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.

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.

Chung Hei Sing is the sole advisor at Applied Derivative Research (ADR) with four years of industry experience. He holds the Series 65 designation and previously worked at Arquitos Capital Management for one year. He serves as a board member of the Maryland Technology Development Corporation, focusing on economic development through early-stage investments. Applied Derivative Research provides discretionary and non-discretionary portfolio management and advisory services to high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm employs a combined bottom-up and thematic top-down investment approach with sustainable and impact-oriented opportunities, offering both strategic asset allocation advice and active portfolio implementation.

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.

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.

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.

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.