Clare Cunniff is a Financial Advisor at Merrill Lynch Wealth Management, where she assists clients in managing their financial lives with a focus on tax-sensitive investment guidance. Since joining the team in 2022, she has worked with affluent individuals and families, tailoring strategies to meet their unique needs and financial goals. Clare earned her Bachelor's degree in Finance from Elon University and holds several professional designations, including Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income. She currently resides in the DuPont Circle neighborhood of Washington, DC. Clare’s personal interests include golfing, ice hockey, pickleball, running, skiing, tennis, traveling, and spending time with her family.

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 roles include positions at McKinsey & Company and Truveta, as well as involvement with Cedar Cares, Inc., a nonprofit organization. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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 based in Washington, DC, holding Series 63 and Series 65 designations and possessing 48 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

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 Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, and has seven years of industry experience. He previously worked at UBS Financial Services and has a background that includes a role at Hampton Golf. Pilarski is the sole proprietor of The Basye Retreat, a real estate venture in Basye, Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by advanced modeling tools and a structured planning process.

Dallas Vipond is a Senior Financial Advisor with Merrill Lynch Wealth Management and a founding partner of the Bajaj Vipond Group. Since joining Merrill in 1996, he has worked with individuals, families, executives, businesses, and non-profits to develop investment and planning strategies aimed at preserving and growing wealth. Dallas focuses on a range of client needs including family wealth management, services for endowments and non-profits, retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) designation from the National Association of Plan Advisors. Dallas also has the designations of Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Tufts University. In recognition of his work, 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 role, Dallas participates in community volunteer activities and enjoys biking, fishing, gardening, golfing, and skiing. He emphasizes a personalized, collaborative approach to financial planning, working one-on-one with clients to develop strategies aligned with their long-term goals.

Maria Montanez is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, having also been affiliated with Citigroup Global Markets since 2007. Outside her advisory role, she owns and manages rental real estate in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and serves clients through both direct engagement and corporate financial planning agreements.

Rakeem Morris is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to uncover their financial priorities and develop personalized strategies aimed at pursuing their financial goals. His approach emphasizes understanding what matters most to each individual and their family. Morris's expertise encompasses a range of financial topics, including general investing, retirement planning, and saving for unexpected events. He offers ongoing advice and guidance tailored to his clients' evolving needs. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, reflecting his commitment to his profession. He earned a Bachelor's Degree from The University of Georgia and is affiliated with Kappa Alpha Psi Fraternity, Inc.

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.

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 with Merrill Lynch Wealth Management who focuses on building financial strategies that are precise and personally aligned with his clients' goals. He serves individuals, families, and businesses, emphasizing tax-efficient planning, disciplined growth, and prudent asset preservation. David acts as a long-term partner, assisting clients through life changes, career shifts, business growth, and retirement. His advisory work centers on clients such as federal employees, small business owners, and multigenerational families. David helps clients create financial strategies related to family wealth management, legacy planning, portfolio management, tax minimization, and retirement income. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). David holds a Bachelor's Degree from the University System of Georgia. Outside of work, he participates in community activities, including involvement with Habitat for Humanity. His personal interests include billiards, boxing, camping, chess, golfing, hiking, music, pickleball, running, and traveling.

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.

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.

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.

Jasmine Davis is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo. 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, offering a range of financial planning and advisory programs.

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.