Girish Gupte is a financial advisor at Magnus Financials LLC with a Series 65 designation and one year of industry experience. He has prior business experience spanning various ventures including insurance and real estate companies that he has been involved with since 2008. Magnus Financials LLC serves individual investors and small businesses by providing financial planning, non-discretionary portfolio advisory, and targeted consulting such as small-business valuations. The firm’s investment approach focuses on strategic asset allocation informed by top-down and fundamental analysis, with advice delivered on a non-discretionary basis and tailored to client preferences.

Kevin Lozer is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakton Financial, LLC. He previously worked for ten years at CLEARLOGIC FINANCIAL, INC., formerly known as Ticknor Atherton & Associates. Oakton Financial serves high-net-worth individuals and small businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a strategic asset-allocation approach based on Modern Portfolio Theory, tax-aware investments, and a boutique, limited-client model without charging percentage-of-assets-under-management fees.

Kartik Patel is a financial advisor at Simplify Investments with eight years of industry experience and holds a Series 65 designation. He is also the president of Data Express Inc., an information technology consulting firm where he provides IT consulting and business strategy analysis, including work with a client in the financial sector. Simplify Investments offers portfolio management services to private individuals, families, and small businesses, focusing on fundamental, value-oriented analysis using a concentrated portfolio of stocks, ETFs, and bonds. The firm serves a notable number of non-U.S. clients and emphasizes addressing currency risk and overseas investment considerations.

David Huddleston is a CFA® charterholder with 33 years of experience in the financial industry. He has been the sole advisor at Bishopsgate Investment Company since 1988. In addition to his advisory role, Huddleston is president and author of Capital Markets Evaluation Tools, Inc., a publishing company he founded to distribute Bishopsgate’s investment research. Bishopsgate Investment Company provides portfolio design and advisory services to wealthy individuals, corporations, institutions, pension plans, trusts, and foundations. The firm employs a structured investment approach combining fundamental research with stratified statistical sampling, emphasizing low turnover and a long-term orientation.

David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.

Justin Zakia is a financial advisor at Solution Factory, LLC with a Series 65 designation and three years of industry experience. He has held positions at OrthoVirginia, Inc. and The GW Medical Faculty Associates before founding Solution Factory in 2022. Outside of financial advising, Zakia serves as Chief Executive Officer of Fairfax Radiology, LLC, a medical screening and diagnostic testing company. Solution Factory provides customized investment management and financial planning services to individuals, families, trusts, estates, and small businesses, emphasizing an asset-allocation approach informed by economic analysis and client-specific factors. The firm typically manages portfolios on a discretionary basis and offers periodic portfolio reviews and educational workshops for clients.

Robert Krueger is a financial advisor at Auburn Skies Financial Advisors with 20 years of industry experience. He holds a PFS™ designation and a Series 65 license. Prior to founding Auburn Skies Financial Advisors in 2025, he spent six years at Alexander Randolph Advisory Inc. and has been associated with Alexander Randolph Inc. since 2000, where he is also a partner and stockholder involved in tax and accounting services. Auburn Skies Financial Advisors is a fee-only registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, with an investment approach that combines passive and active strategies based on asset allocation and modern portfolio theory.

Eric McGinley is the sole advisor at POV Wealth LLC in Falls Church, VA, holding a Series 66 credential with 11 years of industry experience. His work history includes roles at USA Financial Securities, Securities America, and Park Avenue Securities. Outside of advising, he officiates field hockey and lacrosse games and provides college funding and student loan consultation services. POV Wealth LLC offers financial planning and discretionary asset management for individuals, families, trusts, and businesses. The firm emphasizes documented client profiles, periodic portfolio reviews, and diversified investment strategies, along with educational seminars and coordination of held-away and custodial accounts.

Bryan Thomas is the sole advisor at Financial Solutions, LLC in Oak Hill, VA, holding a Series 65 designation with seven years of industry experience. He has worked at Financial Solutions since 2018 and concurrently serves as Vice President at Jones Lang LaSalle, Inc., specializing in commercial real estate services. Financial Solutions provides comprehensive financial planning to individuals and families, covering areas such as cash flow, retirement, education funding, estate and tax considerations, and risk management. The firm emphasizes a long-term, passive investment approach with fundamental analysis, offering written financial plans and educational workshops while clients retain full discretion over implementation.

Sunil Pai is a CFA® charterholder and the sole advisor at Proforza Advisors LLC, with 17 years of industry experience. He has led Proforza Advisors since its founding in 2012. Pai is also the managing member of QuantWorks, LLC, a now-dormant entity that previously developed an investment algorithm. Proforza Advisors provides fee-based investment management primarily to institutional clients such as corporate and public pension funds, university and foundation endowments, as well as high net worth individuals. The firm employs a systematic, quantitative Active Risk-Based investing (ARBi) methodology that uses algorithms to construct and actively rebalance portfolios of ETFs and individual stocks with limited human intervention.

Hitendra Pavuluru is a financial advisor at IDEAUM LLC in Fairfax, VA, holding a Series 65 credential with one year of experience in investment advisory. He founded and manages Ideaum LLC, an IT consulting firm providing technology advisory and support services since 2010. Prior to his current advisory role, he worked at KForce Inc and ASRC Federal Holding Company. IDEAUM LLC offers portfolio management and financial planning services for individuals, families, trusts, estates, and small businesses. The firm employs a long-only, value-oriented asset allocation approach with tactical adjustments and non-discretionary client relationships.

Ever since I can remember, I have been fascinated by markets and investing. I can recall an early memory of my late father, fist pumping while watching the stock market channel on a shoddy TV set in the back of our local ice cream shop. I took this fervor for the stock market into a career in financial planning and have never looked back. My name is Brian Abatemarco, CFP®, founder of CedarStream Wealth. For the last 13 years, I have been accumulating the knowledge, skills, and temperament needed to manage your money and provide strategic planning advice for all facets of your life. I've launched my firm with a commitment to helping clients navigate consequential financial decisions. I founded CedarStream because I believe traditional wealth management too often stops at broad advice when clients need specific actionable guidance. Financial information is everywhere. The real value of an advisor is knowing how to apply it to your circumstances: when company stock dominates your wealth, a family medical crisis changes your priorities, or retirement turns decades of saving into decisions about income and taxes. CedarStream is built around three areas where those decisions demand focused attention: -Concentrated stock and equity compensation planning -Medical crisis and Estate Planning -Comprehensive Retirement and Tax strategy My purpose is straightforward: help you understand your options, weigh the trade-offs, and put a clear plan into action. I look forward to understanding more about you and your goals.

Introduction ⭐️Serving Mid-/Late-Career Women and Families, Growing & Multigenerational Families, and Multicultural Families. ⭐️Founder & Financial Planner - Neat Financial Planning LLC ⭐️CERTIFIED FINANCIAL PLANNER™® Professional ⭐️IRS Enrolled Agent ⭐️UCLA MBA; Professionally trained at Deloitte & Goldman Sachs ⭐️ Fiduciary & Fee-Only I founded Neat Financial Planning in 2023 with a mission to make effective and affordable financial planning more accessible. My goal is to help you regain control of your time and resources, allowing you to focus on what matters most in your life. My career began at Deloitte as a public accountant, followed by various roles in accounting and corporate finance at Fortune 500 companies. During those years, I worked extensively with large Excel spreadsheets, analyzing financial models and statements for both public and private companies. While honing my financial analytical skills, I always aspired to make a more personal impact. Before founding Neat Financial Planning, I served as a Wealth Manager at Goldman Sachs, advising high-net-worth families and nonprofit organizations. I currently reside in Falls Church, Virginia, with my wonderful husband, son, and daughter, who are my greatest sources of joy. In my free time, I enjoy reading, practicing yoga, and exploring new restaurants. We've also made it a tradition to visit China, Kentucky, and Michigan to create fond and lasting memories with our extended families.

Mitchell Martin is a CFP® with 21 years of experience and the sole advisor at Mitchell Advisory Inc, an independent firm based in Reston, VA. He has led Mitchell Advisory since 1991. Outside of financial advising, he is a 50 percent owner and president of a bagel café managed by his wife, where he oversees the company’s finances. Mitchell Advisory Inc provides fee-only investment advisory and financial planning primarily to high-net-worth individuals and charitable organizations. The firm emphasizes asset allocation through a value-oriented approach using no-load mutual funds, ETFs, closed-end funds, and selective individual securities, managing approximately $69.5 million for a small client base.

John Herr is a financial advisor with Alpha Strategies Corporation in Sterling, VA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Alpha Strategies Corporation since 2010. The firm provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Alpha Strategies manages approximately $47.9 million across about 86 client accounts, employing modern portfolio theory to construct diversified portfolios with both traditional and alternative investments, and retains all portfolio management in-house.

Mehdi Grayeli is the principal of Grayeli Investment Management in Reston, VA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Grayeli, Inc. since 1997. Grayeli Investment Management is an independent registered investment adviser managing approximately $17.9 million for about 25 households, including individuals, high-net-worth clients, trusts, and pension and profit-sharing plans. The firm provides discretionary investment management and financial planning, using a goal-based planning process focused on capital preservation, risk management, and a long-term, diversified buy-and-hold strategy.

Charles Sterling is an independent financial advisor with DeafInvest in Tysons, VA, holding Series 65 and Series 66 licenses and 17 years of industry experience. His prior work includes roles at Cetera Advisors LLC, Dawn, and Investors Capital Corporation. Sterling is involved with organizations serving the deaf community, including the Maryland School for the Deaf Alumni Association and Global Deaf Muslim. He also provides tax preparation, consulting, and bookkeeping services through DeafTax LLC. DeafInvest offers fee-based investment advisory and financial planning services primarily for individuals and small organizations connected to the deaf community. The firm manages portfolios using equities, ETFs, and other securities, providing discretionary management and a robo-advisor option, while integrating tax planning and education into its services.

Michael Miles is a CFP® certified financial advisor with 27 years of industry experience. He has operated Variplan, LLC since 2006 and also serves as an investment advisor for Turnkey Financial Services, a related firm currently winding down its operations. Variplan, LLC provides integrated financial planning and non-discretionary investment advisory services to individuals and trusts through a proprietary annual engagement package. The firm employs quantitative methods and emphasizes diversified, low-cost index and ETF strategies, tax efficiency, and periodic rebalancing.

Jitin Singhal is a CFA® charterholder with 16 years of industry experience. He has worked at EJ Financial Corp. since 2004 and held roles at Farmer Mac from 2005 to 2019 and Sallie Mae since 2025, where he is Sr. Director of Portfolio Analytics and Strategy. EJ Financial Corporation provides investment advice and finance and technology consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines quantitative and economic analysis to guide investment decisions and offers both discretionary and non-discretionary management, alongside educational seminars and financial consultations for private companies and government entities.

Gary Korolev is a CFA® charterholder and holds a Series 66 license, with 22 years of experience in the financial industry. He has been with Sovereign Wealth Management since 2016 and previously worked at Spire Wealth Management LLC, Spire Securities, and Spire Investment Partners. Korolev is also a licensed insurance agent offering life, long-term care, and disability insurance products. Sovereign provides investment management and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm combines fundamental and technical analysis to build diversified portfolios across traditional and alternative assets, utilizing derivative instruments and a dedicated crypto investment strategy.