Grace Borger is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at Bank of America, Wells Fargo Bank, and various positions outside the financial industry, including at Baen Publishing Enterprises and Judson College. 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, and institutional investors.

Olaoluwakitan Shonibare is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has four years of industry experience, including prior roles at Morgan Stanley, Merrill, and Bank of America. His background also includes non-financial roles at the University of Maryland and UMBC Police Department. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional and charitable organizations, offering tailored investment strategies and a variety of advisory programs that combine in-house and third-party portfolio management with options for tax management and responsible investing.

Michael Johns is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served as a Financial Advisor since 2004. He specializes in developing personalized financial strategies tailored to each client's unique goals, leveraging insights from Merrill and banking solutions from Bank of America to address a broad range of financial needs. Michael’s expertise encompasses family wealth management, legacy planning, retirement income, portfolio management, and strategies for both individual and corporate investments. Prior to his advisory role, he spent 22 years in financial and accounting positions at Lockheed Martin. He holds a bachelor's degree from Shepherd University and the Personal Investment Advisor (PIA) professional designation. Outside of his professional responsibilities, Michael enjoys sports such as baseball, football, golf, and ice hockey, as well as scuba diving, traveling, and spending time with his family. He is married with two adult children.

Jacqueline Terry is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2008. Outside of her advisory role, she serves as an executor for an estate in Sterling, Virginia. 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 diverse client base including individuals, high-net-worth clients, and institutional investors.

William Korby is a financial advisor with Ameriprise in Leesburg, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily through a centralized consulting team.

Haris Mutapcic is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments in various capacities since 2013, progressing through positions including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to his current role, he also held the position of Senior Financial Consultant at TD Ameritrade in 2018. Over the course of more than 10 years, Haris has worked closely with clients and their families to plan and prepare for their financial goals. He employs a tailored approach based on the unique needs of each client and serves as a consistent source of guidance and support throughout their financial journey. Haris is fluent in Bosnian, Croatian, and Serbian.

Michael Germano is a financial advisor with Ameriprise in Fairfax, VA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Alif Brahim is a Financial Consultant at Fidelity Investments, a position held since 2020. In this role, he focuses on understanding clients' unique financial situations and leveraging Fidelity's resources to create and execute tailored financial plans. Alif has over a decade of experience in the financial services industry. Prior to joining Fidelity, he worked as a Financial Consultant at HSBC Securities from 2016 to 2020. His previous roles include Citigold Relationship Manager at Citi (2014-2016), Regional Bank Private Banker at Wells Fargo (2012-2014), Financial Advisor at Capital One (2008-2012), and Sales and Service Associate at Chevy Chase Bank (2007-2008). Outside of his professional work, Alif enjoys food, social events with friends, music, pets, tennis, and volunteering.

Adam Skitol is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to this, he worked at Trimmer Associates and Bankers Life in various roles. Outside of his advisory work, he occasionally assists with property inspections as an independent contractor for Trimmer Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors and more than 15,000 branch offices. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Cullen is a Financial Consultant at the Fidelity Investor Center located in the Ashburn - One Loudoun office. In his role, he serves as a local dedicated advisor for clients seeking deeper financial planning and long-term partnerships to achieve their financial goals. His focus is on understanding clients' objectives and collaborating with them to develop plans that inspire confidence and comfort. Luke's professional experience includes his current position as a Financial Consultant at Fidelity Investments since 2023. Prior to this, he was an Investment Consultant at Fidelity Investments from 2022 to 2023, and he worked as a Financial Advisor at Edward Jones Investments from 2019 to 2022.

Ian Lobo is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Clarke County Education Foundation. 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 ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Max Hutsell is a Series 66-licensed financial advisor at LPL Financial with 15 years of industry experience. His prior roles include positions at Edward Jones and H. Beck, Inc., as well as managing entities such as Max Everett Enterprises and Grove Point Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mehrak Aliaskari is a Private Wealth Manager with Merrill Private Wealth Management. He provides wealth management services to clients, focusing on financial planning and investment strategies. Mehrak holds a Bachelor's Degree from George M.

Andrew Hardin is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he worked at McAdam LLC and held academic positions at George Mason University and Northern Virginia Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Anthony Marrelli is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of advising, he serves on the board of MicroScale Devices, a genetic testing services company. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and multiple advisory programs. The firm integrates in-house and third-party managers and offers services including portfolio management, financial planning, and custody.

Elena Baymeeva is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Wells Fargo Bank and Wells Fargo Clearing, she spent ten years in homemaking. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Iris Lavigne is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company and MetLife Resources in prior roles. Outside of her advisory work, she is involved in real estate sales and operates her own financial services firm, Lavigne Capital LLC. Mass Mutual Investors Services is a broker-dealer and registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning relationships using advanced analytical tools and delivers written recommendations without investment discretion.

Armeldo Hernandez Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Bank, BrightView Senior Living, and Wendy’s. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Mazie Wong is a financial advisor with Ameriprise in McLean, VA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through written reports and ongoing guidance.

Timothy Haynal is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has been associated with Cetera and related entities since 2021 and serves as a Client Service Associate at Egan, Berger & Weiner LLC. Prior to his financial services career, he held roles at Christopher Newport University and managed operations at VOH Gym & Pool and Corolla Beach Rentals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary account management.