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.

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.

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.

Thavanh Xayarath is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Verizon Wireless for six years and serves in the Indiana Army National Guard. His outside business activities include ongoing service with the National Guard Bureau. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by its network of investment adviser representatives.

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.

Elian El-Khamissi is an Investment Consultant at Fidelity Investments, a position held since 2025. In this role, Elian focuses on assisting individuals and families in creating strategies for managing risk, planning for future goals, and building wealth. Prior to this, Elian served as a Relationship Manager and High Net Worth Service Associate at Fidelity Investments from 2023 to 2025, and worked as a Financial Professional at Prudential Advisers in 2023. Earlier career experience includes a role as a Financial Representative at Fidelity Investments (2021-2022) and a Finance Intern at Skybridge Capital (2020-2021). Elian's professional background encompasses various positions within the financial services industry, highlighting experience in investment consulting, client relationship management, and high net worth service. Outside of work, Elian has interests in art, cooking and baking, family activities, horseback riding, reading, and traveling.

Andrew Lee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2023 before joining Wells Fargo Clearing. Outside of his advisory role, he serves as a trustee for a family friend and has a minority ownership interest in an investment-related family LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

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.

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.

Miles Detelich is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and develop customized plans to meet their unique needs. He focuses on constructing financial plans, identifying strategies to complement those plans, and maintaining open communication to help clients stay on track. Miles has been with Fidelity Investments since 2015, holding various roles including Financial Representative, College Planning Specialist, Central Relationship Manager, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2021. This progression reflects his extensive experience within the firm and his deep understanding of financial consulting. Outside of his professional work, Miles enjoys baseball, biking, golf, outdoor adventures, skiing, and traveling.

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.