Dorothy Burke is a financial advisor at Riverview Asset Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1983. Riverview Asset Management provides investment advisory services to individual and high-net-worth clients, primarily through discretionary portfolio management. The firm employs a blended analytical approach that includes technical and fundamental methods and offers a range of products including equities, fixed income, mutual funds, ETFs, and structured products.

Genevee Lekites is a CFP® with 16 years of industry experience and is currently with PKS Investment Advisors LLC, where she has worked since 2009. She holds a Series 65 license and is based in Salisbury, MD. Outside of her advisory role, she is president and co-owner of Lekites Enterprises LLC, a non-investment related property ownership business. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and documented client objectives supported by Monte Carlo analysis.

Colton Hastings is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at PKS Investment Advisors LLC since 2018 and previously was employed at Wilgus Insurance from 2016 to 2018. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory, often using passively managed mutual funds and documented investment policy statements informed by Monte Carlo analysis.

Kyle Banks is a financial advisor at PKS Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley for nine years. PKS Investment Advisors LLC provides investment management, financial planning, and employee benefit services to individuals, qualified retirement plans, trusts, nonprofit organizations, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and documented investment policy statements informed by Monte Carlo analysis.

Dennis Grinestaff is a financial advisor at Atlas Private Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Shariden Consulting and Wealth Management, LLC for 14 years. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Daniel O’Connell is a financial advisor at PKS Investment Advisors LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. He has worked at PKS Investment Advisors LLC since 2010 and has been with PKS & Company, P.A. since 1995. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory and frequently uses passively managed funds, including those from Dimensional Fund Advisors.

William Booth is a financial advisor at PKS Investment Advisors LLC with 26 years of industry experience. He holds a Series 65 designation and has been with PKS Investment Advisors since 2014, also maintaining a longstanding role at PKS & Company, P.A. since 1997. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation strategy primarily using passively managed mutual funds and offers insurance and annuity recommendations through licensed agents.

John Stern Jr. is a financial advisor at PKS Investment Advisors LLC with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. His career includes extensive tenure at PKS Investment Advisors LLC and its affiliated accounting firm, PKS & Company, P.A., where he currently serves as an advisor to the non-investment related accounting practice. PKS Investment Advisors LLC offers investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation strategy based on Modern Portfolio Theory, often using passively managed mutual funds and documented investment policy statements.

Samuel Lekites is a financial advisor at PKS Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked at PKS Investment Advisors LLC and PKS & Company PA. Prior to entering the industry, he was affiliated with the University of Maryland. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation strategy based on Modern Portfolio Theory, often using passively managed mutual funds and documented investment policy statements informed by Monte Carlo analysis.

Sharon Grinestaff is a financial advisor at Atlas Private Wealth Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Atlas since 2025, previously working with LPL Financial since 2009. Outside of her advisory role, she is the owner of Be More Healthy, Wealthy and Wise, LLC, a business unrelated to investment services. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Joshua Thomas is a financial advisor with Capitol Securities Management, Inc. holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Capitol Securities since 2010 and is also involved in JM Property Investments LLC, where he purchases and renovates residential properties for resale on a case-by-case basis. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm offers a range of managed account options and access to third-party money managers through its network of investment adviser representatives.

Mark Outten is a financial advisor with Capitol Securities Management, Inc. He holds the ChFC® designation and has 30 years of industry experience. His prior roles include positions at LPL Financial, M&T Securities, Allfirst Brokerage Corporation, and First National Bank of Maryland. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by providing brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts and third-party money managers, offering both discretionary and non-discretionary investment management.

Martin Curry is a CFP® and ChFC® with 12 years of experience in financial advising. He is currently the sole advisor at First Shore Private Wealth and has previously worked at Coastal Investment Advisors. Outside of financial advising, he is the president and owner of Curry Chiropractic Health Center and a licensed broker and owner of First Shore Realty, both based in Salisbury, Maryland. First Shore Private Wealth is a registered investment adviser that provides financial planning and limited-purpose, non-discretionary investment advice focused on tax-favored pooled vehicles such as Delaware Statutory Trusts, Opportunity Zones, and oil and gas partnerships. The firm serves individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations, tailoring recommendations based on clients’ financial conditions and monitoring investments without accepting discretionary trading authority or custody of assets.

Kenneth Arnold is a financial advisor with GWN Securities Inc. in Salisbury, MD, holding a Series 66 designation and five years of industry experience. Prior to joining GWN Securities, he worked at Benfield Electric Company, Inc. for 13 years. Arnold is also active as a life insurance agent, focusing primarily on term coverage and long-term care insurance through partnerships with New Directions Financial Group and Osborne Financial Group. Additionally, he serves as a SmartVestor Pro, providing investment guidance to clients referred by Dave Ramsey. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and model portfolios, including strategies that combine traditional asset allocation with legacy market-timing and momentum-based approaches.

Trent Hofmeister is a financial advisor at Wealthspire Advisors with a Series 65 credential and four years of industry experience. Prior to joining Wealthspire in 2021, he worked at Salisbury University and the Community College of Baltimore County, as well as in middle and high school education. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation across various asset types and provides both discretionary and non-discretionary portfolio management.

William Staples is a financial advisor with TLG Advisors, Inc. based in Salisbury, MD, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide/Marshalls Insurance, spanning nearly two decades, and he currently operates William Staples Insurance & Financial Services, Inc. alongside his advisory role. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm employs a research-driven approach that combines fundamental analysis and Modern Portfolio Theory, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services, with unique client solutions like the Starlight Portfolios program.

Jude Cypher is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior roles include positions at Stratos Wealth Advisors, Flagship Financial Advisors, and Regions Bank. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process with a focus on diversified, institutional-style asset allocation and ongoing portfolio management.

Luke Smith is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Wealthspire Advisors. He has five years of industry experience, including prior roles at Wells Fargo Clearing and multiple positions related to Salisbury University. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that uses diversified, institutional-style asset allocation and ongoing portfolio reviews.

Allyson Wade is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for six years. Outside of her advisory role, she is employed by Visiting Angels, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kyle Livingston is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Capitol Securities Management, Inc. from 2010 to 2016 before joining LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of solutions from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team and a broad platform of investment options.