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 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 16 years of industry experience. He holds the PFS™ designation and Series 65 license. O'Connell has been with PKS Investment Advisors since 2010 and is also associated with PKS & Company, P.A. outside of his advisory role. 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 grounded in Modern Portfolio Theory, utilizing diversified asset allocations primarily through passive index funds and ETFs, and offers employee benefit plan services including participant education.

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.

Joshua Thomas is a financial advisor with Capitol Securities Management, Inc. in Salisbury, MD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Capitol Securities since 2010 and is also involved in real estate through JM Property Investments LLC, where he engages in purchasing and reselling homes on a case-by-case basis. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, providing investment advice through IAR-managed programs, separately managed accounts, and third-party Money Managers.

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.

Mary Specht is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. She holds the Series 66 credential and previously worked at Morgan Stanley and Equity Services, Inc. before joining Bankers Life. Prior to that, she was self-employed for nine years. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and provides ongoing portfolio management aligned with 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.

Jude Cypher is a financial advisor at Wealthspire Advisors with two years of industry experience. He holds a Series 65 designation and has worked previously at Stratos Wealth Advisors, Flagship Financial Advisors, and Regions Bank. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach, combining mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment-committee oversight.

Luke Smith is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Wealthspire Advisors with five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Salisbury University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate accounts, supported by centralized due diligence and ongoing client monitoring.

Vincent Weinkam is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic, he held positions at Make-A-Wish Central & Western NC, DoorDash, Outback Steakhouse, and Francos Italian Bistro. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Allyson Wade is a financial advisor with LPL Financial in Salisbury, MD, holding a Series 66 license and seven years of industry experience. She previously worked for Lincoln Financial Advisors for six years and served in the Military Sealift Command for twelve years. Outside of her advisory role, Wade is employed by Visiting Angels, a non-investment-related business where she has worked since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.