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Connor D

Series 65

Ashburn, VA

Abich Financial Wealth Management, LLC

Connor Depew is a financial advisor at Abich Financial Wealth Management, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at FVC Bank and Freedom Bank of Virginia. Abich Financial Wealth Management is a multi-advisor team serving individual and high-net-worth clients, managing approximately $395 million in discretionary assets. The firm employs a blended investment approach incorporating fundamental, technical, cyclical, and charting analyses, and offers both investment management and financial planning services.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Hugh Q

CFP®, Series 65

McLean, VA

Brown | Miller Wealth Management, LLC

Hugh Quinn is a CFP® with two years of industry experience, currently serving as an advisor at Brown | Miller Wealth Management, LLC. His prior experience includes roles at Cerity Partners LLC, McAdam LLC, and Northwestern Mutual. Brown | Miller Wealth Management is a fee-only registered investment adviser managing nearly $1 billion for 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 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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Renee S

Series 65

Fairfax, VA

Professional Financial Solutions, LLC

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.

General retirement planning Founder/Business Owner
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Jhonny M

CFP®, Series 65

Vienna, VA

Glassman Wealth Services, LLC

Jhonny Merida Soto is a CFP® with two years of industry experience, currently serving as an advisor at Glassman Wealth Services, LLC. Prior to joining Glassman Wealth Services, he worked at Edelman Financial Engines for five years, among other financial roles. Glassman Wealth Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies including mutual funds, ETFs, and access to private and interval funds, with unique features such as formal AI governance and client-authorized cryptocurrency purchases.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing
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Wendy P

Series 63, Series 65

McLean, VA

Centurion Wealth Management

Wendy Payne is a financial advisor with Centurion Wealth Management in McLean, VA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with SPIRE Securities, LLC since 2015 and is the founder and CEO of Life Stage Transitions, LLC, which provides education and consulting for newly independent individuals and couples. Centurion Wealth Management serves high-net-worth and individual investors, retirement plans, and corporate entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm focuses on diversified, asset-allocation driven portfolios overseen by an investment committee and offers private investment opportunities to eligible clients.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting Founder/Business Owner Executive
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Carol Z

Series 66

Ashburn, VA

Atcap Partners, LLC

Carol Zelenke is a financial advisor with Atcap Partners, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Ceros Financial Services, Inc. since 2022 and previously spent six years at Raymond James Financial Services. Outside of her advisory role, she owns a residential rental property in California. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a blend of fundamental and technical analysis, including market timing strategies, and offers access to third-party asset managers and alternative investments through affiliated entities.

Private / alternative investments Options & derivatives strategies Real estate investing
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Ingrid H

Series 65

Centreville, VA

Hendershot Investments, Inc.

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.

Wealth management Tax-loss harvesting Retirement income strategy Income planning General tax planning Retired Founder/Business Owner Baby Boomers (Born 1946-1964)
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Elizabeth D

Series 63, Series 66

Tysons Corner, VA

Harbour Capital Advisors, LLC

Elizabeth Duff is a financial advisor at Harbour Capital Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Harbour Capital Advisors since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management along with family office, financial planning, and foundation advisory services. Harbour Capital employs a core-satellite investment approach and offers integrated family office services and foundation administration, distinguishing its offerings from standard portfolio-only advisers.

Wealth management Family Business Business succession planning Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Established Professionals
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Paula F

CFP®, Series 65

Tysons, VA

Mclean Asset Management Corp.

Paula Friedman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at McLean Asset Management Corp. since 2013. She is the managing member of Retirement Researcher, LLC, a firm providing educational tools and resources on retirement income planning. McLean Asset Management Corporation offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs portfolio strategies based on Modern Portfolio Theory and broad asset allocation, with a focus on no-load mutual funds, ETFs, and approved managers.

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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Jennifer V

CFP®, Series 65

Vienna, VA

D'Orazio Wealth Advisors

Jennifer Vanlandingham is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. She has been with D'Orazio & Associates, Inc. since 2004. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting mainly to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

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

Series 63, Series 65

Fairfax, VA

Corrales & Co.

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.

Wealth management Private / alternative investments Real estate investing Cash flow / budgeting General tax planning
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John S

Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

John Steigerwald is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Steigerwald, Gordon & Koch since 1996. Outside of advisory work, he is a partner in SGK Real Estate Investments, LLC, which manages the building housing their offices. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified approach across multiple asset classes and incorporates client-directed ESG considerations, while also providing advisory services on a fee-only basis.

Retirement income strategy General estate planning guidance
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Crystal M

Series 66, Series 65

Reston, VA

Reston Wealth Management

Crystal Matlock is a financial advisor at Reston Wealth Management with 25 years of industry experience. She holds Series 65 and Series 66 credentials and has been with Reston Wealth Management since 2016, following a brief tenure at LPL Financial. Outside of advisory services, she is a licensed notary public in Virginia. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and various institutional clients. The firm employs a long-term investment strategy focused on globally diversified portfolios, low-cost funds, and tax-aware decisions, offering both discretionary and non-discretionary services along with comprehensive wealth planning.

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

CFP®, Series 63, Series 65

Rockville, MD

FSA Wealth Partners

David Petersen is a CFP® with 37 years of industry experience, currently serving at FSA Wealth Partners in Rockville, MD. He has been with Financial Services Advisory, Inc. since 1982. FSA Wealth Partners is a multi-advisor firm managing approximately three-quarters of a billion dollars in assets, providing discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans. The firm employs a technical analysis-driven investment process with an explicit exit framework, combining actively managed and indexed funds alongside tactical strategies.

Active portfolio management Passive / index investing
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Camille S

CFP®, CFA®

Arlington, VA

Evermay Wealth Management, LLC

Camille Svitek is a CFP® and CFA® with five years of industry experience, currently serving at Evermay Wealth Management, LLC. Her prior roles include positions at Prime Capital Investment Advisors, Sendero Wealth Management, and SmartBiz Loans. Evermay Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm takes a team-centric approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting tailored to clients’ investor profiles.

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

CFP®, Series 65

Vienna, VA

Rembert Pendleton Jackson

Leslie Irby is a CFP® professional with 12 years of experience and is currently with Rembert Pendleton Jackson, where she has worked since 2007. She holds a Series 65 license and is based in Vienna, VA. Irby has been with the firm through its various phases, including its operation as SSB Wealth Management, Inc. D/B/A Rembert Pendleton Jackson. 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 plan sponsors. The firm uses a Modern Portfolio Theory-based approach to design diversified asset allocations and manages both discretionary and non-discretionary portfolios.

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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Austin P

Series 65, Series 66

McLean, VA

Activ8 Family Office LLC

Austin Philbin is a financial advisor at Activ8 Family Office LLC with 14 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at OFS, Dynasty Securities, LLC, and Dynasty Financial Partners. Activ8 Family Office primarily serves professional athletes and their related families, trusts, estates, and businesses. The firm provides a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services, with portfolios tailored to clients’ individual objectives.

ESG / Sustainable investing Cash flow / budgeting Professional Athlete
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Patrick M

CFP®, Series 66

Rockville, MD

Glassman Wealth Services, LLC

Patrick Mc Namara is a CFP® and Series 66-registered advisor at Glassman Wealth Services, LLC with three years of industry experience. His prior roles include positions at Pathstone, Campbell Wealth, First Financial Group, and KPMG, as well as service in the U.S. Marine Corps. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored investment approach that includes mutual funds, ETFs, independent managers, and private funds, with a methodology that accounts for less-liquid investments and integrates non-managed assets into client reporting.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing
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Alison C

Series 66

Vienna, VA

Capitol Private Wealth Group LLC

Alison Cain is a financial advisor at Capitol Private Wealth Group LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2017, following a 12-year tenure at Ameriprise Financial Services, Inc. Outside of advising, she is involved in property management through a personal business entity. Capitol Private Wealth Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a combination of analytical approaches and ongoing portfolio monitoring to align investments with client goals and risk tolerance.

Options & derivatives strategies Real estate investing General tax planning
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Kirstie S

Series 65

McLean, VA

West Financial Services, Inc.

Kirstie Sturman is a financial advisor at West Financial Services, Inc. with 23 years of industry experience. She holds a Series 65 credential and has been with West Financial Services in various capacities since 2010. West Financial Services, Inc. is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.8 billion using a diversified, client-specific asset allocation approach with a focus on long-term investment strategies and offers discretionary portfolio management along with comprehensive financial planning and consulting services.

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