Kharisma Gooden is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with individuals and families to develop personalized financial strategies that align with their goals and priorities. Her areas of focus include retirement income, legacy planning, college education planning, small business strategies, and tax minimization, among others. Kharisma provides ongoing guidance and adjusts strategies as clients' circumstances evolve to ensure financial plans remain aligned with their objectives. She holds a Bachelor's Degree from Clark Atlanta University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Kharisma is fluent in English and Spanish. Outside of her professional work, she is involved with community organizations such as March of Dimes and the National Association of Women Business Owners (NAWBO). Her personal interests include cooking, dancing, music, photography, reading, and yoga.

Peter Gooding is a financial advisor at Ameriprise with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Ameriprise in 2025, he worked at First Command Advisory Services for eight years and had positions at AcuTech Consulting and a brief period of unemployment in 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stacia Apostolos is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with RBC Capital Markets since 2018 and previously worked at Triad Advisors, Resource Investment Advisors, Chepenik Financial, and Woodbury Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile and utilizing both in-house and third-party investment managers.

Samer Skooti is a Financial Advisor at Merrill Lynch Wealth Management specializing in business and personal financial strategies with a focus on values-based investing. He works with business owners to help them clarify complex financial decisions by creating disciplined, tax-efficient plans that support growth and build lasting options for the future. With more than 15 years of experience working with companies and advisors, Sam integrates advanced planning frameworks with practical business understanding. He holds professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Sam’s educational background includes a Master of Business Administration from the University of Phoenix and a Bachelor's Degree from the University of Baghdad. Sam's approach involves providing holistic financial advisory services that combine cash management, customized credit solutions, tax-efficient strategies, estate planning, and trust services. He leverages resources from Merrill and Bank of America to help clients anticipate and prepare for financial opportunities and challenges. Outside of his professional work, Sam enjoys adventure sports such as bungee jumping, horseback riding, and playing pickleball and soccer, along with spending time with his family and traveling.

Nedra Agnew is a Wealth Management Advisor at Merrill Lynch Wealth Management and the founder of The Agnew Group. She provides personalized financial strategies tailored to clients such as physicians, attorneys, engineers, scientists, tech entrepreneurs, traditional and non-traditional families, as well as women and minority-owned businesses. Her approach involves connecting deeply with clients to understand their unique needs and goals, often coordinating family meetings and maintaining ongoing communication to address complex matters like trusts, business succession, and health situations. With a background that informs her perspective on geopolitical and social issues, health care, and public companies, Nedra has extensive experience assisting clients through major life events including employment changes, education funding, retirement, and health transitions. She holds certifications as a CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Nedra earned a Bachelor of General Studies and a Master of Health Services Administration from the University of Michigan. She is involved in various professional and community organizations, including the Girl Scouts Nation's Capital and the James Renwick Alliance. Her personal interests include biking, camping, cooking, dancing, gardening, hiking, interior decorating, music, and sewing.

Kiara Thompson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at Evios, Express, and TD Bank. 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 leverages research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering a range of brokerage and advisory solutions.

Amy Burchett is a Financial Advisor with Merrill Lynch Wealth Management, where she has built a practice focused on assisting individuals, families, and business owners with important financial decisions. She brings over a decade of experience in financial services and is part of a Merrill team recognized by Forbes. Amy provides clients with personalized advice supported by the resources of Merrill and Bank of America. Amy's expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She approaches wealth management by understanding each client's unique circumstances and goals, aiming to develop tailored strategies and offer guidance throughout various life stages. A native of Virginia, Amy earned her Bachelor of Arts degree from James Madison University. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of her professional work, Amy enjoys cooking, gardening, hiking, music, photography, reading, spending time with her family, traveling, and yoga.

Hyun Song is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Wells Fargo Clearing, Wells Fargo Advisors, HSBC Securities (USA) Inc., Citigroup Global Markets, and Merrill. He is based in Vienna, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

Matthew Jacobeen is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2020, also working with Primerica Financial Services since 2016. In addition to his advisory role, Jacobeen serves at the Stafford County Sheriff's Office. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Nathan Jandreau is a financial advisor with Ameriprise in Fairfax, VA. He holds Series 63 and Series 65 licenses and has prior experience at J.M. Arbour, LLC as well as academic roles at the University of Maine and Winslow High School. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Andrew Cook is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Natalie Miller is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Capital Markets since 2013 and was previously with City National Bank from 2019 to 2025. Outside of her advisory role, she serves on a committee at All Saints Church in Chevy Chase, MD, where she educates parishioners on charitable giving. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Kyle Bell is a financial advisor with Primerica Advisors in Springfield, VA, holding a Series 66 license and 16 years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside service in the Army National Guard and Kansas Army National Guard. Outside of advisory work, he is involved with St. Barbara LLC in Arlington, Virginia. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors who utilize model-delivery strategies managed by third-party asset managers, supported by Pershing for custody and trade execution.

Karen Reisinger is a Series 66 licensed financial advisor with Merrill in Vienna, VA, where she has worked since 2009. She has 18 years of industry experience. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Brett Carter is a financial advisor at Charles Schwab with five years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Ameritrade and Charles Schwab Bank. He serves on the board of the Florida State Alumni Association of the Greater DC Area, where he participates in organizing social and community service events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, offering multi-asset model portfolios, periodic reviews, and alternative investment options.

Kevin Hamel is a CFP® professional with 12 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. His prior roles include positions at Edelman Financial Services, EF Legacy Securities, and Northwestern Mutual Investment Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, using a committee-driven modeling process combined with planner delivery and online tools. The firm offers diversified model portfolios with both discretionary and non-discretionary management options, serving a large client base across multiple investment platforms.

Thomas Phillips is a financial advisor with Cetera, holding the CFP® and ChFC® designations and possessing 34 years of industry experience. He has worked with Cetera and its affiliates since 2021 and was previously with VOYA Financial Advisors for seven years. Outside of his advisory role, he serves on the board of directors for the Chantilly Little League, where he helps recruit coaches and build rosters. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Matthew Lanham is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and ChFC® designations with 25 years of industry experience. He previously worked at RBC Capital Markets for 17 years and City National Bank for five years. Outside of his advisory work, he serves as treasurer and operator of a rental property business. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Ottomanelli is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a specialized wealth management practice focused on Exit and Succession Planning for Technology and Government Contracting business owners. Leveraging over 15 years of executive experience in the tech industry, he works closely with clients and their professional advisors, including CPAs, Trust & Estate attorneys, and M&A advisors, to provide comprehensive strategies for business owners preparing for the sale of their businesses. Michael has developed a 12-point Exit Planning Framework designed to increase enterprise value and mitigate taxes throughout all phases of a transaction: pre-transaction, transaction, and post-transaction. He is regularly invited to speak at Exit Planning events in the Washington DC region. His expertise includes family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Binghamton University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Michael is a Certified Mentor with SCORE Washington DC Chapter and has been named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 through 2025.

Rui Gao is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, Gao held positions at Wells Fargo Bank, New York Life, and H&R Block. Gao also served on the George Mason Student Government and Funding Board during university. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.