Washington, DC North Capitol Street NE logo

Washington, DC North Capitol Street NE Office

Team
Updated today
MissionSquare Retirement logo

MissionSquare Retirement

Multi-team

Firm-wide stats for MissionSquare Retirement

Total advisors

133

Across 115 offices

Clients per advisor

305 Very High

Avg AUM per client

$141,650 Very Low

HNW client ratio

1% Very Low

About

MissionSquare Retirement serves state and local government employers, their employees, and certain non‑profit entities by administering deferred compensation and qualified retirement plans and providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services for participants and IRAs held at MissionSquare. Guided Pathways includes discretionary Managed Accounts and nondiscretionary Fund Advice and is delivered via online, mail, telephone and in‑person channels only within MissionSquare‑administered accounts.

Investment advice and model portfolios for Guided Pathways are developed by Morningstar Investment Management, which serves as the Independent Financial Expert and uses asset‑class allocation models, quantitative and qualitative fund selection, Monte Carlo simulations and a “total wealth” approach; advice is personalized based on client personal and financial information and certain Morningstar assumptions, with an optional risk questionnaire that adjusts target equity allocations. Managed Accounts are discretionary and typically rebalanced quarterly to align with Morningstar’s model portfolios, while Fund Advice is point‑in‑time and does not include ongoing account monitoring by MissionSquare.

The firm’s scale and structure are notable: MissionSquare administers Guided Pathways for more than 40,000 participants supported by a multi‑team advisory structure, and it operates an integrated set of affiliates — VantageTrust Company serves as the qualified custodian and trustee for its collective trust (MSQ) funds, while MissionSquare Investments and MissionSquare Wealth Management provide in‑house advisory and brokerage functions. MissionSquare relies on asset‑based advisory and administrative fees rather than fixed fees, does not offer standalone financial planning within Guided Pathways, and maintains a strategic partner and recordkeeping program (including Morningstar as the IFE) with documented oversight and disclosures to address related conflicts of interest.

Based on MissionSquare Retirement

Expertise

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning

Based on MissionSquare Retirement

Location

777 North Capitol Street NE, Suite 600

Washington DC 20002-4240

Advisors at this office

9

Advisors at this office

user avatar

Margaret J

Series 63, Series 66

Washington, DC

MissionSquare Retirement

Margaret Jones is a retirement plans specialist at MissionSquare Retirement with 22 years of industry experience. She has been with ICMA Retirement Corporation since 2013. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Lynwood H

Series 63, Series 65

Washington, DC

MissionSquare Retirement

Lynwood Hill Jr. is a financial advisor at MissionSquare Retirement with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA and TIAA-CREF for a combined 20 years before joining MissionSquare in 2024. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Cengiz A

Series 66

Washington, DC

MissionSquare Retirement

Cengiz Akyol is a financial advisor at MissionSquare Retirement with 22 years of industry experience and holds a Series 66 designation. He has worked at ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Antoinette G

Series 63, Series 65

Washington, DC

MissionSquare Retirement

Antoinette Guy Wharton is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at GWFS Equities Inc/Great West Life & Annuity Insurance Company from 2010 to 2017. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, using investment advice and model portfolios developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Tyquia C

Series 66

Washington, DC

MissionSquare Retirement

Tyquia Clark is a Series 66 credentialed financial advisor at MissionSquare Retirement with seven years of industry experience. Her prior roles include positions at Edward Jones, MassMutual, Northwestern Mutual, Bank of America, and Merrill Lynch. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, featuring investment advice developed by Morningstar Investment Management and a multi-team advisory structure supporting over 40,000 participants.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Brandi K

Series 63, Series 66

Washington, DC

MissionSquare Retirement

Brandi Kachouri is a financial advisor at MissionSquare Retirement with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Swain Wealth Partners. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways platform. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and include discretionary Managed Accounts and nondiscretionary Fund Advice tailored to participant information.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Amy L

Series 63, Series 66

Washington, DC

MissionSquare Retirement

Amy Lillis Konopacki is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including Nationwide Investment Advisors and Lincoln Financial Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm offers personalized investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Isaiah C

ChFC®, Series 66, Series 65

Washington, DC

MissionSquare Retirement

Isaiah Carter is a financial advisor with MissionSquare Retirement in Washington, DC, holding the ChFC® designation along with Series 66 and Series 65 licenses. He has 16 years of industry experience, including over a decade with ICMA-RC Services, LLC and ICMA Retirement Corporation. Prior to that, he worked at MSI Financial Services, Inc. for three years. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary managed accounts and nondiscretionary fund advice based on Morningstar Investment Management’s models.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Donnell W

Series 63, Series 65

Washington, DC

MissionSquare Retirement

Donnell Williams Jr. is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Icma Rc since 2015. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
View complete list of advisors at this office
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