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.

Jacob Miller is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2021. Prior to this role, he was an Investment Consultant at Fidelity Investments from 2019 to 2021, and before that, he worked as a Financial Advisor at Northwestern Mutual from 2017 to 2019. Throughout his career, Jacob has focused on helping clients develop personalized financial plans by understanding their goals and values, analyzing their current financial situations, and identifying opportunities to create customized roadmaps. In his role, Jacob collaborates closely with clients to implement and adjust financial plans as their circumstances evolve, ensuring ongoing alignment with their objectives. His professional experience reflects a commitment to providing tailored financial consulting services. No additional information about his education, credentials, personal interests, or community involvement has been provided.

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.

Alexis Martinez is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses and has been with Edward Jones since 2006. Outside of his advisory role, Martinez leads seminars for federal employees using NITP materials in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Kwame Smith is a financial advisor with LPL Financial who holds a Series 66 designation and has 16 years of industry experience. Prior to joining LPL Financial in 2022, he worked at firms including CUNA Mutual Group, AXA Advisors, and Navy Federal Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and access to model portfolios and research from multiple sources.

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.

Alvin Hailstorks is a financial advisor with LPL Financial in Rockville, MD, holding the CFP® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including roles at 1 St Global Advisors, Inc. and 1 St Global Capital Corp. He is also involved in tax preparation and accounting through Holmes and Associates Accounting Services, a business he has operated since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

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.

Charles Leapley is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 12 years. Outside of his advisory role, he operates as an independent licensed insurance agent and owns a commercial real estate investment in Washington, DC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a multi-platform approach that includes financial planning, managed portfolios, and access to third-party money managers.

Matthew Grace is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including previous roles at Primerica Advisors, Guardian Life Insurance Co, and First Financial Group. Grace also serves as Treasurer for the IFAPAC DC Chapter, where he reports on political issues related to the industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of investment and planning services including recently introduced event-driven programs.

Christopher Andrews is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. from 2009 to 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad array of planning options including cash-flow, retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing the extent of implementation.

Stephen Taft is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience in financial planning and portfolio management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. Stephen focuses on helping clients simplify and organize their financial lives through a personalized approach that begins with a comprehensive Wealth Management Analysis. His expertise covers areas including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, and portfolio management services. Stephen works closely with clients to identify and prioritize their goals, taking into account risk tolerance, time horizon, and liquidity needs to develop tailored financial strategies. Stephen holds a Bachelor's Degree from Dartmouth College and is fluent in English and Portuguese. Outside of his professional work, his personal interests include cooking, football, golfing, music, skiing, soccer, tennis, traveling, and spending time with his family.

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.

Benjamin Jolly is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in private wealth management. Since beginning his career in financial services in 2002 after earning a bachelor's degree in Economics from Washington and Lee University, he has focused on assisting individuals and private businesses in achieving their financial goals. His client base primarily includes attorneys at global law firms and their families, helping them navigate personal wealth management planning such as retirement preparation, college education funding, and survivor needs. He also supports clients through significant career transitions, including partnership status within law firms and moves to in-house or government roles. In addition to his work with individual clients, Benjamin has extensive experience advising privately held real estate businesses on managing and coordinating corporate retirement plans. He collaborates closely with corporate finance and human resources teams, as well as employees, to support plan utilization aligned with their financial objectives. His expertise encompasses college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and serving clients in sports and entertainment. Benjamin holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He speaks English and Spanish. Outside of work, he enjoys golfing, skiing, surfing, and tennis.

David Bubb is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and alternative investment due diligence.

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.