Joshua Moskowitz is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameritas Advisory Services, W.C. Moore Financial Services, and First Command Financial Planning. In addition to his advisory role, he is involved with Retirement Solutions, LLC, where he provides investment advisory services and fixed insurance sales. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, offering a scalable advisor network supported by affiliated business lines and specialized services.

Michael Bond is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including PKS Investments, Madison Avenue Securities, Agia, and Valic Financial Advisors. Outside of finance, he has prior experience working in the coffee industry. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-team approach, managing portfolios on a discretionary basis with a mix of traditional and alternative investments, and offers services such as a tiered subscription planning product and estate-document creation.

Cameron Bishop is a financial advisor at The Burney Company in Reston, VA, holding a Series 65 designation with one year of industry experience. Prior to joining The Burney Company, he worked in education at James Madison University and local schools for seven years. The Burney Company serves mostly individual investors, including high net worth clients, and also manages assets for small businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a multi-team advisory platform with a proprietary investment process that incorporates fundamental and quantitative models and offers customized portfolio management options, including actively managed ETFs and OCIO services.

Michael Battaglia is a CFP® professional with 18 years of industry experience, currently serving at Brighton Jones LLC since 2011. He previously worked at PricewaterhouseCoopers Investment Advisers LLC from 2005 to 2008. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach through multiple operating brands and discretionary portfolio management combined with access to private and public investments.

Brian Ullsperger is a financial advisor at Andersen with 25 years of industry experience. He holds the Series 63 designation and has been with Wtas LLC since 2010. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic investment plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

Victoria Holcom is a CFP® professional with one year of experience at Bogart Wealth, LLC. She previously worked at The Cheesecake Factory and studied at George Mason University. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non-HNW and high-net-worth clients. The firm manages portfolios using a combination of passive and active strategies governed by an Investment Portfolio Committee and offers access to alternative investments and specialized estate planning resources.

Elise Wente is a CFP® professional at Bogart Wealth, LLC with experience beginning in 2022. Prior to joining Bogart Wealth, she held roles at Vanguard and Slattery Perkins Ramirez LLC. Bogart Wealth provides financial planning and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, managing approximately $3.19 billion in client assets. The firm utilizes a combination of passive and active investment strategies guided by an Investment Portfolio Committee and offers a range of solutions including direct indexing and alternative investments.

Kyle Smith is a CFP® with 20 years of industry experience, currently serving as an advisor at SEIA. He has previously worked at SES LLC, Royal Alliance Associates, INC., and SII. Smith is also involved with Signature Estate & Investment Advisors LLC as an advisor. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic asset allocation with tactical micro-allocation and both quantitative and qualitative security selection, offering a range of portfolio management and financial planning services with a notable emphasis on non-discretionary management.

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.