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.

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 sole advisor at eSmeb Inc. in Leesburg, VA, holding a Series 65 designation with 16 years of industry experience. His prior roles include positions at Capital One, Camino Financial, and Ellucian, among others. He is also involved with affiliated entities FTToken Inc. and Waterfall Wealth LLC. eSmeb Inc. delivers automated investment advisory services through its online platform, WaterfallWealth.ai, serving individual investors and companies seeking rules-based portfolio management without in-person advice. The firm’s algorithmic approach incorporates trend-based weighting, risk scoring, and automated rebalancing, offering managed model portfolios and self-directed custom portfolios entirely via the Internet.

Michael Worch is the principal advisor at Worch Financial Group, LLC, an independent firm based in Rockville, MD. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at The Financial Xchange and 1939 Capital, LLC. Worch is also a licensed insurance agent and dedicates a significant portion of his practice to insurance sales. Worch Financial Group serves individual and high-net-worth clients, providing financial planning, portfolio management through third-party money managers, and access to pooled investments. The firm emphasizes fundamental analysis and uses both long- and short-term trading strategies, often implementing investment solutions via referrals rather than direct discretion over client accounts.

Kevin Bernard is a financial advisor at Pivot Capital Management, LLC with 10 years of industry experience. He holds Series 65 and Series 66 credentials and has worked in various roles at firms including Avantax Insurance Agency and Solomon Edwards. In addition to his advisory work, he is a licensed CPA and serves as Director of Assurance and Federal Practice at a public accounting and consulting firm, as well as managing member and CEO of a bookkeeping, tax preparation, and consulting firm. Pivot Capital Management provides portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm customizes investment strategies using a broad range of asset classes and employs both discretionary and non-discretionary account management tailored to client suitability and changing circumstances.

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 investment advisory firm based in Rockville, MD. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Berube has led Echo Creek Capital since 2013. Echo Creek Capital manages discretionary and non-discretionary portfolios for individual and institutional clients, focusing on tailored investment strategies that combine fundamental and technical analysis. The firm utilizes a range of instruments including equities, fixed income, ETFs, derivatives, and option strategies, and incorporates borrowing and margin as part of its approach.

Anthony Lombard is a CFP® and holds a Series 63 license with two years of industry experience. He is the principal at Noteworthy Financial LLC and previously worked at CJM Wealth Advisers, LTD. and DocuSign, Inc. Concurrently, he has been employed with Fairfax County Public Schools. Noteworthy Financial LLC is a fee-only advisory firm serving individuals, families, high-net-worth households, charitable organizations, and businesses. The firm provides comprehensive financial planning and consulting without managing client assets, emphasizing goal-based planning and passive, diversified investment recommendations.

Wan Mccormick is a CFP®-certified financial advisor with 18 years of industry experience. He has been the principal of Reliable Alliance Financial since 2014. Outside of his advisory role, he serves as a business consultant for a family business, dedicating up to 50% of his time monthly to this activity. Reliable Alliance Financial provides financial planning and education to individuals and small businesses through modular engagements, hourly consultations, and educational workshops. The firm’s approach is tailored to client goals and risk tolerance, emphasizing diversified, tax-aware investments without managing client assets or exercising discretionary authority.

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 a financial advisor at Terrafort Capital LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at the United Nations Capital Development Fund, IDB Invest, and the Central American Bank for Economic Integration. He currently serves in the Maryland State Treasurer's Office, Investments Division. Terrafort Capital is an independent, single-adviser firm serving individual and institutional clients such as pension plans and endowments. The firm provides discretionary investment management, financial planning, co-advisory services, and pension consulting, combining third-party model access with direct portfolio management across traditional and alternative investments.

Jonathan Winter is a CFP® professional with 17 years of industry experience. He is the principal advisor at Continuum Wealth Strategies, LLC, an independent firm he has been with since 2013. Outside of his advisory role, Winter works seasonally as a ski instructor at Vail Resorts. Continuum Wealth Strategies provides investment management and financial planning services to individuals, trusts, and employer retirement plans. The firm offers wrap fee programs, third-party manager due diligence, and ERISA consulting, managing client portfolios primarily through discretionary, long-term 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.

I started my career in the tax arena and quickly found my passion in financial planning. In 2019, I started Birch Street Financial Advisors to provide proactive tax-focused financial advice. I help pre-retirees (5-7 years), retirees and widowers align their human and financial resources with their values, solve complex financial problems and minimize taxes to achieve financial security. My role is to be your thinking and accountability partner; empowering you to create, modify and implement financial strategies that give you the comfort to sleep at night. Since launching my firm, I have been featured in numerous publications including InvestmentNews, Money, and U.S. News & World Report to provide insight on tax law changes, Roth IRA conversion strategies, charitable giving and gift & estate planning. I speak on charitable giving strategies to help clients achieve their philanthropic endeavors in a tax optimized way. I have my CERTIFIED FINANCIAL PLANNER™; and CPA/PFS designations which support my commitment to maintaining a high standard of professionalism in my practice. I am the proud graduate of the University of VA McIntire School of Commerce with both a Bachelor's and Master's degrees in Accounting with a Specialization in Taxation. Our financial lives have many moving parts - retirement, cash flow, income tax, investment and estate planning. Each part is a different piece of a complex financial puzzle. I help client's piece the puzzle together and hone in on what's important to them about money and how they can use it to meet their goals. In my spare time, I decompress with Crossfit workouts with my husband, play never ending catch with my rescue dog Macie and experiment with native gardening.

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.