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.

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.

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.

Drew Culver is a CFP® with 11 years of industry experience, currently serving as an advisor at MBI LLC. His prior roles include positions at Curo Private Wealth, Commonwealth Financial Network, Clarion Wealth Management Partners, and Ameriprise Financial Services. MBI LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to manage client accounts and prepares individualized Investment Policy Statements to outline goals, risk tolerance, and asset allocation.

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.

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.

Kerst Ter Weele is a financial advisor at Bookends Financial Planning with 23 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 16 years before joining Bookends in 2023. Outside of his advisory role, he is involved in a cattle business partnership with a local farmer. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million across a six-person team. The firm combines multiple analytical approaches to portfolio management and offers discretionary and non-discretionary services, educational workshops, and publishes various client resources.

Sarah Irving is a CFP® professional with nine years at Meridian Financial Partners LLC and a total of five years in the financial advisory industry. Prior to joining Meridian, she worked at Prospect 33 for six years. 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 generally manages client portfolios on a discretionary basis, combining internal and third-party research to inform investment decisions.

Elizabeth Clark is a financial advisor with Heritage Financial LLC in Gainesville, VA, holding Series 63, 65, and 66 licenses and 13 years of industry experience. She has worked at Heritage Financial since 2011 and is also involved with Intelligent Back Office Solutions, LLC, a private business focused on simplifying business transitions. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations, utilizing a core-and-satellite portfolio approach and collaborating with multiple third-party advisers.

Christopher Smith is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 license and one year of industry experience. His prior work includes roles at HLH Aviation and Boeing. He is also a licensed independent insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm uses a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.