Margaret Jones is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with ICMA Retirement Corporation since 2013, where she serves as a Retirement Plans Specialist. MissionSquare Retirement assists state and local government employers, their employees, and some nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program.

Lynwood Hill Jr. is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2004 to 2024. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm utilizes Morningstar Investment Management to develop investment advice and model portfolios, supporting over 40,000 participants with a multi-team advisory structure.

Cengiz Akyol is a financial advisor at MissionSquare Retirement with 22 years of industry experience. He holds the Series 66 designation and has been with ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Antoinette Guy Wharton is a financial advisor with MissionSquare Retirement in Washington, DC, holding Series 63 and Series 65 designations and 20 years of industry experience. She has worked at ICMA RC since 2017 and previously at GWFS Equities Inc/Great West Life & Annuity Insurance Company from 2010 to 2017. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm offers investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

Tyquia Clark is a financial advisor with Missionsquare Retirement and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Edward Jones, MassMutual, Northwestern Mutual, Bank of America, and Merrill Lynch. Based in Washington, DC, Clark currently serves as a Retirement Plans Specialist. MissionSquare Retirement administers deferred compensation and qualified retirement plans for state and local government employers, employees, and certain nonprofit entities. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through multiple channels to over 40,000 participants.

Brandi Kachouri is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Swain Wealth Partners. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using a combination of quantitative and qualitative methods.

Amy Lillis Konopacki is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Lincoln Financial Advisors and Nationwide Investment Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by providing deferred compensation and qualified retirement plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways offers discretionary Managed Accounts and nondiscretionary Fund Advice based on models developed by Morningstar Investment Management.

Isaiah Carter is a financial advisor with MissionSquare Retirement in Washington, DC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 16 years of industry experience, including 12 years with ICMA-RC Services, LLC and ICMA Retirement Corporation. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, using model portfolios developed by Morningstar Investment Management and supporting more than 40,000 participants through a multi-team advisory structure.

Donnell Williams Jr. is a financial advisor at MissionSquare Retirement with 22 years of industry experience. He has been with Icma Rc since 2015 and holds Series 63 and Series 65 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.