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.

I’m Dedrick Curtis, founder and lead planner at Penny Earned Financial. After dedicating 20 years to helping others improve their lives, I founded Penny Earned to provide honest, transparent financial guidance that truly puts people first. Too often, I saw traditional financial advising prioritize sales over solutions, and I knew there had to be a better way. As a Veteran and Military Spouse, I have a deep understanding of the unique financial challenges faced by those who serve. That’s why I specialize in working with service members, veterans, and anyone striving for a brighter financial future. As a CERTIFIED FINANCIAL PLANNER® professional, I’m committed to upholding the fiduciary standard, always acting in your best interests. My mission is to help you confidently navigate life’s financial decisions with clarity and purpose.

Scott Faley is a financial advisor at Inaltis Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked with The Motley Fool, LLC since 2011, providing online coverage for stocks in the Income Investor newsletter. In addition to his advisory work, he operates a law firm, R Scott Faley, PC. Inaltis Capital Management offers discretionary investment management, portfolio consulting, and financial planning to a range of clients including individuals, pension plans, endowments, and small businesses. The firm uses a value-oriented investment approach through its Resolute Income and Osprey Growth strategies and employs a hub-and-spoke structure to synchronize client accounts with the manager’s personal portfolio.

Edward Anderson III is a CFP®-certified financial advisor with 13 years of industry experience, operating ClearVue Financial in Alexandria, VA. He is the sole practitioner at ClearVue Financial and has been involved with affiliated entities including ClearVue Tax Advisors, a tax planning and preparation service he owns and operates separately. His prior work includes managing ClearVue Financial Planning since 2016 and ClearVue Insurance Service until 2018. ClearVue Financial offers comprehensive financial planning and discretionary investment management primarily to working individuals and small businesses. The firm develops individualized investment policies and manages diversified portfolios using low-cost mutual funds and ETFs, combining passive and active strategies under a bundled wrap-fee structure, and also provides educational resources and tax preparation services through an affiliated entity.

Glenn Fischer is the sole advisor at Fischer Wealth Advisors, LLC, an independent registered investment adviser based in Alexandria, VA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to founding his firm in 2015, Fischer was involved in family office services and property management. He also manages an insurance agency, providing various insurance products including home, auto, and business coverage. Fischer Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, corporations, and other advisers, offering discretionary portfolio management, financial planning, and access to third-party advisers. The firm employs a range of investment strategies including fundamental and technical analysis, quantitative models, and modern portfolio theory.

I started Pacesetter Planning back in 2016 to help couples use their money to create the lives they love - together. I work best with two types of couples: 1) Engaged and newlywed couples looking to prepare for their future by setting themselves up for financial success and minimizing the risk of money conflict in their new marriage. 2) Couples who fight about money or struggle to make financially-related decisions as a team. I am a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Therapist™. I care about the "why" behind your money just as much as "what" you do with it. More importantly, I want you and your spouse to feel confident and empowered by the way you manage money as a team such that your finances become an asset to your relationship, rather than a liability. (See what I did there?) Numerous studies have shown that financial conflict is pervasive in American marriages and is one of the leading indicators of divorce. There's no denying that the way you manage money with your spouse can be detrimental to your marriage. But I believe that the opposite is equally true - if you improve the way you manage your finances with your spouse, your marriage will get stronger. I'm here to show you how to make this a reality. If you’re interested in learning more, you can book a free introductory call at pacesetterplanning.com/contact

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.

Bruce Kaserman is the sole advisor at B.G. Kaserman & Associates L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Portfolio Medics, First Advisors National, and Horter Investment Management. Kaserman is also an independent insurance broker licensed to sell insurance products as well as gold and silver. BGK Financial provides investment advisory and retirement income planning services to individuals and high-net-worth clients. The firm primarily constructs portfolios using ETFs, bonds, and low-cost mutual funds, employs a long-term fundamental analysis approach with periodic rebalancing, and oversees unaffiliated independent managers through an institutional platform.

Deborah Marson is the owner and sole financial advisor at Investment & Resource Planning with 27 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2002. Outside of her advisory work, Marson is involved in animal rescue as a foster caregiver for homeless dogs. Investment & Resource Planning is a small registered investment adviser that primarily places client assets with third-party managers and model programs, while providing standalone financial and divorce/separation planning services. The firm also offers educational seminars and workshops to community and professional audiences as part of its client outreach.

James Merrill is a financial advisor at Binnacle Financial Group LLC in Chevy Chase, MD, holding a Series 65 designation with four years of industry experience. He previously worked on the Hillary for America Campaign in 2016. Binnacle Financial Group provides wealth management, investment management, and project-based financial planning to individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses personalized investment policies and a blend of passive and active strategies, typically managing a small number of concentrated accounts on a discretionary, fee-only basis.

John Corry is the sole advisor at Arete Capital Management in Alexandria, VA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has led Arete Capital Management since 2003. Arete Capital Management provides asset-allocation and portfolio management services to individuals and small businesses, managing approximately $24 million across a limited number of client accounts. The firm uses a combination of fundamental and technical analysis along with subscription research to select investments aligned with clients’ objectives, tax situations, and risk profiles.

Michael Liss is a financial advisor at Heronwood Capital LLC in Washington, DC, holding the Series 66 credential with 15 years of industry experience. Before founding Heronwood Capital in 2017, he worked at Alex Brown, a division of Raymond James & Associates, Inc. He is involved in managing a polo team through MSL POLO LLC and serves on the investment committees of the Jewish Community Center of Greater Washington and the Charles E. Smith Jewish Day School. Heronwood Capital serves individual, trust, institutional, corporate, and charitable clients with tailored consulting and asset management services. The firm offers a client-specific investment approach across various asset classes and typically manages assets on a non-discretionary basis, often acting as a third-party advisor to existing advisor/client relationships.

Roger Ma is a CFP® professional affiliated with lifelaidout LLC, bringing two years of industry experience. His prior roles include positions at Capital One and Google. Outside of advisory services, he is involved in public education through seminars and finance-related content production. lifelaidout LLC offers comprehensive and project-based financial planning and investment management services to individual clients and small business owners. The firm emphasizes a passive, asset-allocation approach using diversified portfolios primarily composed of index mutual funds and ETFs, integrating investment recommendations with broader financial planning considerations.

David Spence is a financial advisor at Palladium Wealth Management, LLC with 40 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments, United Income, Inc., Wealthcare Advisory Partners LLC, and LPL Financial. Outside of advisory work, he is the owner and CEO of Tax Free Tutors, an educational video course business focused on taxes, debt, and fixed life insurance. Palladium Wealth Management primarily serves pooled and institutional investors, as well as individual and high-net-worth clients, offering portfolio management and financial planning. The firm employs a modern portfolio theory-based investment process with both long-term and short-term strategies, advising on mutual funds, ETFs, fixed income, private placements, and insurance products.

John Brittingham is a CFP® with 15 years of experience in financial advising. He is the principal advisor at Stock Plan Advisory Group LLC, where he has worked since 2021, following a seven-year tenure at Voya Financial Advisors, Inc. Outside of his advisory work, he serves as treasurer for Del Ray United Methodist Church in Alexandria, VA. Stock Plan Advisory Group LLC provides discretionary asset management, ongoing financial planning, and consulting primarily to individual clients, including corporate executives. The firm specializes in employer equity compensation and stock plans, offering tailored investment strategies that incorporate both fundamental and technical analysis, along with regular educational seminars and workshops.

Kyle Kim is the founder of Kyo Asset Management, LLC and holds Series 63 and Series 65 licenses with 30 years of industry experience. Prior to establishing his current firm, he worked at LPL Financial and Invest Financial Corporation. Outside of advisory services, he is involved in residential and commercial real estate development through ownership of Kyo Capital Management. Kyo Asset Management, LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to construct customized portfolios primarily focused on long-term strategies, with a discretionary approach to portfolio implementation and monitoring.

Yu Krisko is a CFP® with 19 years of industry experience and currently operates YZ Financial Advisors LLC, an independent firm based in Vienna, VA. Prior to founding YZ Financial Advisors in 2021, he held roles at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors Corporation, and Morgan Stanley Smith Barney LLC. Outside of advising, Krisko is also involved as a licensed insurance agent and runs a financial education platform. YZ Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm offers a Retirement GPS program with discretionary investment management and a Financial Fitness coaching program without discretionary trading, managing approximately $9.4 million for about 22 clients. Portfolio construction combines fundamental and technical analysis, utilizing a range of investment vehicles, and includes discretionary management of 529 college savings plan accounts.

Michael Bryant is a financial advisor at First Perspective Capital LLC with one year of industry experience. He has worked at Digital Realty, Inc. since 2014, where he currently oversees datacenter operations for a publicly traded real estate investment trust. First Perspective Capital LLC provides discretionary portfolio management, financial planning, and pension and employee benefit plan consulting to individuals, high-net-worth clients, and corporate entities. The firm employs multiple methods of analysis and generally implements long-term trading strategies under discretionary authority, offering pension consulting services that include manager selection, monitoring, and written plan documentation.

Joseph Bonaccorsy is a CFP® professional with 24 years of experience in the financial services industry. He has been with Core Advisory, LLC since 2005 and is licensed to sell various insurance products, spending approximately 80% of his time on insurance activities. He holds Series 63 and Series 65 licenses. Core Fiduciary Advisors provides financial planning, investment advisory, and pension consulting services to institutional clients such as small-business retirement plans, corporate pension plans, and charitable organizations. The firm focuses on selecting and monitoring third-party institutional managers and coordinates with other professional advisors for estate, tax, and risk-management planning.