Natasha Cashman is a CFP® professional with nine years of industry experience, currently with Capital Assets Planning Incorporated in Arlington, VA. She has worked at LPL Financial since 2025 and has been with Capital Assets Planning since 2019. Prior to that, she was with Grove Point Investments, LLC and D'Orazio & Associates, Inc. Cashman provides investment advisory services through Capital Assets Planning, which operates independently from LPL Financial. Capital Assets Planning, Inc. offers financial planning and advisory services to individual and high-net-worth clients, delivering written plans, ongoing advice, and third-party investment manager referrals. The firm tailors recommendations using client interviews and risk-tolerance assessments and typically implements investments through external managers rather than exercising discretionary authority.

Kapil Shiohare is the sole advisor at Thinagee Investments Inc. in Chevy Chase, MD, holding a Series 65 credential and bringing 21 years of industry experience. He has led Thinagee Investments since 2012. Thinagee Investments Inc. provides investment management services to high-net-worth and individual clients, including families, trusts, estates, and corporate plans. The firm uses individualized strategic asset allocation combining fundamental analysis and Modern Portfolio Theory, managing portfolios with a mix of passive and active investments, and typically operates on a discretionary basis.

Alexander Tagliareni is a financial advisor at Variant Private Wealth LLC with a Series 65 designation and one year of industry experience. His prior work includes roles in hospitality and education before joining the firm. Variant Private Wealth provides fee-based comprehensive and goal-based financial planning and individualized investment management to a range of clients including individuals, families, trusts, and charitable organizations. The firm offers consolidated reporting for multi-custodian relationships and sponsors a wrap-fee program with portfolio management tailored to client-specific financial plans and asset allocation guidelines.

Derek Elphick is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Castfirm Advisors LLC, where he has worked since 2026. Prior to this, he spent a decade at The Warner Companies, serving as Chief Investment Officer focused on asset allocation and investment management. Castfirm Advisors LLC provides discretionary portfolio management and one-time financial planning services to individual and high-net-worth clients. The firm emphasizes modern portfolio theory and a long-term investment horizon, primarily utilizing equity ETFs alongside mutual funds and fixed income to build diversified portfolios.

Douglas Birnie is a financial advisor at Piedmont Wealth Advisory with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory LLC, Hayden Royal, Niagara International Capital Limited, and Wells Fargo Clearing. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm operates as a fiduciary, building customized, long-term portfolios using fundamental analysis and diversified, low-cost instruments, and offers discretionary portfolio management along with integrated financial planning.

Kira Rogozhina is a financial advisor at Foxman Asset Advisors Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Avantax Investment Services, and NBAC Corporation. Outside of her advisory role, she is a commissioned notary in Virginia. Foxman Asset Advisors provides advisory services to individuals, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm employs long-term trading strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques, primarily recommending mutual funds alongside ETFs, fixed income, and other securities.

Michael Burns is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has been with Campion Asset Management, LLC since 2017, with a brief tenure at Icma Rc in 2018. Burns also spent four years at Virginia Polytechnic Institute & State University early in his career. Campion Asset Management provides discretionary and non-discretionary investment management and consulting services to individual investors and tax-exempt organizations. The firm employs a strategic asset allocation process that combines macroeconomic analysis, active security selection, and passive ETF implementation, managing approximately $228 million for about 106 clients.

Emily Fennell is a CFP® and Series 66 credentialed advisor with four years of industry experience. She has worked at Suissa Private Wealth since 2026, following roles at RBC Capital Markets, Morgan Stanley, UBS Financial Services, and Wealthspire Advisors. Prior to her financial career, she was involved in the restaurant industry and worked as a swim program guard. Suissa Private Wealth provides discretionary and non-discretionary investment management and financial planning to individuals, high net worth clients, non-profit organizations, endowments, qualified retirement plans, and corporations. The firm emphasizes fundamental analysis and asset allocation, implementing portfolios with mutual funds, ETFs, equities, and fixed income securities, while also managing accounts through external advisors.

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.

Casey Bettencourt is a CFP® at Bethesda Financial Advisors, LLC with one year of industry experience. Prior to joining Bethesda Financial Advisors, Casey worked at Clarendon Wealth Management and Gartenhaus Wealth Management. Outside of finance, Casey teaches yoga classes twice per week as a CorePower Yoga instructor. Bethesda Financial Advisors serves individual and high-net-worth clients with ongoing portfolio management and financial planning, typically using a combination of mutual funds, ETFs, equities, fixed income, and select non-U.S. securities. The firm applies modern portfolio theory with a core passive allocation supplemented by active tactical adjustments tailored to each client’s risk tolerance and goals.

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.

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.

Richard Schoenfeld is a CFP® with 35 years of industry experience and has been with InterVest Ltd. since 1985. He holds Series 63 and Series 65 licenses and operates out of Chevy Chase, MD. Schoenfeld is one of two advisors at InterVest Ltd. InterVest Ltd. advises individuals, families, trusts, estates, charitable organizations, and retirement plans by providing comprehensive financial planning, portfolio management, and non-discretionary asset management consulting. The firm emphasizes a document-driven, individualized planning process and works with platforms such as SEI’s managed-account program while maintaining fiduciary roles for certain retirement accounts.

Boris Foxman is the CEO of Foxman Asset Advisors Inc. in Rockville, MD, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Avantax Investment Services, NBAC Corp, and Crump Insurance Agency. Outside of financial advising, he serves as president of iVenture Accounting Group, an accounting firm. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm implements long-term investment strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques, primarily recommending mutual funds alongside ETFs, fixed income, and other instruments.

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.

Mark Primeau is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Virtue Capital Management and Knights of Columbus Insurance. Outside of his advisory role, Primeau is a managing member of PrimeauMayer Agency LLC, where he assists high-net-worth individuals and business owners with financial analysis and planning unrelated to investments. PrimeauMayer Advisors LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes model portfolios managed by third-party sub-advisers and offers a wrap-fee program that combines advisory services and trading costs, while also addressing a broad investment universe including alternative asset classes.

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.