Laura Beldin is a financial advisor at B&L Wealth Group, LLC with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and previously worked at Merrill and Bank of America. In addition to her advisory work, she is active as an insurance agent. B&L Wealth Group provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, and business entities, including sub-advised customized portfolio management for unaffiliated advisers and a notable non-U.S. client segment. The firm’s offerings include a proprietary Flagship Strategy with a performance-based arrangement that utilizes derivatives, margin, and concentrated positions.

Terence Burns is a CFA charterholder with 20 years of industry experience. He has been with Campion Asset Management, LLC since 2005. Campion Asset Management provides discretionary and non-discretionary portfolio management and investment consulting primarily for high-net-worth individuals and tax-exempt organizations. The firm employs a strategic asset-allocation framework supported by macroeconomic analysis and combines active management with passive ETFs, managing over $200 million with a low-turnover fixed income approach.

Douglas Tees is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Jason Howell Company since 2017 and previously spent eight years at Freddie Mac. The firm serves individuals, high-net-worth clients, and charitable organizations, offering discretionary portfolio management, comprehensive financial planning, and family office administrative services. Its investment approach combines a primarily passive core-and-satellite structure with value tilts, ESG screening, and alternative strategies, alongside a distinctive offering of regular paid educational seminars.

Thomas Seneca is a financial advisor at T.M. Wealth Management in Reston, VA, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks, Girard Securities, and My Investment Advisor. Seneca is also a licensed insurance agent. T.M. Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, and business entities, managing approximately $210 million for under 100 clients. The firm provides customized portfolio management, pension consulting, and financial planning using a combination of fundamental analysis, modern portfolio theory, and technical analysis, and offers educational seminars for various audiences.

Hilary Disher is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66 designation with 10 years of industry experience. She has worked at CAVU Wealth Advisors since 2014 and spent a year with Goldman Sachs Wealth Services prior to that. CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high-net-worth households, as well as small and medium institutional accounts. The firm uses a holistic, Investment Policy Statement–driven approach to build broadly diversified, tax-aware portfolios managed on a discretionary basis.

James Joseph is a CFP®, ChFC®, and PFS™ credentialed financial advisor with 30 years of industry experience. He has been with Sentinel Wealth Management, Inc. since 2002. Sentinel Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a Modern Portfolio Theory approach with diversified asset allocation using no-load mutual funds, ETFs, and alternative strategies, serving primarily clients with larger account sizes through a two-advisor team.

Sean Palmer is a financial advisor at Rechter Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience including roles at Clifton Tax Pro LLC, where he provides tax preparation services, as well as positions at L3Harris Technologies, Inc. and several other companies. Rechter Wealth Management, LLC offers portfolio management and financial planning primarily to individual clients, with occasional services for small businesses, non-profits, trusts, and estates. The firm operates all accounts on a non-discretionary basis, emphasizing tailored multi-asset allocation plans and client-approved trades executed through Fidelity.

William Taylor is a financial advisor at Kirk Capital Advisors LLC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Kirk Capital Advisors since 2020, following roles at West Financial Services and 1st Portfolio, Inc. He serves as a board member of the Financial Planning Association of the National Capital Area. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing a blend of modern portfolio theory, fundamental, and technical analysis. The firm manages discretionary portfolios and oversees held-away retirement accounts, offering a wrap-fee program with institutional custody through Pershing and Schwab.

James Sexton is a CFP® professional with 13 years of industry experience. He is currently affiliated with Piedmont Wealth Advisory and has previously worked at Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory, Hayden Royal, Niagara International Capital Limited, and Vanguard Marketing Corporation. He holds a Series 63 license. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm builds long-term portfolios using fundamental analysis and periodic reviews, offering customized strategies that include mutual funds, ETFs, individual securities, and third-party managers, with a focus on fiduciary responsibility and diversified, low-cost investments.

Manjot Grewal is a financial advisor at Empire Advisors Wealth Management LLC with Series 65 credentials and over 12 years of experience at Miller Consulting Group, LLC. He joined Empire Advisors Wealth Management in 2026. Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm employs a multi-method investment process and emphasizes a long-term trading approach with documented risk-tolerance profiles.

Ryan Houlihan is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Houlihan Financial Resource Group, Ltd. since 2000. Houlihan Financial Resource Group, Ltd. is a privately owned advisory firm providing discretionary portfolio management and integrated financial planning to individuals, trusts, foundations, pensions, and corporations. The firm serves high-net-worth and non-high-net-worth clients, managing assets through an in-house investment model that includes five internal program categories and offering both discretionary management and an automated portfolio service for smaller accounts.

Sharan Sawhney is a financial advisor at Empire Advisors Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Avantax Investment Services, Inc. for two years. Outside of his advisory role, Sawhney is a CPA and serves as the Director of Tax Services at Miller Consulting Group, LLC. Empire Advisors Wealth Management LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients, using a variety of analytical methods and a long-term trading approach. The firm offers both discretionary and non-discretionary services with a focus on mutual funds, equities, ETFs, fixed income, REITs, and inflation-protected bonds.

Alexander Tagliareni is a financial advisor at Variant Private Wealth LLC with a Series 65 designation and one year of industry experience. His prior work includes roles in hospitality and education before joining the firm. Variant Private Wealth provides fee-based comprehensive and goal-based financial planning and individualized investment management to a range of clients including individuals, families, trusts, and charitable organizations. The firm offers consolidated reporting for multi-custodian relationships and sponsors a wrap-fee program with portfolio management tailored to client-specific financial plans and asset allocation guidelines.

Douglas Birnie is a financial advisor at Piedmont Wealth Advisory with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory LLC, Hayden Royal, Niagara International Capital Limited, and Wells Fargo Clearing. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm operates as a fiduciary, building customized, long-term portfolios using fundamental analysis and diversified, low-cost instruments, and offers discretionary portfolio management along with integrated financial planning.

Michael Burns is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has been with Campion Asset Management, LLC since 2017, with a brief tenure at Icma Rc in 2018. Burns also spent four years at Virginia Polytechnic Institute & State University early in his career. Campion Asset Management provides discretionary and non-discretionary investment management and consulting services to individual investors and tax-exempt organizations. The firm employs a strategic asset allocation process that combines macroeconomic analysis, active security selection, and passive ETF implementation, managing approximately $228 million for about 106 clients.

Malee Turner is a CFP® and holds a Series 65 license with one year of industry experience. She is currently with Reframe Wealth, LLC and previously worked at Financial Growth Partners. Outside of financial advising, Malee manages a massage business, Malee Thai Massage, where she performs receptionist duties. Reframe Wealth serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary wealth management, financial planning, and consulting services. The firm’s investment approach is grounded in Modern Portfolio Theory and employs a wrap fee program that integrates transaction and custodial costs with its advisory fee.

Jason Howell is a CFP® with 10 years of industry experience and is the principal of Jason Howell Company in Fairfax, VA. He has taught personal finance as an adjunct professor at American University since 2015 and at George Mason University since 2020. Jason Howell Company serves individuals, high-net-worth clients, and charitable organizations, offering discretionary portfolio management, comprehensive financial planning, and family office administrative services. The firm employs a primarily passive investment approach with a core-and-satellite structure, incorporates ESG screening, and offers educational seminars and workshops to various groups.

Amr Alian is a financial advisor at Investology Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Investology in 2010, he worked at Corporate Executive Board and Azzad Asset Management. He is also the president and sole owner of Isynergy CPA, an accounting firm based in Reston, VA. Investology serves individuals, trusts, estates, charitable organizations, and business entities by providing portfolio management, investment policy development, and asset allocation services. The firm employs a multifaceted investment approach incorporating fundamental, technical, and quantitative analysis within a modern portfolio theory framework and manages approximately $250 million in assets across 350 clients.

Mark Primeau is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Virtue Capital Management and Knights of Columbus Insurance. Outside of his advisory role, Primeau is a managing member of PrimeauMayer Agency LLC, where he assists high-net-worth individuals and business owners with financial analysis and planning unrelated to investments. PrimeauMayer Advisors LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes model portfolios managed by third-party sub-advisers and offers a wrap-fee program that combines advisory services and trading costs, while also addressing a broad investment universe including alternative asset classes.

Jayden Liu is a financial advisor at B&L Wealth Group, LLC, holding CFP® and Series 66 credentials with two years of industry experience. Prior to joining B&L Wealth Group in 2024, he worked at Bank of America for nine years and was self-employed for eight years. B&L Wealth Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm also offers sub-advised portfolio management to other registered investment advisers and serves a notable non-U.S. client segment.