James Macdonell is a CFP® professional with 12 years of industry experience, currently serving at Brighton Jones LLC since 2014. He is based in McLean, VA. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach and offers services including discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

Amanda Avila is a financial advisor with Mission Wealth Management, LP in Washington, DC. She holds the Series 63 and Series 65 licenses and has been with Mission Wealth Management since 2023. Prior to joining Mission Wealth, she had roles at Goldman Sachs & Co. LLC and experience affiliated with The George Washington University. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, personalized portfolio management, financial planning, and institutional retirement plan services, employing a tiered service model and a long-term investment approach that includes alternative investments and third-party sub-advisors.

Christina Bokor is a financial advisor at Andersen with 12 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments, LLC since 2016. Andersen serves successful individuals, families, and related entities by providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated reporting, and integrated tax and advisory services.

Jeffrey McCoy is a financial advisor at Spire Wealth Management, LLC, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Corbett Road Capital Management and Spire Securities since 2012. McCoy serves as a Managing Partner and Wealth Director at Corbett Road Wealth Management, an affiliate of Spire Wealth Management. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm utilizes a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches, offering both discretionary and non-discretionary portfolio management.

Steven Skancke is a financial advisor at Keel Point, LLC with 17 years of industry experience. He holds a Series 65 credential and has been with Keel Point since 2015. He is also a 50% owner and board member of G. William Miller & Co., Inc., a private merchant banking firm, where he serves as an administrative corporate officer to several client entities. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research with quantitative modeling, utilizing an open-architecture platform and engaging sub-advisers and co-managers to construct strategic and tactical asset allocations.

William Collier is a financial advisor at McAdam LLC with four years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2021. Prior to his current role, he held positions at Cavalier Hotel, James Madison University, Arrowhead Point Oysters, and Cox High School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and utilizing a range of investment strategies including mutual funds, ETFs, independent managers, and alternative instruments.

Justin Kim is a CFA® charterholder with three years of industry experience. He is currently with Range Advisory, LLC and previously worked at Creative Planning, LLC and Lord Abbett. Range Advisory provides online financial planning and portfolio monitoring to individual clients, including high-net-worth and ultra-high-net-worth households, using third-party Turn-key Asset Management Platforms and AI-assisted tools to tailor investment and personal finance recommendations.

Ivan Nalibotsky is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Regal Investment Advisors LLC since 2019. He also has a long tenure at Capital Solutions Group dating back to 1993. Outside of investment advising, he is a licensed health insurance agent working with Health Markets, assisting Maryland residents with individual and small group health insurance. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes and grants discretionary authority to implement and manage these strategies.

Keith Brennan is a financial advisor with F.L. Putnam Investment Management Co. He holds Series 63, 65, and 66 licenses and has nine years of industry experience. Keith previously worked at Brighton Jones and Sei Private Wealth Management before joining F.L. Putnam in 2025. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering investment management, financial planning, and consulting services. The firm employs customized portfolios using a mix of internally managed and third-party strategies across various asset classes, incorporating strategic asset allocation with tactical flexibility.

Todd Feldman is a CFP® with 28 years of industry experience currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, Obsidian Personal Planning Solutions, Triad Advisors, and National Planning Corporation. Feldman serves on the board of directors for the Exit Planning Exchange DC-Metro Chapter. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios overseen by an internal investment team.

Michael Bui is a financial advisor with ValMark Advisers, Inc. in Ashburn, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with ValMark Advisers since 2011 and is also a partner and owner of W3 Wealth Management, LLC in Akron, OH, where he oversees daily activities and client meetings. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence and operational resources.

John Tattersall is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wealthcare Advisory Partners since 2017 and also maintains a long-term affiliation with LPL Financial beginning in 2011. Outside of his advisory work, he owns and operates a fly fishing guide business in Virginia. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative analysis.

Ryan Muscatella is a CFP® with six years of industry experience, currently affiliated with Cassaday & Company, Inc. He previously worked at Royal Alliance and Washington Wealth Advisors. At Cassaday & Co Wealth Management, LLC, he supports lead advisors in financial planning. 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 with diversified, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.

David Sherwood Jr. is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management with 20 years of industry experience. He holds a Series 65 credential and has been with Evanson since 2026, following a 20-year tenure at Evanson Asset Management, LLC. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets using a long-term, strategic asset allocation approach that favors low-cost mutual funds and ETFs with portfolio tilts toward small-cap and value investments.

Gregory Clarke is a financial advisor at Capitol Securities Management, Inc. in McLean, VA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities Management since 2015. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with comprehensive financial planning and pension consulting. The firm offers access to a range of investment options and manages assets through separately managed accounts, wrap fee programs, and third-party money managers.

Daniel Goldman is a financial advisor at Truist Advisory Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Truist Bank and educational services firms Revolution Prep and C2 Education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary solutions supported by third-party platform and manager relationships.

Larissa Kochetkova is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with PNC Wealth Management since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Ani Inyang is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2007. Ani is based in Washington, DC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Michael Romano is a financial advisor with Commonwealth Financial Network in Reston, VA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. Outside of his advisory work, he owns MAR, LLC, an entity established for owning antique cars and real estate. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support, with discretionary model portfolios and multiple program structures available to affiliated advisors.

Angela Larkin is a financial advisor at Cerity Partners LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Oak Hill Wealth Advisors and Wells Fargo Clearing. In addition to her advisory role, she is a notary public, performing document notarizations for clients. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.