Destiny M Pipkin

Stephen Brown is a CFP® certified financial advisor with 44 years of industry experience. He serves as president of King George Capital Management, Inc., where he has worked since 1997, and has also been associated with Capitol Securities Management since 2014. Outside of advisory work, he is involved in developing family-owned land into residential subdivisions. King George Capital Management, Inc. is a small supported advisory firm managing approximately $40 million for around 56 clients, including individual investors, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management using fundamental and technical analysis, employing discretionary management where authorized.

Richard Weart is a financial advisor at King George Capital Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is involved as a sales associate with Dergalis Associates LLC and Realty Benefit Services, focusing on ancillary products and tax account programs marketed to real estate professionals. King George Capital Management, Inc. is a small, supported advisory firm managing approximately $40 million for around 56 clients, including individuals, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management using fundamental and technical analysis, serving a broad client base that includes both private and institutional investors.

Kenneth Turner is a CFP® with 19 years of industry experience, currently serving at Next Up Wealth Advisors, LLC. He previously worked at TMB, Inc. for 11 years and Brightscape Investment Centers for 19 years. Next Up Wealth Advisors provides advisory services to individuals, families, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis, asset allocation, and evidence-based techniques to construct diversified portfolios and offers pension plan consulting under ERISA fiduciary standards.

David Dyer is a financial advisor at King George Capital Management, Inc. He holds Series 63 and Series 66 designations and has 24 years of industry experience. He has been associated with Kingsbridge Capital Corp. for 26 years. King George Capital Management is a small advisory firm managing approximately $40 million for around 56 clients, including individual investors, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management, financial planning, and investment consulting, utilizing both fundamental and technical analysis and occasionally employing margin and options strategies.

Michael Moreland is a financial advisor with PNC Wealth Management holding a Series 66 designation and 17 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and managed portfolios with mutual funds and ETFs. This offering is currently an invitation-only pilot available to PNC employees.

Gwendolyn Rothrock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The firm employs approved model strategies with mutual funds and ETFs, using algorithmic tools for risk assessment and annual rebalancing.