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Aaron W

CFP®, Series 66

Rockville, MD

FSA Wealth Partners

Aaron Weston is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with FSA Wealth Partners and has previously worked at Financial Services Advisory, Inc., Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis-driven investment process supplemented by fundamental review and uses a structured approach that includes tactical strategies and a defined exit framework called the FSA Safety Net.

Active portfolio management Passive / index investing
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Andrew L

Series 63, Series 65

Ashburn, VA

The Lewis Financial Group

Andrew Lewis is a financial advisor with The Lewis Financial Group, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining The Lewis Financial Group in 2021, he spent over a decade at Wells Fargo Advisors Financial Network LLC. He serves as an investment committee member for the Community Foundation of Loudoun and Northern Fauquier Counties. The Lewis Financial Group provides investment management, independent manager selection, and financial planning services to individuals, high net worth clients, trusts, estates, foundations, and business entities. The firm manages approximately $314 million in discretionary assets, employing a risk-adjusted, tax-aware approach using a combination of active and passive strategies across various asset classes and utilizing both direct portfolio management and third-party platforms.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Alexander V

CFP®, Series 66

Reston, VA

Reston Wealth Management

Alexander Voorhees is a CFP® professional with 12 years of industry experience. He has been with Reston Wealth Management since 2014 and previously worked at LPL Financial from 2014 to 2017. He holds a Series 66 license and spends a portion of his time involved in non-variable insurance activities. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, corporations, and other entities. The firm offers tailored, long-term investment strategies emphasizing diversified portfolios, low-cost funds, and coordinated wealth planning, managing approximately $590 million across about 480 clients.

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management
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Jane R

CFP®

Bethesda, MD

Councilor Wealth LLC

Jane Rowny is a CFP® with 16 years of industry experience, currently serving at Councilor Wealth LLC. She has worked at May Barnhard Investments, LLC since 2013 and May and Barnhard PC since 2008. Councilor Wealth provides portfolio management and financial planning services to individuals, retirement plans, and not-for-profit organizations. The firm employs a long-term investment approach based on fundamental and technical analysis combined with modern portfolio theory, serving clients with a range of asset types and offering both discretionary and non-discretionary account management.

Real estate investing General retirement planning College savings (529s, UTMA, etc.)
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Barbara W

CFP®, Series 63, Series 65

Bethesda, MD

Warner Financial, Inc.

Barbara Warner is a CFP® with 42 years of industry experience. She has been with Warner Financial, Inc. since 2005 and previously worked at Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial is a four-advisor team that provides fee-only investment advisory and financial planning services primarily to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million using a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios constructed with no-load mutual funds and ETFs.

Wealth management Passive / index investing Tax-loss harvesting ESG / Sustainable investing
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Joseph W

Series 63, Series 66

Herndon, VA

Northwest Financial Advisors LLC

Joseph Wilson is a financial advisor at Northwest Financial Advisors LLC in Herndon, VA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and TD Ameritrade. In addition to his advisory role, Wilson provides administrative support to Northwest Financial Advisors. Northwest Financial Advisors LLC offers investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and utilizes custodial programs through LPL Financial, including an Outsourced Chief Investment Officer program to support portfolio management.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Mel C

CFA®, Series 63

Bethesda, MD

Fbb Capital Partners

Mel Casey is a CFA® charterholder with four years of industry experience. He has worked at FBB Capital Partners since 2021 and previously spent five years at 1919 Investment Counsel, LLC. In addition to his advisory role, he serves on the Board of Advisors for C.G. Medici & Co., providing feedback on product development for an online financial planning application. FBB Capital Partners advises individuals, high-net-worth clients, family offices, and institutions on wealth and risk management. The firm employs diversified, low-cost portfolios with discretionary management and incorporates alternative investments, serving approximately 1,000 clients with $2.39 billion in assets under management.

Private / alternative investments Options & derivatives strategies Concentrated stock management ESG / Sustainable investing
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Tony N

Series 63, Series 65

Rockville, MD

Axiom Value Wealth Management LLC

Tony Nguy is a financial advisor at Axiom Value Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including SunTrust Advisory Services and Osaic Wealth. In addition to his advisory role, Tony is an independent licensed insurance agent with Axiom Value LLC. Axiom Value Wealth Management LLC serves individual and high-net-worth clients, providing portfolio management and financial planning through a small team of advisors. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education via workshops and webinars.

Annuities Wealth management
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Kimberly L

Series 63

Herndon, VA

Northwest Financial Advisors LLC

Kimberly Lampropoulos is a financial advisor with Northwest Financial Advisors LLC, holding a Series 63 designation and nine years of industry experience. She has been with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial, LLC since 2016. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and primarily implements strategies through LPL Financial custodial programs, while also offering an Outsourced Chief Investment Officer program to support portfolio oversight and manager due diligence.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Herbert H

CFP®, CFA®, Series 63, Series 65

Reston, VA

Hopwood Financial Services, Inc.

Herbert Hopwood is a CFP® and CFA® with 23 years of experience in financial advising, currently serving at Hopwood Financial Services, Inc. since 2003. He is based in Vienna, VA, and holds Series 63 and Series 65 licenses. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management along with financial planning and retirement plan consulting. The firm employs a team of six advisors managing approximately $666.6 million, with an investment approach overseen by an Investment Committee that focuses on multi-year holding horizons and client-specific profiles.

Active portfolio management Options & derivatives strategies
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Deatrice J

Series 63, Series 65

Herndon, VA

Northwest Financial Advisors LLC

Deatrice Johnson is a financial advisor at Northwest Financial Advisors LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with LPL Financial and Northwest Financial Advisors for the past 10 years. In addition to her advisory role, she has experience in commercial real estate with Long and Foster Real Estate, Inc. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities, employing a long-term, asset-allocation-driven approach tailored to client objectives and risk tolerance. The firm utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio management while maintaining adviser discretion.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Christina F

CFP®, Series 63, Series 65

Ashburn, VA

The Lewis Financial Group

Christina Fransckiewich is a CFP® professional with 16 years of experience in the financial industry. She has worked at The Lewis Financial Group since 2021 and previously spent 10 years with Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she is a commissioned Notary Public in the state of Virginia. The Lewis Financial Group provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, foundations, and business entities. The firm employs a risk-adjusted, tax-aware approach using a mix of active and passive strategies across various asset classes and frequently utilizes UMA/SMA platforms and independent managers to implement client portfolios.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Paul H

Series 63, Series 65

Herndon, VA

Hughes Financial Services, LLC

Paul Hughes is a financial advisor at Hughes Financial Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hughes Financial Services since 2009. The firm manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. Hughes Financial Services operates its own wrap-fee program and employs a range of tactical investment techniques, including short-term trading and option writing, while also maintaining affiliations that support trustee and investment-management services.

Wealth management
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Lawrence J

Series 63, Series 65

Ashton, MD

Lafayette Investments, Inc.

Lawrence Judge is a financial advisor at Lafayette Investments, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lafayette Investments since 2010. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm focuses on fundamental and qualitative security analysis with a long-term, low-turnover investment approach, managing portfolios across equities, municipal and corporate fixed income, mutual funds, and ETFs.

Wealth management Passive / index investing
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Jeanne G

CFA®

Chevy Chase, MD

Carderock Capital Management, Inc.

Jeanne Goedecke is a CFA® charterholder with two years of industry experience. She currently works at Carderock Capital Management, Inc. and previously held roles at Hancock Whitney and Regions. Carderock Capital Management, Inc. provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, primarily long-term investment approach that integrates fundamental, quantitative, and technical analysis through customized investment plans.

Active portfolio management Wealth management General retirement planning
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Sara M

Series 65, Series 63

Bethesda, MD

Sargent Investment Group

Sara Mongno is a financial advisor at Sargent Investment Group with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Wells Fargo Securities LLC and has an academic background including time at the Massachusetts Institute of Technology. Sargent Investment Group provides advisory and financial planning services to individuals, trusts, non-profits, corporations, and defined-contribution plans, focusing on customized asset allocation and ongoing portfolio monitoring. The firm serves primarily higher-asset households while maintaining flexibility for smaller relationships.

Equity compensation tax strategy Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Christopher S

CFP®, Series 66

Bethesda, MD

Mv Capital Management, Inc.

Christopher Schaefer is a CFP® with 23 years of industry experience, currently serving at Mv Capital Management, Inc. and Mv Financial Group since 2002. He has been with Purshe Kaplan Sterling Investments and Mv Capital Management since 2006. Outside of his advisory roles, Schaefer serves as treasurer for the Gambrinus Stein Club, a social nonprofit organization. Mv Capital Management, Inc. provides investment management and financial planning services to individuals, high-net-worth clients, and institutional entities, employing a customized asset allocation approach overseen by an Investment Committee and supported by in-house research.

Wealth management
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Jacob T

Series 65

Bethesda, MD

Bull Harbor Capital LLC.

Jacob Thompson is a financial advisor at Bull Harbor Capital LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ashford Advisors for two years. His background also includes four years in academia at the University of Georgia and four years at Chamblee High School. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million for around 421 clients through a team of 28 advisors. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term portfolios and a combination of direct investment and third-party advisory relationships.

Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Judith B

CFP®

Bethesda, MD

Councilor Wealth LLC

Judith Barnhard is a CFP® professional with 12 years of industry experience, currently serving at Councilor Wealth LLC, a team-based firm. She has managed May Barnhard Investments, LLC since 2013 and previously worked at May & Barnhard, PC, a full-service accounting firm providing accounting, tax, and financial planning services, from 1991 to 2018. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations, employing long-term strategies based on fundamental and technical analysis and modern portfolio theory. The firm typically seeks discretionary trading authority and integrates financial planning with investment advisory services.

Real estate investing General retirement planning College savings (529s, UTMA, etc.)
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Matthew L

ChFC®, Series 63, Series 65

Bethesda, MD

Bull Harbor Capital LLC.

Matthew Lipscomb is a financial advisor at Bull Harbor Capital LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bull Harbor Capital in 2025, he worked at Park Avenue Securities LLC for 26 years and has been affiliated with Guardian Life Insurance Company since 1992. Outside of his advisory role, he mentors college students during their summer internships and operates a hunting outfitter business with a strict vetting process. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and manages portfolios through a range of investment vehicles, including independent managers and third-party platforms.

Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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