Hondamir Ken Burhon

Patricia Bush is a CFP® and holds a Series 65 license, with six years of experience in the financial advisory industry. She is the sole advisor at AAA Advisory LLC and has prior experience at Squire, Lemkin + Company, LLP. Outside of advisory services, she works as a tax consultant at Bestgate Tax & Accounting Advisors, LLC, focusing on tax review and preparation. AAA Advisory LLC provides fee-only financial planning and tax preparation services primarily to individual and high-net-worth clients through virtual, project-based engagements. The firm combines fiduciary financial planning with in-house tax preparation and affiliated tax consulting, offering written investment recommendations based on Modern Portfolio Theory without discretionary asset management.

Jeffrey Bowers is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Plan2Retire in Hagerstown, MD. He has worked at Bowers Advisory Group, LLC since 2008 and co-owns Donald C. Bowers Insurance, Inc., a non-investment-related business. Plan2Retire is an independent, fee-based advisory firm that serves individual households and employer retirement plans with discretionary portfolio management, financial planning, and qualified plan consulting. The firm employs individualized investment policy statements and a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial consulting, participant education, and public seminars.

Keith Bryan is a financial advisor at Bryan Investments, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bryan Investments since 2011. Bryan Investments serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. The firm employs both fundamental and technical analysis, generally favoring long-term purchase strategies while using short-term trading in limited cases, and operates with a flat annual management fee without charging percentage-of-assets fees or accepting commissions.

Catherine Bryan is a financial advisor at Bryan Investments, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Bryan Investments since 2011. The firm serves individual clients, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. Bryan Investments uses fundamental and technical analysis, generally favoring long-term purchase strategies, and employs a flat annual management fee structure without charging percentage-of-assets fees or accepting commissions.

Alexandra Stickelman is a financial advisor at Root Financial Partners with 11 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Turning Point Financial and Cambridge Investment Research Advisors. In addition to her advisory duties, she consults for RegTech companies on compliance-related development. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm’s investment approach emphasizes broadly diversified, passive allocations using index funds and ETFs, tailored to clients’ goals, risk tolerance, and tax considerations.

Justin Cunningham is a financial advisor at OneAscent Financial Services LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and the Federal Energy Regulatory Commission for eleven years. Cunningham is also involved in insurance sales, conducting insurance product transactions for clients. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through various advisory teams. The firm offers asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing individualized asset-allocation guidelines and various model-based platforms.