Christopher Furno is a financial advisor at Summit Wealth Management in Berlin, MD, holding a Series 66 credential and with seven years of industry experience. His prior roles include positions at Cambridge Investment Research and Kovack Securities. He is also an independent insurance agent offering life insurance and annuity products. Summit Wealth Management provides financial planning, portfolio management, and pension consulting primarily for pooled and institutional accounts, including retirement plan sponsors, while serving individual and small-business clients. The firm employs a Core+Satellite investment approach and offers modular financial plans, educational workshops, and due diligence on external managers.

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.

Michael Farley is a financial advisor at Farley Financial in Berlin, MD, holding a Series 66 designation with 23 years of industry experience. He has been with Q1 Advisors, Inc. since 2007. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on non–high-net-worth clients. The firm employs a disciplined four-step process to create individualized asset-allocation strategies, predominantly recommending exchange-traded funds and mutual funds while avoiding market timing.

Amy Castro is a financial advisor at Farley Financial in Berlin, MD, holding a Series 65 designation with two years of industry experience. She has been with Farley Financial since 2021 and previously worked at Ocean Enterprise LLC for ten years. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on a client base that is predominantly non–high-net-worth households. The firm employs a disciplined four-step process to develop individualized asset-allocation strategies and primarily recommends exchange-traded funds and mutual funds while avoiding market timing.

Harold Carmean is a financial advisor at CWM Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, WFG Investments, and National Life of Vermont. Outside of his advisory role, he is an instructor for the 3of7Project, a training company focused on mental, spiritual, and physical development. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm emphasizes client goal identification and risk tolerance to place clients into SEI-managed strategies using modern portfolio theory and long-term investment approaches, while offering concierge and multi-generation planning services.

Nicholas Craven is a financial advisor with Montgomery Financial who holds a Series 65 designation and has nine years of industry experience. He has been with Montgomery Financial Services, MFS Wealth LLC, and MFS Services since 2016. Prior to his advisory career, he worked at Rita's World of Wine and Bucknell University. Mr. Craven also maintains a licensed insurance practice through MFS Wealth LLC, dedicating a portion of his time to offering insurance-related products and services. Montgomery Financial serves individual clients, including high-net-worth households, as well as qualified retirement plans. The firm provides discretionary asset management via a sub-adviser platform, ERISA plan advisory services, financial analyses, and educational seminars.

William Strausbaugh is a financial advisor at Montgomery Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advisory work, he is also an insurance agent with MFS Wealth LLC. Montgomery Financial serves individual clients, including high-net-worth households, and sponsors or advises qualified retirement plans. The firm employs a sub-adviser platform for discretionary asset management and offers ERISA plan advisory services, financial analyses, and educational seminars.

Tristan Jacobi is a CFP® with seven years of industry experience, currently serving at CWM Advisory, LLC. He has held roles at both CWM Advisory and Creative Wealth Management since 2018. In addition to his advisory work, he is an independent licensed insurance agent. CWM Advisory, LLC provides financial planning and advisory services primarily to individual and high-net-worth clients, as well as pension and employee benefit plans. The firm employs a model that places clients into SEI-managed investment strategies based on their goals and risk tolerance, offering concierge and multi-generational planning services while coordinating with third-party subadvisers for portfolio management.

Jordan Talbert is a Series 65-credentialed advisor with CWM Advisory, LLC, bringing one year of industry experience. He has worked at CWM Advisory since 2024 and previously at Creative Wealth Management. Outside of advisory work, Talbert is a licensed insurance agent authorized to sell life, health, and fixed annuities. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm directs investment management to third-party advisers using SEI-managed strategies focused on client goals, risk tolerance, and long-term investment approaches.

Jeffrey Montgomery is a financial advisor at Montgomery Financial with 14 years of industry experience. He holds a Series 65 designation and has worked at MFS Wealth LLC since 2016, alongside his ongoing role at Montgomery Financial Services since 2011. In addition to his advisory work, he maintains an insurance practice, dedicating approximately 40% of his time to insurance services and products. Montgomery Financial serves individual clients, including high-net-worth households, and advises qualified retirement plans. The firm uses a sub-adviser platform for discretionary asset management and provides ERISA plan advisory services, financial analyses, and educational seminars.

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.

Christopher Hayes is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Snowden Capital Advisors LLC. He has previously worked at Bank of America, N.A. and Merrill. Hayes serves on the board of The Salisbury School in a voluntary, non-investment-related capacity. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion for a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, with a distinctive capability to serve institutional and cross-border clients through a wide range of investment instruments and global partnerships.