Jiyang Liu is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and has previously worked at SagePoint Financial, Inc. and Pinion Financial Services. Liu assists financial advisors as part of his role at Pinion Financial Services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology-driven portfolio management tools and offers access to various custodial platforms and third-party managers.

Ashley Perlmutter is a financial advisor at Sherman Wealth Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Sherman Wealth Management since 2020. Outside of her advisory role, she is involved in affiliate linking and reselling clothing through Poshmark. Sherman Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized, open-architecture investment approach focused on long-term investing and asset allocation using low-cost mutual funds, ETFs, and selected alternative investments.

Laura Markoff is a financial advisor at Meritis Wealth Management, Inc. with 21 years of industry experience. She previously worked at Morgan Stanley for 10 years and then at Wells Fargo under the Meritis Wealth Management name for six years before joining Meritis as a supported firm in 2025. She holds a Series 66 license and is also a licensed insurance agent. Meritis Wealth Management serves individuals, trusts, estates, and businesses by providing customized wealth management that integrates investment management, financial planning, and insurance consulting. The firm implements investment programs tailored to client objectives and risk tolerance, typically on a discretionary basis, and employs research from multiple sources to construct portfolios.

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.

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.

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.

Feldy Suwito is an investment advisor at BNB Wealth Management, LLC with 27 years of industry experience. He has been with Bellamah, Neuhauser & Barrett, Inc. since 1998. Outside of his advisory role, he operates a photography business specializing in family portraits and event photography. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios, develops individualized investment policies, and offers a wrap-fee program combining advisory, execution, and custody services.

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.

Zachary Moss is a financial advisor with Potomac Investment Company, holding a Series 66 designation and no prior industry experience. His work history includes roles at Bank of Montreal, Hamilton Ventures, Georgetown University, Potomac Investment Co, and The York School. Potomac Investment Company is a small investment management firm serving individuals, trusts, estates, charitable organizations, and retirement accounts. The firm employs a conservative, long-term investment strategy focused on diversification and fundamental analysis, managing portfolios of publicly traded equities, mutual funds, and fixed-income securities.

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.

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.

Carolyn Nunez is a CFP® and holds a Series 65 license with 15 years of industry experience. She has been involved with the UNT PDI CFP Program since 2007. Nunez is based in Chevy Chase, MD, and is affiliated with Ithaka Financial Planning, LLC. Ithaka Financial Planning provides integrated financial planning and portfolio management services for individuals, high-net-worth clients, and personal trusts and estates. The firm emphasizes customized portfolios based on Modern Portfolio Theory and offers a range of engagement options including investment-only and hourly consulting, supported by a small advisory team.

Brandon Levenson is a financial advisor at Suissa Private Wealth with a Series 66 designation and one year of industry experience. His prior work history includes roles at RBC Capital Markets, Jones Lang LaSalle, Farmland Partners, CBRE, Yelp, and Penn State University. Suissa Private Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high net worth clients, nonprofits, endowments, qualified retirement plans, and corporations. The firm emphasizes individualized advice based on fundamental analysis and asset allocation, with a long-term investment approach and quarterly reviews aligned with financial planning outcomes.

Joseph Jacques is a financial advisor at Jacques Advisors, LLC in Rockville, MD, holding the CFP® and ChFC® designations with 42 years of industry experience. He has been with Jacques Advisors since 2000 and also owns Jacques and Associates, Certified Public Accounts, LLC, a separate accounting firm. Jacques Advisors serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting services. The firm offers customized portfolios utilizing a blend of in-house analysis, institutional models, and third-party managers, combining advisory, brokerage, and accounting capabilities within a small, credentialed team.

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.