Amr Alian is a financial advisor at Investology Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Investology in 2010, he worked at Corporate Executive Board and Azzad Asset Management. He is also the president and sole owner of Isynergy CPA, an accounting firm based in Reston, VA. Investology serves individuals, trusts, estates, charitable organizations, and business entities by providing portfolio management, investment policy development, and asset allocation services. The firm employs a multifaceted investment approach incorporating fundamental, technical, and quantitative analysis within a modern portfolio theory framework and manages approximately $250 million in assets across 350 clients.

Joseph Berenato is a financial advisor at 4J Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and has prior work history with Fairfax County Public Schools, Towson University, Montgomery County Community College, and Berenato & White, LLC. 4J Wealth Management primarily serves individual investors and retirement plans, offering financial planning and both discretionary and non-discretionary investment management. The firm employs a fiduciary approach with multi-style portfolio construction and integrates estate-planning tools and AI-supported review processes into its advisory services.

James Brown Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Meritis Wealth Management, Inc. He previously worked for Wells Fargo under the Meritis Wealth Management brand for 10 years. James is also a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm focuses on tailored investment strategies typically implemented on a discretionary basis, combining fundamental and technical analysis and managing over $200 million in assets with a three-advisor team.

Sherif Othman is a financial advisor at Poise Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and previously operated SO Financial Consultants from 2018 to 2021. Before his advisory career, he worked at Green Company For Export, Import and Trading Agencies. Poise Investment Advisors is an investment manager that provides discretionary investment management, wealth management, financial planning, consulting, and educational workshops. The firm employs an asset-allocation strategy based on macroeconomic analysis and utilizes tools such as derivatives and tactical timing in portfolio management.

Dawn Page is a financial advisor at Impact Capital, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has worked at Impact Capital since 2021 and previously spent five years at PagnatoKarp Partners. Impact Capital provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm uses a multi-method investment approach, including fundamental, quantitative, and technical analysis, and offers tailored Investment Policy Statements with monthly reporting through approved custodians.

Jayden Liu is a financial advisor at B&L Wealth Group, LLC, holding CFP® and Series 66 credentials with two years of industry experience. Prior to joining B&L Wealth Group in 2024, he worked at Bank of America for nine years and was self-employed for eight years. B&L Wealth Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm also offers sub-advised portfolio management to other registered investment advisers and serves a notable non-U.S. client segment.

Bradley Loper is a financial advisor at DouglasBradley LLC with 24 years of industry experience. He holds a Series 66 designation and has been with DouglasBradley LLC since 2005. The firm provides investment portfolio management and financial planning services to individuals, families, trusts, estates, and family businesses. DouglasBradley LLC manages approximately $84 million on a discretionary basis for about 75 client households, using a tailored approach that emphasizes income-producing securities and combines fundamental and technical analysis.

Nicholas Joseph is a Series 65 licensed advisor at Sentinel Wealth Management, Inc. with one year of industry experience. Prior to joining Sentinel, he worked at Ernst & Young LLP for a total of six years and held academic positions at the University of Virginia and James Madison University. Sentinel Wealth Management provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to construct portfolios focusing on risk management, utilizing mutual funds, ETFs, bonds, and alternative strategies, and manages approximately $389 million in assets across about 97 clients.

Daniel Cohen is a financial advisor at Impact Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previous work experience with Ameriprise Financial Services and Kestra Financial Services. In addition to his advisory role, Cohen works as a Tax Manager at E. Cohen and Company, CPAs, where he has been involved in tax return preparation and planning since 2011. Impact Capital provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm employs a diversified investment approach combining fundamental, quantitative, technical, and modern portfolio theory analyses, and focuses on long-term trading across various asset classes.

James Birks is a financial advisor with Birks Financial Corp. in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Birks Financial Corporation since 1996 and previously with Signator Investors, Inc. since 1989. In addition to his advisory role, he is an insurance agent representing various companies, including John Hancock Life Insurance Company. Birks Financial Corp. advises individual and trust clients on retirement planning and investment management through written financial plans, ongoing planning, and assistance with investment policy statements. The firm follows a long-term, risk-tolerance based investment process, managing assets on a non-discretionary basis and offering clients access to third-party estate-planning services.

Jessica Doll is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Reframe Wealth, LLC since 2021 and previously spent seven years with TIAA-CREF. Reframe Wealth serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary wealth management, financial planning, and related consulting services. The firm employs a Modern Portfolio Theory-based investment approach with a long-term orientation, utilizing ETFs, mutual funds, individual securities, direct indexing, and third-party managers, while delegating portfolio construction and trading to a sub-advisor.

Anise Faircloth is a financial advisor at Berg Faircloth Investment Advisors with 13 years of industry experience. She has been with Berg Faircloth Advisors Corp. since 2013 and has affiliations with related Berg Faircloth entities dating back to 2010. Outside of advisory work, she serves as a firm administrator for an accounting firm, Berg Faircloth & Company. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs fundamental and cyclical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk tolerances.

Jeffrey Zures is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He has been a principal at Sanchez & Zures, LLC since 2006. The firm provides investment management and financial planning services to individual and high-net-worth clients, focusing on a long-term, passive investment approach using primarily exchange-traded funds. Sanchez & Zures offers portfolio construction, ongoing rebalancing, written financial plans, and retirement rollover advice, operating under ERISA fiduciary standards when applicable.

Hossameldin Abdelkarim is a financial advisor at Poise Investment Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Poise Investment Advisors since 2021. Prior to this, he was employed at HSBC Egypt from 2014 to 2017 and currently operates Hossameldin Abdelkarim PLLC, providing legal services as an attorney. Poise Investment Advisors offers discretionary investment management and wealth-management services, focusing on an asset-allocation approach driven by macroeconomic analysis. The firm provides financial planning, consulting, and educational workshops, utilizing tools such as options and derivatives, and emphasizes in-house research and public client education.

Carlton Fitch is a financial advisor at Houlihan Financial Resource Group, Ltd. in Ashburn, VA, holding a Series 65 designation with 17 years of industry experience. He has been with Houlihan Financial Resource Group since 2006. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm providing discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm primarily serves high-net-worth individuals and tailors asset allocation guidelines through five internal investment program categories, managing accounts on a discretionary basis or via Schwab’s automated platform for smaller clients.

Ameen Estaiteyeh is a financial advisor with Investology Inc. in Reston, VA, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Investology since 2004 and previously worked at Azzad Asset Management, Inc. in 2003. Investology Inc. provides portfolio management, investment policy development, and asset allocation services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach that integrates multiple analysis techniques within a modern portfolio theory framework and incorporates AI tools, serving roughly 350 clients with about $250 million in assets under management.

Cody Cashman is a financial advisor at Capital Assets Planning Incorporated with a Series 66 designation and one year of industry experience. Prior to his advisory roles, he served as the Commissioner of the Revenue for the City of Falls Church from 2021 to 2025. Capital Assets Planning, Inc. provides financial planning and advisory services to individual and high-net-worth clients, offering customized plans covering cash flow, retirement, tax, insurance, and estate considerations. The firm uses client interviews and risk-tolerance questionnaires to tailor recommendations and typically implements investments through third-party managers.

Joseph Kilner is a financial advisor at Kilner Capital Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2014, following a prior role at American General Securities Incorporated. Kilner Capital Advisors, LLC manages approximately $336.7 million for around 230 clients, including individuals, high-net-worth households, retirement plans, trusts, and small businesses. The firm employs a buy-and-hold asset allocation strategy based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers comprehensive wealth-planning services along with tax consulting and accounting support.

Kelly Cappello is a financial advisor at Argo Wealth Advisory, LLC with 31 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates for 20 years before joining Argo Wealth Advisory in 2025. Argo Wealth Advisory provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental-analysis approach with a generally long-term orientation, using model portfolios comprised of mutual funds, ETFs, individual stocks, bonds, and options, while also incorporating Independent Manager overlays and borrowing within separately managed account structures.

Tyler Harper is a CFP® with two years of industry experience, currently serving as a financial advisor at Variant Private Wealth LLC. Before joining Variant, he worked at Valeo Financial Advisors LLC and Precision for Medicine. Outside of finance, he has experience in secondary education and worked at Manhattan Pizza. Variant Private Wealth provides fee-based financial planning and individualized investment management to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm builds investment recommendations from client-specific financial plans using fundamental and technical analysis, and manages wrapped accounts through its sponsored wrap-fee program.