Millard Norris

James Stahl is the sole advisor at Stahlvest, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Stahlvest, LLC since 2003. Stahl is also involved as a producer selling insurance products approved by PKS Insurance Agency. Stahlvest provides investment supervisory and management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach using both passive index funds and selectively chosen active investments, managing globally diversified portfolios primarily on a discretionary basis.

Robin Foreman is a CFP® with 39 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2017. Her prior roles include positions at Summit Financial Group, VSR Advisory Services, and managing Foreman Financial Group since 1999. She also facilitates Financial Peace University and serves as a trustee and executor of an estate. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors, offering investment advisory and financial planning services across multiple platforms and utilizing both discretionary and non-discretionary portfolio management.

Kristina Dunn is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Prospera Financial Services, Inc., where she has worked since 2017. Her prior experience includes roles at Summit Financial Group, VSR Advisory Services, and Foreman Financial Group. Dunn serves as a board member and chairman of the finance committee for the Maryland Salem Children's Trust. Prospera Financial Services, Inc. is a large enterprise firm that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Barth Frankenberry Jr. is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2023. He is also the sole proprietor of Frankenberry Insurance Group, a life and health insurance and annuities business he has operated since 2014. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis and offers unique access to select non-traded REITs and a cash-alternative program.

Jeffery Conner is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with Latitude Advisors since 2009 and is also a principal and CPA at Fike, Conner and Associates, P.A. Outside of his advisory work, Conner is involved in local community organizations, serving as president of a nonprofit focused on public land use and as vice chairperson of the Garrett County Planning Commission. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental analysis, managing most client relationships on a discretionary basis.

Harold Fike Jr. is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. He has served as a principal in the accounting firm Fike, Conner and Associates, P.A. since 1995 and acts as treasurer for Cornerstone Baptist Church in Cumberland, MD. His professional activities also include work as an independent insurance agent. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.