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Renee S

Series 65

Fairfax, VA

Professional Financial Solutions, LLC

Renee Sewall is a financial advisor at Professional Financial Solutions, LLC in Fairfax, VA, holding a Series 65 designation with 11 years of industry experience. She has been with Professional Financial Solutions since 2013. Professional Financial Solutions, LLC primarily serves individual clients—including those with living or irrevocable trusts—and small business owners, providing financial planning, consulting, and investment management. The firm employs a buy-and-hold, passive-minded investment approach using diversified mutual funds and ETFs, and manages over $409 million in client assets.

General retirement planning Founder/Business Owner
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Ingrid H

Series 65

Centreville, VA

Hendershot Investments, Inc.

Ingrid Hendershot is the principal at Hendershot Investments, Inc. in Centreville, VA, with 32 years of industry experience. She has been with Hendershot Investments since its founding in 1994. The firm provides fee-only, discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. It manages approximately $1.07 billion across about 516 clients with a four-advisor team, employing a fundamental, long-term investment approach that integrates high-quality company analysis, intrinsic-value assessment, and conservative fixed-income laddering alongside AI-assisted research and regular client communications.

Wealth management Tax-loss harvesting Retirement income strategy Income planning General tax planning Retired Founder/Business Owner Baby Boomers (Born 1946-1964)
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Hsuan W

Series 63, Series 65

Fairfax, VA

Corrales & Co.

Hsuan Wang is a financial advisor at Corrales & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Chevy Chase Trust and Quantis Wealth Management. Outside of his advisory role, Wang serves as treasurer of a nonprofit organization and teaches Chinese weekly, both on a volunteer basis. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, quantitative, technical, and charting analysis. The firm prepares customized Investment Policy Statements and may incorporate third-party managers or private funds as part of client strategies.

Wealth management Private / alternative investments Real estate investing Cash flow / budgeting General tax planning
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Ronald W

Series 63, Series 66, Series 65

Alexandria, VA

Acorn Financial Advisory Services, Inc.

Ronald Whitley is a financial advisor with Acorn Financial Advisory Services, Inc., holding Series 63, 65, and 66 licenses and having eight years of industry experience. He has worked with Acorn since 2017 and is also an independent software consultant. Acorn Financial Advisory Services, Inc. is a fee-only registered investment adviser managing approximately $1.4 billion for a diverse client base including individuals, families, pension plans, trusts, and small businesses. The firm employs globally diversified portfolios using a variety of securities and offers specialized model strategies alongside educational seminars and subadvisory services.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
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Ibtasam M

CFP®, Series 66, Series 63

Falls Church, VA

Azzad Asset Management, Inc.

Ibtasam Mahmood is a financial advisor at Azzad Asset Management, Inc. with 20 years of industry experience. She holds the CFP® designation and has worked at several firms including AMJ Financial Wealth Management, Triad Advisors LLC, PNC, Scottrade, and TD Ameritrade. Mahmood has been with Azzad Asset Management since 2019. Azzad Asset Management offers investment management and financial planning services to individuals, retirement plans, charitable institutions, and other organizations. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude companies involved in certain industries, and manages assets across multiple strategies including affiliated mutual funds.

ESG / Sustainable investing
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Shawn R

Series 65

Centreville, VA

Hendershot Investments, Inc.

Shawn Reardon is a financial advisor at Hendershot Investments, Inc. with eight years of industry experience. He holds a Series 65 designation and has been with Hendershot since 2006, concurrently serving as a member of Information Collection Enterprises, LLC, where he oversees business and finance functions. Hendershot Investments provides fee-only, discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a fundamental, long-term investment approach focused on high-quality companies and intrinsic-value analysis, supplemented by AI and machine-learning tools with human verification.

Wealth management Tax-loss harvesting Retirement income strategy Income planning General tax planning Retired Founder/Business Owner Baby Boomers (Born 1946-1964)
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Deborah K

CFP®, Series 63, Series 65

Falls Church, VA

Azzad Asset Management, Inc.

Deborah Klein is a CFP® professional at Azzad Asset Management, Inc. in Falls Church, VA, with five years of industry experience. Her career includes roles at Azzad Asset Management since 2019, as well as prior positions at Acorn Financial Services and Northwestern Mutual. Before entering financial services, she worked for WTN Media for 14 years. Azzad Asset Management provides investment management and financial planning services to a diverse client base, including individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing, using a proprietary screening tool to exclude companies based on ethical and financial criteria.

ESG / Sustainable investing
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Atta K

Series 65

Falls Church, VA

Azzad Asset Management, Inc.

Atta Khan is a financial advisor at Azzad Asset Management, Inc. with seven years at the firm and three years of industry experience. He holds a Series 65 designation. Prior to joining Azzad, Mr. Khan worked at Robert Half Recruiters and Employment and has experience with SeekingAlpha.com and Dawn Media Group. Azzad Asset Management provides investment management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools to exclude certain sectors and manages approximately $1.82 billion in discretionary assets.

ESG / Sustainable investing
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Steven B

Series 63, Series 65

Alexandria, VA

Acorn Financial Advisory Services, Inc.

Steven Brandt is a financial advisor at Acorn Financial Advisory Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Acorn since 2017, following a year at LPL Financial. He is a partner in a personal closed investment partnership, Path to AUM LLC, involving three licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion in assets for individuals, families, trusts, charitable organizations, and small businesses. The firm offers globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and provides subadvisory services and annuity contract administration.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
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Ehab A

Series 66

Falls Church, VA

Azzad Asset Management, Inc.

Ehab Alalfey is a financial advisor at Azzad Asset Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has a background in real estate since 2012. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, and other entities, with a focus on socially responsible Islamic investing using proprietary screening tools. The firm manages approximately $1.82 billion in discretionary assets through a small advisory team and sponsors the Azzad Ethical Wrap Program as well as affiliated mutual funds.

ESG / Sustainable investing
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Christian L

CFP®, CFA®, Series 65

Alexandria, VA

Illumination Wealth Management

Christian Litscher is a CFP® and CFA® credentialed advisor at Illumination Wealth Management with six years of industry experience. He has worked at Illumination Wealth Management since 2026, following three years as a self-employed advisor and six years at McLean Asset Management Corp. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s team of nine advisors manages about $471 million, offering comprehensive Financial Life Management, pension consulting, and business-owner exit planning through client-specific investment policy statements and diversified model portfolios.

Income planning Retirement income strategy Debt management College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner Retired Values-based investing
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Robert L

CFA®

Alexandria, VA

Westbourne Investments, Inc.

Robert Long is a CFA® charterholder with over a decade of industry experience. He is currently with Westbourne Investments, Inc. and also serves as managing partner and investment committee member at GarMark Partners, a private debt investment fund. Westbourne Investments provides investment management and financial planning services to individuals, pension plans, and institutions. The firm combines top-down macro analysis with bottom-up security selection and incorporates options strategies within defined risk parameters.

Options & derivatives strategies Passive / index investing Wealth management
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Sean C

Series 65

Fairfax Station, VA

Prestige Wealth Management

Sean Cullen is a financial advisor at Prestige Wealth Management with a Series 65 designation and one year of industry experience. He has served in the United States Air Force since 2003. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm offers a range of services including discretionary investment management, financial planning, and retirement plan advisory, utilizing an asset-allocation approach and various third-party tools.

Retirement income strategy Annuities Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Joshua B

Series 65

Falls Church, VA

Azzad Asset Management, Inc.

Joshua Brockwell is a financial advisor with Azzad Asset Management, Inc. in Falls Church, VA. He holds a Series 65 designation and has 7 years of industry experience, working at Azzad since 2013. Azzad Asset Management provides investment management and financial planning to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude certain industries, and offers multiple asset-allocation strategies through both in-house and independent managers.

ESG / Sustainable investing
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Russell R

CFP®, ChFC®, Series 63, Series 65

Springfield, VA

Wealthcrest Financial Services, LLC

Russell Robertson is a CFP® and ChFC® with 18 years of industry experience. He has been with Wealthcrest Financial Services, LLC since 2008 and has also been affiliated with Cambridge Investment Research, Inc since 2007. He serves on the USMA Class of 1958 Endowment Board and is involved in educational services as a course director and instructor. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, combining fundamental and technical analysis with both long- and short-term trading strategies.

General retirement planning Charitable giving & philanthropy Military & Veterans Founder/Business Owner Mid-Career Professionals Established Professionals
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Fredric M

Series 63, Series 65

Manassas, VA

Virtue Capital Management, LLC

Fredric Miller is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He has held prior roles at Horter Investment Management, LLC and operated his own financial planning business, Rick Miller & Associates, for nearly two decades. Outside of advising, he provides retirement training for federal employees and is involved in educating clients about IRMAA legislation and its effects on Social Security and Medicare costs. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and qualified plans, offering customized portfolio management and financial planning through a multi-team model. The firm employs a mix of tactical, strategic, and dynamic investment approaches and provides ongoing monitoring, reporting, and client education.

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning Founder/Business Owner Executive
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Evan B

CFP®, Series 63, Series 65

Alexandria, VA

Mariner Independent

Evan Beach is a CFP® professional with 16 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Madison Avenue Securities, Campbell Wealth Management, and LPL Financial. Outside of his advisory work, he owns Beach Consulting, through which he provides sales consulting and professional speaking engagements to universities and organizations. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both advisor-managed and model portfolio approaches, integrating institutional resources and retirement plan services with access to third-party managers and alternatives.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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Noorjahan E

CFP®, Series 66

Centreville, VA

XML Financial Group

Noorjahan Enayat is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at XML Financial Group since 2016 and previously held roles at LPL Financial and Finigan Financial Services. She also serves as a non-securities insurance agent. XML Financial Group is a multi-advisor wealth management firm that manages approximately $3.3 billion in client assets, offering investment management, financial planning, retirement plan advisory, and access to alternative investments through a team-based approach.

Founder/Business Owner
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John S

Series 66, Series 63

Alexandria, VA

XML Financial Group

John Sciuto is a financial advisor with XML Financial Group in Alexandria, VA, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His work history includes roles at Wells Fargo Clearing from 2016 to 2019 and at XML Financial Group and its affiliated brokerage since 2019. XML Financial Group is a multi-advisor wealth management firm managing approximately $3.3 billion in client assets for nearly 2,900 clients. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, employing a portfolio approach that combines fundamental and technical analysis with third-party managers and continuous monitoring.

Founder/Business Owner
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David W

CFP®, Series 63, Series 66

Manassas, VA

Facet

David Wirth is a CFP®-certified financial advisor at Facet with 25 years of industry experience. He has worked at several firms, including T. Rowe Price Advisory Services, TIAA-CREF, Savant Capital Management, and AAFMAA Wealth Management & Trust before joining Facet in 2017. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients across a range of wealth levels. The firm employs technology-driven, model-based asset allocations and offers a flat subscription fee structure that includes investment management services.

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning
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