Brian Suto is a financial advisor with Charles Schwab based in Reston, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Eduardo Guzman Valiente is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 22 years of industry experience. He has been with Raymond James since 2003 and has served in various capacities within the firm since 2010. Outside of his advisory role, Guzman Valiente is active as an attorney, owning and operating a law practice that provides legal and tax services related to retirement plans and trusts, as well as managing multiple business entities and estate responsibilities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Stephen Mohyla Jr. is a CFP®-designated financial advisor with over 32 years of industry experience. He currently works at OSAIC and has held prior roles at Woodbury Financial Services, Cetera Wealth Services, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory work, he serves as a high school varsity basketball official. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs and emphasizes model-based asset allocation, portfolio optimization, and multiple custodial arrangements.

Helen Mc Call is a financial advisor at Charles Schwab in Reston, VA, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior experience includes roles at Fidelity Investments and Meriwether Godsey, as well as work in education and alumnae relations at Sweet Briar College. 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 offers both non-discretionary and discretionary portfolio management, combining strategic asset allocation with access to alternative investments and centralized operational support.

Kent Overholt is a Private Wealth Advisor at Merrill Private Wealth Management. Since joining Merrill in 1987, he has developed extensive insight into the complex investment decisions and challenges facing ultra-high-net-worth families. Kent works closely with longstanding clients and colleagues to create customized financial strategies aimed at helping clients manage liquidity events, wealth preservation, family interests, and philanthropy. Kent's role involves multi-generational relationship management and collaboration within the team on investment management, asset preservation, business succession planning, intergenerational wealth planning, philanthropy, credit, and lending. He assists families through the Merrill Private Wealth Center for Family Wealth with matters related to family wealth education and governance. Kent also conducts strategy and portfolio reviews, implements portfolio recommendations, and manages client access to credit and lending services linked to Bank of America, N.A. Kent holds a Bachelor's degree in Advertising and Public Relations from Bloomsburg University in Pennsylvania. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Outside of his professional responsibilities, Kent co-founded the non-profit organizations Collect 4 Kids and Dancers Make a Difference. He divides his time between McLean, Virginia, and Easton, Maryland, and is married with three children.

Sam Ramadan is a financial advisor with Merrill in Vienna, VA, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and previously worked in various roles including positions at Surovell, Isaacs & Levy, PLC, and service in the Loudoun County legal system. Outside of finance, his background includes work in the restaurant and country club industries. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Yemewedish Girma is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, following a decade at UBS Financial Services Inc. 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 options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Stephen Stavrou is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds the Series 66 designation and has worked at firms including Northwestern Mutual, JP Morgan Chase, and Bank of America. Outside of his advisory roles, he operated a dog walking business from 2022 to 2023. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software tools and offers a range of programs including estate settlement and employer-sponsored planning.

Peter Ambrose is a financial advisor with Merrill in Vienna, VA, holding Series 63 and Series 65 securities licenses and bringing 39 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he serves as a FINRA arbitrator, dedicating time monthly to industry dispute resolution. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, and institutional investors.

Bradley Martin is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he has held roles at Paul Martin, Yes Hearing, SmartBrief, All Digital Dental Design Studio, and Star City Games. He also serves as an administrator or executor of an estate and trustee of a revocable trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers, and offers ERISA fiduciary services to qualified plans.

Julianne Okim is a financial advisor with Raymond James Financial, holding a Series 66 credential and three years of industry experience. Her background includes roles at Edward Jones and Montgomery County Public School, as well as founding Okim Wealth Management, LLC. She has also been involved in entrepreneurial ventures such as Game Day Glamerous. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christopher Hardware is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the CFP® designation and securities licenses Series 66, Series 65, and Series 63. He has been with Wells Fargo Bank NA since 2018 and with Wells Fargo Clearing Services, LLC. since 2014. 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.

Nathaniel Hamilton is a Series 66-licensed financial advisor with Equitable Advisors, and he has one year of industry experience. Before joining Equitable Advisors in 2025, he worked at Financial Growth Partners and has a background that includes roles in education and the brewing industry. Equitable Advisors serves a diverse client base, including individual investors, pension plans, corporations, and nonprofits, offering financial planning, retirement consulting, and asset management programs. The firm delivers its services through a network of investment professionals and utilizes various third-party advisory platforms alongside proprietary programs.

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.

Daria Farkondepay is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She has worked at Wells Fargo since 2018 and previously was with Capital Integration Systems LLC and CAIS Capital LLC from 2015 to 2017. 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 roughly $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.

Maxwell Fadero is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. He previously worked at Spa Logic and Bowie Produce Co. Inc. Maxwell also spent four years at Dr. Henry A. Wise Jr. High School before beginning his career in financial services. 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.

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.