When you choose to work with Discovery Wealth Planning, you work directly with the firm’s founder, Chris Urban. He offers Hourly, Retirement-Focused Personal Financial Planning with an emphasis on Cash Flow Planning, Investment Advice, Tax Strategies, and Insurance Guidance Ideal for Ages 55+. Chris has the CFP®, RICP® and TPCP® certifications. Chris employs a life-centered approach to helping clients achieve their financial goals. He takes time to understand each client’s current situation, goals, values and purpose before proposing strategies to grow and protect their wealth. His specialties include retirement income, tax and investment planning. Chris has more than 20 years of experience in the financial services industry. Prior to founding Discovery Wealth Planning, Chris served as a wealth advisor at an investment advisory firm in Northern Virginia. He previously held various roles in the capital markets and investor services divisions at a large institutional firm, working in both Boston and Los Angeles. Chris is a CERTIFIED FINANCIAL PLANNER® practitioner, a Retirement Income Certified Professional (RICP®) and a Tax Planning Certified Professional (TPCP®). Chris has a bachelor’s degree in finance from Bentley University in Waltham, Massachusetts, and a Master of Business Administration from Boston University. Chris lives in Vienna, Virginia, with his wife Lauren and daughters Avery and Sienna. In his free time, he enjoys running, biking, playing golf and pickleball, and watching college football and golf on TV.

Joseph Connor IV is the principal of Connor Capital Management, LLC in Vienna, Virginia, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been affiliated with Purshe Kaplan Sterling Investments since 2011. Outside of investment management, he serves as president of Intelligent Divorce Solutions, LLC, providing financial-related divorce consulting, and is a board member of SuperLeaders, a nonprofit supporting at-risk youth in Washington, DC. Connor Capital Management serves individuals, trusts, foundations, pensions, and corporations by providing personalized financial planning and investment management. The firm manages approximately $46.8 million in client assets across 60 accounts on a non-discretionary basis, employing a mix of mutual funds, equities, bonds, ETFs, options, and private placements guided primarily by fundamental research.

Rahul Aggarwal is the sole advisor at Aris Alpha LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Accenture Federal Service and several other firms. Aris Alpha LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing fundamental analysis and a long-term trading approach. The firm offers a broad range of investment options and manages accounts on a discretionary basis, tailoring strategies to each client’s risk tolerance and objectives.

Tyler Weerden is a financial advisor at Layered Financial, LLC in Arlington, VA, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he has worked as a Special Agent with the U.S. Department of State since 2020 and served with the Connecticut State Police from 2013 to 2020. His work as a Special Agent involves criminal and administrative investigations as well as protection duties for government officials. Layered Financial is a single-advisor firm that provides financial planning and consulting services to individual clients without managing client assets. The firm develops plans using cash-flow analysis, tax and estate planning, risk management, and client-specific investment strategies, typically delivering comprehensive plans and reviews on a fixed-fee basis.

Jessie Rancourt is the principal of Opportunity Cost Investors LLC and holds the Series 65 designation with four years of industry experience. Prior to founding the firm in 2019, Jessie worked at Harris Miller Miller & Miller and UFA, Inc., and concurrently serves at the Federal Aviation Administration. Jessie is also the owner of Opportunity Cost Media, which produces finance-related content on YouTube. Opportunity Cost Investors LLC is a solo registered investment adviser that provides discretionary portfolio management to retail clients, primarily focusing on a fundamental, value-oriented investment approach targeting deeply discounted, high-quality public equity securities. The firm manages a small number of concentrated portfolios and operates an affiliated media outlet aligned with its investment views.

Nicholas Caramanica is a Certified Financial Planner® and holds a Series 63 designation with 13 years of industry experience. He is the principal of Arlington Wealth Planning, LLC, where he has worked since 2012. He also owns Caramanica Consulting, LLC and Slopeside Rentals, LLC, two non-investment related businesses. Arlington Wealth Planning is a fee-only registered investment adviser serving primarily individual clients, as well as employer-sponsored retirement plans and other corporate plan sponsors. The firm provides customized discretionary asset management, financial planning, ongoing advisement, educational seminars, and contracted tax preparation services.

Edward Tuvin is the principal of Tuvin & Tuvin, Ltd., an independent advisory firm based in Bethesda, MD. He has over 30 years of experience with the firm and holds additional roles outside of investment advising, including serving as CEO of a mortgage brokerage and managing partner of a private family partnership. Tuvin & Tuvin, Ltd. provides non-discretionary investment consulting and portfolio construction services to individuals, trusts, estates, retirement plans, and corporations. The firm tailors advice to client objectives and risk profiles, primarily recommending mutual funds and ETFs, while clients retain final decision authority.

Yuan He is a financial advisor at HY Financial LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at the General Services Administration since 2019 and the Food and Drug Administration from 2015 to 2019. Outside of his advisory role, he is a limited partner in two small businesses operating entertainment venues in Gaithersburg, Maryland. HY Financial is a small independent registered investment adviser serving individual clients with discretionary portfolio management and limited financial planning services. The firm combines fundamental and technical analysis with a focus on qualitative business evaluation and low turnover, and it monitors accounts regularly while providing written financial plans.

Dewayne Ellis is the principal advisor and founder of The Wealth Syndicate LLC, an independent firm based in Silver Spring, MD. He holds a Series 66 designation and has 19 years of industry experience. Prior to establishing his firm in 2015, Ellis developed expertise in financial planning and portfolio management. Outside of his advisory role, he is a licensed insurance producer affiliated with MassMutual and serves as a general agent for Ameritas, Ohio National, and Crump, offering various commissionable insurance products. The Wealth Syndicate LLC provides ongoing portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $5.35 million in assets for about 75 clients. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, prepares individualized Investment Policy Statements, delivers written financial plans, and offers a paid monthly newsletter along with periodic client webinars.

Sergio started his career with the most rigorous academic training. He earned the degree of Masters of Science and PhD (UCLA, 2007, 2011 respectively) and worked for the National Academies and the National Oceanic and Atmospheric Administration creating and developing numerical models that are used to help advance understanding on topics that include hurricane prediction and stock market evolution. He has extensive experience creating and interpreting results of what is known as Monte Carlo simulations, that today are used at the core of comprehensive financial plans. Sergio obtained the Certified Financial Planner CFP® certification (industry standard) awarded to fiduciary financial advisors that abide by its Code of Ethics and Professional Responsibility, and that meet its educational, knowledge and experience requirements. Sergio was recruited in the financial industry and worked for a Fortune 500 financial company where he lead a team that serviced hundreds of families and individual investors. He also served as part of leadership directly serving more than 60 financial advisory teams, aiming to improve the depth of their client service and support their career advancement. Sergio regularly lectures on Personal Finance topics with the National Institute of Transitional Planning. He has spoken on the topic at the Treasury department and at the World Bank. He has also been a speaker at dozens of professional organization meetings, nationally and internationally. With 25 years of experience blending rigorous objectivity and the subjective, Sergio founded Personal Financial Partners, a firm that provides financial planning and investment management services to individuals, families, and businesses. The firm operates as a fiduciary, helping clients apply high quality academic research, and leverage the latest technology and the most established financial institutions.

Philip Chauche is the principal of Chauche & Associates LLC, an independent advisory firm based in Germantown, MD. He holds the CFP® and CFA® designations and has 18 years of industry experience. Chauche has led his firm since 2003. Chauche & Associates LLC manages portfolios and provides financial planning for a limited number of individual clients, focusing on diversified, personalized asset allocation. The firm employs a top-down investment approach, primarily using no-load and low-load mutual funds, and maintains periodic client account reviews without taking custody of assets.

Phillip Bour is a CFP® professional with 21 years of industry experience. He is the sole advisor at Bour Group, an independent financial planning firm based in South Riding, VA. Bour retired from active practice in 2011 but continues to provide financial planning services through his firm. Bour Group serves individuals and couples across various life stages, offering comprehensive financial planning advice without managing client assets. The firm emphasizes long-term, buy-and-hold investment strategies focused on asset allocation and diversification, and provides clients with written plans and limited implementation support.

J Knight is a CFP® with 24 years of industry experience and is the sole advisor at Winston Paul Capital Management, Inc. He has held roles at several firms, including Research Financial Strategies and Sword & Shield Insurance Group, and maintains ownership of Knight Chow Construction Services, a construction materials provider. His outside business activities also include acting as a licensed insurance agent and involvement in a business support service. Winston Paul Capital Management, Inc. offers discretionary asset management and financial planning primarily to individual investors and qualified retirement plans. The firm employs fundamental and technical analysis for portfolio construction and provides ERISA 3(21) services, including investment policy statement development and participant education for retirement plans.

I founded Luminate Financial Planning because I am passionate about the power of planning and about helping you build a life based on what matters most to you. Financial planning is a mix of art and science. It’s not just about the numbers, but what the numbers mean for you. It's how you can use money as a tool to build your own great life. I will work with you to simplify and take control of your financial life. I will empower you to align your financial assets with your own values and goals. I believe that financial planning should be transparent, using a fee-only structure to minimize conflicts of interest. No commissions and no hidden fees. I personally understand the transformative power of sound financial planning and advice. Before leaving my prior career in corporate finance, and before I knew financial planning was even a profession, I built my own extensive plan for my family. We wanted to figure out if I could take time off of my career to start a family and become a stay-at-home mom while our kids were young. That basic plan (built with an Excel spreadsheet) served as a guidepost for the financial decisions my family and I have faced. My background  I have an MBA in Finance from Georgetown University and an undergraduate degree in Business Administration from Bloomsburg University. I hold the CFP® certification and passed the Series 65 Uniform Investment Adviser exam. I worked as an associate financial advisor and wealth planner for an independent broker-dealer before launching my own practice.

Andrew Meringoff is the sole advisor at Meringoff Wealth Management Group, LLC in Rockville, MD, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has led his independent firm since 2008. In addition to his advisory role, he is an independent insurance agent, though he is not actively selling insurance. Meringoff Wealth Management Group provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and pension and profit-sharing plans. The firm constructs customized portfolios using primarily low-cost mutual funds and ETFs, with a long-term, fundamental investment approach complemented by technical analysis for trade timing and rebalancing.

Larry Edwards is a financial advisor with Commonwealth Asset Management Group LLC in Fairfax, VA, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Bestvest Investments Ltd and serves as an adjunct professor at Northern Virginia Community College, where he teaches three classes per semester. Commonwealth Asset Management Group LLC is an independent, single-adviser firm providing discretionary investment management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to manage customized portfolios that may include equities, fixed income, mutual funds, ETFs, and options, with occasional use of derivatives for hedging and tactical purposes.

Arturo Rodriguez is a CFA® charterholder and the sole advisor at Simplexity Investment Management, LLC, with 13 years of industry experience. He has been with Simplexity since its founding in 2013. Simplexity Investment Management provides discretionary investment supervisory services to high-net-worth individuals, trusts, estates, corporations, other investment advisers, and pooled investment vehicles. The firm primarily uses mutual funds and exchange-traded funds, employing a mix of fundamental, technical, and cyclical analysis with both long- and short-term trading strategies.

Christine Mistr is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with Dominion Financial Consultants, LLC since 2006. Dominion Financial Consultants provides comprehensive financial planning and wealth management services to individuals, retirement plans, trusts, estates, nonprofits, corporations, and small businesses. The firm combines investment advisory, accounting, and legal/tax services, offering diversified asset allocation and business consulting tailored to a small client base.

James Knochenmus is a CFP® professional with four years of experience, currently serving as the sole advisor at Vitality Planning, LLC. He has prior experience at CapTech Ventures, Inc. and is president of Cavalier International Investments, LLC, a real estate development company. Vitality Planning serves individual and high-net-worth clients with tailored investment management and comprehensive financial planning, emphasizing strategic asset allocation with flexibility for tactical adjustments and client-specific ESG considerations. The firm maintains a small client roster and offers ongoing subscription-style planning alongside discretionary portfolio management.

Eugene Fisher is the sole advisor at Fisher Financial, P.A. in Rockville, MD, with 22 years of industry experience. He has been with Fisher Financial since 1986. Fisher Financial, P.A. is a CPA-based, state-registered investment adviser that provides investment manager selection, financial planning, and income and estate tax planning primarily for high-net-worth individuals, businesses, and tax-exempt organizations. The firm coordinates with third-party managers rather than directly managing client assets and incorporates tax considerations into its planning and recommendations.