Ashley Perlmutter is a financial advisor at Sherman Wealth Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Sherman Wealth Management since 2020. Outside of her advisory role, she is involved in affiliate linking and reselling clothing through Poshmark. Sherman Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized, open-architecture investment approach focused on long-term investing and asset allocation using low-cost mutual funds, ETFs, and selected alternative investments.

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.

Kimberly Bleck is a CFP® professional with 14 years of industry experience, currently serving at Burkholder & Associates, LLC. She previously worked at Lincoln Financial Advisors for seven years. In addition to her advisory role, she is a licensed notary public. Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals, business owners, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to inform investment decisions and offers pension consulting services without relying on third-party managers.

Kayla Welte is a CFP® and ChFC® with five years of industry experience. She has worked at District Capital Management, LLC since 2021 and has previous experience with Colorado State University, Commander Navy Installations, and ZEIDERS Enterprises. District Capital Management serves individuals, businesses, and charitable organizations with discretionary investment management and financial planning. The firm combines a long-term, fundamental analysis investment approach with educational seminars and uses internally developed AI tools alongside human oversight.

Sean Geiger is a financial advisor with Geiger Group Wealth Management in Sterling, VA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Geiger Group Wealth Management is an SEC-registered investment adviser established in 2026 that serves individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plan sponsors. The firm employs a tactical allocation approach combining strategic asset allocation with fundamental, technical, and cyclical analysis, offering discretionary portfolio management, retirement income planning, pension consulting, and broader financial planning services.

Daniel Cooper is an associate advisor at Brighter Financial Capital Management, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Madison Avenue Securities and Kalos Capital, Inc. He is also involved with Clark & Associates, Inc. Financial Solutions, where he serves as an insurance agent and paraplanner. Brighter Financial Capital Management provides investment and financial planning services to individuals, high-net-worth clients, corporations, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management as well as specialized plan advisory and multi-tiered financial planning. The firm frequently implements client programs under discretionary authority and utilizes sub-advisors while maintaining ongoing client relationships and periodic reviews.

Nicholas Burkholder is a CFP® professional with 22 years of industry experience. He has worked at Lincoln Financial and Lincoln National Life Insurance Co. for 17 years before founding Burkholder & Associates, LLC, where he currently serves as the sole member. He also offers seminars and writes articles on financial planning topics. Burkholder & Associates, LLC provides investment advisory, financial planning, and pension consulting services to individuals, high-net-worth clients, business owners, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach integrates individualized Investment Policy Statements with fundamental analysis, modern portfolio theory, and quantitative methods, managing accounts on a discretionary basis with regular monitoring and reporting.

Kurt Laubinger is a financial advisor at Potomac Wealth Management LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with the firm since 2009. Based in Great Falls, VA, he works alongside a small advisory team serving a range of clients. Potomac Wealth Management LLC provides fee-only investment advisory and financial planning services to high-net-worth individuals, trusts, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a broadly diversified, often passive, asset-allocation approach using institutional and no-load funds with periodic rebalancing, and offers educational seminars for retirement plan participants.

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.

Coe Magruder is a financial advisor at Washington Growth Strategies LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Washington Growth Strategies since 2014. Washington Growth Strategies LLC provides personalized investment management primarily to individual and high-net-worth clients, including trusts, foundations, pensions, and corporations. The firm uses fundamental research and a variety of investment instruments to create tailored asset allocation strategies, and also serves as manager of a private pooled vehicle, Washington Growth Fund, LP.

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 at MCG CPA LLC, where he prepares and manages tax and consulting engagements. Empire Advisors Wealth Management LLC provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, employing a long-term trading strategy based on a combination of charting, cyclical, fundamental, quantitative, and technical analysis. The firm acts as a fiduciary for retirement accounts and requires clients to maintain accounts with Charles Schwab.

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® professional with 26 years of industry experience, currently serving as an advisor at Reframe Wealth, LLC since 2021. Prior to joining Reframe Wealth, he worked at TIAA-CREF Individual & Institutional Services, LLC from 2007 to 2021. Reframe Wealth manages approximately $345.8 million for individuals, high-net-worth clients, trusts, and estates, providing discretionary wealth management, portfolio supervision, and financial planning. The firm employs a long-term asset allocation strategy based on Modern Portfolio Theory and utilizes a mix of ETFs, mutual funds, individual securities, and independent managers, with portfolio construction and trading supported by an independent sub-advisor.

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.

Ami Shah is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Steward Inc. Prior to joining Steward Inc., Shah worked at Hemington Wealth Management and McKinsey & Company. Outside of financial advising, Shah is a limited partner in Glimpse LLC, a digital photo frame company. Steward Inc. offers integrated wealth advisory services combining discretionary investment management with comprehensive financial planning for individuals and families. The firm manages approximately $61 million, focusing on diversified, long-term asset allocation primarily through mutual funds and ETFs, and provides ongoing portfolio supervision alongside client-specific financial plans.

Feldy Suwito is an investment advisor at BNB Wealth Management, LLC with 27 years of industry experience. He has been with Bellamah, Neuhauser & Barrett, Inc. since 1998. Outside of his advisory role, he operates a photography business specializing in family portraits and event photography. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios, develops individualized investment policies, and offers a wrap-fee program combining advisory, execution, and custody services.

Paul Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. In addition to his advisory work, he is an author who writes and promotes books. DecisionMap Wealth Management offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach that combines passive and active strategies, utilizing fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.

We created Lifetime Financial to serve the professional households working for the greater good. Our clients are unintentional millionaires. It might be surprising to think of yourself as a millionaire, but when you add up the equity in your home, a lifetime of saving, high market returns, and inflation—it quickly adds up. Though modestly affluent households like yours don’t have the resources of the ultra-wealthy, you still have much of the same complexity and the need for regular guidance. Typically, these households hold an average of $1.5 million in liquid assets and are often underserved by the financial community. Eighty percent of high-net-worth and mega-millionaires work with financial advisors to plan and manage their finances, but only 60% of unintentional millionaires do. We provide extensive, full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer. An important distinction is that we are a Fee-Only firm, which is often confused with Fee-Based which is more common in larger firms. In contrast to Fee-Only, Fee-Based advisors receive commissions on products they sell you. We are only paid by you. Our typical clients are nonprofit professionals and those working for the greater good who want expert financial help with retirement, college planning, investing, tax planning, and more. Together we will connect the dots between your financial realities and the life you long to live.

Zachary Moss is a financial advisor with Potomac Investment Company, holding a Series 66 designation and no prior industry experience. His work history includes roles at Bank of Montreal, Hamilton Ventures, Georgetown University, Potomac Investment Co, and The York School. Potomac Investment Company is a small investment management firm serving individuals, trusts, estates, charitable organizations, and retirement accounts. The firm employs a conservative, long-term investment strategy focused on diversification and fundamental analysis, managing portfolios of publicly traded equities, mutual funds, and fixed-income securities.

Jeffrey Yeakle is a CFP® and ChFC® with 27 years of industry experience. He has been a principal at My Wealth Management, Inc. since 2013 and previously worked at Purshe Kaplan Sterling Investments from 2013 to 2017. My Wealth Management serves individuals, trusts, retirement plans, and small business entities, offering discretionary asset management and financial planning tailored to client objectives. The firm employs a range of investment strategies and maintains a small advisory team managing approximately $156 million for about 114 clients.