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.

Robert Carrozza is a Series 66 credentialed financial advisor with 15 years of industry experience. He has worked at J.P. Morgan Securities since 2026 and spent 18 years prior at Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a systematic, research-driven advisory process.

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.

Lynda Hiller is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jasmine Davis is a financial advisor with LPL Financial in Cheverly, MD, holding a Series 66 credential and 19 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Morgan Stanley from 2020 to 2024 and held various roles at Wells Fargo Clearing, Wells Fargo Advisors, and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology and oversight of over $819 billion in discretionary assets.

Joseph Schmerling is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Avantax Investment Services and 1st Global Advisors, as well as managing Schmerling Financial Group. He serves on the boards of a local Torah school and the Mikvah Emunah Society, contributing through volunteer and finance committee roles. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services, employing a multi-manager platform with discretionary and non-discretionary programs.

Jackson Heineman is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior work experience at Lowes Foods and DoorDash. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized, algorithm-supported advice through a centralized consulting team.

Crystal Barker is a financial advisor at Edward Jones with 16 years of industry experience. She holds the CFP® and Series 66 designations and has worked at Edward Jones since 2018, following roles at PNC Investments and PNC Bank. Outside of advising, she owns JASCO, LLC, which is involved in agritourism and agriculture, and serves as an NRA Certified Pistol Instructor. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, while operating under a fiduciary standard.

John Henderson III is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisers from 2019 and Voya Financial Advisors from 2014. Outside of his advisory work, Henderson serves on nonprofit boards focused on soccer promotion in Maryland and provides financial oversight and investment guidance for charitable organizations. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is notable for its scale, affiliate network, and recent consolidation activity.

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 at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Schultz is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside advisory services. 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 combines quantitative and qualitative research and may incorporate ESG criteria.

Augustine Smyth is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience at Citigroup Global Markets and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models to assist in financial decision-making.

George Sopko is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He joined Wells Fargo in 2024 and has prior experience at LimaCharlie, Darktrace, Onloop PTE Ltd, and Deutsche Bank. He was also a full-time student at Colby College for three years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Grace Jr. is a financial advisor at Merrill with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1978 and Bank of America, N.A. since 2017. He authored three books in the 1980s under the name Bill Grace Author. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.