Julianne Okim is a financial advisor with Raymond James Financial, holding a Series 66 credential and three years of industry experience. Her background includes roles at Edward Jones and Montgomery County Public School, as well as founding Okim Wealth Management, LLC. She has also been involved in entrepreneurial ventures such as Game Day Glamerous. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christopher Hardware is a financial advisor with Wells Fargo Clearing, holding the CFP® designation along with Series 66, 65, and 63 licenses. He has eight years of industry experience, all with Wells Fargo Bank NA and Wells Fargo Clearing Services, 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Young Lim is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2012 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Nathaniel Milhous serves as Vice President and Financial Consultant at Fidelity Investments. In this role, he assists clients in developing customized, holistic financial plans aimed at achieving their financial goals and objectives. His approach is grounded in building trust and providing dedicated service to his clientele. With over 19 years of experience in finance and economics, Nathaniel has held multiple positions within Fidelity Investments, progressing from Financial Representative to his current leadership role since 2026. Prior to his tenure at Fidelity, he was a Financial Service Representative at SunTrust Bank from 2006 to 2008. He holds a California Insurance License. Outside of his professional responsibilities, Nathaniel is engaged in activities including board games, family activities, golf, parenthood, traveling, and volunteering.

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 financial advisor at Merrill with a Series 66 designation and two years of experience in the industry. Prior to joining Merrill, he worked at Spa Logic and Bowie Produce Co. Inc. Maxwell’s background also includes teaching at Dr. Henry A. Wise Jr. High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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 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.

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.

Naila Ibrahim is a financial advisor with Wells Fargo Clearing based in Fairfax, VA. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior roles include positions at J.P. Morgan Securities and Citizens Bank, as well as experience at Nizami Feeds (Pvt.) Limited. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors.