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.

Glen Harding is the sole advisor at Harding's Wealth Managers, Inc. in Millsboro, DE, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2006. Harding is also active as an independent insurance agent, selling fixed and indexed annuities as well as various life and long-term care insurance products. Harding’s Wealth Managers, Inc. offers personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides both discretionary and non-discretionary asset management, constructing custom portfolios using mutual funds, ETFs, and other exchange-traded products, with ongoing account monitoring and formal reviews at least semiannually.

Genevee Lekites is a CFP® with 17 years of industry experience and is currently affiliated with PKS Investment Advisors LLC. She has been with PKS Investment Advisors since 2009 and holds a Series 65 license. Outside of advisory work, she is president and co-owner of Lekites Enterprises LLC, a non-investment related property ownership business. PKS Investment Advisors LLC provides investment management and financial planning services to individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold approach primarily using passive index funds and ETFs, offers discretionary and non-discretionary account management, and maintains an affiliation with an accounting firm while providing educational workshops for retirement plan participants.

Colton Hastings is a CFP® and holds a Series 65 license, currently serving at PKS Investment Advisors LLC with seven years of industry experience. He previously worked at Wilgus Insurance for two years before joining PKS Investment Advisors in 2018. PKS Investment Advisors LLC provides investment management and financial planning services to individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm follows a Modern Portfolio Theory-based, buy-and-hold investment approach, primarily using passively managed index funds and ETFs, and offers employee benefit plan services including retirement plan education and oversight.

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 two years of industry experience. He holds a Series 65 designation and has previously worked at PKS & Company PA and the University of Maryland. PKS Investment Advisors LLC provides investment management and financial planning services to individuals, qualified retirement plans, trusts, nonprofit organizations, and small businesses. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, primarily using diversified allocations of passively managed index funds and ETFs, and offers employee benefit plan services including participant education and plan oversight.

Sharon Lawson is a financial advisor with Atlas Private Wealth Advisors in Salisbury, MD, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Atlas Private Wealth Advisors since 2025 and has also worked at LPL Financial since 2009. Outside of her advisory role, she is the business owner of Be More Healthy, Wealthy and Wise, LLC. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets and employs a range of LPL Financial–sponsored investment platforms, using asset allocation combined with fundamental, technical, and cyclical analysis.

Martin Curry is a financial advisor at CS Planning Corp with 13 years of industry experience. He holds the CFP® and ChFC® designations. In addition to his advisory role, Curry is the president and owner of Curry Chiropractic Health Center PA and the owner and licensed broker of record at First Shore Realty, both based in Salisbury, Maryland. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model, constructing diversified portfolios tailored to clients’ risk tolerance and goals, with ongoing account monitoring and a range of investment strategies.

Rosemarie Dempsey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at Hornor, Townsend & Kent, Inc. for 11 years and has been associated with Penn Mutual Life Insurance Company since 2013. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Mark Opila is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2006. He holds Series 63 and Series 65 licenses. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research to manage custom private accounts and model strategies on a discretionary basis.

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 31 years of industry experience. Prior to joining Capitol Securities in 2020, he worked at LPL Financial from 2016 to 2020. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and both sponsored and third-party wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Ricardo Cortes Avalos is a Series 66-licensed advisor with four years of industry experience, currently with PNC Wealth Management. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account accessible via an employee-only pilot that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Mary Specht is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. Her prior work includes roles at First Financial Resource and Equity Services, Inc., as well as nine years of self-employment before joining Bankers Life in 2026. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios according to clients’ goals and risk tolerances.

Trent Hofmeister is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2021. Prior to joining the firm, he was employed at Salisbury University and the Community College of Baltimore County. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework that includes mutual funds, ETFs, private investments, and unaffiliated separate account managers under centralized oversight.

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.