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 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.

James Fitz Gerald is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Merrill and has prior experience at Bank of America and Equitable Advisors. 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 individuals, high-net-worth clients, and various institutional investors.

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 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.

Marcel Santos is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services and Foresters Financial Services from 2016 to 2019. He maintains a business website, Marcelsantoswealth.com, related to his Cetera practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. 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 and a range of program options.

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 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 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.

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.

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.

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.

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.