Allison Gormier is a CFP® and holds a Series 66 license with 20 years of industry experience. She has been with Mason Investment Advisory Services Inc since 2008. 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 emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process across a range of investment vehicles, including separately managed accounts and outsourced chief investment officer services.

Anthony Rieck is a CFP® professional with one year of industry experience, currently with Andersen. His prior roles include positions at Andersen Tax LLC, West Financial Services, Sullivan Bruyette Speros & Blayney, and Texas Tech. Outside of his advisory work, he serves as an NCAA football referee. Andersen provides investment consulting and performance measurement services primarily to high-net-worth individuals, families, and related entities, operating as a non-discretionary consultant that integrates investment advice with tax and financial planning.

Johnny Lynum is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials. He has over 20 years of prior experience in the U.S. Air Force and has worked at Wright Time Financial and Innovation Partners LLC before joining his current firm. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and specialized consulting services, employing a range of analytical approaches and discretionary management options.

Timothy Strait is a CFP® with 40 years of industry experience, currently serving at Capitol Securities Management, Inc. since 1988. He operates a separate business consulting and tax planning practice focused on federal and state income tax preparation. Capitol Securities Management serves individual investors, institutions, and small businesses with portfolio management, financial planning, and advisory programs, operating as both a broker-dealer and registered investment adviser.

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 in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Outside of his advisory role, he is involved as an agent for various insurance companies and provides advisory services through Kowal Financial Advisors. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutional clients, delivering financial planning and portfolio management via customized and model portfolios. The firm’s integration with SEI-affiliated businesses offers distinctive access to subadvisory and custody services.

Anne Ermlick is a financial advisor at First Advisors National, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Cornerstone Senior Services since 2008. In addition to her advisory role, she is a licensed insurance agent involved with Cornerstone Senior Services in Murfreesboro, TN. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on third-party money manager selection and tactical and strategic allocations. The firm provides investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

Philip Mantua Jr. is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at AlphaCore Capital LLC since 2025 and previously spent eight years at Raymond James Financial Services, Inc. He is also a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

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.

Spencer Croft is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and MarschGallo LLC. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and portfolio advice through an online platform. The firm emphasizes tailored asset allocation and integrates AI tools with human oversight to support portfolio management.

Kevin Ostergaard is a financial advisor at CW Advisors, LLC with 11 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wolf Group Capital Advisors, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services. Outside of his advisory role, he manages administrative duties and upkeep for a rental property. CW Advisors serves a diverse client base including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.

Danielle Alcide is a CFP® with 16 years of industry experience, currently with Range Advisory, LLC. Her prior experience includes roles at Pylon Inc, Facet Wealth, and TIAA-CREF. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and portfolio advice through an online platform. The firm emphasizes tailored asset allocation and portfolio optimization, integrating AI tools alongside human review in its investment process.

James Smith is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2025. His prior work includes roles at LPL Financial, Burke and Herbert Bank, Madison Avenue Securities, Campbell Wealth Management, and Pinnacle Advisory Group. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serves high-net-worth individuals, families, and institutional clients. The firm uses a tiered service model to tailor wealth management, financial planning, and portfolio management services, emphasizing long-term investment strategies that include alternative investments and discretionary account management.

Michael Stevens is a CFP® licensed financial advisor with Brighton Jones LLC in McLean, VA, and has two years of industry experience. He previously worked at Global Advisor Group before joining Brighton Jones. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, and various entities with comprehensive wealth management services, including personal financial planning, investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes both discretionary and non-discretionary management strategies.

Frederick Baerenz is a financial advisor at F.L. Putnam Investment Management Company with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Kalos Capital, Inc. and Alpha Omega Group, Inc. Baerenz serves on the advisory board of Real Asset Advisor, a publisher of investment newsletters focused on real estate, infrastructure, and real assets, without receiving compensation for this role. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, and family office solutions. The firm builds customized portfolios using internal and third-party strategies across multiple asset classes and manages the AOG Institutional Fund, an interval fund investing in private and illiquid alternatives.

Geoffrey Thornett is a financial advisor at Keel Point, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keel Point since 2015. Thornett serves on the board of America World Adoption, a Christian international adoption agency, providing non-compensatory advice regarding their endowment fund. Keel Point, LLC is a multi-team registered investment adviser managing over $4 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis for portfolio management, offering discretionary and non-discretionary services across various asset classes with a distinctive operating model that includes affiliated brokerage, insurance, and private fund activities.

Stephen Nelson is a financial advisor at United Brokerage Services, Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Cardinal Bank. He serves as a board member on the Board of Trustees for Novant Health Hospital in Manassas. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs. The firm’s investment approach includes strategic and tactical asset allocation, mutual funds and ETFs, individual equity and fixed income selection, model portfolios, and tax-aware overlays.

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.