Girish Gupte is a financial advisor at Magnus Financials LLC with a Series 65 designation and one year of industry experience. He has prior business experience spanning various ventures including insurance and real estate companies that he has been involved with since 2008. Magnus Financials LLC serves individual investors and small businesses by providing financial planning, non-discretionary portfolio advisory, and targeted consulting such as small-business valuations. The firm’s investment approach focuses on strategic asset allocation informed by top-down and fundamental analysis, with advice delivered on a non-discretionary basis and tailored to client preferences.

Kartik Patel is a financial advisor at Simplify Investments with eight years of industry experience and holds a Series 65 designation. He is also the president of Data Express Inc., an information technology consulting firm where he provides IT consulting and business strategy analysis, including work with a client in the financial sector. Simplify Investments offers portfolio management services to private individuals, families, and small businesses, focusing on fundamental, value-oriented analysis using a concentrated portfolio of stocks, ETFs, and bonds. The firm serves a notable number of non-U.S. clients and emphasizes addressing currency risk and overseas investment considerations.

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.

Sunil Pai is a CFA® charterholder and the sole advisor at Proforza Advisors LLC, with 17 years of industry experience. He has led Proforza Advisors since its founding in 2012. Pai is also the managing member of QuantWorks, LLC, a now-dormant entity that previously developed an investment algorithm. Proforza Advisors provides fee-based investment management primarily to institutional clients such as corporate and public pension funds, university and foundation endowments, as well as high net worth individuals. The firm employs a systematic, quantitative Active Risk-Based investing (ARBi) methodology that uses algorithms to construct and actively rebalance portfolios of ETFs and individual stocks with limited human intervention.

Ever since I can remember, I have been fascinated by markets and investing. I can recall an early memory of my late father, fist pumping while watching the stock market channel on a shoddy TV set in the back of our local ice cream shop. I took this fervor for the stock market into a career in financial planning and have never looked back. My name is Brian Abatemarco, CFP®, founder of CedarStream Wealth. For the last 13 years, I have been accumulating the knowledge, skills, and temperament needed to manage your money and provide strategic planning advice for all facets of your life. I've launched my firm with a commitment to helping clients navigate consequential financial decisions. I founded CedarStream because I believe traditional wealth management too often stops at broad advice when clients need specific actionable guidance. Financial information is everywhere. The real value of an advisor is knowing how to apply it to your circumstances: when company stock dominates your wealth, a family medical crisis changes your priorities, or retirement turns decades of saving into decisions about income and taxes. CedarStream is built around three areas where those decisions demand focused attention: -Concentrated stock and equity compensation planning -Medical crisis and Estate Planning -Comprehensive Retirement and Tax strategy My purpose is straightforward: help you understand your options, weigh the trade-offs, and put a clear plan into action. I look forward to understanding more about you and your goals.

Uttam Bharwani is the sole advisor at SagePro Wealth Management, an independent firm based in Chantilly, VA. He holds Series 65 and Series 66 licenses and has nine years of industry experience, including roles at Bharwani Asset Management LLC, Osaic FA, Inc., and Ameriprise. SagePro Wealth Management offers tailored portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and charitable organizations. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to develop personalized investment strategies, employing a variety of tactics such as long- and short-term positions, short sales, margin transactions, and options strategies.

Hilary Carroll is a CFP® professional with 35 years of industry experience. She has been with Lander & Associates Inc., an independent firm based in Oak Hill, VA, since 2005. Lander & Associates is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on strategic asset allocation and global diversification, using both active and passive investment vehicles tailored to clients’ risk tolerance and objectives.

Ravikanth Puttagunta is a financial advisor at RR Portfolios, LLC with nine years of industry experience. He holds a Series 65 designation and has managed portfolios since 2017. Outside of his advisory role, he owns a shopping complex in India. RR Portfolios, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as other investment advisers. The firm employs a combined investment approach using cyclical, fundamental, and technical analysis along with leveraged strategies such as margin and options trading.

David Martin is a financial advisor at Splizer Invest with two years of industry experience. He holds a Series 65 designation and previously spent ten years with the U.S. Department of State. Martin also serves as a financial advisor and consultant at Federal Solutions Support, LLC. Splizer Invest provides portfolio management and financial planning to both non-high-net-worth and high-net-worth individuals, as well as pension consulting and retirement-plan advisory services to employee benefit plans. The firm employs a technical-based passive investment approach complemented by active strategies and offers both fixed-fee planning and comprehensive ongoing advisory services.

Jonathan Maula is a financial advisor at Castle Hill Capital with 11 years of industry experience. He holds a Series 65 designation and has worked at Castle Hill Capital since 2016, following a year at Smay Investments Ltd. Castle Hill Capital LLC is an independent, state-registered investment adviser providing discretionary portfolio management and personalized financial planning to individuals, high-net-worth clients, and small businesses. The firm also works with employer plan sponsors on participant-directed retirement plan design, monitoring, and education, using a combination of fundamental and technical analysis along with active and passive investment strategies.

Lamar Watson, a CERTIFIED FINANCIAL PLANNER™ professional, founded Dream Financial Planning to serve the needs of young professionals and minorities who typically don’t have access to fee-only and fiduciary financial planning. Prior to founding Dream, Lamar worked at a wealth management firm in Reston, VA, for over a decade. At his most recent firm, he served as the lead research analyst on a team of advisors that managed approximately $2 Billion in assets. He also served as a Vice President and Financial Advisor in the Private Wealth Management division. In this role, he worked with hundreds of clients across the country to help them meet their financial goals. Lamar’s proprietary process, the DREAM Financial Planning Process™, is the culmination of 15+ years of industry insight and experience. Less than 30% of all CFPs nationwide are in their 20s and 30s. I use The DREAM Financial Planning Process ™ to help my clients save, grow, and protect their wealth. We operate as a virtual firm and offer evening and weekend meetings for our client’s convenience. Ask about our unique pricing structure that starts at $100 per month for young professionals. We don’t have asset minimums for our clients. Less than 3.5% of all the 80,000 Certified Financial Planners (CFPs) in the United States are black or Latino, according to a new survey from the CFP Board Center for Financial Planning. Put another way; there are just 2,700 black or Latino CFPs in America; 1,200 blacks and 1,500 Latinos. Born in D.C. and a lifelong resident of Virginia, Lamar is a die-hard fan of many Washington D.C. area sports teams, most notably the Washington Redskins. His love for the Redskins all began when his grandfather started taking him to games when he was just eight-years-old. Previously, Lamar served as a volunteer basketball coach for the Chantilly Youth Association and Frederick County Parks and Recreation. In his free time, Lamar enjoys working out, biking on the Washington & Old Dominion Trail, and traveling. Feel free to contact me to schedule a complimentary 30-minute phone call to see if Dream Financial Planning is a good fit for you and your family.

Srinivas Sundaragopal is the sole advisor at AlgoMinds Capital, LLC in Centreville, VA. He holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to founding AlgoMinds Capital, he held roles at various firms including Elevance Health and Saxon Global Inc. AlgoMinds Capital provides discretionary portfolio management focused on aggressive growth through concentrated exposure to leveraged exchange-traded funds and short-duration cash instruments. The firm employs systematic strategies combining quantitative, technical, and fundamental analysis to actively manage portfolios primarily for individual investors who accept a high level of risk.

Rajesh Jha is the principal advisor at Halo Capital Management with 17 years of industry experience. He has held Series 63, 65, and 66 credentials and has led Halo Capital Management since 2010. In addition to his advisory role, he provides strategic consulting related to business development, corporate development, technology licensing, and strategic alliances through a separate part-time business. Halo Capital Management is an independent firm serving individuals and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm emphasizes customized portfolios using strategic asset allocation with ETFs, mutual funds, and individual securities, employing quantitative and tactical tools to manage risk and retaining ongoing oversight of model and sub-advisor strategies.

Raymond Difilippo is a financial advisor at DBD Retirement and Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., MassMutual, MML Investors Services, and Northwestern Mutual Investment Services. Outside of advising, he is president of DBD Enterprises, LLC. DBD Retirement and Financial Services is an independent firm serving individual clients with retirement and financial planning.

Jonathan Knight is the principal of Knight Strategic Investment Advising LLC in Manassas, VA. He holds a Series 65 credential and has a background that includes nearly two decades in the United States Marine Corps, followed by roles at Amazon Web Services and Accenture. He founded his independent advisory firm in 2026. Knight Strategic Investment Advising LLC is a registered investment adviser offering asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm provides discretionary portfolio management tailored to client goals and a fixed-fee financial planning service, combining individual portfolio management with standalone planning in a relatively uncommon structure.

Phillip Bour is a CFP® professional with 21 years of industry experience. He is the sole advisor at Bour Group, an independent financial planning firm based in South Riding, VA. Bour retired from active practice in 2011 but continues to provide financial planning services through his firm. Bour Group serves individuals and couples across various life stages, offering comprehensive financial planning advice without managing client assets. The firm emphasizes long-term, buy-and-hold investment strategies focused on asset allocation and diversification, and provides clients with written plans and limited implementation support.

John Seraphin is a CFP® and Series 66 designated advisor with seven years of industry experience. He is the sole advisor at Phin Wealth Planning, LLC, an independent firm based in Middleburg, VA. His prior roles include positions at Steigerwald, Gordon & Koch Wealth Advisors, Eagle Strategies (NY Life), and several other firms. Phin Wealth Planning provides financial planning and investment management to individuals, high-net-worth individuals, families, and nonprofit organizations. The firm offers fixed upfront and recurring fee planning engagements across Core and Advanced tiers, with discretionary portfolio management that combines passive and active strategies tailored to client objectives.

I'm the founder of Gilmore Financial Planning. I work with people building towards financial freedom, from visualizing possibilities, to mapping out what steps to take, to actually living it. I'm a fiduciary, paid only by the flat, transparent fee we agree on, and you keep full control of your own accounts. I'm a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent, an IRS credential reflecting demonstrated tax knowledge. I race regularly at US Masters rowing regattas and love going on adventures with my husband, four boys, and two dogs. Our family budget has categories for rowing and for camping equipment. I understand what it means to plan around the things that matter.

Mark Burkhardt is the sole advisor at Stonebrook Investment, LLC in Ashburn, VA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Stonebrook since 2013. Stonebrook Investment LLC provides discretionary asset management and ongoing portfolio management to individual investors, high net worth individuals, and trusts, tailoring investment programs to clients' goals, time horizons, and risk tolerances through a combination of fundamental, technical, charting, cyclical, and sector analyses.

Vanessa Alanis is a CFP® and ChFC® credentialed advisor at Black Dog Wealth, LLC with two years of industry experience. Her background includes roles at Magellan Health providing financial counseling to military service members and at Chisholm Financial Planning & Investments as a paraplanner. Black Dog Wealth, LLC offers investment management, financial planning, and educational seminars, using an investment approach based on modern portfolio theory and passive management with index funds and ETFs. The firm provides both ongoing and project-based financial planning services, including hourly and fixed-scope engagements.