Douglas Root

Ronald Anthony is the principal advisor at Atlantic Advisors, Inc. in Milford, Delaware. He holds Series 63 and Series 65 licenses and has 31 years of experience with Atlantic Advisors, a firm he has been with since 1995. Atlantic Advisors is an independent, fee-based investment adviser specializing in retirement-focused portfolios for individual clients, primarily serving current and retired public school employees in Maryland, along with business owners and health care professionals. The firm manages portfolios in-house on a discretionary basis, emphasizing risk management and long-term objectives through low-cost mutual funds and sector diversification.

Joseph Baker is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Ballast Financial Advisors, LLC, where he has worked since 2019 and serves as Managing Member and Chief Compliance Officer. His prior experience includes roles at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Origin Financial. Baker is also the owner of a CPA firm, Ballast & Associates, LLC, which provides tax advisory services. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, as well as trusts, pension/profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, and retirement plan consulting, employing a range of analytical methods and occasionally third-party managers to implement individualized portfolios.

Mark May is a CFP® with two years of industry experience, currently serving as a financial advisor at Ballast Financial Advisors, LLC. His prior experience includes roles at JP Morgan Chase & Co. and various positions outside finance. He serves on the board of directors for People's Place, a nonprofit addressing social and mental health needs in Delaware. Ballast Financial Advisors, LLC serves individual and high-net-worth clients as well as trusts, pension/profit-sharing plans, and corporate clients. The firm offers asset management, standalone financial planning, and retirement plan consulting, employing a mix of analytical methods and occasionally using third-party money managers to implement client strategies.

James Stark is a financial advisor at Impact Partnership Wealth, LLC with 42 years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial, LLC, Insight Private Advisors, LLC, and Purshe Kaplan Sterling Investments. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, offering discretionary trading authority subject to client-imposed restrictions.

Holly Smith is a financial advisor at Capitol Securities Management, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Capitol Securities Management since 2008. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars, managing assets through various accounts and programs tailored to client needs.

Eric Heishman is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining Equity Services in 2018, he worked at National Life Group, MML Investors Services, and MassMutual. Outside of his advisory role, Heishman serves as president of NAIFA Delaware, is active as a deacon at First Baptist Church of Milford, and has taught junior and senior high school classes at Milford Christian School. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term allocations and manager-driven model portfolios, and operates as both a federally registered investment adviser and a broker/dealer.