Zara Sharifi is a financial advisor at Legacy Wealth Management Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bozzuto and Greystar, as well as time as a full-time student. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across over 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed account and SEI program access, financial planning, and no-cost public educational seminars, using a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.

Sarah Yakel is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Meridian Financial Partners LLC since 2015, where she is part of a four-advisor team based in Warrenton, VA. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios predominantly on a discretionary basis.

Jamshid Sharifi is a Series 65-credentialed advisor with over 11 years of industry experience, currently serving at Legacy Wealth Management Inc. in Manassas, VA. He is also president and owner of Legacy Associates Inc., an insurance business. Sharifi holds a silent partnership in a retail business based in Wilkes Barre, PA. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, financial planning, and no-fee public educational seminars, using tailored investment strategies documented in client Investment Policy Statements.

David O'Neill is a CFP® professional with eight years of industry experience, currently serving as an advisor at Heritage Financial LLC since 2018. He previously worked at Spire Investment Partners LLC for one year. His other business activities include managing personal investment activities through a private entity. Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses, and corporations, offering investment management and financial planning through a seven-advisor team managing approximately $408 million in assets. The firm employs a LifeMap Discovery process to tailor financial plans and uses core-and-satellite portfolio allocations often implemented via third-party model portfolios.

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.

Daniel Fortunato is a financial advisor at Meridian Financial Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Monterey Church and Carfax. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios on a discretionary basis, with a focus on longer-term holdings and ongoing financial planning.

David Morton is a financial advisor at Heritage Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Heritage Financial since 2016, following previous roles at The Strategic Financial Alliance, Grove Point Investments, and Mass Mutual Investors Services. He is also a licensed insurance agent involved in fixed life and health insurance sales on a limited basis. Heritage Financial serves individuals, families, trusts, charitable organizations, small businesses, and corporations by providing investment management and financial planning. The firm emphasizes a LifeMap Discovery process to establish client goals and employs core-and-satellite allocations using third-party model portfolios, managing around $408 million in assets across approximately 350 clients.

Ronald Bolte is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Carradice Wealth Advisors, Hightower Securities, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed account and SEI program access, financial planning, and no-cost public educational seminars, using documented investment strategies tailored to client goals and risk tolerance.

Emily Lee is a financial advisor at Professional Financial Solutions, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at GDIT and S2 Analytical Solutions. Professional Financial Solutions, LLC primarily serves individual clients, including those with trusts, as well as small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, and manages over $409 million in client assets.

Robert Copeland is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Professional Financial Solutions, LLC since 2018 and previously worked at USAA financial planning services and Madison Wealth Management, LLC. He also has experience with the Museum of the Bible. Professional Financial Solutions, LLC primarily serves individual clients and small business owners, offering financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive investment approach using diversified mutual funds and ETFs, managing over $409 million in client assets as of December 2025.

Kira Topeka is a financial advisor at Meridian Financial Partners LLC with a Series 65 designation and six years of industry experience. She has worked at Meridian Financial Partners since 2020 and is also involved with Topeka Custom Design & Photo. Prior to her current roles, she was associated with The Great Meadow Foundation and Strider Pro. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios on a discretionary basis, with ongoing financial planning and regular account reviews.

Susan Christ is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Hendershot Investments, Inc. since 2004. She holds a Series 65 license and works from Centreville, VA. Hendershot Investments provides personalized, fee-only investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm employs a fundamental analysis approach focused on intrinsic value and durable competitive advantages, managing close to $1 billion with a four-advisor team.

Aaron Clarke is a CFP® professional with 10 years of experience in financial advising. He is currently with Heritage Financial LLC, where he has worked since 2022 as part of a seven-advisor team. He has prior experience at firms including Halpern Financial, Inc., Origin Financial, and Acorn Financial Advisory Services. Clarke is also the owner of Virtual Business Virtuosos dba Gig Wealthy, a consulting and financial literacy business, and serves as a volunteer board member and executive counsel member for the Financial Planning Association of the National Capital Area. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm manages roughly $408 million in assets for about 350 clients and uses a LifeMap Discovery process to create individualized investment strategies, typically managing accounts on a discretionary basis with selected third-party sub-advisers.

Nathaniel Gilbert is a financial advisor at Meridian Financial Partners LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Meridian Financial Partners since 2015. The firm provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations, managing over $510 million in assets. Meridian emphasizes asset allocation as the primary driver of returns, combining internal and third-party research to guide investment decisions, and manages client portfolios primarily on a discretionary basis.

Renee Sewall is a financial advisor at Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation with 11 years of industry experience. She has been with Professional Financial Solutions since 2013. Professional Financial Solutions, LLC primarily serves individual clients—including those with living or irrevocable trusts—and small business owners, providing financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive-minded investment approach using diversified mutual funds and ETFs, and manages over $409 million in client assets.

Ingrid Hendershot is the principal at Hendershot Investments, Inc. in Centreville, VA, with 32 years of industry experience. She has been with Hendershot Investments since its founding in 1994. The firm provides fee-only, discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. It manages approximately $1.07 billion across about 516 clients with a four-advisor team, employing a fundamental, long-term investment approach that integrates high-quality company analysis, intrinsic-value assessment, and conservative fixed-income laddering alongside AI-assisted research and regular client communications.

Hsuan Wang is a financial advisor at Corrales & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Chevy Chase Trust and Quantis Wealth Management. Outside of his advisory role, Wang serves as treasurer of a nonprofit organization and teaches Chinese weekly, both on a volunteer basis. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, quantitative, technical, and charting analysis. The firm prepares customized Investment Policy Statements and may incorporate third-party managers or private funds as part of client strategies.

Shawn Reardon is a financial advisor at Hendershot Investments, Inc. with eight years of industry experience. He holds a Series 65 designation and has been with Hendershot since 2006, concurrently serving as a member of Information Collection Enterprises, LLC, where he oversees business and finance functions. Hendershot Investments provides fee-only, discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a fundamental, long-term investment approach focused on high-quality companies and intrinsic-value analysis, supplemented by AI and machine-learning tools with human verification.

Sarah Irving is a CFP® professional with nine years at Meridian Financial Partners LLC and a total of five years in the financial advisory industry. Prior to joining Meridian, she worked at Prospect 33 for six years. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and generally manages client portfolios on a discretionary basis, combining internal and third-party research to inform investment decisions.

Elizabeth Clark is a financial advisor at Heritage Financial LLC in Gainesville, VA, with 13 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Intelligent Back Office Solutions, LLC, The Strategic Financial Alliance, Inc., and Optifour Integrated Wealth Management, LLC. Outside of her advisory work, she is involved with Intelligent Back Office Solutions, LLC, a private business providing simplified solutions for business transitions. Heritage Financial serves individuals, families, trusts, charitable organizations, small businesses, and corporations with investment management and financial planning. The firm manages approximately $408 million in assets through a seven-advisor team and employs a LifeMap Discovery process to develop individualized investment strategies, often using third-party model portfolios and sub-advisers for implementation.