John Lewis is a financial advisor with Regatta Financial LLC, holding Series 63, 65, and 66 designations and bringing 23 years of industry experience. His prior roles include positions at Universal Medical, Private Client Services, Citigroup Global Markets, and H. Beck, Inc. Outside of finance, he co-owns TheraBleu, LLC, an e-commerce business supplying UVC lamps, and owns Campus Quick Fix, LLC, a franchise focused on device repairs for college students. Regatta Financial LLC provides discretionary asset management along with financial planning and consulting services to individuals and business entities. The firm emphasizes client goal documentation, risk tolerance alignment, and targeted consultation, utilizing technical analysis, charting, and Modern Portfolio Theory to construct and monitor portfolios.

Introduction ⭐️Serving Mid-/Late-Career Women and Families, Growing & Multigenerational Families, and Multicultural Families. ⭐️Founder & Financial Planner - Neat Financial Planning LLC ⭐️CERTIFIED FINANCIAL PLANNER™® Professional ⭐️IRS Enrolled Agent ⭐️UCLA MBA; Professionally trained at Deloitte & Goldman Sachs ⭐️ Fiduciary & Fee-Only I founded Neat Financial Planning in 2023 with a mission to make effective and affordable financial planning more accessible. My goal is to help you regain control of your time and resources, allowing you to focus on what matters most in your life. My career began at Deloitte as a public accountant, followed by various roles in accounting and corporate finance at Fortune 500 companies. During those years, I worked extensively with large Excel spreadsheets, analyzing financial models and statements for both public and private companies. While honing my financial analytical skills, I always aspired to make a more personal impact. Before founding Neat Financial Planning, I served as a Wealth Manager at Goldman Sachs, advising high-net-worth families and nonprofit organizations. I currently reside in Falls Church, Virginia, with my wonderful husband, son, and daughter, who are my greatest sources of joy. In my free time, I enjoy reading, practicing yoga, and exploring new restaurants. We've also made it a tradition to visit China, Kentucky, and Michigan to create fond and lasting memories with our extended families.

Mitchell Martin is a CFP® with 21 years of experience and the sole advisor at Mitchell Advisory Inc, an independent firm based in Reston, VA. He has led Mitchell Advisory since 1991. Outside of financial advising, he is a 50 percent owner and president of a bagel café managed by his wife, where he oversees the company’s finances. Mitchell Advisory Inc provides fee-only investment advisory and financial planning primarily to high-net-worth individuals and charitable organizations. The firm emphasizes asset allocation through a value-oriented approach using no-load mutual funds, ETFs, closed-end funds, and selective individual securities, managing approximately $69.5 million for a small client base.

John Herr is a financial advisor with Alpha Strategies Corporation in Sterling, VA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Alpha Strategies Corporation since 2010. The firm provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Alpha Strategies manages approximately $47.9 million across about 86 client accounts, employing modern portfolio theory to construct diversified portfolios with both traditional and alternative investments, and retains all portfolio management in-house.

John Peterson is a CFP® professional with 28 years of experience in financial advising. He has been the sole advisor at Cwm Financial Group, Inc. since founding the firm in 1998. Based in Rockville, MD, he holds Series 63 and Series 65 licenses. Cwm Financial Group serves individuals, high net worth clients, trusts, and estates by providing wealth management and discretionary portfolio management, along with written financial planning on an hourly or fixed-fee basis. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, incorporates multiple analytical methods, and manages approximately $94.7 million in discretionary assets for 57 clients.

Mehdi Grayeli is the principal of Grayeli Investment Management in Reston, VA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Grayeli, Inc. since 1997. Grayeli Investment Management is an independent registered investment adviser managing approximately $17.9 million for about 25 households, including individuals, high-net-worth clients, trusts, and pension and profit-sharing plans. The firm provides discretionary investment management and financial planning, using a goal-based planning process focused on capital preservation, risk management, and a long-term, diversified buy-and-hold strategy.

Charles Sterling is an independent financial advisor with DeafInvest in Tysons, VA, holding Series 65 and Series 66 licenses and 17 years of industry experience. His prior work includes roles at Cetera Advisors LLC, Dawn, and Investors Capital Corporation. Sterling is involved with organizations serving the deaf community, including the Maryland School for the Deaf Alumni Association and Global Deaf Muslim. He also provides tax preparation, consulting, and bookkeeping services through DeafTax LLC. DeafInvest offers fee-based investment advisory and financial planning services primarily for individuals and small organizations connected to the deaf community. The firm manages portfolios using equities, ETFs, and other securities, providing discretionary management and a robo-advisor option, while integrating tax planning and education into its services.

Michael Miles is a CFP® certified financial advisor with 27 years of industry experience. He has operated Variplan, LLC since 2006 and also serves as an investment advisor for Turnkey Financial Services, a related firm currently winding down its operations. Variplan, LLC provides integrated financial planning and non-discretionary investment advisory services to individuals and trusts through a proprietary annual engagement package. The firm employs quantitative methods and emphasizes diversified, low-cost index and ETF strategies, tax efficiency, and periodic rebalancing.

Jitin Singhal is a CFA® charterholder with 16 years of industry experience. He has worked at EJ Financial Corp. since 2004 and held roles at Farmer Mac from 2005 to 2019 and Sallie Mae since 2025, where he is Sr. Director of Portfolio Analytics and Strategy. EJ Financial Corporation provides investment advice and finance and technology consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines quantitative and economic analysis to guide investment decisions and offers both discretionary and non-discretionary management, alongside educational seminars and financial consultations for private companies and government entities.

Mary Thomas Spruill is a financial advisor at Serene Financial Solutions in Gaithersburg, MD, holding the ChFC® designation and Series 65 license with six years of industry experience. Prior to founding Serene Financial Solutions in 2020, she worked at The McKelvey Group and held positions at Frederick National Laboratory for Cancer Research, Navy Marine Corps Relief Society NMCRS Sasebo, and NBHC Sasebo. Serene Financial Solutions advises individuals, families, and small-business owners, providing portfolio management, comprehensive financial planning, consulting, educational seminars, and tax preparation services. The firm combines passive and active management within a Modern Portfolio Theory framework and is notable for its tax preparation practice staffed by enrolled agents and its range of business support services.

Gary Korolev is a CFA® charterholder and holds a Series 66 license, with 22 years of experience in the financial industry. He has been with Sovereign Wealth Management since 2016 and previously worked at Spire Wealth Management LLC, Spire Securities, and Spire Investment Partners. Korolev is also a licensed insurance agent offering life, long-term care, and disability insurance products. Sovereign provides investment management and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios across traditional and alternative assets, utilizing derivative instruments and a dedicated crypto investment strategy.

Peter Radvanyi is the principal of Radvanyi Wealth Management LLC in Reston, VA, holding Series 63 and Series 65 credentials with 27 years of industry experience. He founded Radvanyi Wealth Management LLC in 2015 and also owns KOADA LLC, a real estate investment company in Virginia. Radvanyi Wealth Management LLC provides discretionary investment management to individuals, trusts, estates, corporations, and charitable organizations, managing approximately $33.6 million in client assets. The firm employs a multi-method investment approach combining charting, fundamental, technical, cyclical, and quantitative analysis along with modern portfolio theory, serving clients without an account minimum.

Mark O’Shea is a financial advisor at Red Torch Capital LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Torch Finance Group, Capstone Partners, and Lionchase North America. He also has a longstanding association with the University of Chicago. Red Torch Capital LLC provides discretionary investment management primarily through separately managed accounts to retail investors, high-net-worth individuals, and other entities. The firm employs a long-term, value-oriented approach that combines fundamental analysis with quantitative methods to identify undervalued equity securities.

John Rathnam is the sole advisor at Rathnam Capital, LLC, an independent firm based in Bluemont, VA. He holds the CFA® designation and Series 65 license, with 21 years of industry experience. Rathnam has led Rathnam Capital since its founding in 2010. Rathnam Capital serves individual and high-net-worth clients, managing approximately $81 million across about three dozen households. The firm provides discretionary portfolio management, financial planning, and consulting, utilizing customized asset allocation strategies and third-party sub-advisers to address a range of investment needs.

Liam Daly is the founder of Daly Capital Management and holds a Series 65 credential. He has been associated with Daly Capital Management since 2024. Prior to founding the firm, he worked in various educational roles at Quince Orchard High School, Ridgeview Middle School, and Diamond Elementary School. Daly Capital Management provides fee-based, discretionary portfolio management and investment advice tailored to individuals, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a broad range of securities and offers direct portfolio management with client-imposed investment restrictions.

Uttam Bharwani is the founder and sole advisor at SagePro Wealth Management, holding Series 65 and Series 66 licenses with nine years of industry experience. He previously operated Bharwani Asset Management LLC for six years before establishing his current firm. SagePro Wealth Management offers personalized portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and charitable organizations. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis, employing various strategies including long- and short-term positions, margin transactions, and options, with services typically delivered 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 previously worked for 18 years as a software engineer at Navy Federal Credit Union. AlphaPlus Wealth Management is an independent advisory firm serving individual and high-net-worth clients with tailored investment management and financial planning services. The firm uses a combination of active and passive strategies within a modified modern portfolio framework and offers performance-based fee arrangements alongside traditional asset-fee accounts.

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.

Eric Norberg is the principal of EAN Equity Financial Services LLC, an independent firm based in Leesburg, VA. He holds the CFP® and ChFC® designations and has 11 years of industry experience. Prior to his current role, he worked at PKS Investment Advisors LLC for one year. In addition to his advisory work, Norberg provides CPA tax preparation and small life insurance sales through his firm. EAN Equity Financial Services offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of strategic and tactical asset allocation using both active and passive investment vehicles and fundamental security analysis, and maintains a tax-preparation practice alongside its advisory services.

David Pickei is the sole advisor at Reye Partners Asset Management LLC in Leesburg, VA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Reye Partners since 2005. Reye Partners Asset Management provides discretionary, separately managed investment management and portfolio consulting services primarily for individual clients and trusts. The firm serves both high-net-worth and non-high-net-worth clients, emphasizing portfolio composition, due diligence, diversification, and capital preservation through a manager-of-managers approach.