Timothy Wesling is a Certified Financial Planner® with 23 years of industry experience. He operates Wesling Financial Planning Services Corp., an independent firm based in Alexandria, VA. Wesling has been with Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates investment advisory work with in-house tax and certified divorce-financial analysis services and manages client assets internally while providing discretionary trading authority and regular account reviews.

Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.

Garo Partoyan is a financial advisor at Potomac Wealth Strategies, LLC with 23 years of industry experience. He has been with Potomac Wealth Strategies since 2009 and holds a Series 66 designation. Potomac Wealth Strategies provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate/business clients. The firm operates on a non-discretionary basis and uses fundamental analysis alongside a combination of long- and short-term strategies to guide portfolio management.

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.

Melissa Carriles Biggham is the principal advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior roles include positions at Bay Financial Planning and Tax Services and Cambridge Investment Research. She is involved with the Federal Employees Retirement and Benefits Institute, providing retirement benefit education. Lasting Legacy Wealth Management serves individual and high-net-worth clients with investment management and financial planning, including fixed-scope plans, hourly consulting, and a subscription-based retirement planning option for federal employees. The firm uses third-party advisers and model portfolios with a process that involves fundamental and technical analysis, rebalancing, and regular reviews, and it offers educational seminars and specialized subscription programs tailored to federal employees.

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.

Dean Phass is a financial advisor with Jade Financial LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services from 2016 to 2024 before joining Jade Financial in 2024. Phass is also a licensed insurance agent, although he does not currently engage in insurance activities. Jade Financial LLC is an independent, single-advisor registered investment adviser that provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytic approaches across multiple investment instruments, managing most client assets on a non-discretionary basis and offers both advisory and fixed-fee financial planning services.

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.

Keanon Swan is a financial advisor at Tennext LLC with one year of industry experience. He holds a Series 65 credential and has professional experience at Cygne Advisors and Kansas City University. Outside of his advisory role, Swan serves as Director of Analytics at the Samuel U. Rodgers Health Center, a nonprofit community health center where he focuses on data analysis and risk reporting. Tennext LLC provides discretionary portfolio management and develops individualized Investment Policy Statements for clients including individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm employs an evidence-based, multi-disciplinary investment approach incorporating quantitative models, fundamental and technical analysis, and behavioral finance, catering to clients with varying risk tolerances through tailored portfolio strategies.

Dennis Brown is a financial advisor at Investment Initiatives, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2014. Investment Initiatives, LLC is an independent, single-advisor registered investment adviser serving individuals, including high-net-worth clients, as well as banks, thrift institutions, pension and profit-sharing plans, and charitable organizations. The firm provides portfolio management, pension consulting, and financial planning using a range of securities and employs a combination of charting, fundamental, technical, and cyclical analysis with both discretionary and non-discretionary management approaches.

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.

Abel Gizaw is the sole advisor at Gizaw Capital Management, LLC in Alexandria, VA, holding the CFA® designation and Series 63 license with nine years of industry experience. He previously worked at SFG Asset Advisors and concurrently serves as Vice President and Director of Corporate Development at Accel Entertainment, focusing on mergers and acquisitions. Gizaw Capital Management is an independent, state-registered investment adviser managing equity-focused accounts for private investment funds and individual clients. The firm employs a concentrated, value-oriented approach centered on global micro- and small-cap stocks, with investment decisions based on fundamental research and intrinsic value estimates.

Mark Ricardo is a financial advisor with MER Capital Management, LLC, holding a Series 65 designation and 12 years of industry experience. He concurrently practices as an attorney with Real Estate Counselors, PLLC and has worked as a fine wine consultant and author. MER Capital Management is an independent, single-advisor registered investment adviser offering discretionary quantitative equity management to individuals, corporations, trusts, foundations, and endowments. The firm employs a systematic, factor-based investment approach that emphasizes quality, value, low volatility, and momentum, and provides sub-advisory services and licensed model portfolios to other advisers.

Anthony Lombard is a CFP® and holds a Series 63 license with two years of industry experience. He is the principal at Noteworthy Financial LLC and previously worked at CJM Wealth Advisers, LTD. and DocuSign, Inc. Concurrently, he has been employed with Fairfax County Public Schools. Noteworthy Financial LLC is a fee-only advisory firm serving individuals, families, high-net-worth households, charitable organizations, and businesses. The firm provides comprehensive financial planning and consulting without managing client assets, emphasizing goal-based planning and passive, diversified investment recommendations.

David Martin is a financial advisor at Splizer Invest with one year of industry experience. He holds a Series 65 designation and previously worked for the U.S. Department of State for ten years. Outside of his advisory role, he serves as a financial consultant at Federal Solutions Support, LLC. Splizer Invest is an independent, single-advisor registered investment adviser serving individual clients, including high-net-worth individuals, as well as retirement-plan sponsors and participants. The firm offers portfolio management, comprehensive financial planning, and pension consulting, employing a primarily passive investment approach supplemented by technical, quantitative, and fundamental analysis.

Wan Mccormick is a CFP®-certified financial advisor with 18 years of industry experience. He has been the principal of Reliable Alliance Financial since 2014. Outside of his advisory role, he serves as a business consultant for a family business, dedicating up to 50% of his time monthly to this activity. Reliable Alliance Financial provides financial planning and education to individuals and small businesses through modular engagements, hourly consultations, and educational workshops. The firm’s approach is tailored to client goals and risk tolerance, emphasizing diversified, tax-aware investments without managing client assets or exercising discretionary authority.

John Morlu II is a CFP® with five years of experience as a financial advisor at Pithom Advisors, Inc. He is also the owner and managing partner of JS Morlu, LLC, a CPA firm in Woodbridge, VA. Pithom Advisors serves individuals, families, and business owners, offering investment management and comprehensive financial planning, including retirement, estate, tax, insurance, education, and business-owner planning. The firm emphasizes a passive, risk-aware investment approach using tools like efficient-frontier analysis and Monte Carlo simulations, and it integrates tax-focused financial planning with customized Investment Policy Statements.

Thomas Massie is a CFP® professional with 14 years of industry experience. He is the sole advisor at Massie Financial Planning Inc. in Alexandria, VA. His prior experience includes roles at TIAA-Cref Individual & Institutional Services and ReFrame Wealth LLC. Massie Financial Planning Inc. serves individual and high-net-worth clients, offering investment advisory, financial planning, and retirement plan advisory services. The firm employs diversified, passively managed asset-allocation strategies and partners with an independent portfolio manager for trade execution and model portfolio maintenance.

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.