Gabrielle Bulgari is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. She worked at Merrill from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

John Cortale is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for nine years before joining Ameriprise in 2024. He also serves as a financial literacy coach, providing budgeting and basic financial literacy education to various institutions. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Takhmina Touraeva is a financial advisor at Morgan Stanley in Alexandria, VA, with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services, Bank of America, and Better Homes and Gardens Real Estate Lifestyles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Clare Cunniff is a Financial Advisor at Merrill Lynch Wealth Management, where she works closely with affluent individuals and families to pursue their financial goals through thoughtful and tax-sensitive investment guidance. In her role, Clare manages all aspects of clients' financial lives, providing services such as college education planning, family wealth management strategies, managing new wealth, portfolio management, tax minimization, and retirement income planning. She earned her Bachelor's degree in Finance from Elon University. Clare has attained several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She joined the team in 2022 and resides in the DuPont Circle neighborhood of Washington, DC. Outside of her professional work, Clare's personal interests include golfing, ice hockey, pickleball, running, skiing, spending time with her family, tennis, and traveling.

Kevin Xiong is a financial advisor at J.P. Morgan Securities in Washington, DC, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at McKinsey & Company and Truveta, as well as involvement with Cedar Cares, Inc. Since 2021, he has been associated with Cedar Cares, Inc., a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative manager due diligence and focuses on written asset allocation advice, investment manager searches, and customized performance reporting.

Alan Butler II is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of his advisory role, Butler owns and manages AMB Holdings LLC, an independent business related to his advisory work. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering comprehensive recommendation reports that incorporate research, modeling, and tax-efficient withdrawal strategies. The firm combines automated tools with advisor input to deliver tailored retirement income advice.

Daniel Quigley is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets prior to that from 1994 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a comprehensive range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Syrinda Paige is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is the owner of a rental property business in Falls Church, Virginia. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, and offers both direct and corporate financial planning arrangements.

Kevin Pilarski is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services. Outside of his advisory role, Pilarski is the sole proprietor of The Basye Retreat, a real estate business in Basye, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Dallas Vipond is a Senior Financial Advisor at Merrill Lynch Wealth Management and a founding partner of the Bajaj Vipond Group. He has been with Merrill since 1996 and works with individuals, families, executives, businesses, and non-profits to develop investment and planning strategies aimed at preserving and growing wealth. Dallas holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®) awarded by the Certified Financial Planner Board of Standards, Inc., and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) awarded by the National Association of Plan Advisors. He also holds the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) designations. Dallas earned his bachelor's degree from Tufts University. He was named to the 2026 Forbes "Best-in-State Wealth Management Teams" list as a member of the Bajaj Vipond Group. Outside of his professional work, Dallas participates in his community through volunteering and enjoys activities such as fishing, gardening, golfing, and skiing.

Maria Montanez is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Rakeem Morris is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients make informed financial decisions by building trusted relationships and delivering personalized financial strategies. His client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and portfolio management services. He holds a Bachelor's Degree from The University of Georgia and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Morris is also a member of Kappa Alpha Psi Fraternity, Inc. He takes the time to understand what is important to his clients to help develop strategies tailored to their financial goals. Outside of his professional role, Morris enjoys cooking, football, running, spending time with his family, and traveling. His philosophy centers on helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial objectives.

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.

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.

John Schmitz is a financial advisor at J.P. Morgan Securities based in Washington, DC, with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan since 2016, including roles at JPMorgan International Bank and JPMorgan Chase Bank. He also worked at Steel 11 LLC for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research.

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.

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 in Washington, DC, holding a Series 66 designation and five years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Thavanh Xayarath is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Verizon Wireless for six years and serves in the Indiana Army National Guard. His outside business activities include ongoing service with the National Guard Bureau. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by its network of investment adviser representatives.