Matthew Peterman is a financial advisor with LPL Financial in Tysons Corner, VA, holding a Series 66 designation and 28 years of industry experience. He previously worked at Cetera Advisors LLC and Vestax Securities Corporation before joining LPL Financial in 2010. Outside of advisory work, he is involved in tax preparation and accounting services through a tax consulting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ximena Brito is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Truist/SunTrust Advisory Services, Inc. from 2016 to 2024. In addition to her advisory role, she is an associate at Pinnacle Asset Management, where she supports clients with banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance activities through a municipal advisor affiliation.

Joseph Bommarito is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, and AXA Financial. He is also associated with Pence Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives employing various investment strategies.

Sunil Dharamsi is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Blair Ege is a CFP® professional with 38 years of industry experience, currently with Wells Fargo Clearing. His prior roles include positions at LPL Financial, Commonwealth Investment Advisors LLC, UBS Private Wealth Management, and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ken Desmond is a financial advisor with Ameriprise in Reston, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Outside of his advisory role, he serves as Vice President and a member of the Board of Directors for Sterling Park Golf Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Marcel Santos is a financial advisor with Cetera, holding Series 65 and Series 63 designations and having 11 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously with Foresters Advisory Services from 2016 to 2019. He maintains an online presence through marcelsantoswealth.com, a website for his Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with extensive program options and custodial relationships.

Proepilin Destefano is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Morgan Stanley, Destefano worked at UBS for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment committee analyses.

Simeon Whittle is a financial advisor at RBC Capital Markets in Vienna, VA. He holds Series 63 and Series 65 licenses and has been in the industry since 2022. Prior to joining RBC Capital Markets in 2025, he worked at Heritage Wealth Management Group, Ltd. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

James Hegel is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, The O.N. Equity Sales Company, Ohio National Financial Services, and Mass Mutual Investors Services. LPL Enterprise, LLC provides advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Naila Ibrahim is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at J.P. Morgan Securities, Citizens Bank, HSBC Bank, and Nizami Feeds (Pvt.) Limited. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services that include investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions with a focus on research-driven, diversified investment strategies.

Grisell Caberopalsson is a financial advisor with Cambridge Investment Research Advisors in McLean, VA, holding Series 63 and Series 65 licenses with 29 years of industry experience. She previously worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for 23 years before joining Cambridge in 2019. Outside of her advisory work, she operates an independent insurance agency focusing on disability and long-term care insurance as well as variable and fixed annuities. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple platform options and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.

Carrie Hughes is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked with Avantax Investment Services and Englert Financial prior to joining LPL. Hughes also serves as a notary in Springfield, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Nardiello is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds a Series 66 designation and has been with the firm and its predecessors since 2012. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering diversified portfolios and a long-term investment approach across multiple account types.

John Gurley is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and one year of industry experience. His background includes multiple roles with the Wolf Trap Foundation for the Performing Arts and the University of Virginia. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated companies.

John Bernards is a CFP® professional with 24 years of experience in the financial services industry. He currently works at LPL Financial, where he has been since 2026, following a 21-year tenure at Commonwealth Financial Network and three years at Morgan Stanley Dw Inc. Outside of his advisory role, he is a co-owner of Le Miel, LLC, a business involved in wine making and sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Reynold Roy Jr. is a CFP® professional with 39 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. His career includes over 20 years at Edelman Financial Services LLC and prior roles within affiliated firms of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and operating as a fiduciary under ERISA and DOL guidance.

Patrick Kamfolt is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Johnny Yun is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at UBS Financial Services and City National Bank. Yun serves on the boards of several nonprofit organizations, including the Central Union Mission, Bridges Global Mission, and Trinity Christian School. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and wealth management services to a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, integrating both in-house and third-party managers along with tax management and responsible investing options.

Patrick Robertson is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with AXA Advisors. Outside of advising, he is involved in presenting retirement planning seminars and provides group benefits through general agency appointments. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm employs a network of Investment Adviser Representatives and utilizes both firm-offered and third-party advisory models to tailor investment solutions to client needs.