Caleb Fry has been promoted to Senior Financial Planning Associate and Portfolio Manager.

Reston, VA, August 14, 2026:

Mason Investment Advisory Services, Inc., a Reston, VA-based registered investment advisory firm, is pleased to announce the promotion of Caleb Fry to Senior Financial Planning Associate and Portfolio Manager.

Since joining Mason in August 2023, Mr. Fry has worked closely with the firm’s advisory teams, building a track record for getting involved wherever he’s needed and looking for ways to do things better. That approach has given him exposure to a wide range of client situations and steadily expanded his role at the firm.

Mr. Fry holds a Bachelor of Financial Planning from The University of Akron. Before coming to Mason, he worked as a Financial Planner at Water Street Financial and as a Paraplanner at Sterling Financial Partners, gaining experience across several advisory firms in Northern Virginia.

“Caleb’s willingness to do whatever is needed for the client, to get involved operationally, and to keep looking for ways to improve has given him the chance to gain experience across a wide range of client situations,” said Daniel R. Corno, MBA, CFP®.

“Caleb is dedicated to our clients and to the company,” added Lee Kapnisi, CFA, CFP®, CPWA®. “He’s embraced our culture, puts himself forward for extra projects, and picks things up quickly. He’s taken on responsibility fast and proven himself.”

Congratulations to Caleb on this well-earned promotion. We’re excited to see his continued growth at Mason.

About Mason Investment Advisory Services, Inc.

Mason Investment Advisory Services, Inc., works with institutions and private individuals in 46 states and D.C. The firm is independently held and manages approximately $17.3 billion in assets, as of June 30, 2026. Mason is an investment advisor registered with the SEC. Please note that SEC registration does not imply a certain level of skill or training.