David Setia, AIF, CMFC, is a financial advisor with LPL Financial in McLean, Virginia, holding Series 7, Series 65 and Series 63 credentials and over 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research and model portfolios.

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.

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.

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.

Timothy Machasio is a financial advisor at Salio Capital LLC, holding a Series 65 designation and beginning his advisory career in 2026. His background includes roles at Capital One Financial Corporation, Harvard University, Box Inc., Boston Consulting Group, and the University of Notre Dame. Salio Capital LLC is a state-registered investment adviser that provides fee-only financial planning and non-discretionary investment advice to individual clients. The firm focuses on tailored recommendations and fundamental analysis, typically advising on exchange-listed equities, ETFs, and mutual funds, while clients retain responsibility for implementing recommendations.

Charles Sterling is a financial advisor with DeafInvest in Tysons, VA, holding Series 65 and Series 66 designations and bringing 17 years of industry experience. His prior work includes roles at Cetera Advisors LLC and Dawn, each for three years, as well as involvement with several organizations serving the deaf community. He has also provided tax preparation, consulting, and bookkeeping services through DeafTax LLC since 2008. DeafInvest offers fee-based investment advisory and financial planning tailored mainly to individuals and small organizations connected to the deaf community. The firm manages portfolios using publicly traded equities, ETFs, and investment-company securities, combining discretionary management and a robo-advisor option, while integrating tax planning and preparation into its services.

Michael Miles is a CFP® professional with 27 years of industry experience. He has been with Variplan, LLC since 2006 and previously worked at Turnkey Financial Services from 1999 to 2008. Turnkey Financial Services is currently winding down operations under his common ownership. Variplan, LLC provides integrated financial planning and non-discretionary investment advisory services to individuals and trusts using its proprietary Vantage™ annual engagement package. The firm employs quantitative methods and emphasizes diversified, low-cost index and ETF strategies, with a fee structure based on fixed annual engagement fees and hourly rates rather than asset-based charges.

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.

Subramaniam Ramamirtham is a CFA® charterholder affiliated with Amicus Advisors LLC. He has held roles at Amicus Advisors since 2026 and has prior experience at Plateau Software Inc and Amicus Partners Pte Ltd. Amicus Advisors LLC provides investment management, consulting, financial planning, and pension consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, charitable organizations, and institutional investors. The firm integrates fundamental, quantitative, and macroeconomic analysis across public and private markets to develop individualized portfolio strategies and offers specialized services such as pension consulting and performance-based fee arrangements where permitted.

Uttam Bharwani is the sole advisor at SagePro Wealth Management, an independent firm based in Chantilly, VA. He holds Series 65 and Series 66 licenses and has nine years of industry experience, including roles at Bharwani Asset Management LLC, Osaic FA, Inc., and Ameriprise. SagePro Wealth Management offers tailored portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and charitable organizations. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to develop personalized investment strategies, employing a variety of tactics such as long- and short-term positions, short sales, margin transactions, and options strategies.

Srinivas Vaidya is a financial advisor at AlphaPlus Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has a background as a software engineer at Navy Federal Credit Union, where he worked for 18 years. AlphaPlus Wealth Management provides investment management and financial planning to individual and high-net-worth clients. The firm uses a blend of active and passive investment strategies, incorporating mutual funds, ETFs, separate account managers, and option strategies, guided by both quantitative and qualitative analysis.

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.

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.

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 two years of industry experience. He holds a Series 65 designation and previously spent ten years with the U.S. Department of State. Martin also serves as a financial advisor and consultant at Federal Solutions Support, LLC. Splizer Invest provides portfolio management and financial planning to both non-high-net-worth and high-net-worth individuals, as well as pension consulting and retirement-plan advisory services to employee benefit plans. The firm employs a technical-based passive investment approach complemented by active strategies and offers both fixed-fee planning and comprehensive ongoing advisory services.

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.