Sharan Sawhney is a financial advisor at Empire Advisors Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Avantax Investment Services, Inc. for two years. Outside of his advisory role, Sawhney is a CPA and serves as the Director of Tax Services at Miller Consulting Group, LLC. Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients, using a variety of analytical methods and a long-term trading approach. The firm offers both discretionary and non-discretionary services with a focus on mutual funds, equities, ETFs, fixed income, REITs, and inflation-protected bonds.

Anthony Matteo is a CFP® with seven years of industry experience, currently serving as a financial advisor at SageVest Wealth Management. He has been with SageVest since 2019 and previously attended Virginia Polytechnic Institute and State University. SageVest Wealth Management is an independent, fee-only advisory firm that serves individuals, families, trusts, charitable accounts, and small businesses with discretionary investment management and comprehensive financial planning. The firm manages approximately $423 million in assets for about 150 clients, constructing diversified portfolios using no-load mutual funds, ETFs, and individual bonds, and incorporates both fundamental and limited technical analysis in its investment process.

Mark Hillman is the principal of Hillman Capital Management Inc in Bethesda, MD, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has led Hillman Capital Management since 1998. Hillman Capital Management provides discretionary and non-discretionary portfolio management to individuals, foundations, pension and profit-sharing plans, and other institutional investors. The firm manages the Hillman Value Fund and participates in wrap-fee, sub-advisory, and dual-contract programs, employing a long-term, fundamental value approach focused on companies with sustainable competitive advantages.

Natasha Cashman is a CFP® with nine years of experience in the financial services industry. She is currently with Capital Assets Planning Incorporated, where she has worked since 2019, and previously held roles at Grove Point Investments, LLC and D'Orazio & Associates, Inc. She also holds Series 63 and Series 65 licenses. Capital Assets Planning, Inc. provides financial planning and advisory services to individual and high-net-worth clients, focusing on comprehensive financial plans and ongoing advisory agreements. The firm uses client interviews and risk-tolerance questionnaires to tailor recommendations and typically implements investments through third-party managers rather than exercising discretionary authority.

Kapil Shiohare is a financial advisor at Thinagee Investments Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Thinagee Investments since 2012, following seven years at First Management Group Investments Inc. Thinagee Investments provides discretionary investment management to high-net-worth individuals, families, trusts, estates, and corporate pension and profit-sharing plans. The firm manages approximately $265 million in assets across about 40 client relationships, employing a strategic asset allocation approach that combines fundamental analysis and Modern Portfolio Theory with a mix of passive and active investments tailored to client objectives and risk tolerance.

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.

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® with four years of industry experience, currently serving as an advisor at Suissa Private Wealth. She has previously worked at RBC Capital Markets, Morgan Stanley, UBS Financial Services, and Wealthspire Advisors. Outside of finance, she has experience in the restaurant industry with roles at Harvest Kitchen and Good Enough To Eat. Suissa Private Wealth is a newly registered SEC investment adviser with three advisors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, non-profits, endowments, and business entities. The firm’s approach focuses on asset allocation and fundamental analysis using long-term strategies with periodic rebalancing and ongoing financial planning.

Malee Turner is a CFP® and holds a Series 65 license with one year of industry experience. She is currently with Reframe Wealth, LLC and previously worked at Financial Growth Partners. Outside of financial advising, Malee manages a massage business, Malee Thai Massage, where she performs receptionist duties. Reframe Wealth serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary wealth management, financial planning, and consulting services. The firm’s investment approach is grounded in Modern Portfolio Theory and employs a wrap fee program that integrates transaction and custodial costs with its advisory fee.

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 at Investology Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Investology in 2010, he worked at Corporate Executive Board and Azzad Asset Management. He is also the president and sole owner of Isynergy CPA, an accounting firm based in Reston, VA. Investology serves individuals, trusts, estates, charitable organizations, and business entities by providing portfolio management, investment policy development, and asset allocation services. The firm employs a multifaceted investment approach incorporating fundamental, technical, and quantitative analysis within a modern portfolio theory framework and manages approximately $250 million in assets across 350 clients.

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.