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 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.

Curtis Harris IV is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. He has been with Navy Federal since 2017. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses third-party portfolio managers on the Envestnet platform and other subadvisers to manage client accounts, providing ongoing monitoring, rebalancing, and optional tax and impact overlay services.

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.

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 financial advisor at AlphaCore Capital LLC with 10 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining AlphaCore Capital in 2025, he worked at Raymond James Financial Services, Inc. for eight years and SPC Financial, INC. for eleven years. He also acts as a producing agent for AlphaCore Insurance Services, an insurance agency affiliated with his firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual and high-net-worth clients, as well as entities and institutional investors. The firm integrates traditional and alternative investment strategies with comprehensive wealth planning, including tax preparation and ERISA retirement plan advisory services.

Anthony Abrams is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior roles include positions at Regal Investment Advisors, LLC, Woodbury Financial Services, Inc., and Questar Asset Management. Abrams also operates Abrams Financial Services, LLC, providing financial, insurance, and tax preparation services. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, retirement plans, and trusts. The firm offers both discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, utilizing a process that incorporates client objectives and risk tolerance to design asset allocation plans.

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.

Patrick Moriarty is a financial advisor at Foundations Investment Advisors LLC with 38 years of industry experience. He has worked at Foundations Investment Advisors since 2019 and previously was with CETERA Advisor Networks LLC from 2016 to 2019. Moriarty holds Series 63 and Series 66 licenses and is also involved in fixed insurance sales and operates Moriarty Financial Services as an investment advisor representative. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services through a large network of affiliated investment adviser representatives.

Jacob Siuta is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. He previously worked at Capital Asset Management Group and has experience in various roles including teaching and service positions at Virginia Tech University. Brighton Jones LLC serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services through a holistic, balance-sheet approach. The firm provides both discretionary and non-discretionary management, continuous portfolio monitoring, and access to private investment opportunities.

Brian Windsor is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Bogart Wealth, LLC since 2022 and previously spent 12 years with Fidelity Investments. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, including discretionary portfolio management and specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines bottom-up equity analysis with top-down asset allocation and employs AI tools in its investment process.

Dylan Montal is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services Inc., Personal Capital Advisors Corporation, and Empower Financial Services, Inc. Range Advisory serves individual clients, including high-net-worth and ultra-high-net-worth U.S. residents, offering subscription-based financial planning and both discretionary and non-discretionary portfolio advice through its online platform. The firm emphasizes portfolio optimization using third-party Turn-key Asset Management Platforms and integrates AI tools in its investment process with human oversight.

Christopher Pratt is a CFP® with six years of industry experience, currently serving as an investment advisor at Spire Wealth Management, LLC. He has worked at Cardinal Wealth Management since 2017 and was an independent contractor prior to that. Pratt serves on the board of the Lilabean Foundation, providing financial guidance to the nonprofit. Spire Wealth Management offers investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a diverse range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also provides financial planning and access to separately managed portfolios and wrap programs.

Winter Troxel is a financial advisor at Apollon Wealth Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked for Monumental Financial Group, Inc. dba Bridgemark Wealth Management for 13 years. In addition to advisory services, he is also an Independent Insurance Agent involved in selling insurance products. Apollon Wealth Management is an SEC-registered firm serving individuals, families, businesses, and charitable organizations with investment management, financial planning, and retirement plan advisory services. The firm combines centrally managed and locally managed strategies, employs fundamental analysis with tactical allocation, offers ESG-focused models, and uses various tax management tools, overseeing approximately $11.6 billion in client assets through a broad network of advisors.