Scott James is a CFP® with 39 years of experience in the financial industry. He is president of The Scott S. James Company and has been with the firm since its founding in 1996. Prior to that, he has also led the Scott James Group, Inc. since 2001. The Scott S. James Company manages approximately $139 million for about 139 clients, including high-net-worth individuals, small businesses, charities, trusts, and estates. The firm offers tailored financial planning, portfolio management, and trustee services using fundamental and technical analysis alongside modern portfolio theory, with account reviews conducted at least annually.

Jason De Lorenzo is a financial advisor at AD Deum Funds, LLC with eight years of industry experience. He holds a Series 65 designation and has prior experience with Regulus Group, LLC and Management, Consulting, and Research LLC. Outside of his advisory role, he contributes options trading analysis and publishes articles through subscription-based platforms focusing on biotech, pharmaceuticals, and behavioral economic methodologies. AD Deum Funds primarily serves individual investors with discretionary portfolio management, investment planning, and sub-advisory services. The firm employs an options-centric investment approach using option dealer positioning signals and algorithmic tools, offering tailored strategies including derivatives and leverage to align with client risk tolerance and objectives.

Davis Gardner is a CFP® professional at Omega Wealth Management LLC with six years of industry experience. He has worked at Omega Wealth Management since 2018, following prior roles at Northwestern Mutual and Virginia Tech Services. Omega Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing approximately $310 million for around 121 clients through a team of four advisors. The firm offers goals-based, tax-aware investment management combined with life and wealth planning, using both discretionary and non-discretionary account arrangements, and emphasizes client education through seminars and webinars.

Edwin Knowles Jr. is a CFP® with 23 years of industry experience, serving as a principal at The Knowles Company, LLC since 2002. Located in Oakton, VA, he is one of two advisors at the firm. The Knowles Company is a fee-only, state-registered investment adviser that serves individuals, families, trusts, estates, small businesses, and retirement plans. The firm emphasizes a high-touch, consultative approach with primarily non-discretionary portfolio management using low-cost mutual funds and ETFs, alongside comprehensive financial planning and project-based consulting.

Jeffrey Lippman is a CFP® and ChFC® with 19 years of experience in financial advising. He has been with Capitol Financial Consultants, Inc. since 2011, where he serves as a financial advisor focusing on comprehensive financial planning, asset allocation, and investment advice. Outside of his primary role, he is involved in the referral of group insurance products. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs in-house asset allocation models and a buy-and-hold investment strategy, utilizing fundamental analysis and manager interviews to guide portfolio management.

William Bancroft is a financial advisor at Impact Capital, LLC with 24 years of industry experience. He has held positions at Impact Capital since 2018 and previously worked at PagnatoKarp from 2016 to 2018. Bancroft holds a Series 65 designation. Impact Capital provides discretionary portfolio management, pension consulting for employee benefit plans, and financial planning to individual and high-net-worth clients. The firm uses a multi-method investment approach combining fundamental, quantitative, and technical analyses with modern portfolio theory.

Jennifer Hutton is a financial advisor at 4J Wealth Management, LLC in McLean, VA, holding the ChFC® designation and Series 66 license with 23 years of industry experience. She worked previously at McLaughlin Ryder Investments, Inc. for six years before joining 4J Wealth Management in 2018. 4J Wealth Management serves individual investors and retirement plans, providing financial planning and investment management services through both discretionary and non-discretionary arrangements. The firm employs a fiduciary approach that includes multi-style portfolio construction, regular client education seminars, and integrates third-party estate-planning software with human review.

George Clark is a CFP® and holds a Series 65 license, with two years of experience in the financial industry. He is currently an advisor at Variant Private Wealth LLC and has prior experience at LII Wealth Management. Outside of his advisory role, Clark has worked at Bull Run Golf Club and held positions at Virginia Tech and Home Depot. Variant Private Wealth LLC provides fee-based financial planning and individualized investment management to a range of clients including individuals, families, trusts, and corporations. The firm offers consolidated reporting for multi-custodian relationships and sponsors a wrap-fee program, using client-specific financial plans and tailored asset-allocation strategies.

Ryan Benson is a financial advisor at Independent Financial Planning in Reston, VA, holding a Series 65 designation with four years of industry experience. Prior to joining Independent Financial Planning in 2022, he worked as an educator in Fairfax and Arlington County public schools. Outside of advising, Benson is the CEO and founder of EPE Math Tutoring and manages Independent Financial Education, which provides financial education resources, seminars, and coaching. Independent Financial Planning serves individual investors, including both high-net-worth and non-high-net-worth clients, as well as retirement plan sponsors. The firm employs a Core + Satellite investment approach combining passive indexed holdings with active satellite positions and offers comprehensive financial planning alongside educational workshops.

Hi! I'm Sefa, a CERTIFIED FINANCIAL PLANNER™ and a fiduciary advisor who helps people with cross-border ties (e.g. international families, globally mobile professionals and cross-border entrepreneurs) live their best lives without worrying about money. I also have extensive experience working with globally-mobile professionals and executives who receive equity compensation (RSUs and employer stock options). My practice approach is hands-on and ongoing. I essentially act as a personal CFO: helping my clients to manage their overall financial life and life events - beyond just investments. Together, we tackle: -Cash flow and budgeting -Saving for goals and major purchases -Investments -Tax strategy -Insurance planning -Estate planning -Financial independence and retirement planning ...and the various life events that come up. Typical client questions for me: How do I manage/plan for cash flow and savings when international travel is central to my family values? How do I manage cash flow and accounts in different currencies? How do I plan for retirement when I’m not sure where I’ll retire? How do I manage my equity when some of it was granted while I worked overseas? How do I think about real estate (overseas and here in the US)? How do I minimize taxes when I have tax obligations in different countries? How do I save for my children’s college when I’m not sure where in the world they will go to college? How do I support family here and abroad? If you’re seeking a long-term partnership with a comprehensive financial planner who can guide you through all aspects of your financial life in the US and wherever life may take you, please send me a note and we can figure out if we’re a mutual fit.

Henry Hebda is a financial advisor with Birks Financial Corp., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Birks Financial, he held academic roles at Georgetown University and Valparaiso University and worked at Hayes Locums. Birks Financial Corp. provides retirement planning and investment management services to individual and trust clients, emphasizing long-term strategies guided by risk tolerance assessments and Investment Policy Statements. The firm manages assets on a non-discretionary basis and offers estate-planning resources through a third-party platform as part of its service.

Ashley Perlmutter is a financial advisor at Sherman Wealth Management LLC with four years of industry experience. She holds the Series 65 designation and has worked at Sherman Wealth Management since 2020, following four years at the University of Maryland. Outside of financial advising, she operates a small affiliate linking and clothing resale business. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a customized, open-architecture investment approach focused on long-term investing and strategic asset allocation, often incorporating low-cost mutual funds, ETFs, alternative investments, and third-party advisers.

Laura Markoff is a financial advisor at Meritis Wealth Management, Inc. with 21 years of industry experience. She previously worked at Morgan Stanley for 10 years and then at Wells Fargo under the Meritis Wealth Management name for six years before joining Meritis as a supported firm in 2025. She holds a Series 66 license and is also a licensed insurance agent. Meritis Wealth Management serves individuals, trusts, estates, and businesses by providing customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm implements investment programs tailored to client objectives and risk tolerance, typically on a discretionary basis, and employs research from multiple sources to construct portfolios.

Sean Geiger is a financial advisor at Geiger Group Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Geiger Group Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plan sponsors. The firm uses a tactical allocation approach combining strategic asset allocation with fundamental, technical, and cyclical analysis, offering discretionary portfolio management, retirement income planning, pension consulting, and financial planning services.

Kurt Laubinger is a financial advisor at Potomac Wealth Management LLC with 18 years of industry experience. He has held his current position since 2009 and previously worked at HSBC Securities (USA) Inc. in 2008. Laubinger holds Series 63 and Series 66 credentials. Potomac Wealth Management LLC is a fee-only registered investment adviser serving high-net-worth individuals, trusts, qualified retirement plans, and nonprofit organizations. The firm employs a broadly diversified, often passive, asset-allocation strategy using low-cost investment vehicles and provides retirement plan consulting and participant education workshops.

Jeffrey Sciscilo Jr. is a CFP® and CFA® with 19 years of experience in the financial industry. He has worked at 4J Wealth Management since 2018 and previously spent six years at McLaughlin Ryder Investments, Inc. In addition to his advisory role, he is an independent insurance agent providing insurance advice tailored to client needs. 4J Wealth Management serves individual investors and retirement plans, offering financial planning and both discretionary and non-discretionary investment management. The firm employs a client-focused, fiduciary approach with a multi-style portfolio construction methodology and supplements its services with estate-planning visualization tools and formal AI review processes.

Fred Krause is a financial advisor at Empire Advisors Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Miller Consulting Group LLC for 19 years. Krause is also a partner in MCG CPA LLC, where he is involved in tax preparation and consulting. Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients, offering customized Investment Policy Statements and ongoing portfolio monitoring. The firm employs a multi-method analytical investment process and emphasizes a long-term trading approach.

Cindy Spitzer is a financial advisor with Bull Bear Investment Management LLC, holding a Series 65 designation and 11 years of industry experience. She has worked at Black Swan Strategies, LLC since 2019 and ARK Financial Management, LLC since 2015, alongside over 30 years of self-employment experience. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a combination of charting, fundamental and technical analysis. The firm employs a range of trading strategies and manages approximately $66.6 million across about 142 clients.

Mitchell Falter is a CFP® with 27 years of industry experience. He is currently with ReFrame Wealth, LLC, where he has worked since 2021. Prior to that, he was with TIAA-CREF and its affiliate Tiaa Creff from 2007 to 2021, and Valic Financial Advisors from 2003 to 2007. ReFrame Wealth serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary wealth management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory-based investment approach with a primarily long-term focus and utilizes a sub-advisor for portfolio construction and discretionary trading.

Robert Wiedemer is a financial advisor at Bull Bear Investment Management LLC in Reston, VA, with 15 years of industry experience. He holds a Series 65 designation and has worked at Bull Bear Investment Management since 2022, following eight years at Ark Financial Management, Inc. Wiedemer has also been involved with Bull Bear Publishing, formerly Aftershock Publishing LLC, since 2004. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies. The firm manages approximately $66.6 million across around 142 clients and is known for its formal affiliations with other investment entities, including private pooled funds and intellectual property licensing arrangements.