 2002 to 2018. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services. The firm employs a combination of bottom-up fundamental equity analysis and top-down asset allocation, offering model portfolios alongside specialized investment options such as direct indexing, structured notes, and private-market alternatives.

Jesica Ray is a CFP® and Series 65-licensed financial advisor with 10 years of experience, currently practicing at Brighton Jones LLC in McLean, VA. She has been with Brighton Jones for her entire career, spanning multiple roles since 2015. Brighton Jones serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts. The firm offers comprehensive wealth management services, combining discretionary and non-discretionary investment management with holistic financial planning and access to private investment opportunities.

Bradley Lipman is a CFP® professional with eight years of industry experience, currently serving at AlphaCore Capital LLC. His prior experience includes six years at Raymond James Financial Services, Inc., and roles at SPC Financial, Inc. and Sella & Martinic, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual and high-net-worth clients, entities, and institutional investors. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and ERISA retirement plan advisory.

Michelle Cooper is a financial advisor with XML Financial Group in Bethesda, MD, holding a Series 66 credential and 25 years of industry experience. She previously worked at Merrill Lynch Trust Company, FSB for 19 years before joining XML Financial, LLC and XML Securities, LLC. In addition to her advisory work, she is the author of the book *I've Still Got Me* and participates in related speaking engagements. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets and serving around 2,890 clients. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through a combination of fundamental and technical analysis and third-party managers.

Neal Treanor is a financial advisor at Cassaday & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cassaday and related firms since 1995. He also serves as Chief Compliance Officer for Cassaday and Co Wealth Management, LLC. 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 using actively managed mutual funds, ETFs, and conservative fixed income securities.