Cesar Ortega is a financial advisor at CW Advisors, LLC with a Series 65 designation and six years of industry experience. His prior roles include positions at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies using both third-party and internally managed portfolios.

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.

Christopher Patterson is a financial advisor with Concurrent Investment Advisors, LLC and holds the PFS™ credential along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including prior roles at Spire Wealth Management and Spire Investment Partners. Patterson is also an agent of Spire Insurance Agency and operates under the dba Patterson Wealth Management Group. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by an integrated platform with affiliated sub-advisory arrangements and third-party solutions.

Dennis Elias is a CFP® professional with seven years of industry experience. He is currently with Range Advisory, LLC, where he has worked since 2025. His prior experience includes roles at Andersen Tax LLC, AFS Financial Group, LLC, and Commonwealth Financial Network. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm uses model portfolios and third-party models with tax-aware strategies, supported by a proprietary AI assistant integrated into client interactions.

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.

William Cunningham is a CFP® certificant with 19 years of industry experience. He currently works at Concurrent Investment Advisors, LLC and has previously held advisory roles at Corbett Road Wealth Management, RE Advisers Corporation, Homestead Funds, and RE Investment Corporation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

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 securities licenses Series 65 and Series 66. Since 2014, he has been associated with ICMA-RC Services, LLC and ICMA Retirement Corporation. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Dennis O'Brien is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Concurrent in 2026, he worked at Spire Investment Partners, SEIA/SES, and Fidelity Investments. Outside of his advisory role, he performs as a guitarist in the band The Montaines. Concurrent Investment Advisors is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Connor Black is a CFP® with 10 years of industry experience. He is currently an advisor at Range Advisory, LLC and has previously worked at Fortis Financial Group, Moss Adams Wealth Advisors LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios, tax-aware techniques, and integrates a proprietary AI assistant to support client interactions and portfolio analysis.

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.

Alex Stevenson is a financial advisor with Encompass More Asset Management LLC in Potomac Falls, VA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bull Run Investment Management LLC, Centaurus Financial Inc., and National Securities Corporation. Stevenson is also a licensed insurance agent and provides insurance services through Skyline Financial Partners, LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through a combination of proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based investment approach and delegates portfolio management to in-house models and unaffiliated sub-advisers.

Connor Upham is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Under Armour, Dickinson College, and Cribstone Capital Wealth Management. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts, offering comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach with continuous portfolio monitoring and utilizes independent and affiliated managers through its Lenora Capital subsidiary.

Tristine Altamirano is a financial advisor at AlphaCore Capital LLC with a Series 65 credential and one year of industry experience. Prior to joining AlphaCore, she held roles at SPC Financial, Inc., Grossberg Company LLP, and Liptz, Roberts, Marquez, Merkle, Singh & Zipor Chtd. Outside of financial advising, she is an instructor at Pure Barre Rockville, where she teaches for 6-8 hours per month. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management with an emphasis on both traditional and alternative investment strategies.

Elise Hoffmann is a financial advisor at Marshfield Associates with 29 years of industry experience. She holds a Series 65 designation and has worked at Marshfield Associates since 1997. Hoffmann also has concurrent roles at Bushido Capital Partners LLC and Yogi Advisors, LLC, where she has been active since 2008 and 2007, respectively. Marshfield Associates serves a diverse client base including high net worth individuals, pension plans, foundations, and governmental entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and manages approximately $7.5 billion across 13 advisors.

James Musgrave is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including ten years at Purshe Kaplan Sterling Investments and concurrent roles since 2022 at Regal Investment Advisors and Regulus Financial Group. Outside of advisory work, he is a financial seminar presenter for the nonprofit Society for Financial Awareness. Regal Investment Advisors, operating under the name LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, focusing on proprietary and third-party strategies through a sub-advisory platform managing approximately $2.88 billion in assets.

Megan Brinsfield is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. She currently works at Apollon Wealth Management, LLC and has previous experience at Motley Fool Wealth Management, LLC and Mason Associates, Inc. Outside of financial advising, she is a health coach, produces content on healthy living, and manages a print-on-demand business focused on UVA-themed products. Apollon Wealth Management, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a broad range of investment solutions including ESG models, Direct Indexing, and sub-advisory services.

William Stade Jr. is a CFP® professional with 32 years of industry experience and has been with Capitol Securities Management, Inc. in Reston, VA, since 1999. He holds Series 63 and Series 65 licenses and operates under the DBA CS Wealth Management. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, utilizing a range of investment instruments and third-party money managers.

Nicholas Masih is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at United Brokerage Services and HSBC entities since 2015. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients. The firm primarily manages assets on a non-discretionary basis and provides a range of programs including unified managed accounts and separately managed options, with affiliations to United Bank and Wells Fargo.

Kenny Mezher is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at The Burney Company. He has worked at various Burney Company entities since 2017 and spent one year at Growth Capital Services, Inc. outside of the Burney organization. The Burney Company advises primarily individual investors, including high net worth clients, and also manages accounts for small businesses, pension plans, trusts, estates, and charitable organizations. The firm combines proprietary fundamental and quantitative models with a multi-team advisory platform, offering discretionary equity portfolio management, financial planning, and tax services through an affiliated CPA firm.