Gavin Lewis is a financial advisor at Morgan Stanley based in Washington, DC, holding a Series 66 designation. He has recent experience at Morgan Stanley starting in 2025 and has been involved with the Catholic/Crypto Network and Catholic University of America in various roles. Morgan Stanley Wealth Management offers comprehensive advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

William Scott is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding member of the Pritsios-Scott Group. He specializes in working with high-net-worth individuals and families, focusing on family wealth management strategies, portfolio management services, and retirement income. Within his team, he is responsible for asset allocation planning and implementation, helping clients create and execute defined investment plans tailored to their specific financial objectives. Mr. Scott began his career as a United States Marine Corps Officer before transitioning to the financial services industry. He has held senior roles at Paine Webber, FBR, Oppenheimer Wealth Management, and Barclays Wealth prior to joining Merrill in 2015. He earned a bachelor's degree from Franklin and Marshall College and holds the Personal Investment Advisor (PIA) designation. A native Washingtonian, he serves on the boards of the Yellow Ribbon Fund and St. Johns College High School. He lives with his wife and their family in Bethesda, Maryland, and Beaufort, South Carolina. In his free time, he enjoys golf, fitness, cycling, hiking, reading, and spending time with his family.

Spenser Thompson is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Morgan Stanley and has previous experience at UBS Financial Services. Thompson works in the McLean, VA office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Larry Heuple is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Mary Latta Chapman is a financial advisor at Morgan Stanley with 37 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she co-manages Chapman Warehouse LLC, a storage and workspace facility inherited from her father, where she performs secretarial duties. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through a combination of advisory and brokerage arrangements.

David Brown is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America N.A., Merrill Lynch, and Northwestern Mutual, among others. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Schmitz is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan affiliates since 2016, including JPMorgan International Bank and JPMorgan Chase Bank, N.A. From 2023 to 2024, he was also associated with Steel 11 LLC. 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 offers non-discretionary services delivered by a select group of Wealth Advisors, focusing on approved funds and strategies within a broad financial organization.

Eric Sinclair is a financial advisor at Morgan Stanley in Washington, DC, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citigroup for nine years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured discovery processes and advanced modeling tools in its planning services, offering a broad range of retail and institutional investment options.

Benjamin Turman is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Publix and Mercantile (Foode). Turman studied at The College of William and Mary and also spent a decade at Fredericksburg Academy. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm uses a range of advisory models and third-party managers to deliver tailored investment solutions.

Patrick Holley is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Lisa Lussier is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. She has worked at JPMorgan Securities LLC and Jpmorgan Chase Bank NA since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christel Djossinou is a financial advisor at Raymond James Financial with 16 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James, Djossinou worked at Bank of America, Merrill Lynch, and SunTrust Bank. She serves as Vice President of Peoples Investment Services, a support company based in Vienna, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals across a large advisor network.

Thavanh Xayarath is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Verizon Wireless for six years and serves in the Indiana Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various management approaches.

David Dlugacz is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Blueprint Financial Strategies, Eagle Strategies (NY Life), and New York Life insurance. He is also involved with The Guardian Life Insurance Company in a non-variable insurance capacity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform that includes insurance products and third-party asset management arrangements.

Antonio Mackey is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Merrill, and other firms. Outside of finance, he has experience in the fitness industry with roles at LA Fitness and Washington Sports Club. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering tailored services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Wendy Inge is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked at Truist Investment Services and SunTrust Bank for a decade and is currently associated with Pinnacle Asset Management in a client-facing role. 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, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and advanced modeling tools and supports a broad advisor network and institutional consulting.

Danny Vance is a financial advisor with Edward Jones in Arlington, VA, holding Series 63 and Series 66 credentials and over 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he owns and maintains rental real estate properties in Lexington, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and affiliated services supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Tomas Tekle is a Financial Consultant at Fidelity Investments, where he assists individuals and families in navigating their financial journeys with a focus on confidence, clarity, and security. He emphasizes building long-term relationships grounded in trust, transparency, and personalized guidance. Prior to his current role, Tomas worked as a Relationship Manager at Capital One from 2019 to 2022. His professional experience includes helping clients understand their financial situations, goals, and risk tolerance to develop customized financial strategies. Outside of his professional work, Tomas enjoys family activities, fitness, football, outdoor adventures, reading, and traveling.

Frederick Schultz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at UBS Financial Services for eight years. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services alongside investment advisory services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large-scale advisory operations with brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice and customized reporting through a centralized due-diligence framework.

Dwight Cates is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Edward Jones for two years and spent 15 years at Fluor Corporation. He serves on the board of the Falls Church Chamber of Commerce in Virginia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from its investment institute to guide portfolio construction.