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® with 28 years of industry experience, currently serving as an advisor at Glenayr Family Advisors LLC. His prior roles include positions at Third Eye Associates, Commonwealth Financial Network, Lincoln Investment, and Iron Valley Wealth Management. He is a faculty member with The Sudden Money Institute, where he teaches Transition Finances, and he owns a woodworking business through Apogee Innovations, LLC. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, focusing on life transitions such as divorce, inheritance, retirement, health events, or sudden wealth. The firm emphasizes values-based, holistic financial and transition planning, referring investment management to vetted third-party managers rather than managing portfolios directly.

Peggy Frye is a CFP® professional with 23 years of industry experience, currently serving at Glenayr Family Advisors LLC since 2014. She is also an adjunct instructor at the Kinder Institute of Life Planning and the Financial Transitionist Institute and co-owns Glenayr Farm LLC, a working farm specializing in breeding championship show dogs and Angus beef cattle. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, focusing on life transitions such as divorce, inheritance, retirement, health events, or sudden wealth. The firm emphasizes values-based, holistic planning using the Kinder Method and Financial Transitionist tools and refers investment management to vetted third-party 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.

David Parkinson is a CFA® charterholder with 22 years of industry experience. He is currently with PGI Wealth Management, where he has worked since 2024, following a 31-year tenure at Greylin Investment Management Inc. PGI Wealth Management, operating as Greylin Investment Management, offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs long-term, asset-allocation focused strategies and integrates pension consulting into its asset management services, managing approximately $932 million in client assets across seven offices.

Cathy Poe is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and 22 years of industry experience. She has worked at Mid-Atlantic Securities, Inc. since 2010 and has been with Level Four Advisory Services and Level Four Financial, LLC since 2022. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management options.