Uttam Bharwani is the sole advisor at SagePro Wealth Management in Chantilly, VA, holding Series 65 and Series 66 licenses with nine years of industry experience. His career includes roles at Bharwani Asset Management LLC 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 employs a range of investment strategies based on fundamental analysis, modern portfolio theory, and technical analysis, with portfolios reviewed quarterly and services provided on a discretionary basis.

Srinivas Vaidya is a financial advisor at AlphaPlus Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has a background as a software engineer at Navy Federal Credit Union, where he worked for 18 years. AlphaPlus Wealth Management provides investment management and financial planning to individual and high-net-worth clients. The firm uses a blend of active and passive investment strategies, incorporating mutual funds, ETFs, separate account managers, and option strategies, guided by both quantitative and qualitative analysis.

Ketan Mehta is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of experience. He is the sole advisor at Mehta Services Company, an independent registered investment adviser based in Reston, VA, where he has worked since 2008. Mehta Services Company offers investment advisory services, financial planning, and tax preparation primarily to individual clients who meet specific intake criteria. The firm uses Modern Portfolio Theory and portfolio optimization to create customized portfolios with broad-based no-load mutual funds and ETFs, emphasizing limited discretionary authority and quarterly rebalancing.

David Brandolph is the sole advisor at David B. Brandolph, J.D., CFP, an independent firm based in Fairfax, VA. He holds CFP® and Series 65 designations and has 32 years of industry experience. Prior to founding his advisory practice in 1993, he worked for Bloomberg BNA for 39 years. Since 2019, he has also operated a communications consulting business providing writing and editing services for nonprofit organizations. The firm offers comprehensive financial planning and investment advisory services to individuals and families, focusing on a buy-and-hold strategy using diversified, low-expense mutual funds and ETFs. It manages approximately $2.45 million in client assets and emphasizes tailored asset allocation and client selection, often providing one-time or hourly consultations for lower-asset clients.

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.

Xolani Ndlovu is a financial advisor at DABA Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Old Mutual Limited for twelve years. He has also been involved with the Age of Learning Foundation. DABA Advisors LLC offers online robo-advisory portfolio management and membership subscription services focused on investing in and out of Africa. The firm uses an algorithmic process combined with oversight from advisory personnel to recommend investments across multiple asset classes, including equities, ETFs, fixed income, and digital assets.

Anthony Lombard is a CFP® and holds a Series 63 license with two years of industry experience. He is the principal at Noteworthy Financial LLC and previously worked at CJM Wealth Advisers, LTD. and DocuSign, Inc. Concurrently, he has been employed with Fairfax County Public Schools. Noteworthy Financial LLC is a fee-only advisory firm serving individuals, families, high-net-worth households, charitable organizations, and businesses. The firm provides comprehensive financial planning and consulting without managing client assets, emphasizing goal-based planning and passive, diversified investment recommendations.

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.

Wan Mccormick is a CFP®-certified financial advisor with 18 years of industry experience. He has been the principal of Reliable Alliance Financial since 2014. Outside of his advisory role, he serves as a business consultant for a family business, dedicating up to 50% of his time monthly to this activity. Reliable Alliance Financial provides financial planning and education to individuals and small businesses through modular engagements, hourly consultations, and educational workshops. The firm’s approach is tailored to client goals and risk tolerance, emphasizing diversified, tax-aware investments without managing client assets or exercising discretionary authority.

Trent Templer is a CFP® professional with 17 years of experience in financial advising. He is the principal of Templer Wealth Management, LLC, an independent firm he has led since 2019, following four years at Sentinel Wealth Management, Inc. The firm advises individuals, families, and select institutional clients on portfolio management, financial planning, and consulting for non-securities holdings. Templer Wealth Management emphasizes diversified asset allocation with a buy-and-hold strategy and manages approximately $103 million in client assets, primarily serving clients with high net worth.

Jonathan Winter is a CFP® with 18 years of industry experience and is the sole advisor at Continuum Wealth Strategies, LLC, an independent firm based in Reston, VA. He previously worked at Cetera Wealth Services and UBS Financial Services. Outside of his advisory work, he teaches skiing seasonally at Vail Resorts. Continuum Wealth Strategies serves individual and other clients through wrap investment management, comprehensive financial planning, and ERISA/retirement consulting. The firm offers individualized, discretionary wrap accounts using multiple analysis methods and access to third-party portfolio managers via LPL Financial’s Manager Access Select program.

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.

Eric Montemaggi is a CFP® and CFA® with eight years of industry experience. He currently serves as the sole advisor at Aurora Pointe Capital Management, LLC, an independent firm he joined in 2022. His prior experience includes roles at Northwestern Mutual Investment Services LLC, ISS Institutional Shareholder Services, and Sandy Spring Bank West Financial Services. Aurora Pointe Capital Management provides discretionary portfolio management and comprehensive financial planning to individuals and institutions, including high-net-worth clients and charitable organizations. The firm emphasizes individualized Investment Policy Statements, quarterly portfolio reviews, and a portfolio construction approach that combines low-cost ETFs, selected equities, and actively managed mutual funds.

Todd Shears is a financial advisor at BlueSail Advisors LLC with 17 years of industry experience. He holds the Series 65 designation and has been with BlueSail Advisors since 2008. BlueSail Advisors LLC is a fee-only financial planning and investment advisory firm serving individuals and families with comprehensive services including financial, tax, estate, retirement, and education planning. The firm operates primarily on a non-discretionary basis, emphasizing customized asset allocation, no-load mutual funds, ETFs, and U.S. government securities, and conducts regular client reviews through an open retainer relationship.

Bruce Kaserman is the sole advisor at B.G. Kaserman & Associates L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Portfolio Medics, First Advisors National, and Horter Investment Management. Kaserman is also an independent insurance broker licensed to sell insurance products as well as gold and silver. BGK Financial provides investment advisory and retirement income planning services to individuals and high-net-worth clients. The firm primarily constructs portfolios using ETFs, bonds, and low-cost mutual funds, employs a long-term fundamental analysis approach with periodic rebalancing, and oversees unaffiliated independent managers through an institutional platform.

Roger Ma is a CFP® professional affiliated with lifelaidout LLC, bringing two years of industry experience. His prior roles include positions at Capital One and Google. Outside of advisory services, he is involved in public education through seminars and finance-related content production. lifelaidout LLC offers comprehensive and project-based financial planning and investment management services to individual clients and small business owners. The firm emphasizes a passive, asset-allocation approach using diversified portfolios primarily composed of index mutual funds and ETFs, integrating investment recommendations with broader financial planning considerations.

David Spence is a financial advisor at Palladium Wealth Management, LLC with 40 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments, United Income, Inc., Wealthcare Advisory Partners LLC, and LPL Financial. Outside of advisory work, he is the owner and CEO of Tax Free Tutors, an educational video course business focused on taxes, debt, and fixed life insurance. Palladium Wealth Management primarily serves pooled and institutional investors, as well as individual and high-net-worth clients, offering portfolio management and financial planning. The firm employs a modern portfolio theory-based investment process with both long-term and short-term strategies, advising on mutual funds, ETFs, fixed income, private placements, and insurance products.

Kyle Kim is the founder of Kyo Asset Management, LLC and holds Series 63 and Series 65 licenses with 30 years of industry experience. Prior to establishing his current firm, he worked at LPL Financial and Invest Financial Corporation. Outside of advisory services, he is involved in residential and commercial real estate development through ownership of Kyo Capital Management. Kyo Asset Management, LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to construct customized portfolios primarily focused on long-term strategies, with a discretionary approach to portfolio implementation and monitoring.

Yu Krisko is a CFP® with 19 years of industry experience and currently operates YZ Financial Advisors LLC, an independent firm based in Vienna, VA. Prior to founding YZ Financial Advisors in 2021, he held roles at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors Corporation, and Morgan Stanley Smith Barney LLC. Outside of advising, Krisko is also involved as a licensed insurance agent and runs a financial education platform. YZ Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm offers a Retirement GPS program with discretionary investment management and a Financial Fitness coaching program without discretionary trading, managing approximately $9.4 million for about 22 clients. Portfolio construction combines fundamental and technical analysis, utilizing a range of investment vehicles, and includes discretionary management of 529 college savings plan accounts.