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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 at Acorn Financial Advisory Services, Inc. with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at Acorn since 2017. Outside of his advisory role, he is an independent software consultant who occasionally offers related services to clients. Acorn Financial Advisory Services, Inc. is a fee-only SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and small businesses. The firm manages nearly $1.4 billion in assets and implements globally diversified portfolios using a range of securities and model strategies, incorporating alternatives and tactical tools for suitable clients.

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 CFP® with 20 years of industry experience currently serving at Azzad Asset Management, Inc., where she has worked since 2019. Her prior experience includes roles at AMJ Financial Wealth Management, Triad Advisors LLC, PNC, and Scottrade. Azzad Asset Management provides investment management and financial planning to a range of clients, including high-net-worth individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing, employing proprietary screening tools to exclude companies involved in certain activities such as alcohol, tobacco, and gambling.

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 seven years of industry experience and holds a Series 65 credential. He previously worked at Edaptive Systems from 2011 to 2016 and is a member of Information Collection Enterprises, LLC, a clinical data services business, where he oversees business and finance functions. Hendershot Investments provides personalized, fee-only investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s approach focuses on fundamental analysis and intrinsic-value assessment of high-quality companies, employing discretionary portfolio management with an emphasis on low turnover, fixed-income laddering, and diversified funds.

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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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 at Azzad Asset Management, Inc. in Falls Church, VA, holding a Series 65 designation with six years of industry experience. He has been with Azzad Asset Management since 2013. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, mutual funds, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude companies involved in certain industries, and offers a range of asset-allocation strategies through both its internal team and independent model 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 holds Series 63 and Series 65 licenses and has previously worked at Horter Investment Management, LLC and operated his own financial planning practice, Rick Miller & Associates. Miller also provides retirement training for federal employees and works as an independent IRMAA certified planner, focusing on the impact of Medicare-related legislation. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing quantitative optimization and proprietary models with an active, model-driven investment approach.

Retirement income strategy Social Security optimization Wealth management
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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 Series 66 licensed advisor with 13 years of industry experience. She has been with XML Financial Group since 2016. In addition to her advisory role, she also serves as an insurance agent for non-securities based products. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients, offering investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

Founder/Business Owner
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John S

Series 66, Series 63

Alexandria, VA

XML Financial Group

John Sciuto is a financial advisor at XML Financial Group with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.

Founder/Business Owner
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David W

CFP®, Series 63, Series 66

Manassas, VA

Facet

David Wirth is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Facet Wealth since 2017. Prior to Facet, he worked at AAFMAA Wealth Management & Trust and Savant Capital Management. Facet Wealth provides subscription-based financial planning and investment management services to individual clients across a range of wealth levels. The firm uses a holistic financial planning approach and discretionary asset-allocation programs primarily focused on ETFs, offering fixed fees rather than percentage-of-AUM charges.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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Sean G

CFP®, Series 65, Series 66, Series 63

Alexandria, VA

Apollon Wealth Management, LLC

Sean Gates is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Motley Fool Wealth Management and Lifestyle Wealth Partners. Outside of advisory work, he is involved in small business startup consulting through The Vibes Company Inc., focusing on tax-related products and franchise advisory services. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, families, businesses, trusts, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private and pooled funds.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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