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Jennifer D

Series 65

Fairfax, VA

Professional Financial Solutions, LLC

Jennifer Denner is a Series 65 licensed financial advisor with Professional Financial Solutions, LLC in Fairfax, VA. She has five years of industry experience, including seven years at the Door and Hardware Institute prior to joining her current firm in 2019. Professional Financial Solutions, LLC primarily serves individual clients, including those with living or irrevocable trusts, as well as small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, consulting, and investment management with a focus on diversified mutual funds and ETFs using a buy-and-hold, passive approach.

General retirement planning Founder/Business Owner
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Frank Z

CFP®, Series 63, Series 65

McLean, VA

Activ8 Family Office LLC

Frank Zecca Jr. is a CFP® certified financial advisor with 26 years of industry experience. He is currently with Activ8 Family Office LLC and previously worked at Octagon Financial Services and CETERA Financial Specialists LLC. Outside of his advisory role, he serves on the board of the Eat Learn Play Foundation, a children’s nonprofit, and is an advisory board member for Uncharted Power. Activ8 Family Office primarily serves professional athletes and their families, offering a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm utilizes outsourced CIO and TAMP solutions with customized portfolios, including access to private fund investments, tailored to clients’ objectives.

ESG / Sustainable investing Cash flow / budgeting Professional Athlete
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Brian H

CFA®

Oakton, VA

Signature Resources Capital Management, LLC

Brian Henderson is a CFA® charterholder affiliated with Signature Resources Capital Management, LLC. He has been with the firm since 2025 and has 19 years of experience through his work with Henderson Financial Consulting LLC, where he provides investment research and expert witness consulting. Henderson also serves as an Associate Professor of Finance at The George Washington University. Signature Resources Capital Management offers investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm utilizes a “Global Target Risk” approach that emphasizes global diversification and factor tilts, focusing on longer-term holdings mainly through mutual funds and ETFs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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David T

CFP®

Washington, DC

Values Added Financial

David Tenerelli is a CFP® professional with six years of industry experience. He has worked at Values Added Financial, LLC since 2025 and previously spent six years at Strategic Financial Planning, Inc. Before entering financial advising, he worked for nine years with the Frisco Independent School District. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses, providing comprehensive financial planning and discretionary investment management. The firm offers flexible engagement formats including project-based and single-session consultations, with an investment approach centered on customized asset allocation and diversification.

Real estate investing Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive Dual Income Family Mid-Career Professionals
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Christopher W

CFP®, CFA®

Bethesda, MD

Warner Financial, Inc.

Christopher Warner is a CFP® and CFA® with 17 years of experience in the financial advisory industry. He has worked at Warner Financial, Inc. since 2008 and was previously with Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial, Inc. is a team of four advisors providing 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.

Wealth management Passive / index investing Tax-loss harvesting ESG / Sustainable investing
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Benjamin C

CFA®, Series 65

Vienna, VA

D'Orazio Wealth Advisors

Benjamin Corson is a CFA® charterholder with 14 years of industry experience. He is currently with D'Orazio Wealth Advisors, where he has worked for three years. Prior to that, he was with Hemington Wealth Management for one year and Absolute Investment Management for eleven years. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm emphasizes a long-term, globally diversified investment approach that combines fundamental analysis with quantitative tools and performs ongoing monitoring and rebalancing on a discretionary basis.

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

CFP®, Series 63, Series 65

Bethesda, MD

Trumbower Financial Advisors LLC

Heath Brewer is a CFP®-certified financial advisor with 13 years of experience, currently practicing at Trumbower Financial Advisors LLC. He has been with Trumbower since 2013. Trumbower Financial Advisors provides comprehensive financial planning, tax compliance, and portfolio management to individuals, families, small pension and profit-sharing plans, charitable organizations, foundations, trusts, estates, and personal service corporations. The firm emphasizes a Conservative Fixed Income strategy using municipal bonds, brokered CDs, and U.S. Treasury securities within a disciplined advisory process that integrates estate, retirement, and tax planning alongside investment advice.

General retirement planning Income planning Tax-loss harvesting Concentrated stock management Cash flow / budgeting Executive Founder/Business Owner
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Zealan H

Series 65

Washington, DC

Torrey Growth & Income Advisors, LLC

Zealan Hoover is a financial advisor at Torrey Growth & Income Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to entering the financial advisory field, he worked at the U.S. Environmental Protection Agency and McKinsey & Company. He is also the owner of Impact Strategies, LLC, a consulting firm focused on climate, energy, and environmental matters. Torrey Growth & Income Advisors primarily serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management and modular financial planning services, employing both fundamental and technical analysis with an emphasis on tailored portfolio risk and asset allocation.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Brett S

Series 65

Arlington, VA

Evermay Wealth Management, LLC

Brett Schmader is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding a Series 65 designation. He has one year of industry experience, including prior roles outside finance such as at Ozzie's Good Eats and Chipotle. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric model with distinct service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Wealth management Tax-loss harvesting Retirement income strategy Liquidity event planning Founder/Business Owner Executive Retired
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Ross L

CFA®, Series 65

Arlington, VA

Evermay Wealth Management, LLC

Ross Loomis is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Evermay Wealth Management, LLC since 2014. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment, tax, and estate planning through affiliated services and third-party platforms.

Wealth management Tax-loss harvesting Retirement income strategy Liquidity event planning Founder/Business Owner Executive Retired
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Bryan B

Series 66

Washington, DC

Folger Nolan Fleming Douglas Incorporated

Bryan Baquer is a financial advisor at Folger Nolan Fleming Douglas Incorporated with 27 years of industry experience. He holds the Series 66 designation and has been with Folger Nolan Fleming Douglas since 2006. 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. The firm combines broker-dealer operations with a limited advisory business, tailoring investment strategies to the client’s objectives and managing portfolios through equities, fixed income, mutual funds, and ETFs.

Wealth management
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Courtney V

Series 65

Bethesda, MD

Mv Capital Management, Inc.

Courtney Vojdani is a Series 65 licensed advisor at Mv Capital Management, Inc. with 13 years of industry experience. She has been with Mv Capital Management since 2010. Mv Capital Management 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’s investment process includes customized asset allocation, security selection, and periodic monitoring, with portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Wealth management
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Anh N

ChFC®, Series 66

Arlington, VA

Evermay Wealth Management, LLC

Anh Nguyen is a financial advisor at Evermay Wealth Management, LLC, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Evermay in 2024, Nguyen worked at Dynamic Wealth Advisors, Merrill Lynch, and River Capital Advisors. He also has experience at the University of North Florida. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach, tailoring recommendations based on client goals, liquidity needs, tax sensitivity, time horizon, and risk tolerance, and manages approximately $1.33 billion in assets across an 18-advisor team.

Wealth management Tax-loss harvesting Retirement income strategy Liquidity event planning Founder/Business Owner Executive Retired
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Michael S

Series 66, Series 65

Bethesda, MD

Fidelis Capital

Michael Sellers is a financial advisor at Fidelis Capital with Series 65 and Series 66 licenses and five years of industry experience. He previously worked at Bank of America Private Bank for 14 years before joining Fidelis Capital Partners, LLC. Fidelis Capital Partners serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a multidisciplinary investment approach and acts as a sub-adviser to a private fund exempt under the Investment Company Act of 1940.

Options & derivatives strategies Active portfolio management Founder/Business Owner Executive
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Mitchell S

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

Mitchell Strobel is a CFP® with 15 years of industry experience, currently serving as an advisor at Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2009 and also associated with Commonwealth Financial Network throughout his career. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting services primarily to high-income and high-net-worth individuals. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios over multi-year horizons with an investment committee overseeing reviews.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Rosemary Y

Series 66

McLean, VA

Brown | Miller Wealth Management, LLC

Rosemary Yue is a financial advisor at Brown | Miller Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2020, following nine years at Wells Fargo Clearing. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a combination of active and passive strategies, including equities, fixed income, ETFs, and mutual funds, and may incorporate alternative investments or third-party managers when appropriate.

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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Samer E

CFP®, Series 63

Falls Church, VA

Azzad Asset Management, Inc.

Samer Eshmawy is a CFP® with six years of industry experience, currently serving at Azzad Asset Management, Inc. since 2025. His prior experience includes roles at Modera Wealth Management, LLC, JP Morgan Chase & Co., and T-Mobile US. Azzad Asset Management provides investment management and financial planning services to a diverse client base including individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

ESG / Sustainable investing
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Fadoua A

Series 65

Washington, DC

Lynx Investment Advisory, LLC

Fadoua Arif is a financial advisor at Lynx Investment Advisory, LLC with four years at the firm and a total of seven years of industry experience. She holds a Series 65 designation. Her prior work includes roles at Zeitnot Consulting and Silk Invest. Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans. The firm builds customized, multi-manager portfolios and conducts detailed manager vetting, offering both discretionary and non-discretionary services across a variety of investment vehicles.

Wealth management Passive / index investing Active portfolio management
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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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Aditya B

Series 66

Alexandria, VA

Westbourne Investments, Inc.

Aditya Bhatnagar is a financial advisor at Westbourne Investments, Inc. in Fairfax, VA, with 16 years of industry experience. He holds a Series 66 designation and has been with Westbourne since 2016 following a brief tenure at CenturyLink. Outside of his advisory role, he participates in career mentoring through the University of Maryland Alumni Advisor Network. Westbourne Investments provides investment management and financial planning services to individuals, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, employing a combination of top-down macro analysis and bottom-up security selection, including the use of options strategies within defined risk parameters.

Options & derivatives strategies Passive / index investing Wealth management
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