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Yusuf A
CFP®
Vienna, VA
Yeske Buie Inc.
Yusuf Abugideiri is a CFP® professional at Yeske Buie Inc. with 14 years of industry experience. He has been with Yeske Buie since 2009. Yeske Buie provides integrated wealth management services including financial planning, discretionary asset management, and fiduciary advisory for a range of clients such as individuals, high-net-worth clients, trusts, and institutional plans. The firm emphasizes a structured investment process using Modern Portfolio Theory and manager due diligence, managing over $1 billion in assets with a ten-person advisory team.
Paul H
Series 63, Series 65
Herndon, VA
Hughes Financial Services, LLC
Paul Hughes is a financial advisor at Hughes Financial Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hughes Financial Services since 2009. The firm manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. Hughes Financial Services operates its own wrap-fee program and employs a range of tactical investment techniques, including short-term trading and option writing, while also maintaining affiliations that support trustee and investment-management services.
Brawn S
CFP®, Series 63, Series 65
Leesburg, VA
Toth Financial Advisory Corp
Brawn Sproul is a CFP® with 35 years of industry experience and has been with Toth Financial Advisory Corp since 2006. He holds Series 63 and Series 65 licenses and is based in Leesburg, VA. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, also serving investors through a private pooled vehicle. The firm employs a fundamental analysis-driven, buy-and-hold investment approach combined with the use of margin, leveraged ETFs, options, and macroeconomic asset allocation adjustments.
Thomas T
Series 63, Series 65
Leesburg, VA
Toth Financial Advisory Corp
Thomas Toth is a financial advisor with Toth Financial Advisory Corp in Leesburg, VA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been affiliated with Toth and Associates, Inc. and Toth Financial Advisory Corporation since 1986. Outside of his advisory role, he is a managing member of two non-investment related entities focused on commercial property development and aircraft leasing. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, as well as investors through a private pooled vehicle. The firm employs a fundamental, buy-and-hold investment approach with adjustments based on economic cycle assessments and uses leverage and other instruments, serving sophisticated investors with approximately $1 billion in assets under management.
Nikyla Y
CFP®, Series 63
Herndon, VA
Northwest Financial Advisors LLC
Nikyla Young is a Certified Financial Planner (CFP®) with eight years of industry experience. She has been with Northwest Financial Advisors, LLC since 2017, concurrently working with LPL Financial and Northwest Financial LLC. 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 tailored to each client’s time horizon, risk tolerance, and objectives, implementing strategies primarily through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.
Matthew A
CFP®, Series 63, Series 65
Leesburg, VA
AMJ Financial Wealth Management LLC
Matthew Albritton is a CFP® professional with 14 years of industry experience. He is currently with AMJ Financial Wealth Management LLC and previously worked at SageVest Wealth Management, Pegasus Financial Group, and Unitedplanners Financial Services of America. In addition to his advisory work, he holds a life insurance agent license. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research to manage client portfolios and offers specialized services including retirement-plan advisory and small-business consulting.
Ashley B
CFP®, Series 65
Leesburg, VA
AMJ Financial Wealth Management LLC
Ashley Barber is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at AMJ Financial Wealth Management LLC for 10 years and is based in Leesburg, VA. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm employs a multi-step investment process combining macroeconomic analysis, fundamental research, and quantitative sector evaluations, offering a range of advisory and small-business consulting services.
Jeff P
Series 65
Herndon, VA
Analog Capital Partners LLC
Jeff Pomerantz is a financial advisor at Analog Capital Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 21 years. Outside of his advisory role, he owns and operates accounting and tax services businesses, including Shield Tax Services, LLC, which assists clients with resolving tax issues. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.
Brett B
Series 65
Leesburg, VA
AMJ Financial Wealth Management LLC
Brett Bender is a financial advisor with AMJ Financial Wealth Management LLC, holding a Series 65 designation and nine years of industry experience. He has been with AMJ Financial since 1997 and AMJ Financial Wealth Management since 2012. Outside of advisory work, he is a member and owner of AMJ Financial LLC, where he manages office operations and accounting functions. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients including retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement client-specific portfolios across multiple asset classes.
Michael S
Series 63, Series 65
Leesburg, VA
Wealthcare Capital Partners, LLC
Michael Schimmel is a financial advisor at Wealthcare Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Arkadios Capital, Coastal Equities, Inc., Wealthcare Advisory Partners LLC dba Fellows Financial Group, LPL Financial, and HSBC Securities. Schimmel is involved in insurance planning through Fellows Risk Solutions and maintains dual registrations with multiple advisory firms. Wealthcare Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in client assets using a goals-based, evidence-based investment process that incorporates behavioral economics and quantitative metrics to align long-term strategies with client preferences.
Jacob H
Series 65, Series 66
Vienna, VA
Pactolus
Jacob Hampton is a financial advisor with Pactolus and holds Series 65 and Series 66 licenses. He joined Pactolus in 2026 after working at Terra Alpha Investments for 11 years. Although he has no prior advisory industry experience before 2026, he has been with Pactolus for one year. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers investment advisory, portfolio management, financial and estate planning, and other wealth-planning services, typically managing client accounts on a discretionary basis and utilizing quantitative tools, sub-advisers, and bundled wrap-fee programs.
Emily L
Series 65
Fairfax, VA
Professional Financial Solutions, LLC
Emily Lee is a financial advisor at Professional Financial Solutions, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked at GDIT for five years and S2 Analytical Solutions for three years. Professional Financial Solutions, LLC serves primarily individual clients, including those with living or irrevocable trusts, and small business owners on retirement plans and charitable gifting of securities. The firm offers financial planning, consulting, and investment management using a buy-and-hold, passive-minded approach with diversified mutual funds and ETFs.
Ruben D
CFP®, Series 63, Series 65
Leesburg, VA
Wealthcare Capital Partners, LLC
Ruben Devia Arbanil is a CFP® professional with eight years of industry experience, currently serving at Wealthcare Capital Partners, LLC. His career includes roles at Arkadios Capital, Abich Financial Wealth Management, and Edelman Financial Engines Advisors. He also works as an insurance agent providing life insurance and annuity services to financial planning clients. Wealthcare Capital Partners, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, evidence-based investment process incorporating behavioral economics and quantitative metrics, managing approximately $407 million in client assets.
Kelly D
Series 66
Herndon, VA
Northwest Financial Advisors LLC
Kelly Demers is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Northwest Financial Advisors, she worked at Bank of America, Merrill, and BNY Mellon. She serves as a board member of the Alabama Ballet, contributing to fundraising and awareness efforts. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio oversight while allowing adviser discretion.
Luke E
CFP®, Series 65
Leesburg, VA
AMJ Financial Wealth Management LLC
Luke Estep is a CFP® and holds a Series 65 license with AMJ Financial Wealth Management LLC, where he has worked for four years. He has two years of industry experience and previously worked at Appleland Sport Center for three years. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm uses a research-driven investment process incorporating macroeconomic, fundamental, and quantitative analysis to build customized portfolios across multiple asset classes.
Robert C
CFP®, Series 66
Fairfax, VA
Professional Financial Solutions, LLC
Robert Copeland is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Professional Financial Solutions, LLC since 2018 and previously worked at USAA financial planning services and Madison Wealth Management, LLC. He also has experience with the Museum of the Bible. Professional Financial Solutions, LLC primarily serves individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, managing over $409 million in client assets as of December 2025.
Charles C
CFP®, Series 63, Series 65
Vienna, VA
Allegiance Financial Group
Charles Cooke is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial advisory industry. He is currently a partner at Allegiance Financial Group, where he has worked since 2021, and has held roles at The Strategic Financial Alliance, Inc., Acorn Financial Advisory Services, Inc., and Cooke Capital Inc. Outside of his advisory work, he is a partial owner of Banksy Holdings LLC, a holding company. Allegiance Financial Group Advisory Services LLC serves individuals, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation guided by Modern Portfolio Theory and a long-term investment approach, offering discretionary and non-discretionary investment management alongside flexible financial planning and retirement plan consulting.
Andrew E
CFA®, Series 66
Vienna, VA
D'Orazio Wealth Advisors
Andrew Eskelsen is a CFA® charterholder with 11 years of industry experience. He has worked at D'Orazio & Associates, Inc. since 2020 and previously held roles at Booz Allen Hamilton and Compass Point Research & Trading, LLC. Eskelsen is based in Vienna, VA, and holds a Series 66 license. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified approach, managing roughly $1.32 billion across about 285 client relationships.
Stuart R
Series 63, Series 65
Herndon, VA
NobleBridge Wealth
Stuart Rainer is a financial advisor with NobleBridge Wealth in Herndon, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked with NobleBridge Wealth Management since 2019 and previously served at Avenir Private Advisors, Great Lakes & Atlantic Wealth Management, and as a private consultant. NobleBridge Wealth Management is an SEC-registered firm with a seven-adviser team managing approximately $214 million in assets, serving individuals, high-net-worth families, retirement plans, trusts, and foundations. The firm uses a combination of fundamental, quantitative, and technical analysis across various investment strategies and offers a range of services including financial planning, retirement plan consulting, and third-party manager selection.
Kevin B
CFP®, Series 66
Leesburg, VA
AMJ Financial Wealth Management LLC
Kevin Brown is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with AMJ Financial Wealth Management LLC and has prior experience at Ameriprise and Triad Advisors. Before entering the financial industry, he worked several years in education at Frederick County Public Schools. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research and offers specialized retirement-plan services and small-business consulting.
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