Yemewedish Girma is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, following a decade at UBS Financial Services Inc. 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 options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Peter Ambrose is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2004. Outside of his advisory role, he serves as a FINRA arbitrator, dedicating time to industry dispute resolution. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Julie Sayasithsena is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 registrations and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bradley Martin is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Yes Hearing and SmartBrief, as well as entrepreneurial involvement with All Digital Dental Design Studio and Star City Games. He also serves as an administrator or executor of an estate and trustee of a trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Julianne Okim is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked with firms including Edward Jones and Raymond James. Outside of financial advising, she has been involved with Game Day Glamerous. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and supports municipal and public finance clients through its broad affiliate network.

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.

Nathaniel Hamilton is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Financial Growth Partners. Prior to his advisory career, he has experience in education and the brewing industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, focusing on both discretionary and non-discretionary asset management solutions.

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 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.

Joseph Bommarito is a Series 66–licensed financial advisor with six years of industry experience. He is currently with LPL Financial and also associated with Pence Financial, with prior roles at J.P. Morgan Securities, Morgan Stanley, and AXA Financial. Outside of his advisory work, he is involved with Pence Financial Group, a business entity related to his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.

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.