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.

Michael Braswell is the principal of Braswell Capital, LLC in Arlington, VA, with two years of experience as a financial advisor. He holds a Series 65 credential and has a background that includes roles at the U.S. International Development Finance Corporation and the U.S. Trade and Development Agency, as well as legal experience at Latham & Watkins LLP. He maintains an inactive sole practitioner law firm, Erwin Osborne Law, PLLC. Braswell Capital provides financial planning and investment advisory services primarily to individuals and small businesses in disadvantaged communities. The firm offers hourly, low-cost financial planning focused on cash flow, retirement, and debt counseling, emphasizing a fiduciary standard and fundamental investment analysis without charging asset-based fees or taking custody of client assets.

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.

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 a financial advisor with DeafInvest in Tysons, VA, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked at Cetera Advisors LLC and Dawn and has been involved with several organizations serving the deaf community, including long-term roles with the Maryland School for the Deaf Alumni Association and Global Deaf Muslim. Since 2008, he has also worked with DeafTax LLC providing tax preparation, consulting, and bookkeeping services. DeafInvest offers fee-based investment advisory and financial planning services primarily to individuals and small organizations connected to the deaf community. The firm combines discretionary portfolio management with integrated tax planning and preparation, managing portfolios through fundamental, technical, and quantitative analysis while providing both hands-on and robo-advisor options.

Michael Miles is a CFP® professional with 27 years of industry experience. He has been with Variplan, LLC since 2006 and previously worked at Turnkey Financial Services from 1999 to 2008. Turnkey Financial Services is currently winding down operations under his common ownership. Variplan, LLC provides integrated financial planning and non-discretionary investment advisory services to individuals and trusts using its proprietary Vantage™ annual engagement package. The firm employs quantitative methods and emphasizes diversified, low-cost index and ETF strategies, with a fee structure based on fixed annual engagement fees and hourly rates rather than asset-based charges.

Claire Emory is a CFP® and CFA® with 14 years of industry experience, currently operating Clarity Financial Planning in Arlington, VA. She has led the independent firm since 2010. Clarity Financial Planning serves middle- and upper-middle-income individuals and families, offering fee-only comprehensive financial planning without asset minimums. The firm focuses on tax-sensitive, low-cost investment strategies, with a low-turnover, individualized asset allocation approach and uses fixed retainer fee arrangements rather than percentage-of-AUM fees.

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.

Subramaniam Ramamirtham is a CFA® charterholder affiliated with Amicus Advisors LLC. He has held roles at Amicus Advisors since 2026 and has prior experience at Plateau Software Inc and Amicus Partners Pte Ltd. Amicus Advisors LLC provides investment management, consulting, financial planning, and pension consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, charitable organizations, and institutional investors. The firm integrates fundamental, quantitative, and macroeconomic analysis across public and private markets to develop individualized portfolio strategies and offers specialized services such as pension consulting and performance-based fee arrangements where permitted.

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.

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.

Diron Insley is a financial advisor at White Oak Wealth LLC in Arlington, VA, holding a Series 66 designation with 13 years of industry experience. He is the managing member of Wealthnova Nexus LLC and also works as an independent insurance agent, brokering life insurance products. White Oak Wealth LLC serves individuals and business entities by providing written financial planning and retirement plan services, including education, benchmarking, and ERISA-related support. The firm does not directly manage client assets but recommends and monitors third-party investment advisers, focusing on individualized asset-allocation planning and conducting semi-annual client reviews.

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.

Frank Byskov is a CFP® and CFA® with 12 years of industry experience. He is the sole advisor at Forty4 Financial, an independent firm based in Bethesda, MD. Prior to founding Forty4 Financial in 2023, he worked at Advisory Services Network, LLC and Wells Fargo Advisors. Outside of his advisory work, Mr. Byskov coaches triathlon through Rock Creek Tri Club, serves on the board of Bethesda Green, contributes to financial literacy education via Mentamorph, and co-founded Advisors for Good, a nonprofit focused on climate action and social justice. Forty4 Financial provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental analysis-driven approach to build long-term customized portfolios and offers specialized pension and retirement-plan consulting, including 3(21) advisory services for plan sponsors.

Lee Miller is a CFP® and Series 65 credentialed financial advisor with 23 years of industry experience. He is the principal of Miller Capital Management, Inc. and also operates Lee J. Miller, CPA, P.C., a public accounting practice. Miller serves on the board of directors of a charitable foundation as its vice president and treasurer and acts as trustee for several trusts. Miller Capital Management provides personalized investment supervisory services and financial planning to individuals, high-net-worth clients, and trusts. The firm focuses on capital preservation through fundamental security analysis and a long-term buy-and-hold strategy, making tailored recommendations and requiring client approval before transactions.

Paul Ramming is a CFA® charterholder and holds a Series 63 designation. He has 12 years of industry experience and has been the sole advisor at Foundry Capital Management since its founding in 2014. The firm provides discretionary portfolio management to individual and high-net-worth clients, typically using widely traded mutual funds and low-cost funds-of-funds. Foundry’s investment approach blends fundamental and technical analysis with market-valuation measures to adjust portfolio risk and emphasizes simplicity, low expenses, and limiting large drawdowns through a passive core plus targeted satellite adjustments.

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.