Haelie Lee Guiney

David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.

Robert Krueger is a financial advisor at Auburn Skies Financial Advisors with 20 years of industry experience. He holds a PFS™ designation and a Series 65 license. Prior to founding Auburn Skies Financial Advisors in 2025, he spent six years at Alexander Randolph Advisory Inc. and has been associated with Alexander Randolph Inc. since 2000, where he is also a partner and stockholder involved in tax and accounting services. Auburn Skies Financial Advisors is a fee-only registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, with an investment approach that combines passive and active strategies based on asset allocation and modern portfolio theory.

Hitendra Pavuluru is a financial advisor at IDEAUM LLC in Fairfax, VA, holding a Series 65 credential with one year of experience in investment advisory. He founded and manages Ideaum LLC, an IT consulting firm providing technology advisory and support services since 2010. Prior to his current advisory role, he worked at KForce Inc and ASRC Federal Holding Company. IDEAUM LLC offers portfolio management and financial planning services for individuals, families, trusts, estates, and small businesses. The firm employs a long-only, value-oriented asset allocation approach with tactical adjustments and non-discretionary client relationships.

Gary Korolev is a CFA® charterholder and holds a Series 66 license, with 22 years of experience in the financial industry. He has been with Sovereign Wealth Management since 2016 and previously worked at Spire Wealth Management LLC, Spire Securities, and Spire Investment Partners. Korolev is also a licensed insurance agent offering life, long-term care, and disability insurance products. Sovereign provides investment management and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios across traditional and alternative assets, utilizing derivative instruments and a dedicated crypto investment strategy.

Uttam Bharwani is the founder and sole advisor at SagePro Wealth Management, holding Series 65 and Series 66 licenses with nine years of industry experience. He previously operated Bharwani Asset Management LLC for six years before establishing his current firm. SagePro Wealth Management offers personalized portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and charitable organizations. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis, employing various strategies including long- and short-term positions, margin transactions, and options, with services typically delivered on a discretionary basis.

David Brandolph is the sole advisor at David B. Brandolph, J.D., CFP, an independent firm based in Fairfax, VA. He holds CFP® and Series 65 designations and has 32 years of industry experience. Prior to founding his advisory practice in 1993, he worked for Bloomberg BNA for 39 years. Since 2019, he has also operated a communications consulting business providing writing and editing services for nonprofit organizations. The firm offers comprehensive financial planning and investment advisory services to individuals and families, focusing on a buy-and-hold strategy using diversified, low-expense mutual funds and ETFs. It manages approximately $2.45 million in client assets and emphasizes tailored asset allocation and client selection, often providing one-time or hourly consultations for lower-asset clients.