Winn Booth, CPA/PFS, Principal of PKS Investment Advisors LLC
Winn is a Certified Public Accountant (CPA) and an accredited Personal Financial Specialist (PFS) through the American Institute of CPAs (AICPA). He holds a Bachelors of Science degree in Business Administration from the University of Maryland.

Winn is a principal and one of the founders of PKS Investment Advisors LLC. Prior to forming PKS Investment Advisors, he was responsible for estate and financial planning for PKS & Company. Prior to returning to the Eastern Shore, Winn was a partner in the firm of Ernst & Whinney (now Ernst & Young) where he served as the national director of bank taxation services. Winn is active in community affairs and is currently serving as Chairman of the Board of Atlantic General Hospital.

John M. Stern, Jr., CPA/PFS, Member of PKS Investment Advisors LLC
A 1970 graduate of Loyola College with a Bachelor of Science degree in accounting. John has over 40 years experience in accounting and taxation. Twenty-five years as partner with PKS & Company, Certified Public Accounting, overseeing tax and financial planning for businesses and individuals . John started his career in Baltimore with Peat, Marwick, Mitchell & Co. (KPMG) working with both public and privately held companies. John has also owned and operated private industry businesses, all of which have been successfully sold. Over the past 25 years, John has gained extensive experience in financial planning with privately owned and family operated businesses. He volunteers on the Board of several local non-profit organizations including the Community Foundation, and he is a member of the Salisbury Rotary, the American Institute of Certified Public Accountants and Maryland Association of Certified Public Accountants.

Matt Repass, RFC/CRFA, Advisor of PKS Investment Advisors LLC Matt is a Registered Financial Consultant (RFC) through the International Association of Financial Consultants and holds a Certified Retirement Financial Advisor (CRFA) designation as a charter member of the Society of Certified Retirement Financial Advisors. Matt is an advisor of PKS Investment Advisors specializing in Retirement Income Planning. Prior to joining PKS, Matt was the president of his own firm, Repass & Associates for fourteen years. Matt began his career in the financial services business in 1986 with New York Life Insurance Co and NYLife Securities. Matt holds FINRA series 6, 7, 22, 24, 63 & 65 licenses in addition to insurance licenses for life and health.