Top financial advisors working with public service employees in North Bethesda, MD

Parker Yates is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, Parker partners with clients to understand their short and long-term financial goals and collaborates with them to build customized financial plans tailored to their unique needs. Parker's experience at Fidelity Investments includes serving as a Planning Consultant from 2022 to 2026, a Relationship Manager in 2022, and an Investment Solutions Representative from 2020 to 2022. This progression reflects a solid background in financial planning and client relationship management. Outside of work, Parker enjoys concerts, cooking and baking, golf, outdoor adventures, and traveling.

Efrata Kirose is a financial advisor at One Oak with a Series 65 designation and two years of industry experience. Prior to joining One Oak, Kirose worked at Align Impact, LLC, Working Within, Syntrinsic LLC, Syntrinsic Investment Counsel, Obermeyer Wood Investment Counsel, and Established. Outside of financial advising, Kirose owns and operates EDK Creative LLC, a graphic design and marketing services business. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients, focusing on comprehensive investment policy development, manager selection, and ongoing due diligence. The firm emphasizes an integrated OCIO approach and serves a relatively small client base with a high account threshold.

Vladislav Romanov is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Romanov is also involved with Metro Financial & Benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies and advisor-support tools.

Ben Arie is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in North Bethesda, MD. He has four years of industry experience and previously worked at Plotkin Financial Advisors and APEX Home Loans. Outside of advising, he is involved in selling life insurance and annuities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a variety of advisory programs through its AccessPoint platform and third-party asset managers, providing both discretionary and non-discretionary portfolio management.

Thomas Walsh is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Enterprise LLC and previously worked at Cambridge Investment Research Advisors and Mass Mutual Investors Services. Outside of his advisory work, Walsh serves on the advisory board of Potomac Community Resources and the board of the Old Farm Swim and Paddle Tennis Club, and he is also active as a voiceover artist and creator of promotional items. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach using portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Scott Cadieux is a CFP® with 27 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services, Strategic Advisers LLC, and Fidelity Personal and Workplace Advisors before founding Echelon Private Wealth LLC, where he has been since 2020. Outside of his advisory work, he owns and operates a vending machine business and works as an independent insurance agent. Echelon Private Wealth provides discretionary portfolio management, asset allocation advice, and goal-based financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering customized investment strategies including options programs managed on a discretionary basis.

Jason Gordo is a financial advisor at Modern Wealth Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at United Capital Financial Advisers, LLC for eight years. Outside of his advisory role, he manages several real estate holding companies based in Monterey, California. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan support.

Dawn Hale is a financial advisor with BCN Financial, Inc. in Alameda, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes roles at LPL Financial, Crown Capital Securities, and Quest Securities. BCN Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored retirement plans and members of public safety associations. The firm’s investment approach focuses on mutual funds and ETFs with a mix of fundamental, technical, and sentiment analysis combined with market timing, serving a client base distinct from typical high-net-worth individuals.

Timothy Warner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2003, with experience in both the banking and insurance industries. Since joining Merrill in 2013, he has worked with individuals, families, and businesses to provide a range of wealth management programs and strategies. His role involves acting as a primary point of contact for clients as their financial needs evolve. Tim holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor. He attended Rend Lake College and the University of Illinois without obtaining a degree from those institutions, and earned a bachelor's degree in Business Management from Mid-Continent University. He resides in Mascoutah, Illinois, with his wife and their three daughters. In addition to his professional work, Timothy is involved in community organizations including the Ainad Shriners and First Baptist Church in O'Fallon, Illinois. He is also a member of the Lookingglass Corvette Club. His approach emphasizes developing personalized financial strategies tailored to the long-term goals of his clients.