Cathy Poe is a financial advisor at Level Four Advisory Services with 22 years of industry experience. She holds the Series 66 designation and has worked at Level Four Advisory Services since 2022, following prior roles at Mid-Atlantic Securities and BB&T Investment Services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a range of platform and sub-advisor arrangements.

John Zaleski II is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mid Atlantic Securities, Inc. for 26 years before joining Level Four Advisory Services in 2014. He is also a licensed life insurance agent since 1995. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion for a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.