Ryan Bergmann is a CFP® with 18 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2019. His prior roles include positions at Brighton Jones and Mercer Global Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by proprietary technology and both internal and external research.

Faisal Magsi is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. His prior roles include positions at Prostatis Financial Advisors Group, SFG Wealth Management, and LPL Financial LLC. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, providing subscription-based financial planning and both discretionary and non-discretionary portfolio advice through an online platform that integrates AI tools alongside human oversight.

Samuel Swenson is a CFP®, CFA®, and holds a Series 66 license with eight years of industry experience. He is currently with Range Advisory, LLC and has previously worked at CGN Advisors, LLC and Wells Fargo Advisors LLC. Outside of his advisory work, Samuel operates a sole proprietorship providing accounting and light financial planning services, including tax return preparation and tax planning guidance. Range Advisory, LLC offers online financial planning and portfolio monitoring primarily for high-net-worth and ultra-high-net-worth individuals. The firm utilizes third-party turnkey asset management platforms and proprietary AI tools to support portfolio construction and client service, delivering advice through a subscription-based model.

Craig Sablosky is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His career includes roles at Access National Bank, LPL Financial, and Investment Professionals, Inc. Since 2019, he has also owned a group insurance business focused on health and disability insurance. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage, advisory, and comprehensive financial planning services, utilizing a range of investment vehicles and offering access to third-party money managers and model portfolios.

Sijal Chudal is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and having one year of industry experience. Prior to joining Navy Federal, Sijal worked at Citibank and MUFG Investor Services and has experience at George Mason University. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm operates as both an SEC-registered investment adviser and broker-dealer, using third-party portfolio managers accessed through the Envestnet platform and offering services including tax overlay, impact investing, and private wealth consulting.

Geoffrey Wistow is a Series 65-licensed financial advisor with Encompass More Asset Management LLC, bringing three years of industry experience. Prior to joining Encompass More, he worked at Bull Run Investment Management LLC, Bull Run Financial Group, and Rillhurst Capital. Wistow is also an attorney and manages a legal practice alongside his advisory role, providing legal services independently from his work at Encompass More. Additionally, he is a licensed insurance agent offering insurance products through Skyline Financial Partners, LLC. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach, utilizing both in-house and third-party sub-advisers, and manages approximately $582 million for around 4,000 clients.

Kathryn Cotter is a Series 65-licensed financial advisor with Marshfield Associates in Washington, DC, where she has worked since 2024. She has six years of prior experience at Nexercise, Inc. and five years at BET Networks. Marshfield Associates is a registered investment adviser serving a diverse client base that includes high net worth individuals, pension plans, foundations, government entities, sovereign wealth funds, and investment companies. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy, supported by in-house research and a willingness to hold substantial cash positions.

Erin Evans is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and previously worked at Loudoun County Public Schools and James Madison University. The Burney Company serves 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 and employs a blend of proprietary fundamental and quantitative investment models, offering customized portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Jennifer Antosh is a CFA® charterholder based in Potomac, MD, with two years of industry experience. She is currently with Merit Financial Advisors and previously worked at TritonPoint Wealth, Goldman Sachs PFM, Mercer Consulting, and BNY Mellon. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary authority supported by fundamental analysis and supplemental investment tools.

Paul Seal is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Signal Advisors Wealth, LLC and previously spent seven years at AlphaStar Capital Management, LLC. In addition to his advisory role, he serves as president of Ascendant Wealth Strategies, Inc., where he provides insurance and annuity advice and sales. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis, while supporting a large number of retail accounts across its multi-team structure.

Dwayne Miller Jr. is a financial advisor with Brighton Jones LLC in McLean, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Brighton Jones, he worked at Capital One and The WorkPlace, Inc. among other roles. Brighton Jones serves individuals, high-net-worth families, businesses, and charitable organizations with comprehensive wealth management and financial planning services. The firm uses a holistic, balance-sheet approach, offering discretionary and non-discretionary management along with access to private investment opportunities and in-house legal and tax services.

Evan Mc Gavran is a financial advisor at Encompass More Asset Management LLC with a Series 65 designation and no prior industry experience. Before entering the financial sector in 2025, he worked in education for several years, including roles at James Madison University and various schools. He is also an insurance agent involved in the analysis and sales of life insurance and annuities. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with some exposure to digital-asset related vehicles.

Gabrielle Sabatini is a financial advisor at Brighton Jones LLC with two years of industry experience. She holds a Series 65 designation and has worked previously at Smeal College of Business, Cresset Capital, Chiaro Investment, and The Atrium. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach supported by client portals and independent managers.

Daniel Holly is a CFA® charterholder associated with Andersen and has one year of industry experience. His prior roles include positions at Andersen Tax LLC, Window Nation, Under Armour, and Johns Hopkins University. Andersen serves successful individuals, families, trusts, family-owned corporate plans, and not-for-profit endowments with investment consulting services that range from full-service wealth management to standalone performance measurement and reporting. The firm provides non-discretionary advice supported by portfolio optimization tools and integrates investment consulting with tax and advisory services.

Julienne Egofske is a CFP® certificant and financial advisor with four years of industry experience. She currently works at Range Advisory, LLC and has previously held roles at firms including Corient Services LLC and Balasa Dinverno Foltz LLC. Outside of advising, she teaches yoga as an instructor at CorePower Yoga. Range Advisory serves primarily U.S.-based individual clients, including high-net-worth and ultra-high-net-worth households, through subscription-based financial planning and portfolio advice delivered via an online platform. The firm emphasizes tailored asset-allocation recommendations and integrates AI tools alongside human oversight in its portfolio management approach.

Robert Mcgregor is a CFP® with 23 years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at SES LLC, Royal Alliance Associates, and USAA Financial Advisors. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of 132 advisors managing approximately $22.5 billion in assets. The firm offers multiple managed account programs and comprehensive financial planning, employing a client-driven investment process supported by a dedicated research group and an Investment Committee.

Kent Johnson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked within the Navy Federal Financial Group and its affiliated entities since 2009. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, utilizing third-party portfolio managers on the Envestnet platform and providing specialized services for high-net-worth clients.

Hali London is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She has worked at Compound Planning, Inc. since 2025 and previously held roles at Motley Fool Wealth Management, Facet Wealth, and her own practice, Hali Browne London. Compound Planning, Inc. provides financial planning, discretionary portfolio management, and institutional advisory services to individuals, families, businesses, and retirement plans. The firm employs a customized, risk-based investment approach using low-cost ETFs, direct indexing, and alternative strategies supported by technology partnerships and third-party sub-advisors.

Michael Duffy is a financial advisor at Bogart Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Bogart Wealth since 2016. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm uses model portfolios overseen by an Investment Portfolio Committee and offers specialized investment options such as direct indexing separately managed accounts, structured-note models, and private-market alternative exposures.

Shawna Bieda is a CFP® with 20 years of industry experience, currently serving at XML Financial Group and XML Securities LLC since 2022. She previously worked at Bank of America N.A. and Merrill, where she spent eight and eighteen years respectively. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and employs a blended investment approach using fundamental and technical analysis alongside third-party managers and an internal Investment Committee.