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Justin D

Series 63, Series 65

Ashburn, VA

Abich Financial Wealth Management, LLC

Justin Dobak is a financial advisor at Abich Financial Wealth Management, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and Dominion Financial Consultants, as well as an eight-year period at Richard Allen Clothing. Abich Financial Wealth Management is a five-advisor team that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a multi-method investment approach incorporating fundamental, technical, and cyclical analysis, and offers client education through monthly retirement workshops.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Mark H

Series 63, Series 65

Reston, VA

Acorn Financial Advisory Services, Inc.

Mark Herman is a financial advisor at Acorn Financial Advisory Services, Inc. in Reston, VA, with nine years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including Mutual Advisors/DCH Wealth, Platinum Wealth Partners/DCH Wealth, Knight Equity Markets, and Direct Trading Institutional. He is a partner in a personal closed investment partnership alongside two other licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered investment adviser managing approximately $1.4 billion across various account types. The firm serves individuals, families, and institutional clients with globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and offers specialized model strategies as well as subadvisory services.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
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Abigail J

Series 63, Series 65

McLean, VA

West Financial Services, Inc.

Abigail Just is a financial advisor at West Financial Services, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at West Financial Services since 2015. West Financial Services, Inc. is an SEC-registered, fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm employs a diversified, client-specific investment approach with a long-term focus, utilizing core-and-satellite equity strategies and laddered fixed-income allocations.

Stock option exercise strategy Business ownership considerations Business succession planning Retirement income strategy Debt management Founder/Business Owner Executive
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John F

CFP®, Series 63, Series 65

Reston, VA

Acorn Financial Advisory Services, Inc.

John Forbrich is a CFP® professional with 23 years of industry experience, currently advising at Acorn Financial Advisory Services, Inc. He has previously worked with Voya Financial Advisors and The Washington Financial Services Group, Inc. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Acorn Financial Advisory Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and small businesses. The firm manages approximately $1.4 billion in assets and offers diversified portfolios with a range of investment strategies, including third-party managers and tactical tools.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
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Neetu K

Series 63, Series 65

Herndon, VA

Northwest Financial Advisors LLC

Neetu Kohli is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. Her prior career includes roles at PNC Bank and PNC Investments, Wells Fargo Clearing, Charles Schwab, and United Brokerage Services. She is also an author of children's reading books. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach with customizable portfolios implemented through LPL Financial programs.

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

CFP®, Series 66

McLean, VA

Centurion Wealth Management

Jacob Gurock is a CFP® professional with six years of industry experience, currently serving at Centurion Wealth Management. His prior roles include positions at Cerity Partners LLC, AWM Capital, LLC, and The Vanguard Group, Inc. He serves on the Texas Tech Personal Financial Planning Alumni Board and the Texas Tech Center for Collegiate Recovery Communities Advisory Board, and is a National Ambassador for the Shatterproof Organization, a nonprofit focused on addressing the addiction crisis in the United States. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate clients, providing discretionary portfolio management, financial planning, and retirement consulting. The firm manages approximately $741 million in assets with an eight-advisor team and employs a diversified investment approach tailored to each client’s profile.

Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive
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Luke G

Series 65

Vienna, VA

D'Orazio Wealth Advisors

Luke Griffin is a financial advisor at D'Orazio Wealth Advisors in Vienna, VA, holding a Series 65 credential. He joined the firm in 2026 and has professional experience from prior roles in diverse fields including veterinary services and education. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm follows a long-term, globally diversified investment approach using fundamental and quantitative analysis, managing portfolios with mutual funds, ETFs, individual equities, bonds, and separately managed account programs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Nirvan K

Series 65

McLean, VA

Alpha Financial Advisors, LLC

Nirvan Khaksarfard is a financial advisor at Alpha Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and has been with Alpha Financial Advisors since 2022. Prior to his advisory role, he was a student for ten years. Alpha Financial Advisors serves individual and high-net-worth clients, as well as a single pension/profit-sharing plan, typically working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive financial planning and investment management using a combination of modern portfolio theory and various analytical techniques, focusing on customized, long-term strategies with an emphasis on cost and tax efficiency.

General retirement planning Retirement income strategy General estate planning guidance Cash flow / budgeting
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Mariame P

CFP®

Vienna, VA

The Advisory Group of San Francisco, LLC

Mariame Pierce is a CFP® professional with two years of experience currently working at The Advisory Group of San Francisco, LLC. She previously worked at The Table Financial Planning and Worth Winning, and she owns Lovemariame, a business providing guidance sessions. The Advisory Group of San Francisco, LLC is a fee-only advisory firm serving individuals, foundations, endowments, and retirement plans with a six-advisor team managing approximately $809.9 million. The firm employs a blend of modern portfolio theory and fundamental and quantitative analysis, offering discretionary investment management and integrated financial planning across multiple offices.

Tax-loss harvesting Retirement income strategy General estate planning guidance Charitable giving & philanthropy Elder care planning Founder/Business Owner Executive Approaching retirement Established Professionals
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Athena C

CFP®, Series 65

Tysons, VA

Mclean Asset Management Corp.

Athena Chang is a CFP® and Series 65-licensed financial advisor with 21 years of industry experience. She has been with McLean Asset Management Corporation since 2001. McLean Asset Management Corporation offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse clientele, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory, utilizes no-load mutual funds and ETFs, and provides specialized strategies such as tax-managed equity and ESG screening models.

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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Brittany H

Series 65

McLean, VA

Brown | Miller Wealth Management, LLC

Brittany Heath is a financial advisor at Brown | Miller Wealth Management, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Navy Federal Title Services and PNC Bank. Brown Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and institutional entities. The firm employs a goal-oriented investment approach that combines active and passive strategies, integrates third-party independent managers, and offers discretionary management of held-away assets.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Charles R

CFP®, Series 63, Series 65

Vienna, VA

Rembert Pendleton Jackson

Charles Rembert is a CFP® professional with 24 years of industry experience, currently serving at Rembert Pendleton Jackson where he has worked since 1995. He holds Series 63 and Series 65 licenses and contributes as a Corporate Advisor to Trimetrix Inc., supporting executive management in business operations. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a range of individual and institutional clients. The firm employs a Modern Portfolio Theory-based approach to portfolio design and serves both high-net-worth individuals and institutional investors.

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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Jeffrey G

CFA®, Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Jeffrey Gordon is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Steigerwald, Gordon & Koch - Wealth Advisors since 2002. He is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to clients’ objectives using a range of asset classes and strategies, overseeing over $1.2 billion in discretionary assets across approximately 674 client relationships.

Retirement income strategy General estate planning guidance
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Abraham A

Series 65

Ashburn, VA

Abich Financial Wealth Management, LLC

Abraham Abich is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Abich Financial Wealth Management, LLC, a five-advisor team where he has worked since 2021. Prior to this, he held roles at J. Hagan Capital Inc. and Retirement Wealth Advisors. Outside of his advisory work, he serves as president of Abich Financial Services, Inc., where he is involved in insurance sales and services, and is a member of the Loudoun County Chamber of Commerce. Abich Financial Wealth Management provides ongoing investment management and financial planning to individuals and high-net-worth clients. The firm employs a multi-method investment process incorporating fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management alongside access to third-party managers and wrap-fee programs.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nakia B

Series 66

Herndon, VA

Northwest Financial Advisors LLC

Nakia Brown is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial, Morgan Stanley, Madison Avenue Securities, and Campbell Wealth Management. Outside of advising, she works part-time as a delivery driver for DoorDash and is a commissioned notary in Virginia. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets, using a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

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

CFP®, Series 63, Series 65

Herndon, VA

Craft Wealth Services

Jeff Doan is a CFP® with 14 years of industry experience, currently serving at Craft Wealth Services since 2018. Prior to this, he worked at Capital One Advisors and Capital One Investing from 2015 to 2018. In addition to his advisory work, he is an insurance agent and author of the book *The One Percent - Financial Independence*, which is available on Amazon. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that incorporates fundamental and technical analysis, with discretionary management and tailored client advice.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
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Timothy F

CFP®, Series 66

McLean, VA

Brown | Miller Wealth Management, LLC

Timothy Flanigan is a CFP® with 17 years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC since 2020. His prior roles include positions at Wells Fargo Clearing and Investments Professionals Inc. Brown | Miller Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutional entities. The firm employs a goal-oriented, tax-aware asset allocation approach that combines active and passive strategies and integrates third-party managers and a UMA overlay to deliver discretionary portfolio management and advisory services.

Private / alternative investments Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Evgeniy Y

CFA®

Sterling, VA

Signet Financial Management, LLC

Evgeniy Yashin is a CFA® charterholder with 17 years of industry experience. He has been with Signet Financial Management, LLC since 2014 and previously worked at Summit Financial, LLC. Outside of his advisory role, he serves as CEO of Hollistico, a financial technology AI company, and is a board member and passive investor in GreenSmith, LLC, a hemp growing farm. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary wealth management, portfolio management, financial planning, and advisory services. The firm uses a disciplined, evidence-based investment process combining fundamental and quantitative analysis to construct customized portfolios for its clients.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
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Rena A

Series 63, Series 65

Reston, VA

Preston Wealth Advisors, LLC.

Rena Abdalla is a financial advisor at Preston Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Preston Wealth Advisors and Manna Capital Management since 2014. Outside of advising, she is involved in mortgage lending through Everett Financial, Inc. and runs an event and design consulting business focused on nonprofit fundraising. Preston Wealth Advisors provides investment advice and financial planning to individuals, families, and plan fiduciaries, employing both active and passive portfolio management strategies. The firm uses model-driven approaches and third-party software to manage discretionary client accounts and offers specialized services including private pooled investment vehicles and participant account management for held-away retirement accounts.

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

Series 63, Series 66

Herndon, VA

Northwest Financial Advisors LLC

Richard Holden is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been affiliated with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial since 2016. Outside of his advisory role, he holds a notary commission in Virginia and is engaged in an airplane leasing business. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach and primarily implements strategies through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.

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