Jonathan Sade is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients and their families to understand their financial situations and priorities, developing customized strategies to address their investing and fiduciary responsibilities. Jonathan focuses on both institutional and individual wealth management needs. Jonathan holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a high school diploma from St Albans School and a bachelor's degree from Princeton University. Jonathan has been recognized in Forbes "Best-in-State Wealth Advisors" consecutively from 2019 through 2024.

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.

Jonathan Legg is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. He serves on the advisory board of Wealth Strategies Journal. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes supported by proprietary tools and serves clients through both direct relationships and corporate agreements.

Lakeisha Hill is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines. She has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. since 2018. Outside of her advisory role, she is the president of the Arlington Traditional School PTA and an author of a personal memoir titled *Breath of Grace: My life with sickle cell, God and Yoga*. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

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.

Richard Haskin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides comprehensive financial planning services to individuals and families, aiming to deliver personalized advice and client service. Richard has over 25 years of experience in the financial industry. He studied business at the University of Miami and earned the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. This credential equips him to address the unique opportunities and challenges faced by entrepreneurs from business launch through exit. Richard also holds the Personal Investment Advisor (PIA) designation. Richard serves on the board of directors of the Jewish Social Services Agency, which supports families in the DC metro area. He is a member of the Amity Club of Washington, an organization focused on philanthropic and social activities. He and his wife, Tamara, have lived in Washington for over 30 years and have two grown sons.

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.

Alexandra Julia Nemeroff is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior work includes positions at Franklin Templeton Distributors, Inc., Equinox, and Trunk Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Jennifer Franco Dias is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 63 credentials with 10 years of industry experience. Her prior work includes roles at BOFA Securities, Inc., Merrill Lynch Professional Clearing Corp., and JPMorgan Securities, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

William Moss is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, Moss serves on the boards of The Heights School and DC Accelerator, and is a professor at Catholic University of America. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured tools and modeling techniques, serving clients through a combination of advisory and brokerage services.

Chidozie Obidegwu is a CFP® with 15 years of industry experience, currently serving at Fidelity. His career includes roles within various Fidelity divisions since 2012. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 financial advisor at Merrill with a Series 66 designation and two years of experience in the industry. Prior to joining Merrill, he worked at Spa Logic and Bowie Produce Co. Inc. Maxwell’s background also includes teaching at Dr. Henry A. Wise Jr. High School. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Kennan Low is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior experience includes six years at UBS Financial Services. Outside of his advisory role, he is involved with USA Hockey as a Level 1 hockey referee, a position he shares with his son. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Isabella Ganthier is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. She has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020. Ganthier’s background includes multiple roles at Harvard University and Harvard Business School between 2016 and 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.