Paul Ramming is a CFA® charterholder and holds a Series 63 designation. He has 12 years of industry experience and has been the sole advisor at Foundry Capital Management since its founding in 2014. The firm provides discretionary portfolio management to individual and high-net-worth clients, typically using widely traded mutual funds and low-cost funds-of-funds. Foundry’s investment approach blends fundamental and technical analysis with market-valuation measures to adjust portfolio risk and emphasizes simplicity, low expenses, and limiting large drawdowns through a passive core plus targeted satellite adjustments.

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.

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.

Charles Mills IV is the sole advisor and principal of Mills Value Adviser, Inc., an independent firm based in Arlington, VA. He holds a Series 65 designation and has 21 years of industry experience, including over two decades running his own advisory firm since 2004. Outside of his advisory role, Mills serves as president of two affiliated real estate investment entities, Mills Management I and II. Mills Value Adviser, Inc. provides discretionary portfolio management primarily for individual retail clients, accredited investors through a limited partnership private fund, and a select group of corporate and institutional clients. The firm employs a quantitative, macro-oriented investment strategy combining a long-term core of undervalued S&P 500 equities with shorter-term trading across various asset classes.

Edward Lazerow is the sole advisor at EJL Asset Management, LLC, an independent registered investment adviser based in Bethesda, MD. He holds the Series 66 designation and has 25 years of industry experience. Lazerow has managed EJL Asset Management since its founding in 2011. EJL Asset Management provides discretionary investment supervisory services primarily to individuals and high-net-worth clients. The firm uses fundamental analysis to construct portfolios across a broad range of instruments, employs both long- and short-term trading strategies, and operates with discretionary authority guided by individualized Investment Policy Statements.

Erik Eckerson is the principal advisor at EEE Financial LLC in Arlington, VA, holding a Series 65 credential with 9 years of industry experience. His background includes roles at Renaissance Management LLC, Future Builders Fund, Somerik LLC, CGI Group, and PriceWaterhouse Coopers. Outside of his advisory duties, he provides tax preparation and bookkeeping services and manages digital asset and private investment funds. EEE Financial serves individual and family clients with discretionary portfolio management and offers accounting services such as tax preparation and bookkeeping. The firm employs customized strategies based on modern portfolio theory, emphasizing diversified ETFs, tax-efficient techniques, and personalized investment recommendations.

Steve Jefferys is a CFA® charterholder with 16 years of industry experience. He has been managing Jefferys Capital Management since 2009. Jefferys is the sole advisor at Arch Financial Advisors LLC, an independent firm based in Bethesda, MD. Arch Financial Advisors provides comprehensive financial planning and investment advisory services primarily to middle- and upper-middle-income individuals and families. The firm offers fee-only, non-discretionary advice using tax-aware, client-specific asset allocation and emphasizes a planning-focused relationship model with flat retainers and project fees.

Marc Sassin is a financial advisor at Portfolio Management & Planning, Inc. in Arlington, VA, with 22 years of industry experience. He has been with the firm since 2000. Portfolio Management & Planning, Inc. provides investment advisory and portfolio management services primarily to individual clients, focusing on personalized investment plans implemented across stocks, mutual funds, bonds, and cash instruments. The firm uses fundamental analysis and emphasizes diversification, managing approximately $88.8 million in client assets on a 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.

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.

David Martin is a financial advisor at Splizer Invest with one year of industry experience. He holds a Series 65 designation and previously worked for the U.S. Department of State for ten years. Outside of his advisory role, he serves as a financial consultant at Federal Solutions Support, LLC. Splizer Invest is an independent, single-advisor registered investment adviser serving individual clients, including high-net-worth individuals, as well as retirement-plan sponsors and participants. The firm offers portfolio management, comprehensive financial planning, and pension consulting, employing a primarily passive investment approach supplemented by technical, quantitative, and fundamental analysis.

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.

Thomas Steeley is a CFP® with 28 years of industry experience. He is the sole advisor at Steeley Advisory, LLC and has held prior roles at SMG Advisory, LLC, Steeley & Associates, and Ameriprise Financial. He also owns and manages a CPA practice that advises clients on tax and business matters and operates a shared office suite for independent business owners. Steeley Advisory, LLC serves individual clients as well as pension and profit-sharing plans and corporate entities. The firm provides discretionary portfolio management and financial planning, using individualized Investment Policy Statements and a long-term, fundamental analysis approach to investing.

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 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.

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.

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.