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Luke J

CFA®, Series 65

Leesburg, VA

AMJ Financial Wealth Management LLC

Luke Jackson is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor with AMJ Financial Wealth Management LLC. He has two years of industry experience and previously worked at Amazon and The Lunch Box. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients by offering discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm employs a research-driven investment approach using a diversified mix of asset classes, supported by regular portfolio reviews and client-specific investment policies.

Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
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Gregory G

Series 66

Herndon, VA

Northwest Financial Advisors LLC

Gregory Grinnell is a financial advisor with Northwest Financial Advisors LLC in Leesburg, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Northwest Financial Advisors since 2013 and has longstanding involvement with affiliated entities including NW Insurance Agency LLC, where he sells life, disability, and long-term care insurance. Northwest Financial Advisors LLC offers investment management, financial planning, 529 plan management, and retirement plan consulting services to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Patrick T

Series 65

Leesburg, VA

AMJ Financial Wealth Management LLC

Patrick Tessier is a financial advisor at AMJ Financial Wealth Management LLC in Leesburg, VA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at United Western Group and Marathon TS. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and legacy management. The firm uses a research-driven investment approach combining macroeconomic, fundamental, and quantitative analysis, and offers educational workshops alongside customized portfolio management.

Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
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Jason S

CFA®

Reston, VA

Hopwood Financial Services, Inc.

Jason Stinner is a CFA® charterholder with over 11 years of industry experience. He has worked at Hopwood Financial Services, Inc. since 2024 and previously spent ten years at Nolan Financial. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management along with financial planning and retirement plan consulting. The firm employs an Investment Committee to oversee client-specific portfolios and manages approximately $666.6 million across six offices with a six-advisor team.

Active portfolio management Options & derivatives strategies
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Jeffrey A

Series 63, Series 65

Ashburn, VA

The Lewis Financial Group

Jeffrey Axt is a financial advisor at The Lewis Financial Group with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. The Lewis Financial Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a mix of active and passive strategies in building tax-aware, risk-adjusted asset allocations and offers services including discretionary and non-discretionary portfolio management and independent manager oversight.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Luke A

Series 63, Series 65

Reston, VA

Preston Wealth Advisors, LLC.

Luke Addington is a financial advisor at Preston Wealth Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Preston Wealth Advisors provides investment advice and financial planning to individuals, families, and plan fiduciaries, combining active and passive portfolio management with model-driven strategies. The firm also serves as sub-adviser for other advisers and sponsors private pooled investment vehicles.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jozsef S

Series 63, Series 65

Herndon, VA

Northwest Financial Advisors LLC

Jozsef Szadvari III is a financial advisor with Northwest Financial Advisors LLC based in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank, where he worked for eight years. He is also involved with Northwest Financial Group LLC, a registered broker-dealer affiliated with his firm. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and Investment Committee.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Megan C

Series 63, Series 66

Reston, VA

Brighter Financial Capital Management, LLC

Megan Clark is an investment adviser representative with Brighter Financial Capital Management, LLC and holds Series 63 and Series 66 credentials. She has 12 years of industry experience and has worked with firms including Madison Avenue Securities and Clark/Barbour Asset Strategy Partners. Clark is also the CEO and owner of Clark & Associates, Inc. Financial Solutions and serves as treasurer for the Fairway Executive Center Condo Board. Brighter Financial Capital Management provides investment and financial planning services to individuals, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, plan advisory, and educational seminars, serving a high client load with a multi-tiered planning approach.

Medicare planning Business exit / sale strategy Founder/Business Owner Executive
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Joshua B

CFP®, Series 65, Series 66

Ashburn, VA

Abich Financial Wealth Management, LLC

Joshua Barbin is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a team of five advisors based in Ashburn, VA. His prior experience includes roles at Magellan Federal, The Connemara Group, Ameriprise, LPL Financial, Ameriserv Trust, Edward Jones, Harmony Inc, and West Chester Capital Investors Inc. Joshua is also involved with Tidy Wealth Designs, LLC, an outside business activity he has maintained since 2021. Abich Financial Wealth Management provides ongoing investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment approach that incorporates fundamental, technical, cyclical, and charting analysis, with options for discretionary and non-discretionary portfolio management, and emphasizes client education through monthly retirement workshops.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Laura C

CFP®, Series 66

Reston, VA

Equita Financial Network, Inc.

Laura Corbiani is a CFP® with 11 years of industry experience, currently affiliated with Equita Financial Network, Inc. She has previously worked at Astraea Wealth Management, Midwest Capital Advisors, Merrill, and other financial firms. Outside of her advisory role, she is the founder and artist of I Draw Your Story, creating custom visual artwork and illustrated storybooks. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm emphasizes market efficiency and strategic asset allocation, managing over $390 million in discretionary assets across multiple offices and providing customized investment guidance.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Donald G

CFP®, Series 65

Leesburg, VA

Glassman Wealth Services, LLC

Donald Gresh III is a CFP® with 10 years of experience in the financial services industry. He has been with Glassman Wealth Services, LLC since 2022 and previously worked at Family Office Research, LLC for seven years. Glassman Wealth Services, LLC serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, with a focus on aligning portfolios to clients’ objectives and incorporating non-managed assets into their reporting and advice.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing
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Eleni M

Series 65

Herndon, VA

Hughes Financial Services, LLC

Eleni Milligan is a financial advisor at Hughes Financial Services, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Savant Wealth Management and Aerie, as well as part-time work while attending Salisbury University. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning and an all-inclusive wrap-fee program.

Wealth management
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Nathan L

Series 63, Series 65

Herndon, VA

Northwest Financial Advisors LLC

Nathan Levin is a financial advisor at Northwest Financial Advisors LLC with Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at LPL Financial LLC, Northwest Federal Credit Union, the United States Senate Office of Senator Cynthia Lummis, and Amazon. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach, tailoring portfolios based on clients’ time horizons, risk tolerance, and objectives, and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer program for portfolio oversight.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Justin D

Series 63, Series 65

Ashburn, VA

Abich Financial Wealth Management, LLC

Justin Dobak is a financial advisor at Abich Financial Wealth Management, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and Dominion Financial Consultants, as well as an eight-year period at Richard Allen Clothing. Abich Financial Wealth Management is a five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment approach incorporating fundamental, technical, and cyclical analysis, and offers client education through monthly retirement workshops.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Mark H

Series 63, Series 65

Reston, VA

Acorn Financial Advisory Services, Inc.

Mark Herman is a financial advisor at Acorn Financial Advisory Services, Inc. in Reston, VA, with nine years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including Mutual Advisors/DCH Wealth, Platinum Wealth Partners/DCH Wealth, Knight Equity Markets, and Direct Trading Institutional. He is a partner in a personal closed investment partnership alongside two other licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered investment adviser managing approximately $1.4 billion across various account types. The firm serves individuals, families, and institutional clients with globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and offers specialized model strategies as well as subadvisory services.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
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John F

CFP®, Series 63, Series 65

Reston, VA

Acorn Financial Advisory Services, Inc.

John Forbrich is a CFP® with 24 years of industry experience, currently serving at Acorn Financial Advisory Services, Inc. He has held positions at several firms, including Voya Financial Advisors and The Washington Financial Services Group, Inc. Outside of his advisory work, he is an independent insurance agent specializing in fixed insurance products. Acorn Financial Advisory Services, Inc. is a fee-only registered investment adviser managing approximately $1.4 billion across a range of individual and institutional clients. The firm offers globally diversified portfolios using various securities and third-party managers, with additional services including subadvisory arrangements and financial education seminars.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
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Neetu K

Series 63, Series 65

Herndon, VA

Northwest Financial Advisors LLC

Neetu Kohli is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. Her prior career includes roles at PNC Bank and PNC Investments, Wells Fargo Clearing, Charles Schwab, and United Brokerage Services. She is also an author of children's reading books. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach with customizable portfolios implemented through LPL Financial programs.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Jeffrey G

CFA®, Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Jeffrey Gordon is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Steigerwald, Gordon & Koch - Wealth Advisors since 2002. He is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to clients’ objectives using a range of asset classes and strategies, overseeing over $1.2 billion in discretionary assets across approximately 674 client relationships.

Retirement income strategy General estate planning guidance
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Abraham A

Series 65

Ashburn, VA

Abich Financial Wealth Management, LLC

Abraham Abich is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a five-advisor team where he has worked since 2021. Prior to this, he held roles at J. Hagan Capital Inc. and Retirement Wealth Advisors. Outside of his advisory work, he serves as president of Abich Financial Services, Inc., where he is involved in insurance sales and services, and is a member of the Loudoun County Chamber of Commerce. Abich Financial Wealth Management provides ongoing investment management and financial planning to individuals and high-net-worth clients. The firm employs a multi-method investment process incorporating fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside access to third-party managers and wrap-fee programs.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nakia B

Series 66

Herndon, VA

Northwest Financial Advisors LLC

Nakia Brown is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial, Morgan Stanley, Madison Avenue Securities, and Campbell Wealth Management. Outside of advising, she works part-time as a delivery driver for DoorDash and is a commissioned notary in Virginia. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets, using a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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