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.

Adina Lavoie is a financial advisor with Primerica Advisors in Annapolis, MD, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2008 and is currently associated with Digi Financial. Outside of her advisory role, she serves as a consultant for Pourkys LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure.

Gregory Papa is a Private Wealth Advisor at Merrill Private Wealth Management and a co-leader of Jacobs, Papa & Associates. He holds dual roles as a Private Wealth Advisor and a Merrill Institutional Consultant, positions that require specialized training and accreditation. Greg has been with Merrill since 2003 and carries twenty years of industry experience, having started his career in 2000 at FX All, an institutional electronic currency trading platform. Greg applies his expertise in capital markets to craft customized financial strategies tailored to the individual objectives, risk tolerances, and liquidity needs of his high-net-worth clients. His responsibilities include evaluating external investment managers, constructing portfolios, performing asset allocation using traditional and alternative investments, managing risk, and developing hedging strategies. He is a qualified Portfolio Manager able to provide discretionary management services through the firm's Investment Advisory Program. Greg earned a Bachelor's degree in Finance from Georgetown University and holds the Certified Investment Management Analyst (CIMA) designation. He is involved with philanthropic organizations such as Make A Wish, Catholic Charities, and WINNERS Lacrosse. Greg resides in Bethesda, Maryland, with his family and maintains personal interests in baseball, cooking, fishing, football, golfing, reading, running, skiing, and travel.

Eugene Oneill is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he spent 26 years with Avantax Advisory Services and Avantax Investment Services. He has also operated as a CPA since 1982 and serves as a board member and treasurer of 230 Garth Road Owners Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

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.

Stanley Omosa is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. He has worked at Merrill and Bank of America since 2016 and previously spent eight years at MassMutual. Outside of advising, he serves in a guardianship role for a child, dedicating a few hours monthly to this responsibility. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Bryce Joyner is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo Advisors, he worked in roles outside the financial industry, including positions at Walmart and KFC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients meeting specific net-worth criteria.

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.

Brandon Mahler is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. He has a private wealth advisory business, Mahler Private Wealth Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of planning offerings tailored to clients meeting a net-worth threshold.

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.

Kimberly Herman is a financial advisor with LPL Financial in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with LPL Financial since 2003. In addition to her advisory role, she serves on the board of Yuma Center Study, Inc., a non-profit organization focused on women and family development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Brian Kessler is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding a Series 66 designation and having 11 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2017 before joining Wells Fargo Clearing in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from its Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

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.