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.

Kenneth Diehl is a CFP® professional with over 25 years at Cornerstone Financial Planning, Inc. in Gaithersburg, MD. He has four years of industry experience. Cornerstone Financial Planning, Inc. offers personalized, fee-only financial planning and advisory services to individuals, trusts, estates, and small businesses. The firm follows Modern Portfolio Theory and efficient-market principles, focusing on diversified, low-cost index funds and ETFs, and operates on a fixed-fee basis without accepting commissions or referral fees.

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 a financial advisor at Pivot Capital Management, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Avantax and Solomon Edwards. Outside of his advisory role, he is a licensed CPA and serves as Director of Assurance and Federal Practice at a public accounting and consulting firm, and he also manages a bookkeeping and tax preparation business. Additionally, he holds licenses as a health, life, and annuities insurance producer and acts as a real estate referral agent. Pivot Capital Management, LLC serves individuals, charitable organizations, and businesses, offering customized portfolio management and financial planning. The firm uses a broad investment universe and employs various analytical methods while managing assets both on a discretionary and non-discretionary basis.

Aaron Benway is a CFP® and holds a Series 65 license with 10 years of industry experience. He founded and leads AB Financial Planning and Investments, LLC and previously worked at New Direction Trust Company for six years. He also managed HSA Coach, LLC from 2014 to 2020. AB Financial Planning and Investments provides fee-based investment advisory and financial planning services to a small client roster, focusing on discretionary portfolio management and custom financial planning. The firm employs a tactical allocation strategy using primarily Vanguard ETFs and mutual funds, with portfolios managed under discretionary authority within client guidelines.

Stephen Berube is the sole advisor at Echo Creek Capital, LLC, an independent firm based in Rockville, MD. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 15 years at UBS Financial Services prior to founding Echo Creek Capital in 2013. Echo Creek Capital provides discretionary and non-discretionary investment management to individuals and institutions, managing approximately $22 million in discretionary assets across 32 client accounts. The firm utilizes both fundamental and technical analysis and employs options, derivatives, and margin as part of its investment strategies, including performance-based fee arrangements for qualified clients.

Wenhai Tu is a financial advisor at FortuneNavi Capital Inc. with seven years of industry experience. He has held his current position since 2016. FortuneNavi Capital Inc. provides financial planning and discretionary investment management primarily for pooled vehicles and institutional-type clients such as family offices, retirement plans, endowments, foundations, trusts, and high-net-worth individuals. The firm employs Modern Portfolio Theory and fundamental analysis to construct portfolios, using model portfolios, mutual funds, ETFs, options, and margin transactions, and it conducts quarterly reviews and rebalancing aligned with client objectives and risk tolerances.

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.

Jorge Cortes is the sole advisor at Terrafort Capital LLC, an independent firm based in North Bethesda, MD. He holds a Series 65 designation and has five years of industry experience. His prior roles include positions at the Maryland State Treasurer's Office, United Nations Capital Development Fund, IDB Invest, and the Central American Bank for Economic Integration. Terrafort Capital serves both individual and institutional clients, offering discretionary investment management, financial planning, and co-advisory services. The firm combines third-party model access with direct portfolio management across traditional and alternative asset classes and provides additional services such as Outsourced CIO support and pension consulting.

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.

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.

Deborah Marson is the owner and sole financial advisor at Investment & Resource Planning with 27 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2002. Outside of her advisory work, Marson is involved in animal rescue as a foster caregiver for homeless dogs. Investment & Resource Planning is a small registered investment adviser that primarily places client assets with third-party managers and model programs, while providing standalone financial and divorce/separation planning services. The firm also offers educational seminars and workshops to community and professional audiences as part of its client outreach.

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 industry experience, currently operating at Different Investments, LLC in Ashburn, VA. His career includes roles with USAA Financial Planning Services, LPL Financial, and Fidelity. Outside of advisory work, he founded Horizon Ridge Global, LLC, a publishing firm that produces his educational content including books and podcasts. Different Investments, LLC (doing business as C‑Suite Planning) provides discretionary investment management and comprehensive financial planning services to individuals, executives, entrepreneurs, trusts, estates, charitable organizations, and business clients. The firm emphasizes tailored portfolio construction guided by an Investment Policy Statement, incorporating various analytical approaches and a broad mix of investment instruments, and it serves both individual and institutional clients.