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.

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® 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.

Thomas Dudley II is a financial advisor at Dudley Capital Management LLC with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Deutsche Bank Securities Inc. since 2017, he has been with Dudley Capital Management LLC. Dudley Capital Management LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as pension plans and charitable organizations. The firm offers tailored investment strategies, including a dedicated energy-focused Master Limited Partnership (MLP) strategy, and provides ERISA 3(38) fiduciary services to retirement plans.

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.

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.

Joseph Constantino is a financial advisor at Wiseman & Associates Wealth Management in Winchester, VA. He holds a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at LPL Financial LLC and the University of Tennessee, Knoxville. Wiseman & Associates Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on diversified, largely index-based strategies and offers both discretionary and non-discretionary portfolio management, utilizing platforms such as Betterment Institutional.

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.

Nicholas Joseph is a Series 65 licensed advisor at Sentinel Wealth Management, Inc. with one year of industry experience. Prior to joining Sentinel, he worked at Ernst & Young LLP for a total of six years and held academic positions at the University of Virginia and James Madison University. Sentinel Wealth Management provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to construct portfolios focusing on risk management, utilizing mutual funds, ETFs, bonds, and alternative strategies, and manages approximately $389 million in assets across about 97 clients.

James Birks is a financial advisor with Birks Financial Corp. in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Birks Financial Corporation since 1996 and previously with Signator Investors, Inc. since 1989. In addition to his advisory role, he is an insurance agent representing various companies, including John Hancock Life Insurance Company. Birks Financial Corp. advises individual and trust clients on retirement planning and investment management through written financial plans, ongoing planning, and assistance with investment policy statements. The firm follows a long-term, risk-tolerance based investment process, managing assets on a non-discretionary basis and offering clients access to third-party estate-planning services.

Anise Faircloth is a financial advisor at Berg Faircloth Investment Advisors with 13 years of industry experience. She has been with Berg Faircloth Advisors Corp. since 2013 and has affiliations with related Berg Faircloth entities dating back to 2010. Outside of advisory work, she serves as a firm administrator for an accounting firm, Berg Faircloth & Company. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs fundamental and cyclical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk tolerances.

Carlton Fitch is a financial advisor at Houlihan Financial Resource Group, Ltd. in Ashburn, VA, holding a Series 65 designation with 17 years of industry experience. He has been with Houlihan Financial Resource Group since 2006. 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 primarily serves high-net-worth individuals and tailors asset allocation guidelines through five internal investment program categories, managing accounts on a discretionary basis or via Schwab’s automated platform for smaller clients.

Ameen Estaiteyeh is a financial advisor with Investology Inc. in Reston, VA, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Investology since 2004 and previously worked at Azzad Asset Management, Inc. in 2003. Investology Inc. provides portfolio management, investment policy development, and asset allocation services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach that integrates multiple analysis techniques within a modern portfolio theory framework and incorporates AI tools, serving roughly 350 clients with about $250 million in assets under management.

Luke Avery is a CFP® and Series 65-licensed advisor at DecisionMap Wealth Management, LLC with three years of industry experience. Prior to joining DecisionMap, he worked at Goldman Sachs Personal Financial Management and has experience in both financial services and other sectors including education and logistics. DecisionMap Wealth Management provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment strategy that combines passive and active approaches, tailoring portfolios to clients’ objectives and risk tolerances.