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.

Jennifer Franco Dias is a financial advisor with J.P. Morgan Securities in Washington, DC. She holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at BOFA Securities, Inc. and Merrill Lynch Professional Clearing Corp. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Robert Brewer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL in 2025, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC for four years and spent 25 years at H. Beck, Inc. He serves as a board member for the Bryans Road Soccer Association and operates a CPA practice focused on tax preparation and accounting. 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 a range of financial planning and portfolio management solutions, leveraging a large network of advisors and various technology tools to support client service.

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® professional at Fidelity with 16 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Brokerage Service LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Daria Farkondepay is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2018. Prior to that, she was employed at 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

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 with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at various J.P. Morgan entities since 2019 and has completed multiple engagements at Harvard University and Harvard Business School. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers non-discretionary advice through a select group of advisors.

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 28 years of industry experience. He previously worked at Cetera Advisors LLC and Vestax Securities Corporation before joining LPL Financial in 2010. Outside of advisory work, he is involved in tax preparation and accounting services through a tax consulting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Deporter is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to joining Morgan Stanley, he spent 15 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients in developing their financial plans.

Robert Huber is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads the Corporate Advisory Services Team, which services corporate stock option plans, 401(k) plans, and employee stock purchase plans (ESPP). His role focuses on supporting corporations in developing benefits plans. With over 28 years of experience, Robert specializes in corporate benefits, executive compensation, equity compensation services, and institutional and corporate benefit services. He holds professional designations as an Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). Robert earned a bachelor's degree in finance from Richard Stockton College of New Jersey. Outside of work, he enjoys playing golf, reading, and coaching basketball, softball, and baseball for youth leagues in his community.

James Fitz Gerald is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Merrill and has prior experience at Bank of America and Equitable Advisors. 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 individuals, high-net-worth clients, and various institutional investors.

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.

Joseph Bommarito is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, and AXA Financial. He is also associated with Pence Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives employing various investment strategies.

Sunil Dharamsi is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.