Richard Catalfamo

Tihomir Yankov is a financial advisor at Tobi, Inc. with one year of industry experience. He holds a Series 65 designation and has a legal background, having worked at Buckley LLP and Orrick Herrington & Sutcliffe prior to joining Tobi. Yankov is also a licensed attorney, though he does not offer legal services to his clients. Tobi, Inc. provides an algorithmic subscription platform featuring animated educational videos and account-aggregation dashboards designed to improve investment literacy and assist with retirement, custodial accounts, and debt management. The firm combines model allocations based on modern portfolio theory with discretionary portfolio management and a wrap fee program, serving individual users without account minimums.

Jonathan Maula is a financial advisor with Castle Hill Capital LLC in Gainesville, VA, holding a Series 65 designation and 10 years of industry experience. He has been with Castle Hill Capital since 2016 and previously worked at Smay Investments Ltd from 2015 to 2016. Castle Hill Capital LLC is an independent investment adviser offering discretionary portfolio management and personalized financial planning to individuals, high-net-worth clients, and small businesses. The firm provides services including business and retirement planning, employer plan consulting, and participant education, using a combination of fundamental and technical analysis with both active and passive investment strategies.

Brian Adams is the principal and sole advisor at Brian Adams Financial Planning LLC in Bristow, VA. He holds a Series 65 designation and has one year of experience in financial planning following a 16-year career in the U.S. Army. His firm provides project-based financial planning services to individuals and high-net-worth clients, focusing on retirement, tax-aware investment analysis, business planning, and estate considerations. Brian Adams Financial Planning operates on a fee-only, hourly or fixed-fee basis and does not manage client assets or accept custody, offering limited-scope engagements rather than ongoing portfolio management.

Micah Child is a CFP®, CFA®, and Series 65 credentialed advisor with 19 years of industry experience. He has worked at Sound Investment Management Inc. since 2014 and previously spent nine years at Grange Capital, LLC. Sound Investment Management provides investment advisory and financial planning services to individual investors, high-net-worth individuals, family trusts, estates, and not-for-profit organizations. The firm manages approximately $243 million across about 131 client relationships, emphasizing a non-discretionary, team-based approach that combines institutional trading capabilities with personalized client involvement.

Mason Coyle is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Primerica Advisors and Guardian Life Insurance Company. Legacy Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm offers tailored investment programs based on client goals and risk tolerance and conducts public educational seminars at no charge.

Eian Lomash is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, Abich Financial Wealth Management, and Mass Mutual. He also operates Legacy Associates Inc., an investment-related insurance agency. Legacy Wealth Management serves individual investors, including high-net-worth clients, and small businesses by offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm uses a variety of investment strategies tailored to client goals and risk tolerance and provides educational seminars at no charge.