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Sebastian F
CFP®, Series 65
Vienna, VA
D'Orazio Wealth Advisors
Sebastian Florero is a CFP® and Series 65-registered financial advisor at D'Orazio Wealth Advisors with one year of industry experience. He previously worked at VLP Financial Advisors and has a diverse background that includes roles outside finance, such as working at Five Guys and teaching at Annadale High School. D'Orazio Wealth Advisors offers 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 investment approach and manages approximately $1.32 billion across about 285 client relationships.
Kevin G
CFP®, CFA®, Series 65
Reston, VA
Hopwood Financial Services, Inc.
Kevin Galvin is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with Hopwood Financial Services, Inc. since 2015, where he is part of a six-advisor team based in Potomac, MD. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm employs a multi-year investment approach overseen by an Investment Committee and manages approximately $666.6 million across about 273 client households.
Kacie F
CFP®
Vienna, VA
Yeske Buie Inc.
Kacie Fawls is a CFP® professional with five years of experience at Yeske Buie Inc. and prior roles at Global Advisor Group and the Defense Logistics Agency. She has a background that includes both financial advisory and non-financial positions. Yeske Buie Inc. provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations, employing a disciplined investment approach based on Modern Portfolio Theory and manager due diligence. The firm manages over $1 billion with a ten-person advisory team, focusing on clients with substantial investable assets.
Haley E
CFP®, Series 66
Vienna, VA
Allegiance Financial Group
Haley Ellis is a CFP® with eight years of experience in financial services and is currently affiliated with Allegiance Financial Group. Her prior positions include roles at The Strategic Financial Alliance and Cooke Capital. She volunteers as secretary for Hoppy Tides Rabbit Rescue, a nonprofit focused on rabbit rescue. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and charitable organizations. The firm emphasizes a long-term, strategic asset allocation approach informed by Modern Portfolio Theory and utilizes multiple custodial and third-party platforms.
Patrick H
CFP®, Series 65
Herndon, VA
Hughes Financial Services, LLC
Patrick Hughes is a CFP®-certified financial advisor with 10 years of industry experience. He has been with Hughes Financial Services, LLC since 2015, where he is part of a six-advisor team based in Herndon, VA. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm operates its own wrap-fee program that combines asset management, brokerage execution, and custody under a single fee, utilizing a range of tactical techniques and independent manager allocations tailored to client objectives.
Daniel H
CFP®, Series 63
Herndon, VA
Hughes Financial Services, LLC
Daniel Hughes is a CFP® with 25 years of industry experience and has been with Hughes Financial Services, LLC since 2009. He holds the Series 63 designation and is based in Herndon, VA. Outside of financial advising, he is a limited partner in ODD SQUAD LLC, which owns Eventide Restaurant in Arlington, VA. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm customizes portfolios using model portfolios and a combination of fundamental, cyclical, and Modern Portfolio Theory analyses, employing tactical techniques such as short-term trading, option writing, short sales, and margin when appropriate.
Theodore D
Series 63, Series 65
Reston, VA
Preston Wealth Advisors, LLC.
Theodore Doremus is a financial advisor at Preston Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Preston Wealth Advisors since 2012. Outside of his advisory work, he is a minority equity investor in two companies involved in flipping foreclosed residential real estate in Arlington, VA. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm combines active and passive portfolio management using model-driven strategies and serves as adviser and general-partner affiliate to private funds focused on companies with significant revenue from U.S. government contracts.
Joseph Y
CFP®, Series 66, Series 65
Great Falls, VA
QM Advisors LLC
Joseph Yoon is a CFP®-credentialed financial advisor with 24 years of industry experience, currently with QM Advisors LLC in Great Falls, VA. His previous roles include positions at Resources Investment Advisors, TimeScale Financial, and Charles Schwab, among others. Outside of advisory work, he is the principal of Castle Hill Consulting, LLC, which conducts various 1099 business activities. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a range of analytical methods across multiple asset types and operates both separately managed accounts and pooled investment vehicles, including a private hedge fund.
Ryan O
CFP®, Series 63
Ashburn, VA
Abich Financial Wealth Management, LLC
Ryan Oliver is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Abich Financial Wealth Management, LLC. He previously worked at Cassaday & Co Wealth Management and Osaic Wealth, INC., among other roles. Oliver holds a Virginia Commonwealth Notary position. Abich Financial Wealth Management is an SEC-registered, five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment process and offers discretionary and non-discretionary portfolio management, standalone planning, and access to third-party managers and wrap-fee programs.
Elisa H
Series 65
Ashburn, VA
The Lewis Financial Group
Elisa Hasan is a financial advisor with The Lewis Financial Group in Ashburn, VA, holding a Series 65 designation and three years of industry experience. Her previous roles include positions at Edward Jones, Care With Love, LLC, and Ashby Ponds Retirement Community. She is also a notary public in Ashburn. The Lewis Financial Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a mix of active and passive strategies across various asset classes and uses third-party platforms and programs to implement and manage client portfolios.
Austin C
Series 65
Germantown, MD
Milestone Asset Management, LLC
Austin Catania is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AMJ Financial Wealth Management LLC, Andersen, and MV Financial. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets through a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.
Connor D
Series 65
Ashburn, VA
Abich Financial Wealth Management, LLC
Connor Depew is a financial advisor at Abich Financial Wealth Management, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at FVC Bank and Freedom Bank of Virginia. Abich Financial Wealth Management is a multi-advisor team serving individual and high-net-worth clients, managing approximately $395 million in discretionary assets. The firm employs a blended investment approach incorporating fundamental, technical, cyclical, and charting analyses, and offers both investment management and financial planning services.
Renee S
Series 65
Fairfax, VA
Professional Financial Solutions, LLC
Renee Sewall is a financial advisor at Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation with 11 years of industry experience. She has been with Professional Financial Solutions since 2013. Professional Financial Solutions, LLC primarily serves individual clients—including those with living or irrevocable trusts—and small business owners, providing financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive-minded investment approach using diversified mutual funds and ETFs, and manages over $409 million in client assets.
Carol Z
Series 66
Ashburn, VA
AtCap Partners, LLC
Carol Zelenke is a financial advisor with AtCap Partners, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Ceros Financial Services, Inc. since 2022 and previously held roles at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. Outside of her advisory work, she owns a residential rental property in California. AtCap Partners, LLC provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to create individualized investment strategies ranging from long-term holdings to short-term trading and options.
Ingrid H
Series 65
Centreville, VA
Hendershot Investments, Inc.
Ingrid Hendershot is the principal at Hendershot Investments, Inc. in Centreville, VA, with 32 years of industry experience. She has been with Hendershot Investments since its founding in 1994. The firm provides fee-only, discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. It manages approximately $1.07 billion across about 516 clients with a four-advisor team, employing a fundamental, long-term investment approach that integrates high-quality company analysis, intrinsic-value assessment, and conservative fixed-income laddering alongside AI-assisted research and regular client communications.
Elizabeth D
Series 63, Series 66
Tysons Corner, VA
Harbour Capital Advisors, LLC
Elizabeth Duff is a financial advisor at Harbour Capital Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Harbour Capital Advisors since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management along with family office, financial planning, and foundation advisory services. Harbour Capital employs a core-satellite investment approach and offers integrated family office services and foundation administration, distinguishing its offerings from standard portfolio-only advisers.
Victor C
CFA®
Middleburg, VA
The Hoerner Planning Group, LLC
Victor Cunningham is a CFA® charterholder with four years of industry experience. He has worked at The Hoerner Planning Group since 2024 and previously spent over a decade at Third Avenue Management. The Hoerner Planning Group provides wealth advisory services to affluent families and related entities, focusing on long-term, strategic asset allocation with selective tactical adjustments. The firm manages approximately $1.5 billion in assets and typically implements portfolios through Independent Managers employing value-oriented, concentrated strategies.
Jennifer V
CFP®, Series 65
Vienna, VA
D'Orazio Wealth Advisors
Jennifer Vanlandingham is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. She has been with D'Orazio & Associates, Inc. since 2004. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting mainly to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.
Sarah A
CFP®
Middleburg, VA
The Hoerner Planning Group, LLC
Sarah Albritton is a CFP® professional with eight years of industry experience, currently serving at The Hoerner Planning Group, LLC since 2011. She is based in Middleburg, VA and is part of a four-advisor team. The Hoerner Planning Group provides comprehensive wealth advisory services to affluent families and related entities, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm follows a long-term, strategic asset-allocation approach, managing approximately $1.5 billion in regulatory assets with a focus on value discipline and concentrated strategies through Independent Managers.
Hsuan W
Series 63, Series 65
Fairfax, VA
Corrales & Co.
Hsuan Wang is a financial advisor at Corrales & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Chevy Chase Trust and Quantis Wealth Management. Outside of his advisory role, Wang serves as treasurer of a nonprofit organization and teaches Chinese weekly, both on a volunteer basis. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, quantitative, technical, and charting analysis. The firm prepares customized Investment Policy Statements and may incorporate third-party managers or private funds as part of client strategies.
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