Stefan Patchan is a CFA® charterholder with four years of experience at Mason Investment Advisory Services, Inc. Prior to joining Mason, he worked at TFC Consulting, Inc. and held positions at Virginia Tech. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for about 1,063 clients through a team of 31 advisors. The firm serves individuals, including high-net-worth clients, as well as institutions, offering fee-based financial planning, separately managed accounts, and outsourced chief investment officer services with a focus on strategic, long-term asset allocation and manager selection.

Anthony Spano is a Certified Financial Planner® with 19 years of industry experience. He has been with Choreo, LLC since 2022 and previously worked at McGladrey Wealth Management LLC for 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Jason Kowal is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Stratos since 2021 and previously held positions at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and EF Legacy Securities, LLC. Kowal also operates Kowal Financial Advisors, providing advisory services and financial planning. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to clients’ goals, utilizing a range of sub-advisers and platform solutions.

Philip Mantua Jr. is a CFP® and Series 66 designated advisor with 10 years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Raymond James Financial Services, Inc. for eight years and SPC Financial, Inc. for ten years. Mantua also serves as a producing agent for an insurance affiliate of the firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm offers comprehensive wealth planning and investment management, emphasizing a blend of traditional and alternative investment strategies to pursue multi-asset diversification and resilience.

Robert Blankenship is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Cassaday & Company, Inc. He has been with Cassaday since 2019 and has prior work experience including roles at Radford University and involvement with the Student Managed Investment Portfolio Organization. Cassaday & Company provides investment management and financial planning to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $7.14 billion in discretionary assets. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, using actively managed mutual funds, ETFs, fixed income securities, and model portfolios aligned with written investment policy statements.

Andrew Hoskins is a financial advisor with Interactive Financial Advisors in Arlington, VA, holding a Series 65 license and seven years of industry experience. He has worked at Interactive Financial Advisors since 2018 and also serves as an independent contractor for Shenandoah Financial Advisors. In addition to his advisory role, Hoskins is licensed as an independent insurance agent and can transact insurance products for clients. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and incorporates Modern Portfolio Theory, fundamental analysis, and risk profiling tools in its investment approach.

Ashley Helm is a CFP® professional with 10 years of industry experience, currently affiliated with Merit Financial Advisors. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Obsidian Personal Planning Solutions, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and institutions. The firm utilizes a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Spencer Croft is a CFP® with six years of industry experience, currently serving at Range Advisory, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and MarschGallo LLC. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers model portfolios alongside third-party strategies, incorporating AI tools into its investment process.

Caleb Long is a financial advisor at Range Advisory, LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Range Advisory, he worked at Goldman Sachs & Co. LLC for four years and XML Financial Group for three years. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides access to proprietary model portfolios, third-party strategies, and tax-aware direct indexing, supported by AI-driven tools alongside human oversight.

Danielle Alcide is a CFP® professional with 16 years of industry experience. She currently works at Range Advisory, LLC and has held prior roles at Pylon Inc, Facet Wealth, and TIAA-CREF. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides access to a range of investment strategies supported by AI tools and customized portfolio construction.

James Smith is a CFP® with 12 years of experience in the financial services industry. He is currently with Mission Wealth Management, LP, having joined the firm in 2025. His prior roles include positions at LPL Financial, Burke and Herbert Bank, Madison Avenue Securities, LLC, and RBC Capital Markets. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies utilizing a range of products including ETFs, institutional mutual funds, individual securities, and alternative investments, with a focus on discretionary account management and tax-aware trading.

Michael Stevens is a CFP® and Series 65-licensed advisor with three years of experience. He is currently with Brighton Jones LLC and previously worked at Global Advisor Group. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management along with access to private and public investments, supported by an affiliated ecosystem including a trust company and private investment management subsidiaries.

Curtis Harris IV is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He has worked at Navy Federal since 2017 and previously spent four years with Pruco Securities LLC and The Prudential Insurance Company of America. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm’s investment approach involves selecting and monitoring third-party portfolio managers on the Envestnet platform and providing layered solutions including unified managed accounts and tax or impact overlays.

Frederick Baerenz is a financial advisor at F L Putnam Investment Management Company with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kalos Capital, Inc. and Alpha Omega Group, Inc. He serves on the advisory board of Real Asset Advisor, a publisher of investment-related newsletters focused on real estate, infrastructure, and real assets investment industries, without receiving compensation for this role. F L Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed and third-party strategies across multiple asset classes, incorporating sustainable investing and tax-aware rebalancing, and supports these with a research process that integrates macroeconomic and security-level analysis.

Geoffrey Thornett is a financial advisor at Keel Point, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Keel Point and its affiliated entities since 2015. Thornett serves on the Board of Directors for America World Adoption, a Christian international adoption agency. Keel Point, LLC 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 blend of fundamental and quantitative analysis to guide investment decisions and offers a variety of tailored portfolio management and consulting services across multiple asset classes.

Colin Campbell is a financial advisor at Cassaday & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has worked with OSAIC and Richmond International Forest Products. Outside of advising, he serves as a Financial Planning Administrator for Cassaday and Company Wealth Management, assisting with meeting preparation and day-to-day operations. 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.

Jason Perlman is a CFP®-designated advisor with 10 years of industry experience, currently serving at AlphaCore Capital LLC since 2025. He previously worked at Raymond James Financial Services, Inc. for eight years and SPC Financial, INC. for eleven years. Perlman is also a producing agent for an insurance affiliate connected to his firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and specialized retirement plan advisory services.

Robert Kantor is a financial advisor with XML Financial Group in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with XML Financial, LLC since 2004 and XML Securities, LLC since 2019, and was previously with Purshe Kaplan Sterling Investments. Kantor serves as managing partner of BR Financial Associates Management Company, LLC, and volunteers as treasurer for two homeowners associations. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments.

Jacob Siuta is a CFP® professional with four years at Brighton Jones LLC and a total of two years in the financial advisory industry. His prior experience includes Capital Asset Management Group and roles at Virginia Tech University and other organizations. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management alongside comprehensive financial consulting. The firm uses a whole-balance-sheet approach and offers access to a range of public and private investments through its affiliated entities.

Brian Windsor is a CFP® professional with 19 years of industry experience. He has worked at Bogart Wealth, LLC since 2022, following 12 years at Fidelity Investments and two years at T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses. Bogart Wealth provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm employs a combination of passive and active investment strategies guided by a formal Investment Portfolio Committee and offers access to alternative investments and estate planning coordination.