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.

Joseph Berenato is a financial advisor at 4J Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and has prior work history with Fairfax County Public Schools, Towson University, Montgomery County Community College, and Berenato & White, LLC. 4J Wealth Management primarily serves individual investors and retirement plans, offering financial planning and both discretionary and non-discretionary investment management. The firm employs a fiduciary approach with multi-style portfolio construction and integrates estate-planning tools and AI-supported review processes into its advisory services.

James Brown Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Meritis Wealth Management, Inc. He previously worked for Wells Fargo under the Meritis Wealth Management brand for 10 years. James is also a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation. Meritis Wealth Management serves individuals, trusts, estates, and businesses with customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm focuses on tailored investment strategies typically implemented on a discretionary basis, combining fundamental and technical analysis and managing over $200 million in assets with a three-advisor team.

Richard Schoenfeld is a CFP® with 35 years of industry experience and has been with InterVest Ltd. since 1985. He holds Series 63 and Series 65 licenses and operates out of Chevy Chase, MD. Schoenfeld is one of two advisors at InterVest Ltd. InterVest Ltd. advises individuals, families, trusts, estates, charitable organizations, and retirement plans by providing comprehensive financial planning, portfolio management, and non-discretionary asset management consulting. The firm emphasizes a document-driven, individualized planning process and works with platforms such as SEI’s managed-account program while maintaining fiduciary roles for certain retirement accounts.

Boris Foxman is the CEO of Foxman Asset Advisors Inc. in Rockville, MD, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Avantax Investment Services, NBAC Corp, and Crump Insurance Agency. Outside of financial advising, he serves as president of iVenture Accounting Group, an accounting firm. Foxman Asset Advisors provides advisory services to individual investors, corporations, trusts, and foundations, offering discretionary portfolio management, financial planning, and consulting. The firm implements long-term investment strategies based on fundamental analysis, modern portfolio theory, and quantitative techniques, primarily recommending mutual funds alongside ETFs, fixed income, and other instruments.

Dawn Page is a financial advisor at Impact Capital, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has worked at Impact Capital since 2021 and previously spent five years at PagnatoKarp Partners. Impact Capital provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm uses a multi-method investment approach, including fundamental, quantitative, and technical analysis, and offers tailored Investment Policy Statements with monthly reporting through approved custodians.

Mark Primeau is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Virtue Capital Management and Knights of Columbus Insurance. Outside of his advisory role, Primeau is a managing member of PrimeauMayer Agency LLC, where he assists high-net-worth individuals and business owners with financial analysis and planning unrelated to investments. PrimeauMayer Advisors LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes model portfolios managed by third-party sub-advisers and offers a wrap-fee program that combines advisory services and trading costs, while also addressing a broad investment universe including alternative asset classes.

Charles Donalies is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Donalies Financial Planning, LLC since 2012. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, focusing on dual-income families and individuals preparing for or in retirement. The firm’s investment approach combines a passive core with active satellite positions, incorporates tax-aware strategies, and uses third-party planning and reporting tools.

Jayden Liu is a financial advisor at B&L Wealth Group, LLC, holding CFP® and Series 66 credentials with two years of industry experience. Prior to joining B&L Wealth Group in 2024, he worked at Bank of America for nine years and was self-employed for eight years. B&L Wealth Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm also offers sub-advised portfolio management to other registered investment advisers and serves a notable non-U.S. client segment.

Bradley Loper is a financial advisor at DouglasBradley LLC with 24 years of industry experience. He holds a Series 66 designation and has been with DouglasBradley LLC since 2005. The firm provides investment portfolio management and financial planning services to individuals, families, trusts, estates, and family businesses. DouglasBradley LLC manages approximately $84 million on a discretionary basis for about 75 client households, using a tailored approach that emphasizes income-producing securities and combines fundamental and technical analysis.

Nicholas Joseph is a Series 65 licensed advisor at Sentinel Wealth Management, Inc. with one year of industry experience. Prior to joining Sentinel, he worked at Ernst & Young LLP for a total of six years and held academic positions at the University of Virginia and James Madison University. Sentinel Wealth Management provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to construct portfolios focusing on risk management, utilizing mutual funds, ETFs, bonds, and alternative strategies, and manages approximately $389 million in assets across about 97 clients.

Daniel Ryan is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Alikos Wealth Management, LLC since 2015. Alikos Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios using primarily passively managed mutual funds and ETFs, and offers customized solutions including ESG and tax-sensitive strategies.

James Simon is a CFP® and holds a Series 66 license with 17 years of industry experience. He is the principal advisor at Renew Wealth Management LLC, where he has worked since 2023. Prior to founding Renew Wealth, he held roles at Cresset Capital and Charles Schwab, and serves as an Operations Officer at the White House Military Office while maintaining a long-term position with the US Army National Guard. He is also a member of the Department of Defense Investment Board's Investment Advisory Committee. Renew Wealth Management LLC provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and a primarily long-term investment strategy, constructing portfolios tailored to client goals and risk tolerance, and manages approximately $34.6 million in mostly non-discretionary assets through a single-advisor practice.

Daniel Cohen is a financial advisor with Impact Capital, LLC in Rockville, MD, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Impact Capital since 2018 and has prior experience at Ameriprise Financial Services and Kestra Financial Services. In addition to his advisory role, Cohen has served as a Tax Manager at E. Cohen and Company, CPAs since 2011, where he is involved in tax return preparation and tax planning. Impact Capital provides discretionary portfolio management, pension consulting for employee benefit plans, and financial planning to individual and high-net-worth clients. The firm employs a multi-method investment approach combining fundamental, quantitative, technical analysis, and modern portfolio theory, managing accounts primarily on a discretionary, asset-based fee basis.

James Birks is a financial advisor with Birks Financial Corp. in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Birks Financial Corporation since 1996 and previously with Signator Investors, Inc. since 1989. In addition to his advisory role, he is an insurance agent representing various companies, including John Hancock Life Insurance Company. Birks Financial Corp. advises individual and trust clients on retirement planning and investment management through written financial plans, ongoing planning, and assistance with investment policy statements. The firm follows a long-term, risk-tolerance based investment process, managing assets on a non-discretionary basis and offering clients access to third-party estate-planning services.

James Sullivan is the sole advisor at Sullivan Wood Capital Management, LLC, based in Washington, DC, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his firm since 2002. Sullivan Wood Capital Management provides discretionary investment management and financial consulting primarily to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm offers tailored portfolio management and project-based consulting services, utilizing both fundamental and technical analysis in its investment approach.

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.