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 with Investology Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Investology since 2010 and also serves as president and sole owner of Isynergy CPA, an accounting firm. Prior to Investology, he worked at Corporate Executive Board beginning in 2004. Investology provides portfolio management and advisory services to individuals, company retirement plans, and charitable organizations. The firm employs a combination of analytical methods and modern portfolio theory to manage a diverse range of investment instruments and offers both discretionary and non-discretionary account management.

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.

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.

Jessica Doll is a CFP® professional with 11 years of industry experience. She has been with Reframe Wealth, LLC since 2021 and previously worked at TIAA-Cref Individual & Institutional Services, LLC from 2014 to 2021. ReFrame Wealth manages approximately $345.8 million for individuals, high-net-worth clients, trusts, and estates, offering discretionary wealth management, portfolio supervision, and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and long-term asset allocation, utilizing ETFs, mutual funds, individual stocks and bonds, and independent managers, with portfolio construction and trading overseen by an independent sub-advisor.

Jeffrey Zures is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He has been a principal at Sanchez & Zures, LLC since 2006. The firm provides investment management and financial planning services to individual and high-net-worth clients, focusing on a long-term, passive investment approach using primarily exchange-traded funds. Sanchez & Zures offers portfolio construction, ongoing rebalancing, written financial plans, and retirement rollover advice, operating under ERISA fiduciary standards when applicable.

Keron Smith is a financial advisor at Brighter Financial Capital Management, LLC in Reston, VA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Avantax and Wells Fargo Advisors. Brighter Financial Capital Management provides investment and financial planning services to individuals, corporations, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management and multi-tiered planning. The firm conducts regular account reviews, sponsors educational seminars, and often uses sub-advisors while maintaining ongoing client relationships.

Ameen Estaiteyeh is a financial advisor at Investology Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with Investology since 2004. Investology provides portfolio management and advisory services to individual clients, retirement plans, and charitable organizations. The firm uses a variety of analytical methods combined with modern portfolio theory and manages a broad range of investment instruments across both long-term and short-term strategies.

Kelly Cappello is a financial advisor at Argo Wealth Advisory, LLC with 31 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates for 20 years before joining Argo Wealth Advisory in 2025. Argo Wealth Advisory provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental-analysis approach with a generally long-term orientation, using model portfolios comprised of mutual funds, ETFs, individual stocks, bonds, and options, while also incorporating Independent Manager overlays and borrowing within separately managed account structures.

Tyler Harper is a CFP® with two years of industry experience, currently serving as a financial advisor at Variant Private Wealth LLC. Before joining Variant, he worked at Valeo Financial Advisors LLC and Precision for Medicine. Outside of finance, he has experience in secondary education and worked at Manhattan Pizza. Variant Private Wealth provides fee-based financial planning and individualized investment management to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm builds investment recommendations from client-specific financial plans using fundamental and technical analysis, and manages wrapped accounts through its sponsored wrap-fee program.

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.

Timothy Mayer is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has worked at several related entities since 2016, including his own firm, Mayer Practice Limited Liability Company, which provides life and health insurance services. PrimeauMayer Advisors LLC offers investment management and financial planning services to individual and high-net-worth clients. The firm utilizes third-party sub-advisers to manage model portfolios tailored to clients’ risk profiles and administers a wrap-fee program combining advisory services and trading costs.

Jason Hemeon is a CFP® and ChFC® with 23 years of industry experience. He is currently with Argo Wealth Advisory, LLC, where he has worked since 2025. Prior to this, he spent seven years at Raymond James & Associates and nine years at Wells Fargo Advisors. Argo Wealth Advisory provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental-analysis approach with a long-term orientation, utilizing model portfolios composed of mutual funds, ETFs, individual stocks, bonds, and options, and incorporates Independent Manager overlays and borrowing within separately managed accounts.

Christian Polito is a CFP® professional with 13 years of industry experience, currently serving at Clarion Wealth Management Partners. He has worked at several firms, including EverSource Wealth Advisors and Commonwealth Financial Network. Polito also holds a Series 66 license and provides licensed non-variable insurance and annuities as part of his practice. Clarion Wealth Management Partners serves individuals, families, small business owners, nonprofit organizations, and retirement plans. The firm offers investment management, financial planning, and retirement consulting, utilizing tools like Morningstar and Riskalyze to monitor portfolios and support risk assessment.

Peter Rechter is a CFP® professional with 25 years of industry experience. He has been with Rechter Wealth Management, LLC since 2003, where he serves as one of two advisors. The firm provides portfolio management and financial planning services primarily to individual clients, as well as to small businesses, non-profits, trusts, and estates. Rechter Wealth Management, LLC manages approximately $98.7 million in billable assets, operating on a non-discretionary basis with a focus on tailored multi-asset allocation plans and diversified mutual fund exposures. The firm is notable for its client-approval trading process, quarterly portfolio reviews, and a CFP-led oversight approach.

Robert Fredeen III is a financial advisor at AD Deum Funds, LLC with four years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including AGM Institute, Mark Trost Financial, Bull Run Financial Group, and Rillhurst Capital. AD Deum Funds primarily serves individual investors with discretionary portfolio management, investment planning, and sub-advisory services. The firm employs an options-centric investment approach using algorithmic tools and option dealer positioning signals to tailor strategies across managed accounts and a private pooled vehicle, and it also publishes a paid newsletter with a multi-tier subscription platform.

Ryan Scott is a financial advisor at Brighter Financial Capital Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and KLDiscovery. He is also affiliated with Clark & Associates, Inc., where he is involved in insurance services. Brighter Financial Capital Management provides investment and financial planning services to individuals, including high-net-worth clients, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, plan advisory, multi-tiered financial planning, and educational seminars, often implementing client programs through discretionary authority with third-party managers.