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 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.

Kevin Ostergaard is a CFP® and ChFC® with 11 years of industry experience. He currently works at CW Advisors, LLC and has held prior roles at Wolf Group Capital Advisors, Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, and Securian Financial Services. Outside of his advisory work, he manages administrative duties and property upkeep for a rental property. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and offers comprehensive wealth management and family office services.

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.

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.

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.

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.

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.

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.

Michael Kurka is a financial advisor at Moors & Cabot, Inc. in Alexandria, VA, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting with tailored portfolio strategies across discretionary and non-discretionary arrangements.

James Macdonell is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2014. Based in McLean, VA, he has been with Brighton Jones throughout his advisory career. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, utilizing a whole-balance-sheet approach. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, supported by an affiliated ecosystem including private investment funds, a trust company, and legal services.

Charles Holt is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He joined Verdence in 2017 after five years with HighTower Securities, LLC and Hightower Advisors. Outside of his advisory role, he is a partner in Hunt Valley Partners, an investment partnership for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis for discretionary portfolio management and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Amanda Avila is a financial advisor at Mission Wealth Management, LP with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. LLC. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm emphasizes customized, long-term investment strategies across a broad range of asset classes and offers services on a discretionary basis.