Katie Cannon

William Cameron is a CFP® professional with 28 years of experience in financial advising. He has been with Third Millennium Advisors, Inc. since 1997, where he serves as the sole advisor. Third Millennium Advisors, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm manages approximately $31.1 million for around ten clients, employing a long-term, asset-allocation approach that incorporates fundamental, technical, quantitative, and qualitative analyses, and utilizes a broad range of investment instruments tailored to each client’s objectives and risk tolerance.

Michael Karwic is a CFP® with 28 years of industry experience, currently serving as an advisor at Glenayr Family Advisors LLC. His prior roles include positions at Third Eye Associates, Commonwealth Financial Network, Lincoln Investment, and Iron Valley Wealth Management. He is a faculty member with The Sudden Money Institute, where he teaches Transition Finances, and he owns a woodworking business through Apogee Innovations, LLC. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, focusing on life transitions such as divorce, inheritance, retirement, health events, or sudden wealth. The firm emphasizes values-based, holistic financial and transition planning, referring investment management to vetted third-party managers rather than managing portfolios directly.

Peggy Frye is a CFP® professional with 23 years of industry experience, currently serving at Glenayr Family Advisors LLC since 2014. She is also an adjunct instructor at the Kinder Institute of Life Planning and the Financial Transitionist Institute and co-owns Glenayr Farm LLC, a working farm specializing in breeding championship show dogs and Angus beef cattle. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, focusing on life transitions such as divorce, inheritance, retirement, health events, or sudden wealth. The firm emphasizes values-based, holistic planning using the Kinder Method and Financial Transitionist tools and refers investment management to vetted third-party managers rather than managing portfolios directly.

James Mullins is a CFP® professional with 15 years of experience in financial advising. He has worked at Piedmont Wealth Management since 2011 and joined Burke & Herbert Wealth Services, LLC in 2026. Piedmont Wealth Management is a fee-only firm serving individuals, trusts, foundations, pensions, and corporations with personalized financial planning, investment management, and consulting services. The firm manages portfolios based on client-specific investment policies using a combination of mutual funds, stocks, bonds, and ETFs, primarily guided by fundamental analysis.

Eric Antrobius is a financial advisor at Southland Equity Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Osaic Wealth, Inc. and FSC Securities Corporation. He is also the owner of Service First Brokerage, where he oversees marketing and processing of various insurance and annuity products. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios, and maintains relationships with third-party portfolio managers and institutional custodians.

Cathy Poe is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and 22 years of industry experience. She has worked at Mid-Atlantic Securities, Inc. since 2010 and has been with Level Four Advisory Services and Level Four Financial, LLC since 2022. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management options.