Brandon Levenson is a financial advisor at Suissa Private Wealth with a Series 66 designation and one year of industry experience. His prior work includes roles at RBC Capital Markets, Jones Lang LaSalle, Farmland Partners, CBRE, Yelp, and Penn State University. Suissa Private Wealth is a newly registered SEC investment adviser with three advisors that provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, non-profits, endowments, and business entities. The firm focuses on long-term strategies using asset allocation and fundamental analysis, incorporating dollar-cost averaging, periodic rebalancing, and quarterly performance reviews.

Laura Beldin is a financial advisor at B&L Wealth Group, LLC with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and previously worked at Merrill and Bank of America. In addition to her advisory work, she is active as an insurance agent. B&L Wealth Group provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, and business entities, including sub-advised customized portfolio management for unaffiliated advisers and a notable non-U.S. client segment. The firm’s offerings include a proprietary Flagship Strategy with a performance-based arrangement that utilizes derivatives, margin, and concentrated positions.

Richard Slater is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with McGinn Penninger Investment Management Inc. since 2025 and previously operated his own financial planning firm for 15 years. 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 employs a long-term, large-cap value equity strategy focused on fundamental analysis and contrarian purchases, and it serves as sub-adviser to the Union Street Partners Value Fund.

Terence Burns is a CFA charterholder with 20 years of industry experience. He has been with Campion Asset Management, LLC since 2005. Campion Asset Management provides discretionary and non-discretionary portfolio management and investment consulting primarily for high-net-worth individuals and tax-exempt organizations. The firm employs a strategic asset-allocation framework supported by macroeconomic analysis and combines active management with passive ETFs, managing over $200 million with a low-turnover fixed income approach.

Douglas Tees is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Jason Howell Company since 2017 and previously spent eight years at Freddie Mac. The firm serves individuals, high-net-worth clients, and charitable organizations, offering discretionary portfolio management, comprehensive financial planning, and family office administrative services. Its investment approach combines a primarily passive core-and-satellite structure with value tilts, ESG screening, and alternative strategies, alongside a distinctive offering of regular paid educational seminars.

Stephen Chang is a financial advisor at Acts Financial Advisors with a Series 65 credential and two years of industry experience. He previously worked at McKinsey and has been involved with the University of Virginia as an instructor for the CFP® Certificate Program. Chang is also the owner and co-founder of Rich to Wealthy, LLC, a personal finance education and entertainment company. Acts Financial Advisors is a small SEC-registered firm serving individual clients, charitable organizations, businesses, and public entities. The firm uses a Modern Portfolio Theory framework with primarily passive portfolios tailored to each client’s investment policy statement and offers financial planning, investment management, business consulting, and educational seminars.

Thomas Seneca is a financial advisor at T.M. Wealth Management in Reston, VA, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks, Girard Securities, and My Investment Advisor. Seneca is also a licensed insurance agent. T.M. Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, and business entities, managing approximately $210 million for under 100 clients. The firm provides customized portfolio management, pension consulting, and financial planning using a combination of fundamental analysis, modern portfolio theory, and technical analysis, and offers educational seminars for various audiences.

Hilary Disher is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66 designation with 10 years of industry experience. She has worked at CAVU Wealth Advisors since 2014 and spent a year with Goldman Sachs Wealth Services prior to that. CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high-net-worth households, as well as small and medium institutional accounts. The firm uses a holistic, Investment Policy Statement–driven approach to build broadly diversified, tax-aware portfolios managed on a discretionary basis.

James Joseph is a CFP®, ChFC®, and PFS™ credentialed financial advisor with 30 years of industry experience. He has been with Sentinel Wealth Management, Inc. since 2002. Sentinel Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a Modern Portfolio Theory approach with diversified asset allocation using no-load mutual funds, ETFs, and alternative strategies, serving primarily clients with larger account sizes through a two-advisor team.

Sean Palmer is a financial advisor at Rechter Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience including roles at Clifton Tax Pro LLC, where he provides tax preparation services, as well as positions at L3Harris Technologies, Inc. and several other companies. Rechter Wealth Management, LLC offers portfolio management and financial planning primarily to individual clients, with occasional services for small businesses, non-profits, trusts, and estates. The firm operates all accounts on a non-discretionary basis, emphasizing tailored multi-asset allocation plans and client-approved trades executed through Fidelity.

William Taylor is a financial advisor at Kirk Capital Advisors LLC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Kirk Capital Advisors since 2020, following roles at West Financial Services and 1st Portfolio, Inc. He serves as a board member of the Financial Planning Association of the National Capital Area. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing a blend of modern portfolio theory, fundamental, and technical analysis. The firm manages discretionary portfolios and oversees held-away retirement accounts, offering a wrap-fee program with institutional custody through Pershing and Schwab.

James Sexton is a CFP® professional with 13 years of industry experience. He is currently affiliated with Piedmont Wealth Advisory and has previously worked at Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory, Hayden Royal, Niagara International Capital Limited, and Vanguard Marketing Corporation. He holds a Series 63 license. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm builds long-term portfolios using fundamental analysis and periodic reviews, offering customized strategies that include mutual funds, ETFs, individual securities, and third-party managers, with a focus on fiduciary responsibility and diversified, low-cost investments.

Manjot Grewal is a financial advisor at Empire Advisors Wealth Management LLC with Series 65 credentials and over 12 years of experience at Miller Consulting Group, LLC. He joined Empire Advisors Wealth Management in 2026. Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm employs a multi-method investment process and emphasizes a long-term trading approach with documented risk-tolerance profiles.

Ryan Houlihan is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Houlihan Financial Resource Group, Ltd. since 2000. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm providing discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm serves high-net-worth and non-high-net-worth clients, managing assets through an in-house investment model that includes five internal program categories and offering both discretionary management and an automated portfolio service for smaller accounts.

Karan Malik is a financial advisor at Opulen Financial Group, LLC with two years of industry experience. He holds the Series 65 designation and previously spent five years coaching and training in squash through Malik Squash Training. Opulen Financial Group is an independent advisory firm serving individuals, high-net-worth clients, and corporations with portfolio management, comprehensive financial planning, and retirement plan services. The firm emphasizes documented investment policy statements, fundamental analysis, and delivers advice through direct management and delegated digital platforms, along with public educational seminars and participant education for plan clients.

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®-designated financial advisor with nine years of industry experience, currently affiliated with Capital Assets Planning Incorporated in Arlington, VA. Her prior roles include positions at LPL Financial, Grove Point Investments, LLC, and D'Orazio & Associates, Inc. She operates Capital Assets Planning, Inc. as an independent investment advisory business. Capital Assets Planning, Inc. provides financial planning and advisory services to individual and high-net-worth clients, covering cash flow, retirement, tax, insurance, and estate planning. The firm tailors recommendations through client interviews and risk tolerance assessments, often implementing strategies via third-party investment managers rather than exercising direct investment discretion.

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.