Jessica Doll is a CFP® professional with 11 years of industry experience. She has been with Reframe Wealth, LLC since 2021 and previously worked at TIAA-Cref Individual & Institutional Services, LLC from 2014 to 2021. ReFrame Wealth manages approximately $345.8 million for individuals, high-net-worth clients, trusts, and estates, offering discretionary wealth management, portfolio supervision, and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and long-term asset allocation, utilizing ETFs, mutual funds, individual stocks and bonds, and independent managers, with portfolio construction and trading overseen by an independent sub-advisor.

Anise Faircloth is a financial advisor with Berg Faircloth Investment Advisors in Leesburg, VA, holding 12 years of industry experience. She has been with Berg Faircloth Investment Advisors and related entities since 2010. Outside of advising, she serves as a firm administrator for Berg Faircloth & Company, an accounting firm. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension plans and business entities. The firm employs fundamental and cyclical analysis in managing a range of securities and integrates tax and accounting advice through its affiliation with an accounting practice.

Jeffrey Zures is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He has been a principal at Sanchez & Zures, LLC since 2006. The firm provides investment management and financial planning services to individual and high-net-worth clients, focusing on a long-term, passive investment approach using primarily exchange-traded funds. Sanchez & Zures offers portfolio construction, ongoing rebalancing, written financial plans, and retirement rollover advice, operating under ERISA fiduciary standards when applicable.

Amy Spalding is a CFP® professional with two years of industry experience, currently with District Capital Management, LLC. She previously worked at Walden Wealth Partners, LLC for four years and has experience in entrepreneurial and wellness-related ventures, including roles at Busykid.com and Yoga Lounge & Barre. District Capital Management serves individual clients, businesses, and charitable organizations with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis and offers diversified portfolios using low-cost mutual funds and ETFs, complemented by educational workshops on various financial topics.

Carlton Fitch is a financial advisor at Houlihan Financial Resource Group, Ltd. in Ashburn, VA, holding a Series 65 designation with 17 years of industry experience. He has been with Houlihan Financial Resource Group since 2006. 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 primarily serves high-net-worth individuals and tailors asset allocation guidelines through five internal investment program categories, managing accounts on a discretionary basis or via Schwab’s automated platform for smaller clients.

Keron Smith is a financial advisor at Brighter Financial Capital Management, LLC in Reston, VA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Avantax and Wells Fargo Advisors. Brighter Financial Capital Management provides investment and financial planning services to individuals, corporations, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management and multi-tiered planning. The firm conducts regular account reviews, sponsors educational seminars, and often uses sub-advisors while maintaining ongoing client relationships.

Ameen Estaiteyeh is a financial advisor at Investology Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with Investology since 2004. Investology provides portfolio management and advisory services to individual clients, retirement plans, and charitable organizations. The firm uses a variety of analytical methods combined with modern portfolio theory and manages a broad range of investment instruments across both long-term and short-term strategies.

Cody Cashman is a financial advisor at Capital Assets Planning Incorporated with a Series 66 designation and one year of industry experience. Prior to his advisory roles, he served as the Commissioner of the Revenue for the City of Falls Church from 2021 to 2025. Capital Assets Planning, Inc. provides financial planning and advisory services to individual and high-net-worth clients, offering customized plans covering cash flow, retirement, tax, insurance, and estate considerations. The firm uses client interviews and risk-tolerance questionnaires to tailor recommendations and typically implements investments through third-party managers.

Kelly Cappello is a financial advisor at Argo Wealth Advisory, LLC with 31 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates for 20 years before joining Argo Wealth Advisory in 2025. Argo Wealth Advisory provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental-analysis approach with a generally long-term orientation, using model portfolios comprised of mutual funds, ETFs, individual stocks, bonds, and options, while also incorporating Independent Manager overlays and borrowing within separately managed account structures.

Joshua Zins is a financial advisor at Plandeavor with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual Investment Management for six years. Plandeavor provides discretionary asset management, ongoing financial planning, and hourly consultations to individuals, business entities, trusts, and estates. The firm employs a quantitative investment approach using ETFs and direct indexing, combined with tax-loss harvesting and tactical asset-allocation adjustments.

Tyler Harper is a CFP® with two years of industry experience, currently serving as a financial advisor at Variant Private Wealth LLC. Before joining Variant, he worked at Valeo Financial Advisors LLC and Precision for Medicine. Outside of finance, he has experience in secondary education and worked at Manhattan Pizza. Variant Private Wealth provides fee-based financial planning and individualized investment management to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm builds investment recommendations from client-specific financial plans using fundamental and technical analysis, and manages wrapped accounts through its sponsored wrap-fee program.

Luke Avery is a CFP® and Series 65-licensed advisor at DecisionMap Wealth Management, LLC with three years of industry experience. Prior to joining DecisionMap, he worked at Goldman Sachs Personal Financial Management and has experience in both financial services and other sectors including education and logistics. DecisionMap Wealth Management provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment strategy that combines passive and active approaches, tailoring portfolios to clients’ objectives and risk tolerances.

Kevin Cope is a CFA® charterholder with nine years of industry experience and is currently a managing member of Cope Connelly in Arlington, VA. He has worked at Hutchinson Capital Management and XPS Capital LLC prior to his current role. Cope is also involved with C4M Global Advisors LLC, a related advisory firm, and oversees the governance of Cope Connelly SPV Management LLC, a special purpose vehicle entity. Cope Connelly serves individuals, pension plans, and business entities by providing discretionary portfolio management, financial planning, pension consulting, and private placement consulting. The firm emphasizes documented investment policies, regular portfolio reviews, and incorporates charting and technical analysis within a long-term trading approach while actively advising on private placements and special-purpose vehicles.

Timothy Mayer is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has worked at several related entities since 2016, including his own firm, Mayer Practice Limited Liability Company, which provides life and health insurance services. PrimeauMayer Advisors LLC offers investment management and financial planning services to individual and high-net-worth clients. The firm utilizes third-party sub-advisers to manage model portfolios tailored to clients’ risk profiles and administers a wrap-fee program combining advisory services and trading costs.

Jason Hemeon is a CFP® and ChFC® with 23 years of industry experience. He is currently with Argo Wealth Advisory, LLC, where he has worked since 2025. Prior to this, he spent seven years at Raymond James & Associates and nine years at Wells Fargo Advisors. Argo Wealth Advisory provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental-analysis approach with a long-term orientation, utilizing model portfolios composed of mutual funds, ETFs, individual stocks, bonds, and options, and incorporates Independent Manager overlays and borrowing within separately managed accounts.

Christian Polito is a CFP® professional with 13 years of industry experience, currently serving at Clarion Wealth Management Partners. He has worked at several firms, including EverSource Wealth Advisors and Commonwealth Financial Network. Polito also holds a Series 66 license and provides licensed non-variable insurance and annuities as part of his practice. Clarion Wealth Management Partners serves individuals, families, small business owners, nonprofit organizations, and retirement plans. The firm offers investment management, financial planning, and retirement consulting, utilizing tools like Morningstar and Riskalyze to monitor portfolios and support risk assessment.

Mark Eid is a financial advisor at Acts Financial Advisors with a Series 65 credential and two years of industry experience. He has worked at Qualderm Partners since 2020 and was previously employed at VA Dermatology and Skin Surgery Center. Outside of advising, Mark Eid practices as a Mohs micrographic surgeon at Qualderm Partners and co-founded Rich to Wealthy, a personal finance education and entertainment media company. Acts Financial Advisors is a small SEC-registered firm serving individuals, charitable organizations, businesses, and public entities. The firm employs a Modern Portfolio Theory framework using primarily passive index mutual funds and ETFs, while also offering financial planning, investment management, business consulting, and real estate analysis services.

Tirumala Kollur is a financial advisor at Sampatti Financial LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Sampatti Financial since 2015, as well as at Isolvers Inc and CGH Technologies, Inc. Kollur is based in Leesburg, VA. Sampatti Financial LLC provides discretionary asset management and employee benefit plan advisory services to individuals, high-net-worth clients, and small businesses. The firm employs a blend of fundamental, technical, and charting analysis across various investment strategies, managing portfolios on a discretionary basis tailored to clients’ risk tolerance and objectives.

Peter Rechter is a CFP® professional with 25 years of industry experience. He has been with Rechter Wealth Management, LLC since 2003, where he serves as one of two advisors. The firm provides portfolio management and financial planning services primarily to individual clients, as well as to small businesses, non-profits, trusts, and estates. Rechter Wealth Management, LLC manages approximately $98.7 million in billable assets, operating on a non-discretionary basis with a focus on tailored multi-asset allocation plans and diversified mutual fund exposures. The firm is notable for its client-approval trading process, quarterly portfolio reviews, and a CFP-led oversight approach.

Robert Fredeen III is a financial advisor at AD Deum Funds, LLC with four years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including AGM Institute, Mark Trost Financial, Bull Run Financial Group, and Rillhurst Capital. AD Deum Funds primarily serves individual investors with discretionary portfolio management, investment planning, and sub-advisory services. The firm employs an options-centric investment approach using algorithmic tools and option dealer positioning signals to tailor strategies across managed accounts and a private pooled vehicle, and it also publishes a paid newsletter with a multi-tier subscription platform.