Kartik Patel is a financial advisor at Simplify Investments with eight years of industry experience and holds a Series 65 designation. He also serves as president of Data Express Inc., an information technology consulting firm where he provides business analysis and strategic advice to clients, including those in the financial sector. Prior to founding Data Express, he worked at Tech Karma Inc. for six years. Simplify Investments is an independent, fee-only registered investment adviser serving private individuals, families, and small businesses. The firm employs a fundamentally driven, value-oriented investment approach focused on U.S.-traded stocks, ETFs, and bonds, maintaining a concentrated portfolio and making limited quarterly changes.

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.

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.

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.

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.

Jamshid Sharifi is a financial advisor at Legacy Wealth Management Inc. in Manassas, VA, holding a Series 65 designation with 11 years of industry experience. He is also president and owner of Legacy Associates Inc., an insurance agency, where he spends approximately 25% of his time. Additionally, he is a silent partner in a retail business in Wilkes Barre, PA. Legacy Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing portfolio management, financial planning, and consulting. The firm offers tailored investment programs based on fundamental, technical, and cyclical analysis, and conducts public educational seminars at no charge.

Ronald Bolte is a financial advisor at Legacy Wealth Management Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Carradice Wealth Advisors, Ameriprise Financial Services, LLC, and Financial Engines Advisors L.L.C. Legacy Wealth Management serves individual investors, including high-net-worth clients, and small businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm offers educational seminars and uses a variety of investment strategies tailored to client goals and risk tolerance.

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.

Mark Primeau is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Virtue Capital Management and Knights of Columbus Insurance. Outside of his advisory role, Primeau is a managing member of PrimeauMayer Agency LLC, where he assists high-net-worth individuals and business owners with financial analysis and planning unrelated to investments. PrimeauMayer Advisors LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes model portfolios managed by third-party sub-advisers and offers a wrap-fee program that combines advisory services and trading costs, while also addressing a broad investment universe including alternative asset classes.

Timothy Mayer is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has worked at several related entities since 2016, including his own firm, Mayer Practice Limited Liability Company, which provides life and health insurance services. PrimeauMayer Advisors LLC offers investment management and financial planning services to individual and high-net-worth clients. The firm utilizes third-party sub-advisers to manage model portfolios tailored to clients’ risk profiles and administers a wrap-fee program combining advisory services and trading costs.

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.

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.