Securities offered through Osaic Wealth, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, a registered investment adviser not affiliated with Osaic Wealth.

This communication is strictly intended for individuals residing in the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Massachusetts, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wyoming. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The following individuals are not registered with Osaic Wealth, or Cassaday & Company, Inc.: Alexandra Krial, Alex Fuentas, Alex Vazquez, Angelica Eagy, Anna Amirsoltani, Annie Khoury, Arpine Jamjyan, Avatus Stone, Ben Lee, Brendan Condron, Brittney Fuller, Brooke Orlando, Candice Angelus, Caylah Kang, Chelsea Miller, Chad Cassaday, Charnee Long, Chris Cassaday, Cindy Portillo, Daven Foulk, Dana Thompson, Erin Cochrane, Emma Guido, Emma Coleman, Gia Sanchez, Jack Wrenn, Jennifer Landis-Santos, Jenny Chandler, Jessica Marchegiano, Jordan Spiker, Joyce Barsoum, Justin Diggs, Justin Moye, Katie Donadio, Kathy Pasternack, Kevin Nguyen, Kristin Woodson, Kristen Rupinen, Lauren Holshey, Leighton Regis, Leo Scotti, Lindsey Witchie, Lisa Adams, Mary Beth Butler, Matt Latterell, Maya Monsour, Michael Dietz, Michelle Tigani, Natalie Shkrabaliuk, Nick Carroll, Nichel Mitchell, Nihal Binkirane, Owen Collier, Ramah Jaradat, Sam Ferro, Shawn Walters, Sofia Parada-Fernandez, Stacey Irby, Victoria Freeman, Wendy Liang

Cassaday & Company, Inc. was originally formed in 1993. In January 2022, Cassaday & Company, Inc., joined Focus Financial Partners and will continue to do business as Cassaday & Company, Inc.

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PRIVACY POLICY

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ELECTRONIC COMMUNICATION DISCLOSURES

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AWARD AND RECOGNITION DISCLOSURES

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Advisor Hub - 1,000 Advisors to Watch – 250 RIAs (2025-2026) - Issued by AdvisorHub on 6/16/26 for the prior two years (2024-2025) was awarded to fee-only individual advisors and teams of advisors. The financial professional applied for the recognition. Criteria used to determine the winner(s): required to have a minimum seven years experience as an advisor, 2 years at current firm, $150m minimum AUM, and a clean regulatory record (2 or fewer complaints and no significant judgments). Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; and 3) professionalism. More than 250 people were considered for this honor and 250 were selected. No fee was paid for the nomination, receipt, or promotion of the award.

Advisor Hub - 1,000 Advisors to Watch – 250 Advisors Over $1B (2026) - Issued by AdvisorHub on 6/16/26 for the prior two years (2024-2025) was awarded to advisors who manage over $1B in assets under management (AUM). The financial professional applied for the recognition. Criteria used to determine the winner(s): required to have a minimum seven years experience, 2 years at current firm, $150m minimum AUM, and a clean regulatory record (2 or fewer complaints and no significant judgments). Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; and 3) professionalism. More than 250 people were considered for this honor and 250 were selected. No fee was paid for the nomination, receipt, or promotion of the award.

Advisor Hub - 1,000 Advisors to Watch - 400 Advisors to Watch under $1B (2026) - Issued by AdvisorHub on 6/16/26 for the prior two years (2024-2025) was awarded to 400 advisors who manage under $1B in assets under management (AUM). The financial professional applied for the recognition. Criteria used to determine the winner(s) includes at least $150m in AUM; 7 years experience; 2 years at current firm and in good standing; clean regulatory record (2 or fewer complaints and no significant judgements). Advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. More than 400 were considered for this honor and 400 individuals were selected for. No fee was paid for the nomination, receipt, or promotion of the award.

Arlington Magazine Best Financial Planners (2015, 2017) – The Arlington Magazine Best Financial Planners designation was issued in July 2017. Individuals are nominated by the public as being the best in their field, and the “Best Financial Planners/Advisors” are those who received the most recommendations. Award consideration was based on public nominations and recommendations. No data period is provided in the disclosure language. Portfolio performance is not a factor. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Barron’s - Top 100 Independent Financial Advisors List (2007–2025) – The Top 100 Independent Financial Advisors ranking issued by Barron's in September 2025 is based on data submitted covering a trailing 12-month period ending June 30. Advisors considered for the list have a minimum of seven years of financial services experience and have been employed at their current firm for at least one year. Rankings were determined using quantitative and qualitative measures, including client assets, return on assets, client satisfaction/retention, compliance records, and community involvement. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Barron's - Top Advisor Rankings by State (2009–2026) – The Top Advisor Rankings by State was issued by Barron’s in May 2026. This ranking is based on a proprietary methodology using data covering a trailing 12-month period ending September 30. Evaluation considered assets under management, revenue produced, and quality of practice, including a review of the regulatory record. Investment performance is not a criterion. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Barron's - Top 100 Financial Advisors in the Nation (2016–2026) – The Top 100 Financial Advisors in the Nation ranking issued by Barron’s on May 8, 2026 based on data covering a trailing 12-month period ending December 31. The financial professional applied for the recognition. Winners were selected based upon; assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Over 7,000 advisors were considered for this honor. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Barron's - Hall of Fame Advisor, Stephan Cassaday (2019) – ​The Barron's Hall of Fame recognition, acknowledges advisors who have appeared in Barron's annual Top 100 Advisor rankings for ten or more years. Barron's considers Hall of Fame advisors to be those who have demonstrated sustained excellence over a long period and whose practices are structured to continue serving clients well, even after the advisor has retired or otherwise left the business. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award. https://www.barrons.com/articles/barrons-financial-advisor-hall-of-fame-51572028751

Financial Advisor (FA) Magazine – Top RIAs (2012-2025) – The Top RIAs ranking issued by Financial Advisor Magazine on July 11, 2025 is based on discretionary and nondiscretionary assets under management (AUM) as reported on Form ADV filings. Rankings were compiled using these reported AUM figures, and award consideration was based on data covering a trailing 2-year period. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award. More information can be found at http://www.fa-mag.com/research/ria-survey.

Financial Planning - Best Places to Work in Money Management (2024-2025) -The Best Places to Work in Money Management ranking issued by Financial Planning on December 8, 2025 is based on a two-part evaluation process conducted by Best Companies Group. Firms applied for the award and were evaluated based on an employee survey measuring leadership, culture, pay and benefits, training, work environment, engagement, and communication, as well as a review of workplace policies and practices, benefits programs, philosophy, systems, and demographics. Final rankings were determined by combining scores from both components. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Financial Times – Top 400 Financial Advisors (2011-2015, 2018-2020) – The Top 400 Financial Advisors list issued by the Financial Times in March 2020 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and Financial Times research. Advisors were evaluated across six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials, and online accessibility. This recognition does not evaluate the quality of services provided to clients and is not indicative of future performance. Award consideration was based on data covering a trailing 12-month period. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award, and neither advisors nor brokerages pay a fee for inclusion on the list.

Forbes - America’s Top Next Generation Wealth Advisors – (2017-2020) – SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Award consideration was based on data covering a trailing 12-month period ending March 31st. For more information see https://www.forbes.com/top-millennial-advisors/#6335ef255aed.

Forbes – America’s Top RIA Firms (2022-2025) – The America’s Top RIA Firms ranking issued by Forbes on October 1, 2025 in partnership with SHOOK Research is based on data covering a trailing 12-month period ending March 31. Rankings were determined through a combination of qualitative due diligence, including in-person, virtual, and telephone meetings to evaluate best practices, client retention, industry experience, compliance record, and firm nominations, as well as quantitative factors such as assets under management (AUM) and revenue generated. Investment performance is not a criterion. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award; however, firms may choose to pay optional fees for premium listing features after being ranked, which do not impact ranking outcomes. For more information, visit https://www.forbes.com/sites/rjshook/2023/10/10/methodology-americas-top-ria-firms-2023/?sh=112d3aabe26d.

Forbes - America's Top Wealth Advisors (2016-2017) – The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Award consideration was based on data covering a trailing 12-month period ending March 31st. For more information, please go to http://www.forbes.com/sites/rjshook/2016/08/03/shook-research-methodology-forbes-top-wealth-advisors/#1d882c664485.

Forbes - Best-In-State Next-Gen Wealth Advisors (2019-2020, 2022-2025) – The Best-In-State Next-Generation Wealth Advisors ranking issued by Forbes on August 6, 2025 in partnership with SHOOK Research is based on data covering a trailing 12-month period ending March 31. Eligibility requirements included being born in 1984 or later and having a minimum of four years of relevant experience, with advisors demonstrating leadership through building their own practices, leading teams, or being identified as future leaders. Rankings were determined through a combination of qualitative factors, including telephone and in-person interviews, client retention, industry experience, credentials, compliance record review, and firm nominations, as well as quantitative factors such as assets under management (AUM) and revenue generated. Investment performance is not a criterion. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Forbes – Best-In-State Wealth Advisors (2018-2026) – The Best-In-State Wealth Advisors ranking issued by Forbes on April 7, 2026 in partnership with SHOOK Research is based on data covering a trailing 12-month period from March 2025 through March 2026. Consideration includes submitted data and industry factors, with methodology developed by SHOOK Research. Cassaday & Co. did not pay a fee to Forbes or SHOOK Research for nomination, receipt, or promotion of the award.

Forbes – The 100 Fastest Growing Top RIAs (2016) – To be considered, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual clients as a primary focus.  Broker/dealers, hedge funds, those managing large funds and firms with disciplinary disclosures were excluded. As the RIA market changes and grows, RIA Channel continues to adapt its criteria to the current environment. Cassaday & Co. did not pay a fee for inclusion on this list.

Inc. - Best Workplaces– (2019-2022, 2026) – The Best Workplaces award issued by Inc. on 6/2/26 based on data as of 12/31/25 was awarded to independent workplaces in the United States with at least 5 employees, 2+ years in operation, and under $1B in revenue. The financial professional applied for the recognition. Winners were selected by editorial review based upon; answers to an application, an audit of employee benefits, results of an employee engagement survey administered by Quantum Workplace and vetting by Inc.’s research department. 507 companies were selected for this honor. Cassaday & Co. paid no fee for receipt, or promotion of the award. However, $495 was paid to apply for the award to cover the cost of survey and research.

Inc. 5000 – Fastest Growing Companies (2007-2010, 2014-2016, 2019-2021) – The Inc. 5000 is ranked according to percentage revenue growth for four years. To qualify, companies must have been founded and generating revenue by the first week of four years prior to the year won, and therefore able to show four full calendar years of sales. Additionally, they have to be US based, privately held, for profit, and independent — not subsidiaries or divisions of other companies. Applicants pay a $195 fee for registering (price as of 2021 application, early rate fee). Award consideration was based on data covering a trailing 3-year period.

Inc. 5000 Regionals: DC Metro – Top 250 Fastest Growing Companies (2020) – The 2020 Inc. 5000 Regional Series is ranked according to percentage revenue growth when comparing 2016 and 2018. To qualify, companies must be founded and generating revenue by March 31, 2016. They have to be U.S.-based, privately held, for profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2018. The minimum revenue required for 2016 is $100,000; the minimum for 2018 is $1 million. Cassaday & Co. did not pay a fee for inclusion on the 2020 ranking. As always, Inc. reserves the right to decline applicants for subjective reasons. Award consideration was based on data covering a trailing 3-year period.

Invest in Others & Invest in Others Charitable Champions (2019-2020, 2022-2024) – The Invest in Others Charitable Champions recognition issued in August 2024 is based on data covering a trailing 12-month period. Eligibility requirements included being in business for at least one year, having a minimum of 10 U.S.-based employees, being a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or operating as a hybrid/dually registered firm, and directly providing financial advice to households or organizations. Eligible firms meeting these criteria were considered for the recognition. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Invest in Others Stephan Cassaday Receives Invest in Others Award Honorable Mention (2022, 2024) – The Invest in Others Award Honorable Mention issued in July 2024 is based on data covering a trailing 12‑month period. Eligibility requirements included being in business for at least one year, having at least 10 U.S.-based employees, and being a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid firm, as well as directly providing financial advice to households or organizations. Eligible firms meeting these requirements were considered for the award. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

InvestmentNews – Rising Stars (previously 40 Under 40) (2023-2024) – The Investment News Rising Stars award accepts nominees that are aged 40 or under (as of November 30, 2024) and are committed to a career in wealth management, with a clear passion for the industry. Nominees were asked about their current role, key achievements, and career goals, as well as the contributions they've made to shaping the industry. The Rising Stars were determined by an independent panel of industry leaders. Recommendations from Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Cassaday & Co. did not pay a fee for inclusion on this list.

InvestmentNews – Best Places to Work for Financial Advisors (2018-2026) – The 2026 Best Places to Work Program by Investment News was published March 24, 2026. This recognition program identifies and recognizes financial advisory firms that empower employees to provide clients with the best possible investment and financial planning advice. Eligibility requirements include being a registered investment adviser (RIA) or being affiliated with an independent broker-dealer (IBD), being in business for a minimum of one year, and having a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Best Places to Work of 2026. Cassaday did not compensate Investment News for this award.  Award consideration was based on data covering a trailing 12-month period. To learn more about Cassaday’s awards and recognition, please visit award disclosures.

InvestmentNews – Best Practices in Technology (2015) – The IN Adviser Technology Study highlights the ways in which firms have punched through the ceiling with the most advantageous use of staff members and technology strategies. Winners selected based on the following metrics: Operating Profit, Revenue Growth, Productivity (Revenue per Professional and Revenue per Staff) and Integration Score (number of integrated core technology solutions). Cassaday & Co. did not pay a fee for inclusion on this list.

Leadership Center for Excellence (2017) – According to Leadership Center for Excellence, 40 Under 40 is societal call to action to identify the next generation of emerging leaders and trailblazers in the DC metropolitan region. Its purpose is to recognize 40 emerging leaders under the age of 40 who demonstrate impact personally and/or professionally through their exceptional leadership in our region. The under-40 demographic represents a large segment of our region’s population. Leadership Center for Excellence and our community as a whole have the responsibility to empower and celebrate this civically-minded, future leadership. Portfolio performance is not a factor. No fee is paid to participate. To learn more please visit leadercenter.org.

Leesburg Today/Ashburn Today – "40 Under 40" (2015) – Compiled by Leesburg Today/Ashburn Today, this list acknowledges the up-and-coming business and community leaders who live or work in Loudoun County. The honorees, all under the age of 40, were chosen from more than 100 nominations based on professional accomplishments, community involvement and commitment to Loudoun County. The selection committee consisted of representatives from Leesburg Today, members of the Loudoun Chamber of Commerce’s Young Professionals Group, and prior honorees. No fee is paid to participate.

Northern Virginia Magazine – Top Financial Professionals (2011-2025) – The Top Financial Professionals list issued by Northern Virginia Magazine in September 2025 is based on a nomination process administered through financial associations in Northern Virginia. Financial associations nominated professional advisors, and those receiving the highest number of nominations were selected for the list. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Pensions and Investments – Best Places to Work in Money Management  (2015) – Money managers self-nominate through a registration process overseen by the global survey unit of Buck Consultants LLC, our partner on Best Places to Work. Organizations must have at least 20 U.S. employees in order to be considered for inclusion. Rankings are determined by the results of two surveys: an employer survey detailing hiring practices, benefits and pay and a second, brief employee-driven survey. The combined scores of the employer and employee surveys determine the 2015 Best Places to Work in Money Management. Cassaday & Co. did not pay a fee for inclusion on this list.

Radford University – Outstanding Alumnus Award (2016-2017) – The Outstanding Alumnus Award was issued by Radford University in August 2016. Winners were selected based upon remarkable contributions to society through their profession. Award consideration was based on professional accomplishments, contributions to society, career achievements, and involvement in Radford University programs, civic activities, or volunteer activities. No data period is provided in the disclosure language. Portfolio performance is not a factor. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

REP. Magazine – Top Next Gen IBD Advisors (2014-2015) – REP. Magazine methodology: Advisors on the Top NextGen Independent Broker/Dealer Advisors list are ranked exclusively by total assets under management. We solicited nominations from the top 30 IBDs by headcount, sourced from Cerulli Associates. These are the firms that responded. REP. magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings.

SmartCEOs – Best Run Companies (2016) – Winners are selected by SmartCEO on nine criteria: process, vision, customers, culture, leadership, communication, growth, brand and talent. Each of these components were evaluated through a formal application process and follow-up interviews.

Virginia Business – Best Places to Work (2012-2026) – The Best Places to Work ranking issued by Virginia Business on March 31, 2026. Eligibility requirements included; being a for-profit, nonprofit, or government entity, being a publicly or privately held business, having a facility in Virginia, having at least 15 employees working in Virginia, and being in business for a minimum of one year. Companies that met eligibility requirements participated in a survey and evaluation process administered by Best Companies Group, which managed registration, data collection, analysis, and determined final rankings. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Virginia Living Magazine – Best of Virginia: Best Financial Planning Firms (2017, 2020, 2022, 2024) – The Best Financial Planning Firm in Northern Virginia recognition issued by Virginia Living Magazine as part of its “Best of Virginia” awards in May 2024 is based on public recommendations. Virginia Living Magazine solicits input from the public to identify leading professionals and businesses in their respective fields, and firms receiving the highest number of recommendations are selected for inclusion. Portfolio performance is not a criterion. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Washington Business Journal - Best Places to Work (2007-2008, 2010-2013, 2015-2024, 2026) – Published May 2026. For the Washington Business Journal Best Places to Work program, employees of nominated companies are asked to complete an employee engagement survey. Companies are ranked, and finalists are chosen in each category according to their overall engagement score. The overall number of responses is also factored into the engagement score. Cassaday & Company paid a $250 application fee to participate in the Washington Business Journal Best Places to Work program. Winners are chosen based on the results of the employee engagement survey.

Washington Business Journal - Corporate Philanthropy Awards (2019-2024) – The Corporate Philanthropy Award issued by the Washington Business Journal in July 2024 is based on data covering a trailing 12-month period, with rankings determined by the total amount of charitable giving in the Washington, DC metro area for 2023. The award applies to small companies in the DC metro area. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Washington Post – Top Workplaces (2020-2024) – The Top Workplaces ranking issued by The Washington Post in July 2024 is based on data covering a trailing 12-month period. The Washington Post works with Energage to rank the Washington area's Top Workplaces, based on the premise that employees are best positioned to judge their own workplace. Rankings are determined through an employee engagement survey that gathers responses regarding workplace culture. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award, and the Washington Post did not receive compensation for participation.

Washingtonian – Great Places to Work (2009, 2011, 2013, 2015, 2017, 2019) – The Great Places to Work recognition issued by Washingtonian in April 2019 is based on employee surveys completed by employees of nominated companies. Employees were asked detailed questions regarding company benefits, personnel, and workplace policies. Companies were required to meet a minimum level of employee participation, based on total employee count, to be eligible as finalists. Rankings and finalist selections were determined based on overall survey scores. Award consideration was based on data covering a trailing 2-year period. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Washingtonian – Top Financial Advisors (2008-2022) – The Top Wealth Advisors award published by Washingtonian in March 2022 was awarded to financial professionals who were nominated and surveyed by their industry peers as being among the best in their field. The financial professional was considered for the recognition through a peer-nominated survey process and independent research. Winners were selected based upon; recommendations received from industry peers, with those receiving the most recommendations earning the recognition. Portfolio performance was not a factor in the selection process. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Washingtonian – Top Wealth Advisor Hall of Fame (2023) – The Top Wealth Adviser Hall of Fame recognition issued by Washingtonian in February 2023 identifies financial advisers, tax accountants, insurance professionals, and estate attorneys who have been named to Washingtonian's Top Financial Advisers list at least eight of the past 14 years, including three of the most recent five years, as of the recognition date. Washingtonian has published its Top Financial Advisers list annually since 2009 by surveying hundreds of financial professionals in the region and consulting industry experts about whom they would trust with their own money; professionals receiving the most recommendations are named to the annual list. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Wealthmanagement.com’s Thrive Award (2019) – The Thrive 500 Award is an award granted by the magazine WealthManagement.com. The Award is determined solely by revenue growth. Applicants are Financial Advisors who offer financial services to individual clients in the areas of investments, insurance, financial planning, wealth management, and had verified revenue of at least $100,000.  Advisors are selected by state/region, by type of business, type of firm, and size of their book of business. No clients were consulted and no fees were paid to determine the winner, however applicants pay a $90 administration fee when applying. For more information about this award, go to: https://thriveawards.com.

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