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Jing Q

CFP®

Herndon, VA

Rainey & Randall Wealth Advisors, Inc.

Jing Quan is a CFP® professional at Rainey & Randall Wealth Advisors, Inc. with two years of industry experience. She has been associated with Rainey & Randall Investment Management, Inc. since 2012. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope 3(21) ERISA retirement-plan services. The firm emphasizes tailored asset-allocation models primarily using mutual funds and ETFs, incorporating a range of strategies and analytical approaches.

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)
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Benjamin S

CFP®

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Benjamin Scrivener is a CFP® professional with eight years of industry experience. He is currently with Steigerwald, Gordon & Koch - Wealth Advisors, where he has worked since 2025. His prior experience includes roles at Burney Wealth Management and Strategic Wealth Management Group. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs both long- and short-term investment strategies across multiple asset classes and incorporates ESG considerations at client direction.

Retirement income strategy General estate planning guidance
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Adam K

Series 66

Reston, VA

Reston Wealth Management

Adam Knapik is a financial advisor at Reston Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank SSB. He has been with Reston Wealth Management since 2021. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, charitable organizations, corporations, small businesses, trusts, guardianships, and estates. The firm manages approximately $590 million using a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies.

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management
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Andrew L

Series 63, Series 65

Ashburn, VA

The Lewis Financial Group

Andrew Lewis is a financial advisor with The Lewis Financial Group, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining The Lewis Financial Group in 2021, he spent over a decade at Wells Fargo Advisors Financial Network LLC. He serves as an investment committee member for the Community Foundation of Loudoun and Northern Fauquier Counties. The Lewis Financial Group provides investment management, independent manager selection, and financial planning services to individuals, high net worth clients, trusts, estates, foundations, and business entities. The firm manages approximately $314 million in discretionary assets, employing a risk-adjusted, tax-aware approach using a combination of active and passive strategies across various asset classes and utilizing both direct portfolio management and third-party platforms.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Alexander V

CFP®, Series 66

Reston, VA

Reston Wealth Management

Alexander Voorhees is a CFP® professional with 12 years of industry experience. He has been with Reston Wealth Management since 2014 and previously worked at LPL Financial from 2014 to 2017. He holds a Series 66 license and spends a portion of his time involved in non-variable insurance activities. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, corporations, and other entities. The firm offers tailored, long-term investment strategies emphasizing diversified portfolios, low-cost funds, and coordinated wealth planning, managing approximately $590 million across about 480 clients.

College savings (529s, UTMA, etc.) Retirement income strategy Business succession planning Wealth management
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Joseph W

Series 63, Series 66

Herndon, VA

Northwest Financial Advisors LLC

Joseph Wilson is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, and Northwest Federal Credit Union. He also spent time with The Omaha Beef Indoor Football Team in 2016. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer platform to support portfolio management and client service.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Kimberly L

Series 63

Herndon, VA

Northwest Financial Advisors LLC

Kimberly Lampropoulos is a financial advisor with Northwest Financial Advisors LLC, holding a Series 63 designation and nine years of industry experience. She has been with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial, LLC since 2016. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and primarily implements strategies through LPL Financial custodial programs, while also offering an Outsourced Chief Investment Officer program to support portfolio oversight and manager due diligence.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Herbert H

CFP®, CFA®, Series 63, Series 65

Reston, VA

Hopwood Financial Services, Inc.

Herbert Hopwood is a CFP® and CFA® with 23 years of experience in financial advising, currently serving at Hopwood Financial Services, Inc. since 2003. He is based in Vienna, VA, and holds Series 63 and Series 65 licenses. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management along with financial planning and retirement plan consulting. The firm employs a team of six advisors managing approximately $666.6 million, with an investment approach overseen by an Investment Committee that focuses on multi-year holding horizons and client-specific profiles.

Active portfolio management Options & derivatives strategies
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Deatrice J

Series 63, Series 65

Herndon, VA

Northwest Financial Advisors LLC

Deatrice Johnson is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked at LPL Financial, LLC and Northwest Financial Advisors since 2016 and has additional experience in commercial real estate with Long and Foster Real Estate, Inc. Johnson also provides administrative services for Northwest Financial Advisors. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and uses a long-term, asset-allocation-driven approach with customized portfolios implemented through LPL Financial programs.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Christina F

CFP®, Series 63, Series 65

Ashburn, VA

The Lewis Financial Group

Christina Fransckiewich is a CFP® professional with 16 years of experience in the financial industry. She has worked at The Lewis Financial Group since 2021 and previously spent 10 years with Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she is a commissioned Notary Public in the state of Virginia. The Lewis Financial Group provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, foundations, and business entities. The firm employs a risk-adjusted, tax-aware approach using a mix of active and passive strategies across various asset classes and frequently utilizes UMA/SMA platforms and independent managers to implement client portfolios.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Jordan S

Series 65

Leesburg, VA

Toth Financial Advisory Corp

Jordan Sorrenti is a financial advisor at Toth Financial Advisory Corp with a Series 65 credential and four years of industry experience. He has been with Toth Financial since 2019 and served in the U.S. Army from 2012 to 2019. Toth Financial provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, also serving investors through a private pooled vehicle. The firm employs a fundamental, buy-and-hold investment approach combined with margin, leveraged ETFs, and options, managing roughly $1 billion in client assets.

Active portfolio management Concentrated stock management Retired
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Paul H

Series 63, Series 65

Herndon, VA

Hughes Financial Services, LLC

Paul Hughes is a financial advisor at Hughes Financial Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hughes Financial Services since 2009. The firm manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. Hughes Financial Services operates its own wrap-fee program and employs a range of tactical investment techniques, including short-term trading and option writing, while also maintaining affiliations that support trustee and investment-management services.

Wealth management
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Brawn S

CFP®, Series 63, Series 65

Leesburg, VA

Toth Financial Advisory Corp

Brawn Sproul is a CFP® with 35 years of industry experience and has been with Toth Financial Advisory Corp since 2006. He holds Series 63 and Series 65 licenses and is based in Leesburg, VA. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, also serving investors through a private pooled vehicle. The firm employs a fundamental analysis-driven, buy-and-hold investment approach combined with the use of margin, leveraged ETFs, options, and macroeconomic asset allocation adjustments.

Active portfolio management Concentrated stock management Retired
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Thomas T

Series 63, Series 65

Leesburg, VA

Toth Financial Advisory Corp

Thomas Toth is a financial advisor with Toth Financial Advisory Corp in Leesburg, VA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been affiliated with Toth and Associates, Inc. and Toth Financial Advisory Corporation since 1986. Outside of his advisory role, he is a managing member of two non-investment related entities focused on commercial property development and aircraft leasing. Toth Financial Advisory Corp provides discretionary investment management primarily to high-net-worth individuals, related trusts, and retirement plans, as well as investors through a private pooled vehicle. The firm employs a fundamental, buy-and-hold investment approach with adjustments based on economic cycle assessments and uses leverage and other instruments, serving sophisticated investors with approximately $1 billion in assets under management.

Active portfolio management Concentrated stock management Retired
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Nikyla Y

CFP®, Series 63

Herndon, VA

Northwest Financial Advisors LLC

Nikyla Young is a Certified Financial Planner (CFP®) with eight years of industry experience. She has been with Northwest Financial Advisors, LLC since 2017, concurrently working with LPL Financial and Northwest Financial LLC. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach tailored to each client’s time horizon, risk tolerance, and objectives, implementing strategies primarily through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.

Active portfolio management Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired Financial Professional
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Matthew A

CFP®, Series 63, Series 65

Leesburg, VA

AMJ Financial Wealth Management LLC

Matthew Albritton is a CFP® professional with 14 years of industry experience. He is currently with AMJ Financial Wealth Management LLC and previously worked at SageVest Wealth Management, Pegasus Financial Group, and Unitedplanners Financial Services of America. In addition to his advisory work, he holds a life insurance agent license. AMJ Financial Wealth Management LLC serves individuals, families, trusts, retirement plans, foundations, and institutions by providing financial planning and discretionary investment management. The firm combines macroeconomic analysis with fundamental and quantitative research to manage client portfolios and offers specialized services including retirement-plan advisory and small-business consulting.

Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
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Ashley B

CFP®, Series 65

Leesburg, VA

AMJ Financial Wealth Management LLC

Ashley Barber is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA. She holds the CFP® designation and Series 65 license and has 10 years of industry experience. Barber has been with AMJ Financial Wealth Management since 2016. AMJ Financial Wealth Management provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm blends macroeconomic analysis with fundamental and quantitative research to guide its investment strategies and offers additional services such as retirement-plan advisory and small-business consulting.

Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
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Jeff P

Series 65

Herndon, VA

Analog Capital Partners LLC

Jeff Pomerantz is a financial advisor at Analog Capital Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 21 years. Outside of his advisory role, he owns and operates accounting and tax services businesses, including Shield Tax Services, LLC, which assists clients with resolving tax issues. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as subadvisory services to other investment advisers. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.

Options & derivatives strategies Real estate investing Wealth management College savings (529s, UTMA, etc.) Life insurance needs analysis
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Brett B

Series 65

Leesburg, VA

AMJ Financial Wealth Management LLC

Brett Bender is a Series 65 licensed advisor at AMJ Financial Wealth Management LLC with 10 years of industry experience. He has been with AMJ Financial in various capacities since 1997 and currently focuses on operations and accounting management within the firm. Outside of advisory duties, he serves as a member and owner of AMJ Financial LLC, overseeing office operations and accounting functions. AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to individuals, families, trusts, retirement plans, foundations, and institutions. The firm’s investment approach combines macroeconomic analysis with fundamental and quantitative research, offering a range of strategies tailored to client risk tolerance, along with specialized retirement-plan and small-business consulting services.

Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
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Michael S

Series 63, Series 65

Leesburg, VA

Wealthcare Capital Partners, LLC

Michael Schimmel is a financial advisor at Wealthcare Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Arkadios Capital, Coastal Equities, Inc., Wealthcare Advisory Partners LLC dba Fellows Financial Group, LPL Financial, and HSBC Securities. Schimmel is involved in insurance planning through Fellows Risk Solutions and maintains dual registrations with multiple advisory firms. Wealthcare Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in client assets using a goals-based, evidence-based investment process that incorporates behavioral economics and quantitative metrics to align long-term strategies with client preferences.

Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
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