William Howard

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 Alexander Randolph Advisory Inc with 20 years of industry experience. He holds a Series 65 designation and has been with Alexander Randolph since 2000. In addition to his advisory role, he is involved with Alexander Randolph, Inc., a related firm providing tax and accounting services. Alexander Randolph Advisory, Inc. offers investment management, wealth management, and financial planning to individuals, trusts, retirement plans, and charitable organizations. The firm manages approximately $364 million in client assets, focusing on personalized portfolios guided by signed investment policy statements and employing fundamental analysis with an emphasis on low-cost mutual funds and ETFs. The firm's integration with a related tax and accounting practice provides clients optional access to additional financial services.

Bryan Thomas is the sole advisor at Financial Solutions, LLC in Oak Hill, VA, holding a Series 65 designation with seven years of industry experience. He has worked at Financial Solutions since 2018 and concurrently serves as Vice President at Jones Lang LaSalle, Inc., specializing in commercial real estate services. Financial Solutions provides comprehensive financial planning to individuals and families, covering areas such as cash flow, retirement, education funding, estate and tax considerations, and risk management. The firm emphasizes a long-term, passive investment approach with fundamental analysis, offering written financial plans and educational workshops while clients retain full discretion over implementation.

Hitendra Pavuluru is the managing member and sole advisor at IDEAUM LLC, holding a Series 65 license with one year of experience in investment management. He has a diverse career background including roles at KForce Inc, ASRC Federal Holding Company, and The Dow Chemical Company. Outside of investment advisory, he owns and operates Ideaum LLC, an IT consulting business providing technology advisory and support services. IDEAUM LLC is a state-registered investment adviser serving individuals, families, trusts, estates, and small businesses. The firm employs a tactical allocation approach within a long-only, value-oriented asset-allocation framework and offers non-discretionary portfolio management along with flexible financial planning fee options.

Uttam Bharwani is a financial advisor at SagePro Wealth Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously operated Bharwani Asset Management LLC for six years. SagePro Wealth Management provides discretionary portfolio management and financial planning services to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, foundations, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and technical analysis with a mix of long- and short-term strategies, offering performance-based and asset-based fee arrangements tailored to client goals and risk tolerance.

Edwin Knowles is a CFP® professional with 22 years of industry experience and has been the sole advisor at The Knowles Company, LLC since 2002. He holds the Series 65 designation and operates from Oakton, VA. The Knowles Company, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, small businesses, and retirement plans. The firm provides comprehensive financial planning and investment management, emphasizing client-directed portfolios primarily composed of no-load or low-load mutual funds and ETFs, and adheres to a strict policy against commissions or product sales.