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.

John Cockrell is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Merrill, Santander Securities, and Charles Schwab. Outside of advising, he is also licensed to sell fixed insurance products such as life insurance, annuities, and long-term care. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with discretionary and non-discretionary programs.

Jacob Keller is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch after graduating cum laude from Penn State University's Smeal College of Business with a degree in Finance. He began his career with the firm as an intern and transitioned to a full-time advisory role following graduation, progressing through the advisor development program. Jacob holds the Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA) designations, as well as a Personal Investment Advisor (PIA) designation. He focuses on providing thoughtful and personalized wealth management services, assisting individuals and families with complex financial decisions. His areas of expertise include education planning, executive and equity compensation services, family wealth management strategies, liquidity management, retirement income, tax minimization, and portfolio management. Residing in the Dupont Circle neighborhood of Washington, DC, Jacob pursues various recreational interests including biking, swimming, running, hiking, and traveling to explore new countries and cultures.

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.

Andrew Seested is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Truist Wealth, Wells Fargo Bank, and BNY Mellon Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Tina Hines is a financial advisor with LPL Financial in Hanover, MD, holding a Series 66 designation and one year of industry experience. Her prior work includes 14 years at Bank of America and ongoing roles at Tower Federal Credit Union since 2020. She is also a business owner of US Clothing LLC, operating a uniform supply company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including high-net-worth investors, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services through a national network of representatives, utilizing diversified investment strategies and various portfolio management technologies.

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.

Donald Burklo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Cambridge since 2015 and is also involved with Bauer & Burklo Enterprises. Outside of his advisory role, he operates as an independent insurance agent and serves as an advisory representative for multiple firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements.

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 financial advisor at J.P. Morgan Securities with 15 years of industry experience. He previously worked at Bank of America/Merrill Lynch for 18 years before joining J.P. Morgan in 2026. He holds a Series 66 designation. 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 applying an ESG eligibility framework in its investment recommendations.

Andrea Franklin is a financial advisor with Merrill in North Bethesda, MD, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Merrill since 2017 and previously held advisory roles at SunTrust Advisory Services and SunTrust Investment Services. Outside of her advisory work, she assists her husband’s custom woodworking business with accounting, social media, and weekend craft shows, and she is also pursuing a distributor role with a makeup and skin care company. 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 both 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 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.