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.

David Mucciaro is a financial advisor at Doxa Capital, LLC in Arlington, VA, holding a Series 66 designation with 15 years of industry experience. He has been with Doxa Capital Partners, LLC since 2015. Doxa Capital provides portfolio management services to individuals, charitable organizations, and corporate or profit-sharing plans. The firm offers two main programs—Genesis, a rules-based ETF asset-allocation system, and a Comprehensive Management program featuring discretionary management with a range of analytical techniques and trading strategies.

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.

Liliang Chen is a financial advisor at Enduro Capital Partners LLC with a Series 65 designation and no prior industry experience. Before joining Enduro Capital Partners in 2026, Chen worked at Fannie Mae, Freddie Mac, and American General Life Insurance Company. Enduro Capital Partners LLC provides discretionary portfolio management and limited financial planning guidance to individual and high-net-worth clients. The firm uses modern portfolio theory and a top-down, historical analysis approach to construct low-correlation asset mixes across equities, mutual funds, ETFs—including leveraged ETFs—and fixed-income securities tailored to client risk and return objectives.

Cristina Munteanu is a financial advisor at Craftwork Capital LLC with a Series 65 designation and one year of industry experience. She previously worked for Motley Fool Wealth Management, LLC from 2019 to 2026 and has additional experience at Wharton Online, Nest DC, BSI Financial Services, and Target Corporation. Craftwork Capital serves individual and high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning and discretionary portfolio management, using model portfolios and separately managed accounts with strategies including direct indexing, and incorporates AI tools and digital platforms such as Zoe Financial and Betterment in its service delivery.

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.

Zubin’s definition of wealth is being free to do what you want with your time. He spends his time seeing how he can make an impact on the people he meets. Known among family and friends for his passion for finance, Zubin will discuss how to set financial priorities during dinner with friends and remind his kids about the benefits of compounding. He is also passionate about actively working with you to discover what is your definition of wealth. Zubin’s father passed away when he was very young. He watched his mother struggle and slowly make progress in moving the family toward financial security. She instilled in her two children the importance of a financial plan and knowing one’s numbers. Today, people who know Zubin know he is analytical and that numbers come easy to him. His true strengths, however, are empathy, communication, and coming up with new ideas. This helps him closely connect with the people he interacts with. He knows that, like his mother, many families struggle to make financial decisions and adapt their financial plans due to the lack of know-how or the cost of getting the right guidance. Having lived in Washington DC for over 15 years, Zubin has many friends and neighbors who work for the Federal Government. In his discussions with them, he has concluded that their financial planning process is more complicated than the average plan. Zubin has immersed himself in these details so he can help maximize the benefits federal employees deserve. Zubin worked in the Merchant Marines for almost 10 years. He traveled to over 40 countries with an international crew on oil tankers and cargo ships. His favorite voyage lasted 14 months which started in Shanghai, China and sailed around the world a time and a half crossing the Panama and Suez canals twice. When he is not at work, Zubin enjoys traveling, cooking, fostering cats, and, currently, watching shows on Winston Churchill and the historical events leading to World War II.

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.

Safalta Sherpa is a financial advisor at Cooksen Wealth, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mclean Asset Management Corp., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Cooksen Wealth provides financial planning, investment management, and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm manages over $200 million in assets across a concentrated client base, emphasizing asset allocation and a combination of fundamental and technical analysis in their investment process.

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.

Morgan Zeiber is a financial advisor at Capital Area Planning Group with Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Capital Area Planning Group, Morgan held roles at LPL Financial LLC, American Heritage FCU, and Equitable Advisors, LLC. Capital Area Planning Group provides discretionary investment management, financial planning, and employee benefit plan advising to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm utilizes customized, actively managed portfolios based on modern portfolio theory and fundamental analysis, integrating additional financial services such as tax preparation, mortgage brokerage, and insurance through affiliated entities.

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.

Demetrius Felder is a financial advisor with Holistic Planners who holds Series 63, 65, and 66 licenses and has 21 years of industry experience. He is the founder and CEO of Life Is Great Enterprises, LLC, a business involved in stationery goods, training services, publishing, and speaking engagements. Felder has been associated with Holistic Planners Network, Keystone/MySecure Advantage/CLC, and The Felder Group over the course of his career. Holistic Planners Network, LLC serves individual clients, including both high-net-worth and non-high-net-worth households, managing approximately $15 million across about 64 client relationships. The firm provides customized asset management and financial planning services with investment strategies ranging from long-term buy-and-hold to shorter-term trading, supplemented by educational programs and employer-focused financial wellness initiatives.

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.

Ryan Penninger is a CFA® charterholder with 15 years of industry experience. He has been with McGinn Investment Management since 2010 and holds a Series 66 license. 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 follows a long-term, large-cap value equity strategy focused on fundamental analysis and serves as a sub-adviser to a mutual fund, offering clients access to investment company strategies not commonly managed by similar firms.

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.