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.

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 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.

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.

Kevin Boss is a CFP® and ChFC® with four years of industry experience, currently serving as the sole advisor at Boss Financial Strategies, LLC. His prior work includes roles at Signet Technologies, Inc. and Carrier Global Corporation. In addition to his advisory duties, he is a licensed insurance agent and dedicates part of his time to insurance sales and service. Boss Financial Strategies provides discretionary portfolio management and financial planning services primarily for individuals, families, and trusts. The firm employs both fundamental and technical analysis to tailor investment strategies ranging from long-term buy-and-hold to short-term trading and options, managing approximately $9.9 million across about 32 clients without an account minimum.

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 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Deutsche Bank Securities Inc. He has been with Dudley Capital Management since 2016. Dudley Capital Management LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored investment strategies including Growth & Income, Fixed Income, Balanced, energy-focused Master Limited Partnership (MLP) strategies, and Alternatives, with a focus on ongoing monitoring and ERISA 3(38) fiduciary services for retirement plans.

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 with Heritage Financial LLC in Gainesville, VA, holding a Series 65 designation and two years of industry experience. Before joining Heritage Financial in 2024, he worked in various educational roles, including positions with Prince William County and Culpeper County Public Schools. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, managing approximately $408 million in assets for about 350 clients through a seven-advisor team. The firm employs a LifeMap Discovery process to customize financial plans and uses core-and-satellite allocations with third-party model portfolios, managing most accounts on a discretionary basis.

Yahia Albaghdadi 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 held roles at Goldman Sachs, Ridgely Walsh, LLC, and GameDuell GmbH. His background also includes academic positions at Bard College Berlin, LCC International University, and United World College, Dilijan. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, providing investment management and financial planning. The firm uses a LifeMap Discovery process to tailor core-and-satellite allocations and manages approximately $408 million in assets for around 350 clients through a seven-advisor team.

Jill Bertke is a CFP® and holds a Series 66 license, with 23 years of industry experience. She has worked at LPL Financial since 2004 and has been with TVAMP, LLC since 2019. She previously worked at Wealthcare Advisory Partners LLC and Equitable Advisors. Bertke serves as successor trustee for family trusts. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and offers services such as written financial plans, retirement-plan advisory, and sub-advisory relationships.

Reilly Skorupski is a financial advisor at Meridian Financial Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Meridian, Skorupski worked briefly at Signet Financial Management and has experience in the hospitality sector with Clyde's Restaurant Group and Finnegan's Irish Pub & Grill. Meridian Financial Partners LLC provides personalized asset management and ongoing financial planning to individuals, high-net-worth clients, trusts, charitable organizations, and pension plans. The firm emphasizes asset allocation as the primary driver of performance and manages client portfolios on a discretionary basis while integrating financial planning throughout the client relationship.

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 CFP® professional with eight years of industry experience, currently serving as an advisor at Heritage Financial LLC since 2018. He previously worked at Spire Investment Partners LLC for one year. His other business activities include managing personal investment activities through a private entity. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, offering investment management and financial planning through a seven-advisor team managing approximately $408 million in assets. The firm employs a LifeMap Discovery process to tailor financial plans and uses core-and-satellite portfolio allocations often implemented via third-party model portfolios.

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 at Heritage Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Heritage Financial since 2016, following previous roles at The Strategic Financial Alliance, Grove Point Investments, and Mass Mutual Investors Services. He is also a licensed insurance agent involved in fixed life and health insurance sales on a limited basis. Heritage Financial serves individuals, families, trusts, charitable organizations, small businesses, and corporations by providing investment management and financial planning. The firm emphasizes a LifeMap Discovery process to establish client goals and employs core-and-satellite allocations using third-party model portfolios, managing around $408 million in assets across approximately 350 clients.