John Morlu II is a CFP® professional with five years of experience in financial advising, currently operating through his firm, Pithom Advisors, Inc. Based in Woodbridge, VA, he also serves as the owner and managing partner of JS Morlu, LLC, a CPA firm. Pithom Advisors serves individuals, families, and business owners, offering investment management and comprehensive financial planning covering retirement, estate, tax, insurance, education, and business-owner needs. The firm employs a passive, risk-aware investment approach utilizing tools such as efficient-frontier analysis and Monte Carlo simulations, focusing on low-cost funds and ETFs and integrating tax-focused financial planning and alternative billing arrangements.

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 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.

Brian Hoyle is a financial advisor at The Fintel Group LLC with nine years of industry experience. He holds a Series 65 designation and has worked in various roles including Senior Instructional Designer at General Dynamics Information Technology since 2018. His prior experience includes positions at ManTech International, Cummings & Carroll, P.C., and Prince William County Schools. The Fintel Group LLC provides comprehensive and modular financial planning services to individuals, couples, and small businesses. The firm focuses on fee-only planning projects with long-term, buy-and-hold investment strategies emphasizing diversified asset allocation and low-cost mutual funds, without offering ongoing asset management or custody of client assets.

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.

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.

Michael Francis is the sole advisor at Francis Wealth Solutions, LLC, an independent firm based in West Springfield, VA. He holds a Series 65 designation and has five years of industry experience. In addition to his advisory role, Mr. Francis serves as a lead scientist consultant at Booz Allen Hamilton, where he works on computational physics, theoretical physics, artificial intelligence, and machine learning. Francis Wealth Solutions provides investment and wealth management services to individuals, high-net-worth clients, and businesses, managing discretionary portfolios that include stocks, mutual funds, bonds, and municipal securities. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis with an academically grounded approach focused on long-term planning aligned with clients’ time horizons and legacy goals.

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.

Abraham Mcallister is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Arm Financial LLC since 2007, serving as its sole advisor. Arm Financial LLC is an independent SEC-registered investment adviser that manages approximately $49 million for a limited client base, offering discretionary portfolio management and financial planning services. The firm also acts as general partner and investment manager of a private pooled fund targeting venture capital, commercial real estate, and other private investments, employing strategies that utilize derivatives, futures, and leveraged ETFs.

Robert W. Mitchell, III is a CFP® professional with 27 years of experience, operating through MITCO Asset Management in Vienna, VA. He has managed his accounting practice, Robert W. Mitchell, III, CPA PC, since 2001 alongside his advisory work. Outside of advisory services, he holds significant ownership interests in multiple commercial real estate LLCs, actively managing tenant relations and property operations. MITCO Asset Management provides non-discretionary investment supervisory services and financial planning to individual, institutional, and corporate clients, including sovereign wealth funds. The firm constructs diversified portfolios tailored to client objectives and offers access to private investment opportunities with performance-based fee structures.

Frank Mcgovern Jr. is a CFP® with 42 years of industry experience, operating through Capitol Wealth Management, Inc. in McLean, VA. He has been with Capitol Wealth Management since 2007 and has also worked at LPL Financial Corporation since 2009. Occasionally, he sells insurance products outside of his primary advisory role. Capitol Wealth Management provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and charitable organizations, managing approximately $111.9 million in discretionary assets. The firm applies fundamental analysis with a mix of long- and short-term strategies across various asset classes and offers comprehensive financial planning included with portfolio management.

Jason Su is a CFP® with 20 years of experience in financial advising, currently practicing at Family Ai! Financial in Fairfax, VA. His prior roles include positions at The Vanguard Group, USAA Financial Planning Services, and Fidelity. Family Ai! Financial is an independent, fee-only advisory firm serving individuals and high-net-worth clients with investment management and financial planning services. The firm uses modern portfolio theory, combining passive and active strategies, and offers customizable solutions including socially responsible investing.

David Mckinney is a CFP® professional with 33 years of experience in financial planning, currently operating McKinney Financial Planning & Management since 1994. He previously worked at Signator Investors, Inc. from 2016 to 2017. Outside of advisory services, he is engaged as an independent insurance agent selling fixed insurance products and serves as a power of attorney and executor for an immediate family member. McKinney Financial Planning & Management serves individuals, families, personal trusts, and small businesses by providing financial planning and consultative services, with investment strategies tailored to client history, risk tolerance, and time horizon. The firm emphasizes strategic asset allocation, diversification, and periodic rebalancing using indexed mutual funds and ETFs, offering non-discretionary support without taking custody of client assets.

Rajesh Jha is the principal advisor at Halo Capital Management with 17 years of industry experience. He has held Series 63, 65, and 66 credentials and has led Halo Capital Management since 2010. In addition to his advisory role, he provides strategic consulting related to business development, corporate development, technology licensing, and strategic alliances through a separate part-time business. Halo Capital Management is an independent firm serving individuals and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm emphasizes customized portfolios using strategic asset allocation with ETFs, mutual funds, and individual securities, employing quantitative and tactical tools to manage risk and retaining ongoing oversight of model and sub-advisor strategies.

When you choose to work with Discovery Wealth Planning, you work directly with the firm’s founder, Chris Urban. He offers Hourly, Retirement-Focused Personal Financial Planning with an emphasis on Cash Flow Planning, Investment Advice, Tax Strategies, and Insurance Guidance Ideal for Ages 55+. Chris has the CFP®, RICP® and TPCP® certifications. Chris employs a life-centered approach to helping clients achieve their financial goals. He takes time to understand each client’s current situation, goals, values and purpose before proposing strategies to grow and protect their wealth. His specialties include retirement income, tax and investment planning. Chris has more than 20 years of experience in the financial services industry. Prior to founding Discovery Wealth Planning, Chris served as a wealth advisor at an investment advisory firm in Northern Virginia. He previously held various roles in the capital markets and investor services divisions at a large institutional firm, working in both Boston and Los Angeles. Chris is a CERTIFIED FINANCIAL PLANNER® practitioner, a Retirement Income Certified Professional (RICP®) and a Tax Planning Certified Professional (TPCP®). Chris has a bachelor’s degree in finance from Bentley University in Waltham, Massachusetts, and a Master of Business Administration from Boston University. Chris lives in Vienna, Virginia, with his wife Lauren and daughters Avery and Sienna. In his free time, he enjoys running, biking, playing golf and pickleball, and watching college football and golf on TV.

Joseph Connor IV is the principal of Connor Capital Management, LLC in Vienna, Virginia, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been affiliated with Purshe Kaplan Sterling Investments since 2011. Outside of investment management, he serves as president of Intelligent Divorce Solutions, LLC, providing financial-related divorce consulting, and is a board member of SuperLeaders, a nonprofit supporting at-risk youth in Washington, DC. Connor Capital Management serves individuals, trusts, foundations, pensions, and corporations by providing personalized financial planning and investment management. The firm manages approximately $46.8 million in client assets across 60 accounts on a non-discretionary basis, employing a mix of mutual funds, equities, bonds, ETFs, options, and private placements guided primarily by fundamental research.