Morgan Zeiber is a financial advisor at Capital Area Planning Group with Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Capital Area Planning Group, Morgan held roles at LPL Financial LLC, American Heritage FCU, and Equitable Advisors, LLC. Capital Area Planning Group provides discretionary investment management, financial planning, and employee benefit plan advising to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm utilizes customized, actively managed portfolios based on modern portfolio theory and fundamental analysis, integrating additional financial services such as tax preparation, mortgage brokerage, and insurance through affiliated entities.

Malee Turner is a CFP® and Series 65-registered advisor at Reframe Wealth, LLC with one year of industry experience. Prior to her advisory career, she worked at Financial Growth Partners and has operated a massage therapy business, Malee Thai Massage, since 2018. Reframe Wealth serves individuals, high-net-worth clients, trusts, and estates with discretionary wealth management, portfolio management, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory, using a mix of ETFs, mutual funds, individual stocks, and bonds, and offers portfolio customization and tax-aware investment options.

Jason Howell is a CFP® with 10 years of industry experience and is the principal of Jason Howell Company in Fairfax, VA. He has taught personal finance as an adjunct professor at American University since 2015 and at George Mason University since 2020. Jason Howell Company serves individuals, high-net-worth clients, and charitable organizations, offering discretionary portfolio management, comprehensive financial planning, and family office administrative services. The firm employs a primarily passive investment approach with a core-and-satellite structure, incorporates ESG screening, and offers educational seminars and workshops to various groups.

Demetrius Felder is a financial advisor with Holistic Planners who holds Series 63, 65, and 66 licenses and has 21 years of industry experience. He is the founder and CEO of Life Is Great Enterprises, LLC, a business involved in stationery goods, training services, publishing, and speaking engagements. Felder has been associated with Holistic Planners Network, Keystone/MySecure Advantage/CLC, and The Felder Group over the course of his career. Holistic Planners Network, LLC serves individual clients, including both high-net-worth and non-high-net-worth households, managing approximately $15 million across about 64 client relationships. The firm provides customized asset management and financial planning services with investment strategies ranging from long-term buy-and-hold to shorter-term trading, supplemented by educational programs and employer-focused financial wellness initiatives.

Ryan Penninger is a CFA® charterholder with 15 years of industry experience. He has been with McGinn Investment Management since 2010 and holds a Series 66 license. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, including pension and profit-sharing plans. The firm follows a long-term, large-cap value equity strategy focused on fundamental analysis and serves as a sub-adviser to a mutual fund, offering clients access to investment company strategies not commonly managed by similar firms.

Amr Alian is a financial advisor with Investology Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Investology since 2010 and also serves as president and sole owner of Isynergy CPA, an accounting firm. Prior to Investology, he worked at Corporate Executive Board beginning in 2004. Investology provides portfolio management and advisory services to individuals, company retirement plans, and charitable organizations. The firm employs a combination of analytical methods and modern portfolio theory to manage a diverse range of investment instruments and offers both discretionary and non-discretionary account management.

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.

Charles Donalies is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Donalies Financial Planning, LLC since 2012. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, focusing on dual-income families and individuals preparing for or in retirement. The firm’s investment approach combines a passive core with active satellite positions, incorporates tax-aware strategies, and uses third-party planning and reporting tools.

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.

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.

James Simon is a CFP® and holds a Series 66 license with 17 years of industry experience. He is the principal advisor at Renew Wealth Management LLC, where he has worked since 2023. Prior to founding Renew Wealth, he held roles at Cresset Capital and Charles Schwab, and serves as an Operations Officer at the White House Military Office while maintaining a long-term position with the US Army National Guard. He is also a member of the Department of Defense Investment Board's Investment Advisory Committee. Renew Wealth Management LLC provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and a primarily long-term investment strategy, constructing portfolios tailored to client goals and risk tolerance, and manages approximately $34.6 million in mostly non-discretionary assets through a single-advisor practice.

James Sullivan is the sole advisor at Sullivan Wood Capital Management, LLC, based in Washington, DC, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his firm since 2002. Sullivan Wood Capital Management provides discretionary investment management and financial consulting primarily to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm offers tailored portfolio management and project-based consulting services, utilizing both fundamental and technical analysis in its investment approach.

Jessica Doll is a CFP® professional with 11 years of industry experience. She has been with Reframe Wealth, LLC since 2021 and previously worked at TIAA-Cref Individual & Institutional Services, LLC from 2014 to 2021. ReFrame Wealth manages approximately $345.8 million for individuals, high-net-worth clients, trusts, and estates, offering discretionary wealth management, portfolio supervision, and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and long-term asset allocation, utilizing ETFs, mutual funds, individual stocks and bonds, and independent managers, with portfolio construction and trading overseen by an independent sub-advisor.

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.

Amy Spalding is a CFP® professional with two years of industry experience, currently with District Capital Management, LLC. She previously worked at Walden Wealth Partners, LLC for four years and has experience in entrepreneurial and wellness-related ventures, including roles at Busykid.com and Yoga Lounge & Barre. District Capital Management serves individual clients, businesses, and charitable organizations with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis and offers diversified portfolios using low-cost mutual funds and ETFs, complemented by educational workshops on various financial topics.

Jennifer Goodwin is a financial advisor at Re Envision Wealth with nine years of industry experience. She holds a Series 66 designation and previously worked at Motley Fool Wealth Management, TMF Investments, and TIAA-CREF Individual & Institutional Services. Re Envision Wealth serves individual and high-net-worth households as well as some institutional clients, offering financial planning, investment consultation, wealth management, and discretionary portfolio management. The firm emphasizes asset allocation combined with fundamental and cyclical analysis and performs due diligence on private-market opportunities, managing specialized pooled investment vehicles.

Keron Smith is a financial advisor at Brighter Financial Capital Management, LLC in Reston, VA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Avantax and Wells Fargo Advisors. Brighter Financial Capital Management provides investment and financial planning services to individuals, corporations, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management and multi-tiered planning. The firm conducts regular account reviews, sponsors educational seminars, and often uses sub-advisors while maintaining ongoing client relationships.

Ameen Estaiteyeh is a financial advisor at Investology Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with Investology since 2004. Investology provides portfolio management and advisory services to individual clients, retirement plans, and charitable organizations. The firm uses a variety of analytical methods combined with modern portfolio theory and manages a broad range of investment instruments across both long-term and short-term strategies.

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.

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.