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.

Kevin Bernard is a financial advisor at Pivot Capital Management, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Avantax and Solomon Edwards. Outside of his advisory role, he is a licensed CPA and serves as Director of Assurance and Federal Practice at a public accounting and consulting firm, and he also manages a bookkeeping and tax preparation business. Additionally, he holds licenses as a health, life, and annuities insurance producer and acts as a real estate referral agent. Pivot Capital Management, LLC serves individuals, charitable organizations, and businesses, offering customized portfolio management and financial planning. The firm uses a broad investment universe and employs various analytical methods while managing assets both on a discretionary and non-discretionary basis.

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.

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.

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.

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.

Jonathan Peyton is a CFP® professional with 21 years of industry experience, currently operating at Different Investments, LLC in Ashburn, VA. His career includes roles with USAA Financial Planning Services, LPL Financial, and Fidelity. Outside of advisory work, he founded Horizon Ridge Global, LLC, a publishing firm that produces his educational content including books and podcasts. Different Investments, LLC (doing business as C‑Suite Planning) provides discretionary investment management and comprehensive financial planning services to individuals, executives, entrepreneurs, trusts, estates, charitable organizations, and business clients. The firm emphasizes tailored portfolio construction guided by an Investment Policy Statement, incorporating various analytical approaches and a broad mix of investment instruments, and it serves both individual and institutional clients.

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.

Christopher Williams is a financial advisor at Capital Fiduciary Advisors in Ashburn, VA, holding a Series 66 designation with 17 years of industry experience. He has worked at Capital Fiduciary Advisors since 2011, including a period at Andersen from 2016 to 2021. Capital Fiduciary Advisors provides wealth advisory and portfolio management services to high-net-worth individuals, trusts, estates, and institutional clients such as pension and profit-sharing plans. The firm offers personal financial planning and uses a formal due-diligence process to select third-party investment managers, supporting clients with institutional-style reporting and educational seminars.

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.

Melanie Brophy is a CFP® and holds a Series 66 license with 12 years of experience in the financial services industry. She has worked at Next Play Financial Solutions, LLC since 2018 and previously spent five years with Ameriprise Financial Services, Inc. Next Play Financial is an independent, fee-only advisory firm serving individual and high-net-worth clients with investment management and comprehensive financial planning. The firm’s investment approach emphasizes passive strategies using diversified index funds and ETFs, supplemented by fundamental analysis and select third-party managers.

Chloerissa Kirwan is a financial advisor at Grey Kirwan Financial with 25 years of industry experience. She holds the CFP® and ChFC® designations and previously worked at LPL Financial and Reston Wealth Management. In addition to her advisory role, she is a licensed notary public in Virginia and an independent insurance agent. Grey Kirwan Financial is an independent, single-advisor firm serving individuals, families, trusts, foundations, and small businesses. The firm provides comprehensive portfolio management and financial planning, focusing on fundamental analysis and a buy-and-hold investment approach with diversified asset allocation.