Ketan Mehta is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of experience. He is the sole advisor at Mehta Services Company, an independent registered investment adviser based in Reston, VA, where he has worked since 2008. Mehta Services Company offers investment advisory services, financial planning, and tax preparation primarily to individual clients who meet specific intake criteria. The firm uses Modern Portfolio Theory and portfolio optimization to create customized portfolios with broad-based no-load mutual funds and ETFs, emphasizing limited discretionary authority and quarterly rebalancing.

Edmund Wellington is the sole advisor at Wellington Capital Management, Inc., an independent firm based in Chevy Chase, MD. He holds Series 63 and Series 65 designations and has 24 years of industry experience. He has been with Wellington Capital Management since 1996. Wellington Capital Management provides discretionary portfolio management and investment counseling to a select group of private individuals, partnerships, and trusts. The firm employs a conservative, long-term investment approach focused on U.S. large-cap equities and high-quality fixed-income securities, tailoring strategies to clients' objectives and managing accounts on a discretionary basis.

Frank Byskov is a CFP® and CFA® with 12 years of industry experience. He is the sole advisor at Forty4 Financial, an independent firm based in Bethesda, MD. Prior to founding Forty4 Financial in 2023, he worked at Advisory Services Network, LLC and Wells Fargo Advisors. Outside of his advisory work, Mr. Byskov coaches triathlon through Rock Creek Tri Club, serves on the board of Bethesda Green, contributes to financial literacy education via Mentamorph, and co-founded Advisors for Good, a nonprofit focused on climate action and social justice. Forty4 Financial provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental analysis-driven approach to build long-term customized portfolios and offers specialized pension and retirement-plan consulting, including 3(21) advisory services for plan sponsors.

Aba Tyus is a financial advisor with Tyus Financial Group LLC, holding Series 65 and Series 66 licenses and four years of industry experience. Prior to founding the firm, he worked at Northwestern Mutual and multiple other companies in various roles. He serves as president of The Columbia Business School Alumni Club of D.C., where he manages the executive committee and organizes club events. Tyus Financial Group LLC serves institutional and high-net-worth clients by providing discretionary portfolio management and advisory services across a broad range of investment instruments, including equities, fixed income, private equity, and alternative investments. The firm tailors investment decisions to client objectives using multiple analysis methods and employs a variety of strategies, including option writing and allocations to cryptocurrency exposures.

Lee Miller is a CFP® and Series 65 credentialed financial advisor with 23 years of industry experience. He is the principal of Miller Capital Management, Inc. and also operates Lee J. Miller, CPA, P.C., a public accounting practice. Miller serves on the board of directors of a charitable foundation as its vice president and treasurer and acts as trustee for several trusts. Miller Capital Management provides personalized investment supervisory services and financial planning to individuals, high-net-worth clients, and trusts. The firm focuses on capital preservation through fundamental security analysis and a long-term buy-and-hold strategy, making tailored recommendations and requiring client approval before transactions.

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.

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.

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.

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.

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 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.