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.

Alexander Levy is a CFA® charterholder and financial advisor at Noordzee Capital LLC with one year of industry experience. He manages operations and content for Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and leads Noordzee Consulting LLC, providing research and consulting services. Noordzee Capital serves institutional clients, employer retirement plans, family offices, and high-net-worth individuals, including a significant non-U.S. client base. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services using fundamental analysis supported by economic and technical tools.

Oliver Fratzscher is the principal of EM Leaders, LLC, an independent advisory firm based in Bethesda, MD. He holds a Series 65 designation and has 13 years of industry experience. Since founding EM Leaders in 2012, he has focused on providing investment advisory services related to emerging markets. EM Leaders serves institutional investors seeking exposure to emerging markets by selecting and monitoring local investment managers across multiple jurisdictions. The firm offers multi-manager and fund-of-fund supervisory services, emphasizing thorough local due diligence and customized investment policy implementation.

Sloan Hatfield is a CFA® charterholder with six years of industry experience. He has been with SVA Capital Management LLC since 2019 and previously worked at Goldman Sachs from 2014 to 2019. SVA Capital Management LLC is an independent registered investment adviser that provides discretionary portfolio management to individual and high-net-worth clients, focusing on publicly traded equities and exchange-traded funds. The firm employs fundamental analysis with a long-term investment horizon and offers a performance-based fee option for qualified clients.

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.

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 Alexander Randolph Advisory Inc with 20 years of industry experience. He holds a Series 65 designation and has been with Alexander Randolph since 2000. In addition to his advisory role, he is involved with Alexander Randolph, Inc., a related firm providing tax and accounting services. Alexander Randolph Advisory, Inc. offers investment management, wealth management, and financial planning to individuals, trusts, retirement plans, and charitable organizations. The firm manages approximately $364 million in client assets, focusing on personalized portfolios guided by signed investment policy statements and employing fundamental analysis with an emphasis on low-cost mutual funds and ETFs. The firm's integration with a related tax and accounting practice provides clients optional access to additional financial services.

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.

Edward Neveleff is a financial advisor at Enroute Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at CUNA Brokerage Services, Inc. and NRL Federal Credit Union prior to joining Enroute Wealth Management in 2019. Outside of his advisory role, he operates Senior Insurance Services, providing long-term care insurance servicing. Enroute Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm focuses on mutual funds, ETFs, annuities, and Treasury Inflation-Protected Securities, applying fundamental analysis and modern portfolio theory through a non-discretionary, long-term investment approach.

Paul Cocozza is a CFP® credentialed financial advisor with 26 years of experience, operating Cocozza Financial Planning, LTD. in Arlington, VA since 2000. He holds Series 63 and Series 65 licenses and focuses exclusively on independent financial planning. Cocozza Financial Planning is a solo practice providing comprehensive, written financial plans and limited-area hourly consultations to individual clients. The firm’s non-discretionary investment guidance centers on an asset-allocation framework using primarily index funds and avoids more complex trading strategies, with recommendations tailored to client-specific factors.

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.

Brett Friedman is a CFP® with 17 years of industry experience, currently serving as the sole advisor at D&S Wealth Management Group. He has held roles at Peak Investment Advisors and has been involved with DeLeon and Stang CPA's since 2006, where he serves as Chief Growth & Strategy Officer. He is also the managing member of D&S Insurance Solutions, an insurance agency. D&S Wealth Management Group is a Maryland-registered advisory firm that primarily serves individual clients and their families, as well as entities such as foundations, charities, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, emphasizing tailored plans and diversified asset allocation using a variety of investment vehicles.

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.

Hitendra Pavuluru is the managing member and sole advisor at IDEAUM LLC, holding a Series 65 license with one year of experience in investment management. He has a diverse career background including roles at KForce Inc, ASRC Federal Holding Company, and The Dow Chemical Company. Outside of investment advisory, he owns and operates Ideaum LLC, an IT consulting business providing technology advisory and support services. IDEAUM LLC is a state-registered investment adviser serving individuals, families, trusts, estates, and small businesses. The firm employs a tactical allocation approach within a long-only, value-oriented asset-allocation framework and offers non-discretionary portfolio management along with flexible financial planning fee options.

Dixie Butler is a CFP® with 37 years of industry experience, currently serving as the sole advisor at U.S. Advisors, Inc. She has been with U.S. Advisors, Inc. since 1999 and also maintains a role at Butler Financial, Inc. since 1993. U.S. Advisors, Inc. provides discretionary and non-discretionary investment management, comprehensive financial planning, and hourly consulting to individuals, trusts, estates, and business clients. The firm’s investment approach focuses on broad asset allocation tailored to client goals, utilizing mutual funds and ETFs, with ongoing portfolio monitoring and a preference to remain invested rather than time the market. It also offers educational seminars and workshops to various organizations as part of its services.

Jonathan Cohen is the owner of CHC Financial Solutions, LLC in Rockville, MD, with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and Cetera. Cohen is a CPA and serves on the Board of Trustees for the Association of Practicing CPAs, as well as on the Maryland Association of CPAs Investment Committee. CHC Financial Solutions provides investment advisory services to retirement plan sponsors, institutional accounts, and individuals, emphasizing strategic asset allocation and discretionary portfolio management. The firm integrates investment advice with accounting and insurance services and offers ERISA 3(21) fiduciary engagements and sub-advisor oversight.

Glaister Welsh is the sole advisor at Calabash Asset Management, LLC, an independent firm based in North Potomac, Maryland. He holds a Series 65 designation and has eight years of industry experience. In addition to his advisory role since 2016, he has worked as a Regional Operations Manager at Kaiser Permanente since 2015. Calabash Asset Management offers discretionary investment management, wealth management, and financial planning to individual and high-net-worth clients, pension/profit-sharing plans, and select institutional investors. The firm manages a boutique client base with benchmark-agnostic portfolios focused on long-term growth in "Exponential Growth Companies," and also serves as a fund sponsor and private fund adviser.

Introduction ⭐️Serving Mid-/Late-Career Professionals, 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.