Daria Farkondepay is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. She has worked at Wells Fargo Clearing since 2018, following prior roles at Capital Integration Systems LLC and CAIS Capital LLC. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Maxwell Fadero is a Series 66-credentialed advisor with Merrill, based in Vienna, VA. He has been with Merrill since 2024 and previously worked at Spa logic and Bowie Produce Co. Inc. Maxwell has experience in roles outside of traditional financial advising, including a position at Dr. Henry A. Wise Jr. High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jonathan Metcalfe is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he primarily focuses on implementing and directing investment strategies for Greene, Metcalfe, Cole, and Associates. He joined Merrill Lynch Wealth Management in 1996 and has experience in portfolio strategy, working closely with Merrill's senior investment research team. Jonathan applies his background in mathematics and quantitative analysis to adapt wealth management strategies to changing market conditions. Jonathan holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Mechanical Engineering from Texas A&M University in 1987. His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Jonathan's personal interests include adventure sports, boating, cooking, football, horseback riding, ice hockey, reading, spending time with his family, and traveling.

Jorge Valdes is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Merrill, Bank of America, and Chemonics International Inc. 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 combines proprietary research with third-party analytics to support its investment strategies.

Matthew Peterman is a financial advisor with LPL Financial in Tysons Corner, VA, holding a Series 66 designation and bringing 28 years of industry experience. He has been with LPL Financial since 2010. Outside of advisory work, he is involved in tax preparation and accounting services through Towers Crescent Tax & Consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research from various sources.

James Fitz Gerald is a Financial Advisor with Merrill Lynch Wealth Management. He is a member of the Greene, Metcalfe, Cole, and Associates team, where he assists affluent families, accomplished professionals, and successful business owners in achieving their financial goals. His role involves understanding clients' current financial situations and developing strategies to meet their future needs and objectives. James specializes in areas such as education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance from Salisbury University and has earned the Personal Investment Advisor (PIA) designation. He is affiliated with professional organizations including Beta Gamma Sigma and Sigma Tau Gamma. Outside of his professional responsibilities, James is involved with Children's Hospital and Special Olympics Maryland. He enjoys spending time with his family and friends and is a fan of Washington D.C. sports teams.

Ximena Brito is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. She previously worked at Truist/SunTrust Advisory Services and currently has a role at Pinnacle Financial Partners. Outside of her advisory work, she is also a licensed bank associate at Pinnacle Asset Management, where she supports clients with banking and investment referrals. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, and municipal entities. The firm offers tailored, mostly non-discretionary advisory solutions and maintains specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Sunil Dharamsi is a financial advisor with Wells Fargo Clearing in Gainesville, VA, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

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.

Marcel Santos is a financial advisor at Cetera with 11 years of industry experience. He has held positions at Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services from 2016 to 2019. He holds the Series 63 and Series 65 designations. Santos maintains a website for his Cetera business, marcel­santoswealth.com. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad 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 through a large network of independent advisors, utilizing a multi-manager platform with diverse program options and over $256 billion in assets under management.

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.

Duncan Mcclure is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Laura S. Jenkins, P.C., D'AMURA and ZAIDMAN, and Chaplin and Associates. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios spanning mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

James Hegel is a financial advisor at LPL Enterprise with 25 years of industry experience and holds the Series 66 designation. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, THE O.N. Equity Sales Company, and Ohio National Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products.

Stefan Jakubowski is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at SmithBucklin for seven years and was briefly involved with Raising the Floor-International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Grisell Caberopalsson is a financial advisor with Cambridge Investment Research Advisors in McLean, VA, holding Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for 23 years. Outside of her work at Cambridge, she operates an independent insurance agency specializing in disability and long-term care insurance as well as annuities. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing proprietary and third-party investment strategies across various platforms and custody arrangements.

Michael Lewis is a financial advisor based in Leesburg, VA, affiliated with Edward Jones. He holds a Series 66 designation and has seven years of industry experience, including roles at New York Life Insurance Co. and NYLIFE Securities LLC. Outside of his advisory work, he periodically accepts mobile DJ gigs through his business, Soulsimplesounds Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

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.

Kenneth Liu is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked previously at Avantax Investment Services and 1st Global Advisors, among other firms. Liu is also a CPA and owns a tax and accounting services business, and serves as treasurer for the Ashburn Crossroads Condominium Unit Owner Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Michael Imoh is a CFP® professional affiliated with Edward Jones, where he has worked since 2013, totaling 13 years of industry experience. He holds a Series 66 license and is based in Ashburn, VA. Outside of his advisory role, he is involved in real estate ventures including ownership and partnership in several property-related businesses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.