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 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mason Investment Advisory Services and its affiliated Mason Securities since 1996. Mason Investment Advisory Services, Inc. is an SEC-registered adviser managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm focuses on strategic, long-term asset allocation, portfolio management, and institutional services including outsourced chief investment officer engagements for nonprofits, foundations, corporate entities, and pension plans.

Markus Malmgren is a Series 66-licensed financial advisor at McAdam LLC with nine years of industry experience. He has worked at McAdam LLC and Purshe Kaplan Sterling Investments since 2017 and was previously affiliated with the University of Mary Washington. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, using fundamental analysis and diversified asset allocations that include mutual funds, ETFs, individual securities, and alternative investments.

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.

Carmen Bississo is a CFP® with 23 years of industry experience, currently serving at Cassaday & Company, Inc. since 2008. She previously worked at Mass Mutual Investors Services from 2004 to 2008. Outside of her financial advisory role, she co-owns a studio with her husband that is currently leased. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, and businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation approach grounded in Modern Portfolio Theory and offers a range of services including retirement plan consulting and estate-planning coordination.

Terri Laflam is a financial advisor with Choreo, LLC in Potomac, MD, holding a Series 65 credential and seven years of industry experience. She previously worked at RSM US Wealth Management LLC and RSM US LLP, where she spent a combined 19 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment process emphasizes strategic asset allocation and diversified model portfolios overseen by a centralized management team and an Investment Committee.

Mark Haynes is a Certified Financial Planner® with 17 years of experience in the financial services industry. He has been with Mason Investment Advisory Services, Inc. since 2011. 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 focuses on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, offering services that include separately managed accounts, outsourced chief investment officer solutions, and alternative cash management options.

Brenna Allsopp is a CFP® and Series 65 licensed advisor with The Burney Company in Reston, VA, where she has worked since 2018. She has seven years of industry experience, including four years prior at George Mason University. 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 manages approximately $3.59 billion in discretionary assets using a multi-team advisory model that combines proprietary fundamental and quantitative investment strategies alongside discretionary portfolio management and financial planning services.

Douglas Gill is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Morgan Stanley, FullArc Wealth Management, and ChangePath, LLC. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to various investment tools and third-party managers.

Rahim Muhammad is a CFP®-certified financial advisor with 10 years of industry experience, currently serving at Cassaday & Company, Inc. He has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Charles Schwab, and Morgan Stanley. Muhammad is also an Executive in Residence at Georgetown University, supporting academic and career development for finance students. Cassaday & Company, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and manages over $7 billion in discretionary assets.

David Francis is a CFP® at Andersen in McLean, VA, with two years of industry experience. He has previously worked at Andersen Tax LLC and Sullivan Bruyette Speros and Blaney LLC, accumulating eight years at Andersen Tax in total. Andersen serves successful individuals and families, their 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 reporting, often integrating these services with tax, valuation, and other advisory work.

Omid Sanie is a financial advisor at United Brokerage Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at United Brokerage Services since 2018, following roles at Woodbury Financial Services Inc. and Capital One Sharebuilder, Inc. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers a range of advisory programs with primarily non-discretionary management, maintaining affiliations with United Bank and Wells Fargo.

David Wexler is a financial advisor with M HOLDINGS SECURITIES, Inc. in Bethesda, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 25 years with M HOLDINGS SECURITIES and over four decades with Home Life Insurance Company. He is a partner at Freedman Risk Management, LLC, which provides personal lines property and casualty insurance for the high net worth market, and at Greenberg Wexler & Eig, LLC, a life settlement provider and buyer of policies. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by multiple platform providers and third-party sub-advisors.

Anis Eghterafi is a financial advisor at United Brokerage Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, and The Vanguard Group. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs through its relationship with Wells Fargo Clearing Services. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, and tax-aware overlays, primarily providing advice on a non-discretionary basis.

William Dwenger is a CFP® and holds a Series 65 license, with four years of industry experience. He is affiliated with Mason Investment Advisory Services, Inc., where he has worked since 2005. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals including high-net-worth clients, and institutional services such as outsourced chief investment officer engagements for nonprofits, foundations, corporations, and pension plans. Their investment approach focuses on strategic, long-term asset allocation, rebalancing, and manager selection using mutual funds, ETFs, and third-party managers.

Tyquia Clark is a Series 66 credentialed financial advisor at MissionSquare Retirement with seven years of industry experience. Her prior roles include positions at Edward Jones, MassMutual, Northwestern Mutual, Bank of America, and Merrill Lynch. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, featuring investment advice developed by Morningstar Investment Management and a multi-team advisory structure supporting over 40,000 participants.

Noah Reynolds is a financial advisor at SEIA with two years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs for one year. Outside of advising, he serves as a Client Service Associate at SEIA, focusing on RIA sales and service. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a mix of non-discretionary and discretionary portfolio management strategies supported by an Investment Solutions Group and Investment Committee.

Michael Cornfeld is a CFA® charterholder and holds a CIC designation along with a Series 65 license. He has 36 years of industry experience and has been with Heritage Investors Management Corp since 1975. Heritage Investors Management Corporation serves a diverse client base, including individuals, retirement accounts, trusts, foundations, and corporate entities. The firm emphasizes customized portfolios aligned with clients’ risk profiles and generally pursues long-term investment strategies with a focus on diversified holdings of U.S. stocks, bonds, and ETFs.

Victor Krasij is a CFA® charterholder with three years of industry experience. He is currently an advisor at Aprio Wealth Management, LLC and has prior experience with BNY Mellon Wealth Management and U.S. Trust, Bank of America. Outside of advisory work, he volunteers on the Finance Committee of the CFA Society of Washington, DC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored portfolio management and financial planning, emphasizing asset allocation and long-term purchasing power preservation through a variety of investment strategies.

Eric Rife is a financial advisor at Mason Investment Advisory Services Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. He has been with Mason Investment Advisory Services since 2015. Mason Investment Advisory Services, Inc. is an SEC-registered firm managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm focuses on fee-based financial planning, separately managed accounts, and institutional services such as outsourced chief investment officer engagements, emphasizing long-term asset allocation, rebalancing, and manager selection.