Meredith Wade is a financial advisor at XML Financial Group with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and SunTrust Advisory Services. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, combining fundamental and technical analysis with access to alternative investments and affiliated managers.

Samuel Woo is a financial advisor at AlphaCore Capital LLC with a Series 65 credential. He has one year of industry experience and previously worked at SPC Financial, Inc. and Raymond James Financial Services, Inc. before joining AlphaCore. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with a focus on alternative investing alongside traditional equity and fixed-income strategies.

Bilal Qaiser is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at TD Bank, Bank of America, Merrill, and JPMorgan Chase. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic and tactical asset allocation approach and offers wrap and unified managed account programs through its clearing relationship with Wells Fargo Clearing Services.

Gary Diegert II is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently an advisor at Rossby Financial, LLC and has previously worked at RiversEdge Advisors, LLC and myCIO Wealth Partners. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers tailored portfolio management and wealth consulting using a variety of analytical approaches and diversified strategies across multiple asset classes.

Robert Roark is a financial advisor with Capitol Securities Management, Inc. in Washington, DC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Capitol Securities Management since 1996. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and wrap fee programs, utilizing a network of investment adviser representatives who develop client-specific investment policies and manage accounts with a variety of investment instruments.

Victoria Pazzalia is a financial advisor with McAdam LLC in Vienna, VA, holding Series 63 and Series 65 registrations and 14 years of industry experience. She has worked at McAdam LLC since 2014 and was previously with Purshe Kaplan Sterling Investments. Outside of finance, she has worked as a background extra on a television show. 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, implementing portfolios primarily through fundamental analysis and utilizing a range of investment vehicles tailored to client risk tolerance and objectives.

Jordan Rubin is a CFP®, CFA®, and Series 65-registered advisor with nine years of industry experience. He is currently with Modera Wealth Management, LLC and has held prior roles at Bernhardt Wealth Management, Evermay Wealth Management, and Manchester Capital Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and offering supplemental strategies such as independent managers, private placements, and optional ESG integration.

Mario Ruiz is a financial advisor at Regal Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at James C Musgrave for six years. Ruiz provides both financial and insurance services through Regal Financial Group. Regal Investment Advisors LLC offers discretionary investment management to independent advisers and subadvisors, serving individual, charitable, and corporate clients. The firm uses proprietary and third-party model portfolios with discretionary authority granted to implement and manage allocations selected by financial advisers.

Frank Gyesaw is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Vienna, VA, and has 19 years of industry experience. He has worked with various Navy Federal entities since 2007 and briefly with Ameriprise in 2007. Outside of his advisory role, he volunteers as a temporary manager at Good Shepherd Clinic in Kumasi, Ghana. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and supports layered investment solutions and automated ETF portfolios.

Amy Lillis Konopacki is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including Nationwide Investment Advisors and Lincoln Financial Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm offers personalized investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Emily Parent is a financial advisor with Founders Financial Securities LLC in Reston, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Fortune Financial Services and Brooklight Place Securities, Inc. In addition to her advisory role, she is involved with Shenandoah Financial Advisors, where she provides financial planning, tax preparation, and fixed insurance services. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers a variety of advisory platforms and specialized services, including retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.

Thomas Wagaman is a financial advisor at Cassaday & Company, Inc. with 3 years of industry experience. He holds a Series 66 designation and has worked at Cassaday & Company since 2018, including a role at Royal Alliance Associates, Inc. He is also the Financial Planning Services Manager at Cassaday & Company Wealth Management, LLC, where he is involved in client onboarding, analysis, and meetings. Cassaday & Company provides investment management and financial planning services to individuals, retirement plans, trusts, and businesses, managing over $7 billion in discretionary assets. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory and offers comprehensive services including financial planning, retirement plan consulting, and estate-planning coordination.

Matthew Martindale is a financial advisor at Keel Point, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Amazon from 2016 to 2021. Keel Point is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and consulting services across various asset classes.

Scott Welch is a financial advisor at Certuity, LLC with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including WisdomTree Asset Management and Fortigent, LLC. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and consulting services primarily to high- and ultra-high-net-worth clients and institutions. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.

Leonardo Scotti is a financial advisor at Cassaday & Company, Inc. with a Series 66 credential and one year of industry experience. Prior to entering the financial industry, he spent nine years in full-time education. 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 focused on diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Tomeka Brown is a CFP® and Series 66-licensed advisor with 18 years of industry experience. She is currently with Navy Federal Investment Services, LLC and has held previous roles at Charles Schwab, Merrill, and TIAA-CREF. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs managed advisory programs that utilize third-party portfolio managers and supports both discretionary and automated investment solutions.

Joshua Lipscomb is a financial advisor at Cassaday & Company, Inc. in McLean, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at OSAIC, CW Advisors, Wolf Group Capital Advisors, and Virginia Asset Management, as well as non-financial positions at James Madison University and in landscaping businesses. 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 that emphasizes diversified, buy-and-hold allocations using actively managed mutual funds, ETFs, and conservative fixed income securities.

Melissa Powers is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at SEIA. Her prior roles include positions at Brown Advisory and Lincoln Financial Advisors. SEIA provides services to individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform offering investment management, financial planning, retirement plan consulting, and investment consulting. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments overseen by an in-house Investment Solutions Group and Investment Committee, and it predominantly manages assets on a non-discretionary basis.

Isaiah Carter is a financial advisor at MissionSquare Retirement with 16 years of industry experience. He holds the ChFC® designation and Series 65 and 66 licenses. His work history includes roles at ICMA-RC Services, LLC and ICMA Retirement Corporation since 2014, as well as MSI Financial Services, Inc. from 2010 to 2013. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which incorporates investment advice and model portfolios developed by Morningstar Investment Management.

David Gilbert is a CFP® with 24 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2001 and 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’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.