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.

Jonathan Peyton is a CFP® professional with 21 years of experience in financial advisory services. He is the principal of Different Investments, LLC, an independent firm based in Ashburn, VA, and has held roles at firms including USAA and LPL Financial. Outside of advising, Peyton is involved in multiple business ventures such as a publishing firm producing educational content and a business consulting service. Different Investments, LLC offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a range of analytical techniques to customize portfolios and provides specialized planning services including divorce consulting, exit planning, and special-needs planning.

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.

Darren Straniero is a CFP® with 17 years of industry experience. He is the sole advisor at OnPlane Financial Advisors, an independent firm he has led since 2018. Prior to founding OnPlane, he worked for Park Ave Securities and Guardian Life Insurance for ten years each. OnPlane Financial Advisors serves individual clients and families, providing comprehensive financial planning and asset management primarily through virtual meetings. The firm employs a passive, index-oriented investment strategy and uses a fixed retainer fee model rather than percentage-of-assets billing.

Bradley Piesco is the managing principal of Magpie Consulting LLC, an independent advisory firm based in Leesburg, VA. He holds the CFP® and ChFC® designations and has 16 years of industry experience. Piesco has led Magpie Consulting since 2007. Magpie Consulting LLC provides fee-only asset management and financial planning services to individual clients, including high-net-worth and private investors. The firm uses a disciplined financial planning process and constructs diversified portfolios mainly with exchange-traded funds, offering both discretionary and nondiscretionary management options.

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.

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.

Kenneth Robinson is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been the principal advisor at KCR Wealth Management, LLC since 2014. The firm provides fee-only discretionary investment management and personalized financial planning to individuals, families, and various institutional clients. KCR Wealth Management emphasizes a structured onboarding process and manages client assets in-house, focusing on asset allocation, diversification, and low-cost investment vehicles.

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.

David Mckinney is a CFP®-credentialed financial advisor with 32 years of experience, operating McKinney Financial Planning & Management in Vienna, VA. He previously worked at Signator Investors, Inc. and has maintained his own firm since 1994. In addition to advisory services, he is engaged as an independent insurance agent selling fixed insurance products and serves as a power of attorney and executor for a family member. McKinney Financial Planning & Management serves individuals, families, trusts, and small businesses, providing financial planning and consultative services with a focus on tailored investment strategies, strategic asset allocation, and a buy-and-hold approach using indexed mutual funds and ETFs. The firm operates on a fee-for-service basis without asset custody or discretionary management.

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.

Rahul Aggarwal is the sole advisor at Aris Alpha LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Accenture Federal Service and several other firms. Aris Alpha LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing fundamental analysis and a long-term trading approach. The firm offers a broad range of investment options and manages accounts on a discretionary basis, tailoring strategies to each client’s risk tolerance and objectives.

Jessie Rancourt is the principal of Opportunity Cost Investors LLC and holds the Series 65 designation with four years of industry experience. Prior to founding the firm in 2019, Jessie worked at Harris Miller Miller & Miller and UFA, Inc., and concurrently serves at the Federal Aviation Administration. Jessie is also the owner of Opportunity Cost Media, which produces finance-related content on YouTube. Opportunity Cost Investors LLC is a solo registered investment adviser that provides discretionary portfolio management to retail clients, primarily focusing on a fundamental, value-oriented investment approach targeting deeply discounted, high-quality public equity securities. The firm manages a small number of concentrated portfolios and operates an affiliated media outlet aligned with its investment views.

Philip Chauche is the principal of Chauche & Associates LLC, an independent advisory firm based in Germantown, MD. He holds the CFP® and CFA® designations and has 18 years of industry experience. Chauche has led his firm since 2003. Chauche & Associates LLC manages portfolios and provides financial planning for a limited number of individual clients, focusing on diversified, personalized asset allocation. The firm employs a top-down investment approach, primarily using no-load and low-load mutual funds, and maintains periodic client account reviews without taking custody of assets.