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.

Kevin Boss is the sole advisor at Boss Financial Strategies, LLC in Aldie, VA, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked at Carrier Global Corporation and Signet Technologies, Inc. He is also a licensed insurance agent, dedicating part of his business time to insurance sales and service. Boss Financial Strategies provides discretionary asset management and comprehensive financial planning to individuals, families, and trusts. The firm constructs client-specific portfolios using fundamental and technical analysis, operates under discretionary trading authority, and offers regular account reviews and client communications.

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.

Philip Dudley is a financial advisor at Dudley Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dudley Capital Management since 2016. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Dudley Capital Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, and retirement plans. The firm utilizes a variety of investment strategies and emphasizes fundamental analysis and long-term horizons, managing approximately $250 million for a relatively small client base.

Thomas Dudley is a financial advisor at Dudley Capital Management LLC with 53 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Dudley Capital Management since 2017. Dudley Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, and retirement plans. The firm uses a variety of investment strategies, including Growth & Income, Fixed Income, and Alternative investments, and offers ongoing portfolio monitoring with at least quarterly reviews.

Mark Child is a financial advisor at Sound Investment Management Inc with 27 years of industry experience. He holds a Series 66 designation and has been with Sound Investment Management since 1998. The firm serves individual investors, high-net-worth individuals, family trusts, estates, and not-for-profit organizations, managing approximately $243 million across about 131 client relationships. Sound Investment Management emphasizes non-discretionary portfolio management with a multi-advisor team, combining institutional trading and compliance experience with professional credentials in investment analysis and financial planning.

Joseph Constantino is a financial advisor at Wiseman & Associates Wealth Management in Winchester, VA. He holds a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at LPL Financial LLC and the University of Tennessee, Knoxville. Wiseman & Associates Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on diversified, largely index-based strategies and offers both discretionary and non-discretionary portfolio management, utilizing platforms such as Betterment Institutional.

Thomas Wiseman II is a financial advisor with Wiseman & Associates Wealth Management in Middleburg, VA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been affiliated with several entities bearing his name since 1986 and has worked with LPL Financial since 2007. Outside his advisory work, he is the managing member of a family investment LLC. Wiseman & Associates Wealth Management serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management, retirement consulting, and financial planning. The firm employs a broadly diversified investment approach based on Modern Portfolio Theory and fundamental analysis, utilizing both traditional management and a web-based platform through Betterment Institutional.

Eric Thomas is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he worked in IT support at Texas Tech University and served nine years in the United States Marine Corps. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop tailored plans and constructs portfolios using a core-and-satellite approach with broadly diversified mutual funds and ETFs, often implementing strategies through independent third-party advisers.

Andrew Downey is a financial advisor at Heritage Financial LLC with one year of industry experience. He holds a Series 65 designation and has prior work history in education with Prince William County Public Schools and Culpeper County Public Schools. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop customized plans and employs a core-and-satellite portfolio approach, often utilizing independent third-party advisers for model implementation.

Jill Bertke is a CFP® with 22 years of industry experience, currently serving at Tennessee Valley Asset Management Partners LLC since 2019. She previously worked at Wealthcare Advisory Partners LLC and has been affiliated with LPL Financial, LLC since 2004. Bertke also holds the Series 66 designation. TVAMP, LLC is a multi-advisor firm providing asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs a diversified investment approach using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary services tailored to client objectives.

Sarah Yakel is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Meridian Financial Partners LLC since 2015, where she is part of a four-advisor team based in Warrenton, VA. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios predominantly on a discretionary basis.

David O'Neill is a financial advisor at Heritage Financial LLC in Gainesville, VA, with eight years of industry experience. He holds Series 65 and Series 66 licenses and has been with Heritage Financial since 2018, previously working at Spire Investment Partners LLC. Outside of his advisory role, he is the sole member of SLOPESIDE LLC, a personal investment activity unrelated to his financial advising. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop customized plans and employs a core-and-satellite portfolio construction approach, often implementing strategies through independent third-party advisers.

Daniel Fortunato is a financial advisor at Meridian Financial Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Monterey Church and Carfax. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios on a discretionary basis, with a focus on longer-term holdings and ongoing financial planning.

David Morton is a financial advisor with Heritage Financial LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Heritage Financial since 2007, including its current form since 2016, and previously at The Strategic Financial Alliance and Acorn Financial Advisory Services. In addition to advisory work, he is a licensed insurance agent involved in fixed life and health insurance sales. Heritage Financial LLC provides investment management and financial planning to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop customized plans and constructs client portfolios with a core-and-satellite approach, often implementing strategies through independent third-party advisers.

Kira Topeka is a financial advisor at Meridian Financial Partners LLC with a Series 65 designation and six years of industry experience. She has worked at Meridian Financial Partners since 2020 and is also involved with Topeka Custom Design & Photo. Prior to her current roles, she was associated with The Great Meadow Foundation and Strider Pro. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios on a discretionary basis, with ongoing financial planning and regular account reviews.

Christopher Hoerner is a financial advisor at The Hoerner Planning Group, LLC with nine years of industry experience. He holds the Series 65 designation and previously worked at Avenir Corporation and Third Avenue Management. Outside of his advisory role, Mr. Hoerner serves as a Director of Stream-It, a startup that designs and markets a white-label Free Ad-Supported TV platform. The Hoerner Planning Group provides comprehensive wealth advisory services to affluent families and related entities, focusing on long-term, strategic asset allocation with selective tactical adjustments. The firm manages approximately $1.5 billion in assets and often employs Independent Managers with a value-oriented investment approach.

Aaron Clarke is a CFP® with 10 years of experience in financial advising. He is currently with Heritage Financial LLC and has held prior roles at firms including Halpern Financial, Inc. and Acorn Financial Advisory Services, Inc. Clarke is a volunteer board member and executive counsel member of the Financial Planning Association of the National Capital Area and owns a consulting and financial literacy business called Virtual Business Virtuosos dba Gig Wealthy. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop customized plans and constructs portfolios using a core-and-satellite approach with diversified mutual funds and ETFs, often implementing strategies through independent third-party advisers.

Nathaniel Gilbert is a financial advisor at Meridian Financial Partners LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Meridian Financial Partners since 2015. The firm provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations, managing over $510 million in assets. Meridian emphasizes asset allocation as the primary driver of returns, combining internal and third-party research to guide investment decisions, and manages client portfolios primarily on a discretionary basis.