ADVISOR BIO

Donald Monroe is a financial advisor with over 20 years of experience in the financial services industry. Donald has held positions with several leading firms including Merrill Lynch, Morgan Stanley, and currently with Wells Fargo Clearing Services, LLC. Donald has a comprehensive understanding of the financial markets and provides a range of investment services to individuals, families, and businesses. Donald is committed to helping clients achieve their financial goals through personalized financial planning and investment strategies.

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ADVISOR BIO

Dormina Getrude Nyondo is an investment advisor representative with Wells Fargo Clearing Services, LLC in Columbia, Maryland. Dormina has been in the industry since 2022. Dormina is registered with the state of Maryland to provide both investment advisory and broker-dealer services, as well as the states of Virginia and District of Columbia to provide broker-dealer services.

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ADVISOR BIO

Earl David Walter is an active investment advisor representative. Earl has been in the industry since 1980 and is currently registered with RBC Capital Markets, LLC. Earl is licensed in several states and has a wide range of experience, including providing financial planning services, portfolio management for individuals and businesses, and educational seminars. Prior to joining RBC Capital Markets, LLC, Earl worked at Ferris, Baker Watts, LLC. Earl is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Eduardo Hernandez is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Eduardo has experience in the financial services industry, having previously worked with J.P. Morgan Securities LLC. Eduardo holds a Series 63, Series 65, and Series 6TO license. In addition to being a financial advisor, Eduardo also owns and operates an interior remodeling company.

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Eladio Arturo Santiago is a financial professional with over 20 years of experience in the financial services industry. Santiago is currently registered with Cambridge Investment Research Advisors, Inc. in Columbia, MD. Previously, Eladio Arturo Santiago worked at UBS Financial Services Inc., Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Santiago has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.

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Eli Lerner is a financial advisor currently registered with Choreo, LLC. Eli has a wide range of experience in the financial industry, including previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and BDO Wealth Advisors, LLC. Eli holds a Series 7TO, Series 66, and SIE licenses, and is a Certified Financial Planner. Eli's focus is on providing financial planning and investment management services to individuals, families, and businesses. Eli has experience working with clients of all types, including high-net-worth individuals, families, corporations, and charitable organizations.

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ADVISOR BIO

Elizabeth MacIs is a financial advisor at Raymond James Financial Services Advisors, Inc. Elizabeth is a registered representative with FINRA and is licensed in 35 states, as well as with the state of Texas for investment advisory services. Elizabeth has been active in the financial industry since November 13, 2001. Previously, Elizabeth worked for Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Deutsche Bank Securities Inc. Elizabeth holds the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

Elizabeth McIver is a financial advisor registered with Morgan Stanley, providing investment advice in both the securities and investment advisory fields. She is registered with the state of Texas as an investment advisor representative, and with Maryland in both the securities and investment advisory fields. Elizabeth has been in the financial services industry since 2013. Elizabeth previously worked for WELLS FARGO ADVISORS, LLC and Morgan Stanley. Elizabeth has a Series 66 and Series 7 license and holds the SIE designation.

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ADVISOR BIO

Emily Clover Crawford is a financial advisor at Wells Fargo Clearing Services, LLC. Emily has been in the financial services industry since February 2012 and holds FINRA Series 7, 66, and SIE licenses. Emily specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Emily's clients are located in the District of Columbia, Florida, Maryland, Ohio, and Virginia.

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ADVISOR BIO

Eric Conrad Kovacic is a financial advisor at Morgan Stanley. Eric has been in the financial industry since 1981. Prior to joining Morgan Stanley, Eric worked at CITIGROUP GLOBAL MARKETS INC. and Legg Mason Wood Walker, Incorporated. Eric is registered with the Securities and Exchange Commission (SEC) and holds licenses in 32 states and the District of Columbia. Eric specializes in providing financial advice to a wide range of clients, including individuals, businesses, and institutions.

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