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.

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.

Corey Boller is a CFA® charterholder and investment advisor with Tempus Wealth Partners in Washington, D.C. He has experience at Rehmann and various banking institutions prior to joining Tempus Wealth Partners in 2025. Tempus Wealth Partners provides tailored investment counsel and wealth services to family offices, high-net-worth individuals, trusts, institutional clients, and business entities. The firm employs a disciplined investment approach combining quantitative and qualitative analysis and offers discretionary management across multiple asset classes, emphasizing fiduciary duty and customized client solutions.

Scott Vicary is a CFA charterholder and founder of Rookwood Wealth Management in Silver Spring, MD, with five years of industry experience. Prior to establishing his independent advisory firm in 2025, he worked at Sulzberger Capital Advisors, Inc. and held roles at affiliated Rookwood investment entities. Outside of his advisory work, he serves as managing director of a real estate apartment rental business. Rookwood Wealth Management is a fee-only registered investment adviser that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs an investment approach based on modern portfolio theory and fundamental analysis, combining passive and active vehicles to align portfolios with client risk tolerance and tax considerations.

Charles Mills IV is the sole advisor at Mills Value Adviser Inc, an independent firm based in Arlington, VA. He holds a Series 65 designation and has 22 years of industry experience, having led Mills Value Adviser since 2004. In addition to his advisory role, he serves as president of two affiliated real estate management entities. Mills Value Adviser provides discretionary portfolio management to 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 approach combining a long-term core of undervalued S&P 500 companies with shorter-term trading strategies 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.

Michael Worch is the principal of Worch Financial Group, LLC, an independent advisory firm based in Rockville, MD. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at ON Investment Management Co and Guardian Life. Outside of advisory services, he is also involved in insurance sales as a licensed agent. Worch Financial Group serves individual and high-net-worth clients by providing financial planning, portfolio management through third-party managers, and insurance product implementation. The firm employs fundamental analysis with both long- and short-term investment approaches and operates primarily through referrals to external managers without taking investment discretion.

Steve Jefferys is a CFA® charterholder based in Bethesda, MD, with 16 years of industry experience. He previously worked at Jefferys Capital Management from 2009 to 2012. He is the sole advisor at Arch Financial Advisors LLC, an independent firm that 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 with a tax-aware, client-specific asset allocation approach, and emphasizes a planning-focused relationship model.

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.

Abel Gizaw is the sole advisor at Gizaw Capital Management, LLC in Alexandria, VA, holding the CFA® designation and Series 63 license with nine years of industry experience. He previously worked at SFG Asset Advisors and concurrently serves as Vice President and Director of Corporate Development at Accel Entertainment, focusing on mergers and acquisitions. Gizaw Capital Management is an independent, state-registered investment adviser managing equity-focused accounts for private investment funds and individual clients. The firm employs a concentrated, value-oriented approach centered on global micro- and small-cap stocks, with investment decisions based on fundamental research and intrinsic value estimates.

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.

Mark Ricardo is a financial advisor with MER Capital Management, LLC, holding a Series 65 designation and 12 years of industry experience. He concurrently practices as an attorney with Real Estate Counselors, PLLC and has worked as a fine wine consultant and author. MER Capital Management is an independent, single-advisor registered investment adviser offering discretionary quantitative equity management to individuals, corporations, trusts, foundations, and endowments. The firm employs a systematic, factor-based investment approach that emphasizes quality, value, low volatility, and momentum, and provides sub-advisory services and licensed model portfolios to other advisers.

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.

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.

Thomas Massie is a CFP® professional with 14 years of industry experience. He is the sole advisor at Massie Financial Planning Inc. in Alexandria, VA. His prior experience includes roles at TIAA-Cref Individual & Institutional Services and ReFrame Wealth LLC. Massie Financial Planning Inc. serves individual and high-net-worth clients, offering investment advisory, financial planning, and retirement plan advisory services. The firm employs diversified, passively managed asset-allocation strategies and partners with an independent portfolio manager for trade execution and model portfolio maintenance.

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.