Kartik Patel is a financial advisor at Simplify Investments with eight years of industry experience and holds a Series 65 designation. He also serves as president of Data Express Inc., an information technology consulting firm where he provides business analysis and strategic advice to clients, including those in the financial sector. Prior to founding Data Express, he worked at Tech Karma Inc. for six years. Simplify Investments is an independent, fee-only registered investment adviser serving private individuals, families, and small businesses. The firm employs a fundamentally driven, value-oriented investment approach focused on U.S.-traded stocks, ETFs, and bonds, maintaining a concentrated portfolio and making limited quarterly changes.

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 16 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 investment-related business. Proforza Advisors provides fee-based investment management primarily to institutional clients such as pension funds and endowments, as well as high net worth individuals. The firm utilizes a systematic, quantitative Active Risk-Based investing (ARBi) methodology that employs algorithms to construct and actively rebalance portfolios of liquid ETFs and stocks.

Uttam Bharwani is a financial advisor at SagePro Wealth Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously operated Bharwani Asset Management LLC for six years. SagePro Wealth Management provides discretionary portfolio management and financial planning services to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, foundations, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and technical analysis with a mix of long- and short-term strategies, offering performance-based and asset-based fee arrangements tailored to client goals and risk tolerance.

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.

Ravikanth Puttagunta is the sole advisor at RR Portfolios, LLC, an independent firm based in Herndon, VA. He holds a Series 65 designation and has eight years of industry experience, having worked at RR Portfolios since 2017. Outside of his advisory role, he owns and manages a commercial shopping complex in India. RR Portfolios, LLC provides discretionary portfolio management to individuals, high-net-worth clients, and other advisers, with approximately $30.5 million in assets under management. The firm employs investment strategies that incorporate cyclical, fundamental, and technical analysis across a broad investable universe, including equities, fixed income, alternatives, and derivatives.

Jonathan Maula is a financial advisor with Castle Hill Capital LLC in Gainesville, VA, holding a Series 65 designation and 10 years of industry experience. He has been with Castle Hill Capital since 2016 and previously worked at Smay Investments Ltd from 2015 to 2016. Castle Hill Capital LLC is an independent investment adviser offering discretionary portfolio management and personalized financial planning to individuals, high-net-worth clients, and small businesses. The firm provides services including business and retirement planning, employer plan consulting, and participant education, using a combination of fundamental and technical analysis with both active and passive investment strategies.

Lamar Watson, a CERTIFIED FINANCIAL PLANNER™ professional, founded Dream Financial Planning to serve the needs of young professionals and minorities who typically don’t have access to fee-only and fiduciary financial planning. Prior to founding Dream, Lamar worked at a wealth management firm in Reston, VA, for over a decade. At his most recent firm, he served as the lead research analyst on a team of advisors that managed approximately $2 Billion in assets. He also served as a Vice President and Financial Advisor in the Private Wealth Management division. In this role, he worked with hundreds of clients across the country to help them meet their financial goals. Lamar’s proprietary process, the DREAM Financial Planning Process™, is the culmination of 15+ years of industry insight and experience. Less than 30% of all CFPs nationwide are in their 20s and 30s. I use The DREAM Financial Planning Process ™ to help my clients save, grow, and protect their wealth. We operate as a virtual firm and offer evening and weekend meetings for our client’s convenience. Ask about our unique pricing structure that starts at $100 per month for young professionals. We don’t have asset minimums for our clients. Less than 3.5% of all the 80,000 Certified Financial Planners (CFPs) in the United States are black or Latino, according to a new survey from the CFP Board Center for Financial Planning. Put another way; there are just 2,700 black or Latino CFPs in America; 1,200 blacks and 1,500 Latinos. Born in D.C. and a lifelong resident of Virginia, Lamar is a die-hard fan of many Washington D.C. area sports teams, most notably the Washington Redskins. His love for the Redskins all began when his grandfather started taking him to games when he was just eight-years-old. Previously, Lamar served as a volunteer basketball coach for the Chantilly Youth Association and Frederick County Parks and Recreation. In his free time, Lamar enjoys working out, biking on the Washington & Old Dominion Trail, and traveling. Feel free to contact me to schedule a complimentary 30-minute phone call to see if Dream Financial Planning is a good fit for you and your family.

Jason Su is a CFP® professional with 19 years of experience in financial advising. He currently leads Family Ai! Financial, an independent advisory firm, and previously worked at The Vanguard Group and USAA Financial Planning Services. Family Ai! Financial, LLC is a fee-only registered investment adviser serving primarily high-net-worth individuals. The firm provides discretionary investment management and financial planning services, emphasizing asset allocation and modern portfolio theory with a mix of passive and active funds, including socially responsible options.

Raymond Difilippo is a financial advisor at DBD Retirement and Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., MassMutual, MML Investors Services, and Northwestern Mutual Investment Services. Outside of advising, he is president of DBD Enterprises, LLC. DBD Retirement and Financial Services is an independent firm serving individual clients with retirement and financial planning.

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.

Elizabeth Gilmore is a financial advisor at Gilmore Financial Planning with credentials including the Series 65 designation and over 15 years of professional experience. She previously worked at Health Net Federal Services for 15 years and is also involved with Threeway Farms LLC. Gilmore Financial Planning is a fee-only registered investment adviser that offers financial planning services to individuals and high-net-worth clients. The firm’s approach emphasizes Modern Portfolio Theory, asset allocation, and tailored planning across a range of areas including retirement, estate, and tax planning, using a combination of passive and selective active fund recommendations.

Brian Adams is the principal and sole advisor at Brian Adams Financial Planning LLC in Bristow, VA. He holds a Series 65 designation and has one year of experience in financial planning following a 16-year career in the U.S. Army. His firm provides project-based financial planning services to individuals and high-net-worth clients, focusing on retirement, tax-aware investment analysis, business planning, and estate considerations. Brian Adams Financial Planning operates on a fee-only, hourly or fixed-fee basis and does not manage client assets or accept custody, offering limited-scope engagements rather than ongoing portfolio management.

Mark Burkhardt is the sole advisor at Stonebrook Investment, LLC in Ashburn, VA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Stonebrook since 2013. Stonebrook Investment LLC provides discretionary asset management and ongoing portfolio management to individual investors, high net worth individuals, and trusts, tailoring investment programs to clients' goals, time horizons, and risk tolerances through a combination of fundamental, technical, charting, cyclical, and sector analyses.

Christopher De Blanc is a CFP® and PFS™ credentialed advisor with five years of industry experience. He is the principal of Civvy Wealth LLC, an independent firm he has led since 2022. Prior to founding Civvy Wealth, he worked at SC&H Financial Advisors, Inc. and RSM US LLP. In addition to his advisory role, De Blanc is a Tax Partner at Cherry Bekaert Advisory LLC. Civvy Wealth LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a Modern Portfolio Theory approach and offers ongoing plan support, managing accounts on a discretionary basis with custodial services through Charles Schwab.

Vanessa Alanis is a CFP® and ChFC® credentialed financial advisor with one year of industry experience. She is the principal of Black Dog Wealth, LLC, where she has worked since 2024. Her prior experience includes roles at Magellan Health, providing financial counseling to military service members and their families, and positions at Chisholm Financial Planning & Investments and Alanis Financial Solutions. Black Dog Wealth, LLC is a registered investment adviser offering investment management, financial planning, and educational seminars. The firm’s approach emphasizes modern portfolio theory and passive management, typically using asset-class weighted portfolios with index funds and ETFs, and provides both ongoing and project-based financial planning services.

Victoria Mcgruder is a financial advisor at FinPowered Female LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2019. She also took time away from the industry as a stay-at-home mom before founding her current firm in 2021. FinPowered Female LLC primarily manages pooled investment vehicles and institutional assets while also serving a limited number of individual non-high-net-worth clients. The firm combines institutional portfolio management with client education through seminars and workshops and utilizes hourly fee arrangements for certain advisory and consulting services.

Kevin Boss is the sole advisor at Boss Financial Strategies, LLC in Aldie, VA, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked at Carrier Global Corporation and Signet Technologies, Inc. He is also a licensed insurance agent, dedicating part of his business time to insurance sales and service. Boss Financial Strategies provides discretionary asset management and comprehensive financial planning to individuals, families, and trusts. The firm constructs client-specific portfolios using fundamental and technical analysis, operates under discretionary trading authority, and offers regular account reviews and client communications.

Andrew Evans is a CFP® and ChFC® with 13 years of industry experience. He is currently an advisor at Revolution Wealth, LLC and has previously worked at PBMares Wealth Management, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, Evans works as an independent insurance sales professional, focusing on life, disability, long-term care, and fixed annuities. Revolution Wealth, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative models, and technical analysis, offering both long- and short-term trading across various asset classes while maintaining close integration with accounting and insurance services.

Nicholas Hart is a financial advisor at Clarion Wealth Management Partners with four years of industry experience. He holds a Series 66 designation and has worked at EverSource Wealth Advisors and Commonwealth Financial Network. Outside of advisory work, he provides licensed non-variable insurance and annuities. Clarion Wealth Management Partners serves individuals, families, small business owners, nonprofit organizations, and retirement plans by offering investment management, financial planning, and retirement consulting. The firm manages portfolios on both discretionary and non-discretionary bases and provides educational seminars and wrap fee programs that integrate investment management with estate, tax, retirement, and education planning services.