Joel Donald Marks

Bobbie Bascombe is a financial advisor with Authentic Wealth Partners LLC and holds a Series 66 designation. She has 22 years of industry experience, including 15 years at LPL Financial before joining her current firm. She also operates a DBA focused on investment planning solutions. Authentic Wealth Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and serves as a fiduciary for retirement plans through ERISA-focused plan advisory. The firm constructs customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs, and offers retirement plan oversight and participant education as part of its pension consulting services.

Michael Karwic is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Glenayr Family Advisors LLC. His prior roles include positions at Morgan Stanley, Merrill, Lincoln Investment, and other firms. Outside of financial advising, he teaches Transition Finances as a faculty member with The Sudden Money Institute and owns a woodworking business through Apogee Innovations, LLC. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, including those facing sudden wealth or major life transitions. The firm emphasizes values- and goals-based life planning using the Kinder Method and provides educational seminars, referring clients to third-party money managers rather than managing portfolios directly.

Peggy Frye is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Glenayr Family Advisors LLC. Her prior experience includes roles at Citigroup Global Markets, Citicorp Investment Services, Walsh & Associates, LLC, and Independent Financial Partners. Outside of advising, she is an adjunct instructor at the Kinder Institute of Life Planning and the Financial Transitionist Institute and co-owns a working farm that breeds championship show dogs and Angus beef cattle. Glenayr Family Advisors provides holistic financial life and transition planning to individuals, couples, professionals, business owners, and multi-generational families. The firm focuses on values- and goals-based planning, offers educational seminars, and refers clients to third-party money managers rather than managing portfolios directly.

James Mullins is a CFP® professional with 15 years of experience in financial advising. He has worked at Piedmont Wealth Management since 2011 and joined Burke & Herbert Wealth Services, LLC in 2026. Piedmont Wealth Management is a fee-only firm serving individuals, trusts, foundations, pensions, and corporations with personalized financial planning, investment management, and consulting services. The firm manages portfolios based on client-specific investment policies using a combination of mutual funds, stocks, bonds, and ETFs, primarily guided by fundamental analysis.

Cathy Poe is a financial advisor at Level Four Advisory Services with 22 years of industry experience. She holds the Series 66 designation and has worked at Level Four Advisory Services since 2022, following prior roles at Mid-Atlantic Securities and BB&T Investment Services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a range of platform and sub-advisor arrangements.

John Zaleski II is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mid Atlantic Securities, Inc. for 26 years before joining Level Four Advisory Services in 2014. He is also a licensed life insurance agent since 1995. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion for a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.