Sean Geiger is a financial advisor with Geiger Group Wealth Management in Sterling, VA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Geiger Group Wealth Management is an SEC-registered investment adviser established in 2026 that serves individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plan sponsors. The firm employs a tactical allocation approach combining strategic asset allocation with fundamental, technical, and cyclical analysis, offering discretionary portfolio management, retirement income planning, pension consulting, and broader financial planning services.

Daniel Cooper is an associate advisor at Brighter Financial Capital Management, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Madison Avenue Securities and Kalos Capital, Inc. He is also involved with Clark & Associates, Inc. Financial Solutions, where he serves as an insurance agent and paraplanner. Brighter Financial Capital Management provides investment and financial planning services to individuals, high-net-worth clients, corporations, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management as well as specialized plan advisory and multi-tiered financial planning. The firm frequently implements client programs under discretionary authority and utilizes sub-advisors while maintaining ongoing client relationships and periodic reviews.

Kurt Laubinger is a financial advisor at Potomac Wealth Management LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with the firm since 2009. Based in Great Falls, VA, he works alongside a small advisory team serving a range of clients. Potomac Wealth Management LLC provides fee-only investment advisory and financial planning services to high-net-worth individuals, trusts, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a broadly diversified, often passive, asset-allocation approach using institutional and no-load funds with periodic rebalancing, and offers educational seminars for retirement plan participants.

Cindy Spitzer is a financial advisor with Bull Bear Investment Management LLC, holding a Series 65 designation and 11 years of industry experience. She has worked at Black Swan Strategies, LLC since 2019 and ARK Financial Management, LLC since 2015, alongside over 30 years of self-employment experience. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a combination of charting, fundamental and technical analysis. The firm employs a range of trading strategies and manages approximately $66.6 million across about 142 clients.

Mitchell Falter is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Reframe Wealth, LLC since 2021. Prior to joining Reframe Wealth, he worked at TIAA-CREF Individual & Institutional Services, LLC from 2007 to 2021. Reframe Wealth manages approximately $345.8 million for individuals, high-net-worth clients, trusts, and estates, providing discretionary wealth management, portfolio supervision, and financial planning. The firm employs a long-term asset allocation strategy based on Modern Portfolio Theory and utilizes a mix of ETFs, mutual funds, individual securities, and independent managers, with portfolio construction and trading supported by an independent sub-advisor.

Robert Wiedemer is a financial advisor at Bull Bear Investment Management LLC in Reston, VA, with 15 years of industry experience. He holds a Series 65 designation and has worked at Bull Bear Investment Management since 2022, following eight years at Ark Financial Management, Inc. Wiedemer has also been involved with Bull Bear Publishing, formerly Aftershock Publishing LLC, since 2004. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies. The firm manages approximately $66.6 million across around 142 clients and is known for its formal affiliations with other investment entities, including private pooled funds and intellectual property licensing arrangements.

Paul Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. In addition to his advisory work, he is an author who writes and promotes books. DecisionMap Wealth Management offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach that combines passive and active strategies, utilizing fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.

Jeffrey Yeakle is a CFP® and ChFC® with 27 years of industry experience. He has been a principal at My Wealth Management, Inc. since 2013 and previously worked at Purshe Kaplan Sterling Investments from 2013 to 2017. My Wealth Management serves individuals, trusts, retirement plans, and small business entities, offering discretionary asset management and financial planning tailored to client objectives. The firm employs a range of investment strategies and maintains a small advisory team managing approximately $156 million for about 114 clients.

Lauren Bell is a financial advisor at Trio Wealth Management, LLC in Great Falls, VA. She holds a Series 65 designation and has been in the industry since 2022, with prior experience at HH Global and Pride Global. Lauren joined Trio Wealth Management in 2024. Trio Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and access to unaffiliated third-party managers. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies to align with clients’ objectives and risk tolerance.

James Birks is a CFP® certificant and holds a Series 65 license with nine years of industry experience. He is the principal at Birks Financial Corp. and has prior experience serving six years in the Virginia Army National Guard. He attended the College of William and Mary from 2013 to 2017. Birks Financial Corp. advises individual and trust clients on retirement planning and investment management, providing written financial plans, ongoing retained planning, and assistance with investment policy statements. The firm employs a long-term investment process beginning with risk-tolerance assessments and uses model no-load mutual fund allocations, managing assets on a non-discretionary basis and partnering with third-party money managers when appropriate.

Justin Ellison is a financial advisor with Demand Wealth, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Spire Wealth Management, among others. Ellison is also involved with the Youth Interest Foundation, a nonprofit association. Demand Wealth serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services that utilize ETF-based model portfolios and digital planning tools. The firm employs fundamental analysis and modern portfolio theory, implementing both long- and short-term trading strategies as appropriate.

Michelle Hundley is a CFP® professional with nine years of industry experience. She is currently an advisor at Trio Wealth Management, LLC, joining the firm in 2023. Prior to Trio, she worked at Goldman Sachs (formerly United Capital Advisors, LLC) for five years and Hemington Wealth Management for four years. Trio Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and access to unaffiliated third-party managers. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies tailored to clients’ objectives, risk tolerance, and tax considerations.

As a Wealth Advisor & Director at Integrity Road Wealth Partners, Jonathan pursues a client‑centered approach to financial planning and wealth management. With experience serving affluent and high‑income clients, Jonathan specializes in guiding individuals and families through significant financial transitions. Jonathan’s particular experience includes serving individuals and couples approaching retirement, women navigating financial life after divorce or widowhood, pilots, and high-earning young professionals experiencing a material increase in their income. Additionally, Jonathan draws upon his deep experience in the area of charitable planning, guiding faith-oriented individuals toward aligning their giving strategies with their values. Jonathan’s interest in financial planning began with an observation: monetary decisions create tension, often due to a lack of clarity rather than a lack of intentionality. He sees how couples, families, and friends strive for the same outcome yet struggle to move forward together. This insight regarding financial tensions and a lack of clarity sparked Jonathan’s passion for guiding people through prudent financial decision-making with confidence and unity. Today, Jonathan helps individuals and families understand their options, align their decisions with their values, and pursue goals which change the trajectory of their lives. His mission is to provide the clarity and strategic support clients need to move into the future with purpose and peace. Jonathan graduated magna cum laude from Liberty University with a Bachelor’s Degree in Business Administration. While working in the financial services industry, Jonathan became an Investment Advisor Representative after completing the Series 65 Uniform Investment Adviser Law Examination and obtained his MBA from Texas A&M University-Corpus Christi. Jonathan is a Certified Financial Planner® Professional, a professional certification requiring completion of estate, tax, retirement, investment, insurance, and practical application financial courses; rigorous examination; and a residency-like experience requirement. Jonathan is also a Certified Kingdom Advisor®. In his previous advisory roles, Jonathan served affluent families, professionals, and executives, and was responsible for the training and development of new advisors. Jonathan was born and raised in Texas. Also, he currently serves on the Emerging Champions Board and Scholarship Committee with Kingdom Advisors.

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.

Thomas Seneca is a financial advisor with T.M. Wealth Management in Reston, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks LLC, and Girard Securities, Inc. Seneca is also a licensed insurance agent. T.M. Wealth Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan consulting, and comprehensive financial planning, using an individualized investment process that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Hilary Disher is a CFP® and holds a Series 66 designation with nine years of industry experience. She has been with CAVU Wealth Advisors, LLC since 2014. 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 employs a holistic, Investment Policy Statement–driven process, managing broadly diversified portfolios with an emphasis on long-term allocation discipline and tax-aware strategies.

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.

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.

Daniel Faircloth is a financial advisor at Berg Faircloth Investment Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at BDO LLP. In addition to advising, he provides accounting and legal services related to financial accuracy and compliance. Berg Faircloth Investment Advisors offers discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental and cyclical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk tolerance.

James Sexton is a CFP® with 12 years of industry experience, currently serving as an advisor at Piedmont Wealth Advisory. His prior roles include positions at Oakmont Wealth Advisory, Hayden Royal, Niagara International Capital Limited, and Vanguard Marketing Corporation. 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, constructing customized, long-term portfolios using fundamental analysis and diversified, low-cost investment instruments, and offers both discretionary and non-discretionary management along with specialized planning services.