David Lewis is the sole advisor at Lewis-Berkeley Asset Management in Vienna, VA. He holds the CFA® designation and Series 65 license, with 19 years of industry experience. Prior to his current role, he worked at CW Capital, Inc. for 17 years. Outside of advising, he is a member-manager of a real estate management company. Lewis-Berkeley Asset Management is an independent firm serving clients with tailored investment management solutions.

Marwan Jabbour is an independent financial advisor with USA Retirement Income Solutions, LLC, based in Fairfax, VA. He holds Series 65 and Series 66 designations and has 18 years of industry experience. Prior to his current firm, he worked with United Security Advisors and Financial Planning Partners, Inc. He also works as an independent insurance agent. USA Retirement Income Solutions serves clients seeking retirement income strategies through personalized financial planning.

Zhaogang Qiao is a CFA® charterholder with five years of industry experience. He is currently the sole advisor at Missions Services, LLC and has worked at CTAC since 2012. Missions Services, LLC is an independent firm based in Vienna, VA.

Arthur Hall is the sole advisor at StrategicGlobal Insight, LLC, holding Series 63 and Series 65 designations with 20 years of experience at the firm and 32 years in the industry overall. He has been self-employed since 1994, managing internet sales, online teaching, and talent services alongside his advisory work. StrategicGlobal Insight, LLC operates as an independent firm serving clients with personalized financial guidance.

Emily Maffey is a financial advisor with CST Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She is also the Chief Operating Officer and a Certified Public Accountant at CST Group CPAs, PC, a certified public accounting firm affiliated with her advisory practice. CST Advisory Services, LLC provides referral services by introducing clients to third-party money managers rather than managing assets directly. The firm serves individuals, retirement plans, charitable organizations, and businesses, and is affiliated with accounting firms, allowing for coordinated referral activities between accounting and advisory services.