Michael Teague is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his wealth management career in 2010 and joined Merrill Lynch in 2013. Michael specializes in providing counsel to families anticipating significant liquidity events such as the vesting of equity awards, the sale of closely held businesses, initial public offerings, and inheritances. His approach involves organizing and simplifying clients' financial affairs to develop cohesive wealth strategies that address their unique situations. Michael holds a Bachelor's Degree from Villanova University and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He and his team focus on goals-based planning, offering services including investment management, trust services, banking, lending, and wealth transfer strategies. They collaborate closely with clients' other trusted advisors to ensure a harmonized approach to wealth management. Outside of his professional work, Michael is involved with St. Paul's Episcopal Church and Ducks Unlimited. He also serves on the Investment Committee of St. George's Episcopal Church. Michael enjoys baseball, basketball, fishing, football, gardening, hunting, spending time with his family, and tennis. He lives in Old Town Alexandria with his wife, Annie.

Richard Renz is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63, Series 65, and Series 66 designations and 29 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at JP Morgan Securities from 2012 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Jim Riutta is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients and their families to develop comprehensive financial plans tailored to their individual goals and wishes. His approach includes a multi-step process that emphasizes accountability as a key factor in achieving success. Discussions with clients may cover estate planning, income and retirement planning, and tax-efficient investing. Jim has extensive experience in the financial services industry, having previously worked as a Premier Banker at Wells Fargo from 2021 to 2022, a Relationship Manager at Citi Bank from 2017 to 2021, a Regional Banking Private Banker at Wells Fargo from 2012 to 2017, and as a Registered Investment Advisor at First Command from 2008 to 2012. Outside of his professional life, Jim enjoys activities such as spending time at the beach, cars, family activities, fitness, motorcycles, and outdoor adventures.

Laurie Blackburn is a CFP®-designated financial advisor with 29 years of industry experience. She has been with Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. In addition to her advisory role, she is the chair of the investment committee for the Goodwin Living Foundation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop customized recommendations, with clients deciding on implementation through brokerage or advisory programs.

Thomas Fahey Jr. is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lindsay Kelly is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Figueroa is a financial advisor with Charles Schwab in Alexandria, VA, holding a Series 66 designation and one year of industry experience. His prior experience includes working under his own name and periods of full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes a multi-asset model portfolio approach supported by centralized supervisory and operational infrastructure.

Elizabeth Hopkins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Funds Distributor, LLC, Thompson, Siegel & Walmsley LLC, and Bank of America/Merrill Lynch. She serves as Secretary on the Richmond Ballet Advisory Council and is a member of the Professional Advisory Council for the Community Foundation for a Greater Richmond. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers non-discretionary advice delivered by a select group of Wealth Advisors.

Haley Kaufman is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has dedicated 35 years to serving over 300 affluent clients. Her expertise centers on assisting successful individuals and families through major financial life transitions such as retirement, managing family wealth, and handling sudden wealth. Haley also provides guidance to institutional investors, including more than two dozen non-profit organizations managing their investment reserves. Haley holds a Bachelor of Science in Business Management from the University of Maryland, College Park, and the Chartered Retirement Planning Counselor (CRPC) designation. She has been recognized by Forbes as a "Best-in-State" Wealth Advisor and serves on the Board of Advisors for the Robert H. Smith School of Business at the University of Maryland. Additionally, she mentors women entrepreneurs through the Cherie Blair Foundation. Residing in Washington, D.C. with her husband Jeff, Haley is a proud parent of three young adult children. She enjoys biking, cooking, and spending time with her family.

James Tarr Jr. is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Caroline Thummel is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at JPMorgan Chase Bank and Tortoise Ecofin Investment Advisors, as well as involvement with Wake Forest University and several entrepreneurial ventures. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm operates with a centralized due-diligence framework and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Patrick Kan Yek is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Personal Banker at PNC Financial Services from 2021 to 2022. Patrick partners with individuals and families to identify their financial priorities by understanding their unique goals and circumstances. He provides clarity and confidence in financial decisions by offering tailored strategies and options for the future. He holds a California Insurance License. Outside of his professional work, Patrick enjoys spending time at the beach, fitness activities, exploring food, hiking, watching movies, and caring for pets.

Jake Matysek is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and Charles Schwab Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Michael Lopes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024. He holds a Series 66 designation. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alexis Kennedy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kennedy held positions at MDMS Capital, Google via Nelson Connects, and The Washington Post. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, delegating management to sub-advisers while maintaining oversight.

Mary Robinson Carter is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she specializes in advising first-generation wealth creators, business owners, and executives through complex financial transitions. Her expertise includes assisting clients with business succession, leadership and equity changes, retirement planning, and managing life after liquidity events. Mary’s work is informed by her own experience as a first-generation wealth creator. She understands the multifaceted nature of wealth, encompassing identity, responsibility, family dynamics, and legacy. She serves a diverse clientele including founders, women business owners, entrepreneurs, executives, and nonprofit leaders, many of whom navigate wealth without extensive family history of financial education or guidance. Mary coordinates closely with wealth, legal, and tax professionals to offer comprehensive support aligned with clients' values and long-term goals. Mary holds a bachelor's degree from Elon University and is a Personal Investment Advisor (PIA). In addition to her professional role, she actively participates in community organizations such as the Coco Coalition, Merrill Washington D.C Women's Exchange, Ronald McDonald House, and Together We Bake.

Andrew Lee is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define financial goals and develop portfolio strategies tailored to individual priorities. His approach involves providing ongoing advice and adapting financial plans as clients' situations evolve. Andrew's expertise includes assisting clients with various financial needs such as purchasing a home, saving for children's education, managing elder care expenses, and preparing for healthcare costs. He holds a Bachelor's Degree from The Ohio State University and has earned the Personal Investment Advisor (PIA) designation. Andrew is fluent in English and Korean.

Ibrahim Bah is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' individual priorities to develop strategies that address short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen expenses. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Illinois System and communicates fluently in English and Arabic. Outside of his professional duties, Ibrahim is involved with the charitable organization Feed My Starving Children.

Sean Jenkins is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Charles Schwab since 1994 and Charles Schwab Bank since 2005, both based in Washington, DC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a hybrid advisory model that combines non-discretionary guidance with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment due diligence.

Thomas Rietano III is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in holistic wealth management. He focuses on serving high-net-worth individuals, particularly corporate executives, by integrating various aspects of their financial lives. His expertise includes managing concentrated stock positions, executive compensation, family wealth management strategies, liquidity management, new wealth management, and personal retirement planning. Tom began his financial services career at Merrill Lynch Wealth Management in 1992. He holds the Chartered Alternative Investment Analyst (CAIA) designation and has earned professional designations such as Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He received a bachelor's degree in political science from the University of Vermont. In addition to his professional work, Tom serves on the board of trustees for the Potomac School. His personal interests include tennis, lacrosse, kite boarding, skiing, reading, adventure sports, fishing, and music. He lives in Washington, D.C., with his wife and four children.