Danielle Moore

Dorothy Burke is a financial advisor at Riverview Asset Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1983. Riverview Asset Management provides investment advisory services to individual and high-net-worth clients, primarily through discretionary portfolio management. The firm employs a blended analytical approach that includes technical and fundamental methods and offers a range of products including equities, fixed income, mutual funds, ETFs, and structured products.

Genevee Lekites is a CFP® with 16 years of industry experience and is currently with PKS Investment Advisors LLC, where she has worked since 2009. She holds a Series 65 license and is based in Salisbury, MD. Outside of her advisory role, she is president and co-owner of Lekites Enterprises LLC, a non-investment related property ownership business. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and documented client objectives supported by Monte Carlo analysis.

Colton Hastings is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at PKS Investment Advisors LLC since 2018 and previously was employed at Wilgus Insurance from 2016 to 2018. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory, often using passively managed mutual funds and documented investment policy statements informed by Monte Carlo analysis.

Kyle Banks is a financial advisor at PKS Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley for nine years. PKS Investment Advisors LLC provides investment management, financial planning, and employee benefit services to individuals, qualified retirement plans, trusts, nonprofit organizations, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and documented investment policy statements informed by Monte Carlo analysis.

Dennis Grinestaff is a financial advisor at Atlas Private Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Shariden Consulting and Wealth Management, LLC for 14 years. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Daniel O’Connell is a financial advisor at PKS Investment Advisors LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. He has worked at PKS Investment Advisors LLC since 2010 and has been with PKS & Company, P.A. since 1995. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory and frequently uses passively managed funds, including those from Dimensional Fund Advisors.