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.

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.

Uttam Bharwani is the sole advisor at SagePro Wealth Management, an independent firm based in Chantilly, VA. He holds Series 65 and Series 66 licenses and has nine years of industry experience, including roles at Bharwani Asset Management LLC, Osaic FA, Inc., 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 combines fundamental analysis, modern portfolio theory, and technical analysis to develop personalized investment strategies, employing a variety of tactics such as long- and short-term positions, short sales, margin transactions, and options strategies.

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.

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.

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.

Eric Smeby is the principal advisor at EsmeB Inc, holding a Series 65 designation with 16 years of industry experience. His career includes roles at Waterfall Wealth LLC, FTToken Inc, Dash.Fi, and Capital One. He leads multiple ventures related to digital financial platforms. EsmeB Incorporated provides automated investment management and self-directed financial planning tools via its WaterfallWealth.ai platform. The firm serves individual investors and companies seeking rules-based portfolio solutions, delivering services exclusively online using a quantitative, algorithm-driven investment process.

Kevin Bernard is the principal of Pivot Capital Management, LLC, an independent advisory firm. He holds Series 65 and Series 66 licenses and has 10 years of experience in the financial services industry. Prior to founding Pivot Capital Management, he worked with several firms including Avantax Insurance Agency and Solomon Edwards. Outside of his advisory role, Bernard is also a licensed CPA and leads an accounting and consulting firm, in addition to managing a bookkeeping and tax preparation business and serving as a real estate referral agent. Pivot Capital Management provides portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm employs a tailored approach incorporating technical and fundamental analysis, modern portfolio theory, and various asset classes, including equities, bonds, mutual funds, ETFs, options, structured products, publicly traded REITs, and digital assets.

Bryan Lohr is a financial advisor at Present Value Financial Services LLC with seven years of industry experience and a Series 65 credential. He has been with Present Value Financial Services since 2018 following a period of semi-retirement from 2015 to 2018. Present Value Financial Services serves individual and family clients with financial planning, investment management, tax preparation, and financial education. The firm employs a fiduciary standard, using bottom-up fundamental analysis combined with capital market techniques to construct diversified, tax-aware portfolios and offers fee structures that do not rely on assets under management.

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.

Robert Allen is a Series 65-licensed financial advisor with 22 years of industry experience. He has been the principal at Allen Investment Management since 2014. Allen Investment Management serves individual investors, foundations, charitable organizations, businesses, and pension/profit-sharing plans by providing discretionary investment supervisory services combined with integrated financial planning. The firm emphasizes a value-oriented, long-term investment approach supplemented by active sector rotation or limited short-term trades and manages roughly $27.1 million in discretionary client assets across approximately 41 client relationships.

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.

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.