Richard Mullaney

Thomas Campi is a CFP® and Series 66-registered advisor with 22 years of experience. He is the sole advisor at Index Portfolio Tools Advisors, an independent firm he has led since 2011. In addition to his financial advisory work, Thomas is a board-certified psychiatrist practicing adult and child psychiatry, and he is involved in mental health media and intellectual property ventures related to wellness. Index Portfolio Tools Advisors provides fee-based investment management and asset allocation advice to individuals, trusts, estates, small businesses, and retirement plans. The firm manages approximately $20 million in client assets, utilizing market index data and academic research to guide portfolio construction with stocks, mutual funds, ETFs, and municipal securities.

Edwin Stone is a financial advisor at Shore Financial Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Connectyourcare and Tred Avon Family Wealth. In addition to his advisory role, he operates a business consulting LLC. Shore Financial Advisors, LLC is an independent, single-advisor firm providing tailored portfolio management to high-net-worth individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment instruments, offering both discretionary and non-discretionary services while focusing on customized client solutions.

Norval Thompson is a financial advisor at St. Michaels Asset Management with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Quoin Capital LLC and N.E. Thompson & Co., where he currently serves as CEO of a holding company affiliated with his advisory firm. St. Michaels Asset Management provides discretionary portfolio management to individuals, trusts, retirement plans, and small businesses, emphasizing a socially responsible investment approach that combines macroeconomic and fundamental analysis. The firm manages approximately $3.6 million in client assets across about 60 accounts and offers tailored portfolios that address clients’ cash-flow needs and investment restrictions.

Lars Erickson is a Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at East Bay Equities LLC, where he has worked since 2013. In addition to his advisory role, Erickson operates East Bay Plans LLC, providing home plans and job site consulting for new construction and remodeling projects. East Bay Equities LLC offers discretionary portfolio management to individual and high-net-worth clients, primarily focusing on short-term equities trading alongside asset allocation and personalized investment policies. The firm employs technical analysis and a combination of long- and short-term trading strategies, including short sales and margin transactions, managing accounts under discretionary authority with regular reviews and reporting.

Adam Lybarger is a financial advisor at Andersen Wealth Management in Easton, MD, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at LPL Financial LLC and PNC Investments. He is also licensed as a producer for accident, health, and life insurance. Andersen Wealth Management provides asset management, investment consulting, and standalone Social Security planning services primarily to individual clients. The firm manages approximately $81 million for around 700 clients, tailoring portfolios to client objectives and offering discretionary account management with a variety of investment strategies.

Joseph Lorenzo is a financial advisor at Andersen Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked for New Process Fibre for 30 years before joining Andersen Wealth Management. Andersen Wealth Management serves approximately 700 individual clients, managing about $81 million in assets. The firm offers asset management, investment consulting, and specialized Social Security planning, tailoring portfolios to client objectives using a range of securities and strategies, and provides educational seminars for the community.