Andrew Seested is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Wealth, Wells Fargo Bank, BNY Mellon Wealth Management, PNC Wealth Management, UBS Financial Services, and Citigroup Global Markets. 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, model portfolio programs, third-party asset management, and institutional platforms.

Antonio Da Costa is a financial advisor at Edward Jones with a Series 66 designation and experience working at Morgan Stanley and New Day Financial. He has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Dallas Vipond is a Senior Financial Advisor at Merrill Lynch Wealth Management and a founding partner of the Bajaj Vipond Group. He has been with Merrill since 1996 and works with individuals, families, executives, businesses, and non-profits to develop investment and planning strategies aimed at preserving and growing wealth. Dallas holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®) awarded by the Certified Financial Planner Board of Standards, Inc., and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) awarded by the National Association of Plan Advisors. He also holds the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) designations. Dallas earned his bachelor's degree from Tufts University. 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 work, Dallas participates in his community through volunteering and enjoys activities such as fishing, gardening, golfing, and skiing.

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 at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Kimberly Herman is a financial advisor at LPL Financial with 29 years of industry experience. She has worked at LPL Financial since 2003 and previously spent six years at Citigroup Global Markets. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she serves on the board of a non-profit organization focused on women and family development. 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 offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad array of financial products.

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.

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.

Andrea Franklin is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017. Prior to that, she was with SunTrust Advisory Services and SunTrust Investment Services from 2008 to 2017. Outside of her advisory role, Franklin assists with her husband’s custom woodworking business by handling accounting, social media, and participation in craft shows, and she is also involved in direct sales of make-up and skincare products through SeneGence. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.

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.