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Kedest B
Series 65
Bethesda, MD
Mv Capital Management, Inc.
Kedest Baharu is a financial advisor at Mv Capital Management, Inc. with 26 years of industry experience. She holds a Series 65 designation and has worked at Purshe Kaplan Sterling Investments and Mv Capital Management since 2006, as well as Mv Financial Group since 1998. Mv Capital Management, Inc. serves individual and high-net-worth clients, as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, standalone financial planning, and consulting, with a focus on customized asset allocation and regular portfolio monitoring.
Justin H
Series 63, Series 65
Bowie, MD
Widmann Financial Services
Justin Horner is a financial advisor with Widmann Financial Services in Bowie, MD, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Morgan Stanley and JP Morgan Chase Bank, as well as ownership of Volley Monster LLC, an adult volleyball tournament business. Widmann Financial Services provides discretionary asset management, financial planning, and education seminars to individuals, families, businesses, and nonprofit entities. The firm employs a hybrid, research-driven investment approach combining quantitative and qualitative analysis, utilizing third-party research from providers such as Morningstar and Standard & Poor’s.
Jennifer S
CFP®, Series 63
Bethesda, MD
Fbb Capital Partners
Jennifer Scher is a CFP®-designated financial advisor at FBB Capital Partners with three years of industry experience. Prior to joining FBB Capital Partners in 2022, she worked six years at Resource Furniture. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on wealth and risk management, offering financial planning, discretionary portfolio management, and alternative investment recommendations. The firm manages approximately $2.39 billion in assets across a multi-advisor team and employs diversified, low-cost portfolios supported by comprehensive market analysis.
Kimberly W
Series 65
Alexandria, VA
Atwood Financial Planning LLC
Kimberly Weihbrecht is a financial advisor at Atwood Financial Planning LLC in Alexandria, VA, holding a Series 65 designation and having six years of industry experience. She has worked at Atwood since 2020 and concurrently serves as an Operations Research Analyst for the U.S. Department of Energy, focusing on energy statistics and data collection related to coal use and international coal trading. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities with comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment strategy, and non-discretionary portfolio management, while also offering unique programs such as concierge services, seminars, and a branded finance app.
Ehijie S
CFP®
Washington, DC
Values Added Financial
Ehijie Sado is a CFP® professional with five years of experience in financial advising. He is currently with Values Added Financial, where he has worked for one year. Prior to this, he held positions at Ellevest, Advocacy Wealth Management, Ferrer and Associates, Greater Sum, and Glory International Group. Values Added Financial is a fee-only, SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small- to mid-sized businesses. The firm offers comprehensive financial planning, discretionary portfolio management, and educational workshops, employing a tailored investment approach focused on asset allocation, diversification, and periodic rebalancing.
Marc W
CFP®, Series 65
Arlington, VA
Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Marc Wehmeyer is a CFP® with 12 years of industry experience, currently serving at Praetorian Guard, a division of Praetorian Wealth Management, Inc., since 2013. He is based in Arlington, VA, and holds a Series 65 license. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base, applying fundamental and cyclical analysis to equities, fixed income, and cash while integrating ongoing financial planning and asset-allocation oversight.
Theadora W
CFP®, Series 65
Washington, DC
Values Added Financial
Theadora Westlake Stearns is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Values Added Financial, where she has worked since 2025. Prior to this, she was with Northwest Asset Management and Purshe Kaplan Sterling Investments. Outside of advising, she has experience working at Cowen Park Grocery and McDaniel College. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification aligned with client goals and offers flexible engagement formats including project-based and single-session consultations.
Michael O
Series 66
Washington D.C., DC
Capital Investment Advisors
Michael Opalski is a financial advisor at Capital Investment Advisors with six years of industry experience. He holds a Series 66 designation and has worked with firms including Cambridge Investment Research and Voya Financial Advisors. Outside of his advisory roles, he has been involved with several entrepreneurial ventures such as City Bonfires LLC and Egg'n LLC. Capital Investment Advisors is a team of six advisors managing approximately $374 million for a diverse client base that includes individuals, trusts, pension plans, and nonprofit entities. The firm offers a tiered financial planning process, educational workshops, and manages portfolios through third-party multi-manager programs or discretionary model portfolios tailored to different risk profiles.
Christopher H
Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Christopher Hill is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 24 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Investors Management Corporation, Cherry Bekaert Wealth Management, LLC, and Capital One Investing LLC. Hill also serves as Chief Compliance Officer at Folger Nolan Fleming Douglas Capital Management Inc., focusing on regulatory matters. Folger Nolan Fleming Douglas Incorporated provides non-discretionary, fee-based investment advisory services exclusively to a single ultra-high-net-worth family client, tailoring strategies that include equities, fixed income, mutual funds, and ETFs while coordinating with other advisors on estate and cash-flow issues.
Katrina L
Series 63, Series 65
Bethesda, MD
Mv Capital Management, Inc.
Katrina Lamb is a financial advisor at Mv Capital Management, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mv Capital Management since 2005. In addition to her advisory role, she provides business strategy consulting and valuation services outside of investment-related activities. Mv Capital Management serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation and security selection overseen by an Investment Committee, with portfolios built from mutual funds, ETFs, equities, and fixed income.
Jonathan M
Series 63, Series 65
Silver Spring, MD
Audible Wealth Management
Jonathan Mckinney is a financial advisor at Audible Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Northwestern Mutual and Guardian Life Insurance Company. Outside of advising, he is involved in content creation for an online subscription service. Audible Wealth Management serves individual and business clients, offering financial planning, portfolio management, educational seminars, and bill-pay services. The firm employs a diverse investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, and it sponsors a wrap-fee program alongside unique operational features such as third-party platforms for held-away accounts.
James E
CFA®, Series 63, Series 65, Series 66
Alexandria, VA
Avenir Corporation
James Emanuelson is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Avenir Corporation, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, Davidson Park Capital, and Houlihan Lokey Capital. Avenir Corporation provides discretionary investment management to individuals, trusts, foundations, pension and profit-sharing plans, and private funds. The firm follows a bottom-up, core value investment strategy focused on capital preservation, real returns, and a margin of safety, managing concentrated portfolios that often include convertibles and distressed debt.
Anabel Q
Series 63, Series 65
Bethesda, MD
Mv Capital Management, Inc.
Anabel Quintero is a financial advisor with Mv Capital Management, Inc. She holds Series 63 and Series 65 credentials and has 30 years of industry experience. Her career includes long-term roles at Mv Capital Management and Mv Financial Group, as well as Purshe Kaplan Sterling Investments. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation and security selection supported by an Investment Committee and in-house research.
Ryan M
Series 66
Millersville, MD
SFG Wealth Management
Ryan Mc Coy is a financial advisor at SFG Wealth Management with a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and has held roles outside of finance including positions at Mount Vernon Nazarene University and Chick-fil-A. SFG Wealth Management serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary, client-focused approach with diversified investment strategies and offers specialized planning services such as corporate structure and tax planning.
Timothy C
CFP®, Series 66
Washington, DC
Edgemoor Investment Advisors, Inc.
Timothy Coughlin is a CFP® with 25 years of industry experience, currently serving at Edgemoor Investment Advisors, Inc. since 2004. He has also been associated with Integrity Funds Distributor, Inc. since 2009. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios aimed at long-term capital preservation, appreciation, and income.
Michael M
CFP®, CFA®, Series 66
Bethesda, MD
Fbb Capital Partners
Michael Mussio is a CFP® and CFA® with 21 years of industry experience, currently serving at FBB Capital Partners since 2008. He is a managing member of a personal investment holding company and serves on the parish finance council at St. Raphael Catholic Church. Additionally, he is a board member of the Jubilee Association of Maryland’s campaign leadership committee. FBB Capital Partners advises individual and high-net-worth clients, family offices, and institutions on comprehensive wealth and risk management. The firm employs a diversified, low-cost investment approach incorporating stocks, bonds, options, mutual funds, ETFs, and alternative investments, using model portfolio structures and discretionary trading authority to manage approximately $2.39 billion in assets for about 1,000 clients.
Kevin J
CFP®, Series 65
Bethesda, MD
Warner Financial, Inc.
Kevin Jarcho is a CFP® and Series 65-licensed advisor at Warner Financial, Inc. in Bethesda, MD, with four years of industry experience. He has worked at Warner Financial since 2021 and previously spent five years at Intact Technology. Warner Financial provides fee-based investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a top-down approach to build diversified portfolios primarily with no-load mutual funds and ETFs, focusing on cost, tax implications, and risk management.
John K
CFP®, Series 63, Series 65
Crownsville, MD
Apollon Financial, LLC
John Kinzer is a CFP® with 39 years of industry experience. He is currently with Apollon Financial, LLC and has previously worked at LPL Financial, Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is involved with Drake-Kinzer Wealth Management as a business entity for tax and investment purposes. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion, utilizing a mix of centrally managed model strategies and locally managed, advisor-led portfolios, and offers access to private and alternative investments.
Matthew B
Series 66
Washington, DC
Folger Nolan Fleming Douglas Incorporated
Matthew Bigelow is a financial advisor with Folger Nolan Fleming Douglas Incorporated and holds a Series 66 designation. He has 10 years of industry experience, primarily with Folger Nolan Fleming Douglas entities since 2013. His role includes securities research and assisting with investment management. Folger Nolan Fleming Douglas Incorporated provides private wealth management services on a non-discretionary, fee-based basis to a single ultra-high-net-worth family, focusing on tailored investment strategies and coordination with the client’s other professionals. The firm operates as both a broker-dealer and SEC-registered investment adviser, managing portfolios with a combination of equities, fixed income, mutual funds, and ETFs.
Brandyn P
CFP®, ChFC®, Series 63
Bethesda, MD
Bull Harbor Capital LLC.
Brandyn Polmateer is a CFP® and ChFC® licensed financial advisor at Bull Harbor Capital LLC with 10 years of industry experience. His prior career includes roles at MassMutual Life Insurance Co, MML Investors Services, Lifeworks Advisors, and Northwestern Mutual in various capacities spanning from 2015 to 2023. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm uses a primarily long-term, customized investment approach and leverages multiple third-party advisory and platform relationships to support its strategies.
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