Nicholas Timothy O'gwin

David Huddleston is a CFA® charterholder with 33 years of experience in the financial industry. He has been the sole advisor at Bishopsgate Investment Company since 1988. In addition to his advisory role, Huddleston is president and author of Capital Markets Evaluation Tools, Inc., a publishing company he founded to distribute Bishopsgate’s investment research. Bishopsgate Investment Company provides portfolio design and advisory services to wealthy individuals, corporations, institutions, pension plans, trusts, and foundations. The firm employs a structured investment approach combining fundamental research with stratified statistical sampling, emphasizing low turnover and a long-term orientation.

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.

Dean Phass is a financial advisor with Jade Financial LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services from 2016 to 2024 before joining Jade Financial in 2024. Phass is also a licensed insurance agent, although he does not currently engage in insurance activities. Jade Financial LLC is an independent, single-advisor registered investment adviser that provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytic approaches across multiple investment instruments, managing most client assets on a non-discretionary basis and offers both advisory and fixed-fee financial planning services.

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.

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.