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Benjamin S

CFP®

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Benjamin Scrivener is a CFP® professional with eight years of industry experience. He is currently with Steigerwald, Gordon & Koch - Wealth Advisors, where he has worked since 2025. His prior experience includes roles at Burney Wealth Management and Strategic Wealth Management Group. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs both long- and short-term investment strategies across multiple asset classes and incorporates ESG considerations at client direction.

Retirement income strategy General estate planning guidance
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Hillary L

Series 63, Series 65

Great Falls, VA

Yhb Investment Advisors Inc

Hillary Landen is a financial advisor at YHB Investment Advisors Inc in Great Falls, VA, holding Series 63 and Series 65 licenses with eight years of industry experience. She previously worked at TM Wealth Management and Bull Run Financial Group. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans, applying a team-based investment process that emphasizes diversified allocations and independent research. The firm also offers pension consulting, trustee services, and targeted financial consulting alongside its core asset management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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Elizabeth S

CFP®, Series 66, Series 63

McLean, VA

Brown | Miller Wealth Management, LLC

Elizabeth Sharp is a CFP® with 11 years of industry experience. She is currently with Brown | Miller Wealth Management, LLC, where she has worked since 2020. Prior to joining Brown | Miller, she was employed at Seia LLC and Zhang Financial. Brown | Miller Wealth Management is a fee-only registered investment adviser managing approximately $991 million for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm designs customized, tax-aware asset allocations blending active and passive strategies across multiple asset classes and provides both discretionary portfolio management and consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Adam K

Series 66

Reston, VA

Reston Wealth Management

Adam Knapik is a financial advisor at Reston Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank SSB. He has been with Reston Wealth Management since 2021. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, charitable organizations, corporations, small businesses, trusts, guardianships, and estates. The firm manages approximately $590 million using a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies.

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

Series 65

Vienna, VA

Allegiance Financial Group

Garrett Welsh is a financial advisor at Allegiance Financial Group with a Series 65 license and one year of industry experience. Prior to joining Allegiance, he worked at Hunt Valley Country Club for four years. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, business entities, and charitable organizations. The firm emphasizes strategic asset allocation grounded in Modern Portfolio Theory and maintains a long-term investment orientation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting
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Dean U

CFP®, ChFC®, Series 63, Series 65

Tysons, VA

Mclean Asset Management Corp.

Dean Umemoto is a CFP® and ChFC® with 35 years of experience in financial advising. He has been with McLean Asset Management Corporation since 1984. He is a silent partner in a financial planning software company but has no active role in that business. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a globally diversified asset allocation approach based on Modern Portfolio Theory, with a focus on tax efficiency and periodic rebalancing.

Tax-loss harvesting Concentrated stock management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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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Elizabeth D

CFP®, Series 66

Vienna, VA

Rembert Pendleton Jackson

Elizabeth Drew Verdi is a CFP® professional with 21 years of industry experience and holds a Series 66 license. She has been with Rembert Pendleton Jackson since 2011, initially joining the firm and continuing through its affiliation with SSB Wealth Management. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a Modern Portfolio Theory-based approach to create diversified portfolios and offers both discretionary and non-discretionary programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Stock option exercise strategy Charitable giving & philanthropy General tax planning Founder/Business Owner Retired
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Elissa B

CFP®, Series 63, Series 65

Vienna, VA

Yeske Buie Inc.

Elissa Buie is a CFP® with 33 years of experience in financial advising. She has worked at Yeske Buie Inc. since 2007 and previously spent 15 years with Financial Planning Group, Inc. She holds Series 63 and Series 65 licenses. Yeske Buie provides integrated wealth management services including financial planning, discretionary asset management, and fiduciary services for a range of clients such as individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process grounded in Modern Portfolio Theory, primarily using ETFs and mutual funds, and manages over $1 billion with a dedicated advisory team.

Wealth management General tax planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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David M

Series 65

McLean, VA

Advisors Financial, Inc.

David Mulhearn is a financial advisor at Advisors Financial, Inc. with seven years of industry experience. He holds a Series 65 credential and has been with Advisors Financial since 2019. Prior to joining the firm, he worked at Washington College for four years. Advisors Financial, Inc. offers customized investment management and financial planning services to individuals, trusts, estates, foundations, and other entities. The firm manages roughly $321 million in discretionary assets through a team-based approach and an investment committee that targets multi-year horizons while addressing client-specific needs.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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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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Eugene S

Series 65

McLean, VA

Chesapeake Investment Management LLC

Eugene Sarrge is a financial advisor at Chesapeake Investment Management LLC with 24 years of industry experience. He holds a Series 65 credential and has been with Chesapeake since 2005. Outside of his advisory role, he is also a principal at Washington Financial Planners, LLC, a financial planning company. Chesapeake Investment Management provides fee-based asset management and consulting services primarily to high-net-worth individuals, trusts, foundations, and institutional clients. The firm employs individualized discretionary portfolio management focused on equity and fixed-income securities with low turnover, and it does not provide custody or firm-level financial planning.

Wealth management Passive / index investing
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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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John S

Series 66

Fairfax, VA

Aspect Partners, LLC

John Shanley is a financial advisor at Aspect Partners, LLC with four years of industry experience. He holds the Series 66 designation and has worked in private client services and wealth management roles since 2021. Outside of advising, Shanley is an investor in a software company focused on website content monetization. Aspect Partners serves a diverse client base, including individuals, trusts, nonprofit organizations, and businesses, offering asset management, financial planning, and retirement plan consulting. The firm employs quantitative and technical analysis, uses various investment vehicles, and engages third-party managers, including some who utilize artificial intelligence and machine learning.

Options & derivatives strategies Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Kevin D

Series 66

Tyson, VA

KFA Private Wealth Group, LLC

Kevin Deans is a financial advisor at KFA Private Wealth Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Management LLC and Spire Securities, LLC. Outside of finance, he is an investor in Aperture Coffee Roasters and serves as a paid baseball coach for Stars Showcase Baseball. KFA Private Wealth Group advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning, investment management, and in-house tax and accounting services. The firm uses goal-based strategic asset allocation and a combination of passive and active management, with a focus on manager selection and low-cost share classes.

Wealth management Passive / index investing Active portfolio management Real estate investing
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