Christine Mistr is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with Dominion Financial Consultants, LLC since 2006. Dominion Financial Consultants provides comprehensive financial planning and wealth management services to individuals, retirement plans, trusts, estates, nonprofits, corporations, and small businesses. The firm combines investment advisory, accounting, and legal/tax services, offering diversified asset allocation and business consulting tailored to a small client base.

James Knochenmus is a CFP® professional with four years of experience, currently serving as the sole advisor at Vitality Planning, LLC. He has prior experience at CapTech Ventures, Inc. and is president of Cavalier International Investments, LLC, a real estate development company. Vitality Planning serves individual and high-net-worth clients with tailored investment management and comprehensive financial planning, emphasizing strategic asset allocation with flexibility for tactical adjustments and client-specific ESG considerations. The firm maintains a small client roster and offers ongoing subscription-style planning alongside discretionary portfolio management.

Mario Pizzamiglio is a CFP® professional with five years of experience in financial advising, currently serving as the sole advisor at Ardent Guardian Wealth Advisory, LLC. He has prior experience at Blackhawk Wealth Advisory, LLC and XYPN Invest. In addition to his advisory work, he is a principal at 6Accounting, LLC, a tax firm, and Ardent Guardian, PC, a law office where he drafts estate plans and provides business legal advice. Ardent Guardian Wealth Advisory, LLC is a fee-only registered investment adviser offering wealth management, comprehensive financial planning, and tax-preparation services to individuals, high-net-worth clients, and businesses. The firm’s approach is based on Modern Portfolio Theory, focusing on passive investment management using diversified index funds and ETFs, with investment management provided alongside ongoing financial planning.

Paul Collinson is a CFP® professional with 14 years of experience in financial advising. He has been with Legacy Planning Advisors, LLC since 2011. He is a member of the Garrett Planning Network Alliance, a nonprofit organization supporting fiduciary and fee-only financial advice. Legacy Planning Advisors, LLC provides personalized financial planning and investment advice to individuals, trusts, estates, and small businesses. The firm operates on a fee-only basis, offering tailored services such as comprehensive plans, ongoing advisory agreements, or limited-scope hourly engagements, with clients retaining control of their assets.

Robert Moore is a financial advisor at Everman Prosperity LLC with two years of industry experience. He holds a Series 65 designation and has served in the United States Army since 2003, continuing active military duty alongside his advisory role. Everman Prosperity is an independent firm that provides investment management, retirement plan services, and financial planning to individuals, high-net-worth clients, foundations, charities, and employer plan participants. The firm operates on a fee-only basis and employs a strategic asset allocation approach combining passive and active management, including socially responsible investment options.

Kelly Barrow is a CFP® professional with eight years of industry experience, currently operating as the sole advisor at Cedar Grove Financial Planning, LLC. Prior to founding Cedar Grove in 2022, she worked at TIAA and TIAA-CREF Individual & Institutional Services from 2015 to 2020. Cedar Grove Financial Planning is a fee-only, state-registered firm that provides comprehensive fiduciary financial planning through flat-fee and limited hourly engagements. The firm serves individuals and families, including U.S. Foreign Service personnel and military service members living abroad, emphasizing behavioral finance and goal-driven planning without managing client assets.

Alessandro D'agaro is a CFA charterholder and principal of D'Agaro Financial Advisory LLC, an independent advisory firm based in Alexandria, VA. He has one year of experience at his current firm and previously worked for six years at Thrivent Asset Management. D'Agaro Financial Advisory LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients on a fee-only, fiduciary basis. The firm integrates fundamental equity analysis with Modern Portfolio Theory, primarily using passive funds and ETFs, and offers flexible planning options including project-based engagements.

Timothy Gardner is a financial advisor at Chatham Wealth Management, LLC, an independent firm based in McLean, VA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to founding his current firm, he worked at Securities America Advisors and Osaic Wealth, Inc. Outside of his advisory role, he serves as a part-time lifeguard at a local recreation center. Chatham Wealth Management is a fee-only, independent registered investment adviser that manages discretionary assets for a small client base. The firm provides investment management, financial planning, and retirement plan consulting, combining passive and active strategies with an option for socially responsible investments, and operates exclusively through a wrap fee program.

Vincent Lucas is a financial advisor and CPA based in McLean, Virginia, with over 20 years of industry experience. He is the sole advisor and owner of Vincent C. Lucas, C.P.A., P.C., where he has worked since 1990. In addition to his advisory role, he holds a management position at Lucas, Moreland and Mastbrook, Inc., a tax and accounting firm with which he has been associated since 2011. His firm provides personalized financial planning and investment advisory services to individuals, small business retirement plans, trusts, estates, and other entities. As a CPA-operated registered investment adviser with affiliated accounting and insurance services, the firm emphasizes tax-conscious portfolio construction, long-term asset allocation, and diversification, managing a select client base with a focus on mutual funds, ETFs, equities, and bonds.

Welcome to Acadia Financial Services. It’s different here. From its genesis, we have consciously built a firm that is designed to meet the financial service needs of most individuals and families, while simultaneously addressing many of the hesitations that people face when hiring an advisor. The motivation to form Acadia stemmed from my first experience with a financial advisor. As a Second Lieutenant in the US Air Force back in 1990, I was referred by a friend to his advisor. In short order, it became clear that he did not have my best interests in mind; he did a fairly good job of separating me from my money. I was so dismayed by the incident that I became my own financial advisor, determined to protect others from the same experience. Nearly thirty years later, when it was time to retire from the military, I was called to continue serving others as a Christian financial advisor. I now focus on helping clients pursue financial freedom and contentment. Again, welcome to Acadia Financial Services. I think you will like what you see.

Marjorie Burnett is a CFP® professional with 19 years of industry experience, operating MAB Financial Planning since 2006. She holds Series 65 registration and has a background that includes legal and accounting credentials, though she does not currently practice in those fields. MAB Financial Planning is an independent, fee-only sole proprietorship providing comprehensive financial planning services to individuals and families. The firm focuses on Financial Life Planning using established tools to align advice with clients’ values and life goals, and offers investment guidance based on academic principles without managing client assets or providing discretionary authority.

Patrick Weinert is a financial advisor with The Money Mission Limited Liability Company in Washington, DC. He holds a Series 65 designation and has five years of industry experience. Prior to his advisory career, he served 20 years in the United States Marine Corps. The Money Mission LLC provides individualized financial planning and investment advice primarily through one-on-one calls and meetings, focusing on mutual funds and low-cost, index-tracking ETFs. The firm uses a flat-fee coaching model and emphasizes education by offering newsletters, books, and personalized coaching without discretionary portfolio management or custody of client assets.

Eli Weissman is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Advocate Wealth, LLC. His work history includes roles at Spire Investment Partners, Truist Advisory Services, BB&T Securities, and Alexandria Capital. He also operates as an independent insurance agent in a separate business capacity. Advocate Wealth serves individual and high-net-worth clients as well as business owners, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs an investment approach focused on asset allocation and passive management, utilizing diversified mutual funds, ETFs, and select institutional products, and provides educational seminars and limited-scope fiduciary services.

Mary Norris is the sole advisor at MKN Wealth Management LLC in Washington, DC, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has led MKN Wealth Management since 2012. MKN Wealth Management is an independent registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $31.8 million across about 68 clients, employing both fundamental and technical analysis—including options and occasional private securities—to tailor discretionary investment strategies.

George Munoz is a CFP®-designated financial advisor and principal of Munoz Group with 21 years of industry experience. He has served on the boards of several organizations, including Altria Group, Anixter International, Marriott International, and the National Geographic Society. Munoz also maintains a legal practice through Tobin & Munoz and holds long-term roles with Laureate Education and other entities. Munoz Group provides financial advisory and investment banking services primarily to business entities and high-net-worth individuals, focusing on emerging-market investments. The firm specializes in project-level financial analysis and transaction advisory, without offering portfolio management or custody services.

Tamana Rajwani is a Series 65-licensed advisor at SteadyRise Financial LLC with one year of industry experience. Prior to founding SteadyRise, she worked at Holistiplan LLC and held roles at Curriculum Associates, LLC, Amalie Financial Advisors LLC, Supreme Taxes LLC, and Bloomberg Industry Group. Rajwani also has experience in tax preparation and financial services. SteadyRise Financial LLC provides financial planning and tax preparation services to individuals, including high-net-worth clients, and small business owners. The firm focuses on long-term, passive asset-allocation strategies and integrates CPA-led tax preparation with financial planning, offering fixed-fee or hourly engagements without managing client assets or custody.

Michael Casey is a CFP® with 10 years of industry experience and is the principal advisor at American Executive Advisors, LLC. He previously worked at Retirement Wealth Advisors and currently owns MC MGMT, LLC, where he is involved in life and health insurance sales. He is also a co-founder of Bitlyf, LLC, a company developing a patent-pending system for digital assets. American Executive Advisors serves individuals, corporations, and pension or profit-sharing plans, offering comprehensive financial planning, consulting, discretionary portfolio management, and retirement plan consulting. The firm uses a tactical asset allocation approach with customized portfolios and occasionally incorporates digital assets on a non-discretionary basis.

Michael Wroblewski is a CFP® professional with 17 years of experience, serving as the sole advisor at Financial Advisor For You, LLC since 2009. He is based in Washington, DC, and has a background in federal consumer policy and consumer-education projects. Financial Advisor For You, LLC provides fee-only comprehensive financial planning, hourly consultations, and educational seminars primarily for individual clients and also serves business clients such as sole proprietorships, LLCs, and corporations. The firm emphasizes strategic asset allocation using low-cost, passive investments with a focus on tax-efficient rebalancing and plan-specific constraints, offering investment recommendations as part of comprehensive planning without discretionary management or product sales.

John Sharrock is the principal advisor at Rising Tides Financial Planning LLC in Alexandria, VA. He holds Series 63 and Series 65 licenses and has one year of experience in financial advising, following a 23-year career at the Department of Defense. Rising Tides Financial Planning LLC offers fee-only financial planning to individuals, high-net-worth clients, federal employees, and military personnel. The firm provides customized, ongoing planning services across a range of areas including retirement, tax strategies, estate planning, and investment analysis, without offering discretionary investment management or custody of client assets.

Freeman Jelks is a CFP® professional with 23 years of experience in financial advising. He has led FNJ 3, LLC since 2008, operating as an independent advisor in Alexandria, VA. FNJ 3, LLC provides portfolio management and financial planning services to individuals, pension plans, charitable organizations, and small businesses. The firm emphasizes tailored portfolios with a buy-and-hold approach and offers specialized pension consulting, including 401(k) plan setup, serving a diverse client base with discretionary management and quarterly reviews.