Carmen Bississo is a CFP® professional with 22 years of industry experience, currently serving at Cassaday & Company, Inc. She has worked at both Cassaday & Company and Royal Alliance since 2008. Outside of her advisory role, she is a co-owner of a studio leased with her husband. 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 emphasizing diversified, buy-and-hold allocations, primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

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 with Snowden Capital Advisors LLC in Bethesda, MD, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He previously worked at ChangePath, LLC, FullArc Wealth Management, and Partnervest Advisory Services, LLC. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers a range of services such as discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach that combines institutional capabilities with customized portfolio construction and third-party manager oversight.

Christopher Airey is a CFP® with 27 years of industry experience, currently serving at Spire Wealth Management, LLC in McLean, VA. He has worked with Spire Wealth Management since 2003 and is also President and owner of the affiliated registered investment advisory firm Corbett Road Capital Management, formed in 2019. Additionally, Airey is an independent insurance agent for various companies. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm employs a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches, including tactical, active, and passive investment techniques.

Rahim Muhammad is a CFP® professional with nine years of industry experience, currently serving at Cassaday & Company, Inc. He has previously worked at Osaic Wealth, Inc., J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley. Muhammad also holds a position as Executive in Residence at Georgetown University, where he supports academic and career development for finance students. 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, primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

David Francis is a CFP® professional at Andersen with one year of industry experience. He previously worked at Andersen Tax LLC and Sullivan Bruyette Speros and Blaney LLC. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

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 over 25 years with M Holdings Securities and more than 40 years with Home Life Insurance Company. Wexler is a partner in Freedman Risk Management, LLC, which provides personal lines property and casualty insurance for the high net worth market. M Holdings Securities, Inc. serves a broad 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, combining investment management, retirement consulting, financial planning, and insurance advisory with ongoing monitoring and periodic client reviews.

Sarah Mouser is a financial advisor at Merit Financial Advisors with nine years of industry experience. She holds the CFP® designation as well as Series 65 and Series 66 licenses. Prior to joining Merit Financial Advisors in 2026, she worked at Verdence Capital Advisors LLC and Cassaday & Co, Inc. Outside of her advisory role, she serves on advisory boards for Virginia Tech and George Mason University’s undergraduate financial planning programs, and she is Chair of the Online Education Committee for the National Association of Personal Financial Advisors. Additionally, she is a certified Barre fitness instructor. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving about 20,040 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios and customizable models overseen by an internal Investment Management team and Committee.

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.

Bharat Mulchandani is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Spire Investment Partners since 2012 and concurrently maintains a part-time role at Fairfax Mortgage, where he originates mortgage loans and may consider opening his own mortgage company in the future. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management strategies including discretionary and non-discretionary approaches, financial planning, and access to model portfolios and wrap programs. The firm employs a variety of investment strategies and features proprietary risk overlays through its affiliate Corbett Road Capital Management.

William Dwenger is a CFP® with three years of industry experience, currently serving at Mason Investment Advisory Services Inc. He has been with Mason Investment Advisory Services since 2005. 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 employs a long-term strategic asset allocation approach with disciplined rebalancing and rigorous manager selection, offering services that include separately managed accounts, outsourced chief investment officer solutions, and alternative cash sweep options.

Noah Reynolds is a financial advisor at SEIA with two years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs for one year. Prior to his professional career, he was a student for 17 years. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and investment consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, managing the majority of its assets on a non-discretionary basis.

Michael Cornfeld is a CFA®, CIC, and holds a Series 65 license with 35 years of industry experience. He has been with Heritage Investors Management Corporation since 1975. Based in Bethesda, MD, Cornfeld is part of an eight-advisor team at Heritage Investors. Heritage Investors Management Corporation is an SEC-registered investment adviser serving primarily high-net-worth clients. The firm manages approximately $4.18 billion across various account types, implementing a long-term, buy-and-hold strategy tailored to individual client objectives and emphasizing diversification and execution quality.

Eric Rife is a financial advisor at Mason Investment Advisory Services Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has been with Mason Investment Advisory Services since 2015. Mason Investment Advisory Services manages approximately $15.67 billion for over 1,000 clients, offering fee-based financial planning, portfolio management for individuals and institutions, and outsourced chief investment officer services. The firm emphasizes strategic, long-term asset allocation and manager selection, with a focus on institutional-style OCIO work alongside individual wealth management.

Christopher Young is a CFP® professional with 25 years of experience in financial planning and wealth management. He is currently with Cassaday & Company, Inc. and has previously worked with Osaic Wealth, Inc. and Royal Alliance. Young serves on the board of the Cassaday and Company Advised Fund, overseeing charitable disbursements. 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 that emphasizes diversified, buy-and-hold allocations implemented primarily with actively managed mutual funds, ETFs, and conservative fixed income securities.

Susan Plunkett Barese is a financial advisor with Arkadios Wealth Advisors holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. She serves on the board of Rebuilding Together Fairfax and owns a consulting firm, Divorce by Design, which provides financial analysis related to divorce settlements. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm uses a variety of analytical approaches and an internal portfolio team to support discretionary account management and retirement plan consulting.

Andrew Clark Jr. is a financial advisor at Marshfield Associates with seven years at the firm and a total of ten years in the industry. He holds Series 65 and Series 66 licenses and previously worked at Arthur Gallagher & Co for three years. Marshfield Associates manages approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, institutional investors, and government entities. The firm employs a long-only value investing approach focused on a concentrated portfolio and a disciplined margin-of-safety strategy.