Elizabeth Hopkins is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Bank of America/Merrill Lynch and Thompson, Siegel & Walmsley LLC. Hopkins serves on the advisory councils for The Richmond Ballet and the Community Foundation for a Greater Richmond. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Haley Kaufman is a Wealth Management Advisor at Merrill Lynch Wealth Management with over three decades of experience supporting more than 300 affluent clients through major financial transitions. Her expertise includes assisting clients with retirement planning, family wealth management, legacy planning, and philanthropic strategies. Haley's work extends to institutional-level advising, where she currently helps over twenty non-profit organizations with their investment reserves to support their missions. Haley holds a Bachelor's Degree from the University of Maryland and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She has been recognized by Forbes as one of their "Best-in-State" advisors for Washington, D.C. consecutively from 2018 through 2026. Haley has also served a three-year term on the Board of Advisors of the Robert H. Smith School of Business at the University of Maryland, providing strategic counsel and participating in task forces. In addition to her professional work, Haley is a mentor with the Cherie Blair Foundation, supporting women entrepreneurs worldwide. She resides in Washington, D.C. with her husband Jeff and takes pride in guiding and supporting their three young adult children. Outside of work, Haley 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 with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and one year of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2025 and has prior experience at Tortoise Ecofin Investment Advisors and involvement with Wake Forest University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with a centralized due diligence process supporting its recommendations.

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 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for eight years. 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 searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, with implementation supported by affiliated investment-management entities.

Michael Lopes is a Series 66-licensed financial advisor at J.P. Morgan Securities in Washington, DC, with 12 years of industry experience. He previously worked for Sanford C. Bernstein & Co., LLC for 10 years before joining J.P. Morgan in 2024. Lopes is also employed by JPMorgan Chase Bank, N.A., where he can offer deposit and credit products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through various regulatory registrations.

Alexis Kennedy is a financial advisor at Fidelity with a Series 66 designation. Kennedy has less than one year of industry experience and previously worked 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, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and a Charitable Gift Fund, and is noted for its use of systematic methodologies and oversight in its advisory roles.

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 with Merrill in Washington, DC, holding a Series 66 credential and two years of industry experience. Prior to Merrill, he worked at Robinhood Financial and has a varied background including roles at PetSmart Inc., Ohio State University, and Fashion.com. Outside of his advisory role, Lee owns Maxdiem, a clothing business that sells shirts made from sustainable fabric, and works as a server at Moon Rabbit. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies and benefits from integration with Bank of America’s broader banking and capital-markets platform.

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.

Angela Sampson is a Planning Consultant at Fidelity Investments. She has progressed through several roles within Fidelity, including Life Event Consultant III, Life Event Consultant II, Transition Service Help Desk, and Transition Service Specialist. Her professional experience reflects a steady advancement in the field of financial planning and client service within the company. Angela's approach to financial planning emphasizes understanding the individual behind the portfolio. She focuses on building genuine relationships, listening attentively, and assisting clients in making decisions that align with their personal goals, values, and life priorities. Outside of her professional role, Angela has interests in food, football, and swimming.

Stephen Barron is a Senior Financial Advisor at Merrill Lynch Wealth Management based in the D.C. office. He collaborates with families and friends to simplify and enhance their financial pictures and lifestyles, providing personalized wealth management strategies that aim to pursue clients' long-term goals. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, retirement income planning, portfolio management services, and tax minimization among other focus areas. Barron holds multiple professional designations such as Accredited Asset Management Specialist (AAMS), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC). Stephen earned a Bachelor's Degree of Science from McGill University and completed Executive Education at Yale School of Management. He is also recognized on the 2024 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Outside of work, he spends time volunteering in the community and enjoys activities such as bowling, camping, chess, fishing, football, hiking, traveling, yoga, watching movies, and time with his family.

Anton Reese is a financial advisor with Charles Schwab in Alexandria, VA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., Bank of America, N.A., and Merrill. He owns a home where his mother resides and pays rent. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Stacy Snyder is a financial advisor at Morgan Stanley with 29 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009, preceded by roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Snyder holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Andrew Mika is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, United Planners Financial Services, and Pegasus Financial Group. Mika is also involved with Meighan Wealth Management Group in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on combining scale and diverse financial offerings.

Mikail Qazi is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of advising, he is a proprietor of a rental real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by research from its Chief Investment Office and UBS Global Research.

Daniel Aliperti is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 12 years before joining Merrill in 2018. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.