Jerry L Hulick

David Thompson is a financial advisor at Petra Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sovereign Capital Vantage, Inc. for five years. Outside of finance, he was involved with Prestige Ballroom LLC for seven years. Petra Wealth Management is a fee-only registered investment adviser serving individuals, trusts, small businesses, and a diverse range of institutional and nonprofit clients. The firm develops client-specific investment policies and manages portfolios on a discretionary basis, combining fundamental and technical analysis while offering extensive planning services including business planning, divorce financial analysis, and estate planning support.

Omen Quelvog is a CFP®-credentialed financial advisor with two years of industry experience. He serves as the sole advisor at Formynder Wealth Management, LLC, an independent firm based in Fredericksburg, VA. Prior to his financial advisory career, Quelvog served 25 years in the United States Marine Corps. He also hosts an educational podcast focused on service members, veterans, and their families. Formynder Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, using a flat-fee pricing model and an investment approach centered on asset allocation and long-term, largely passive strategies. The firm offers bundled tax coordination and can incorporate biblically conscious investment screens upon client request.

Virgil Folden is a financial advisor with Fredericksburg Financial Planning Services, Inc. in Fredericksburg, VA, holding a Series 63 designation and over 43 years of industry experience. He has worked at Saxony Securities and Sandlapper Securities, and has been involved with Fredericksburg Financial Services since 1982. Outside of advisory work, he serves as a Board Chairman for the Spotsylvania County Board of Equalization, is President of the Finance Committee at Trinity Episcopal Church, and coaches middle school football. Fredericksburg Financial Planning Services serves individual clients, including high-net-worth individuals and business owners, providing comprehensive financial planning in areas such as retirement, tax, risk management, and estate planning. The firm takes a long-term investment approach, offering clients choice in transaction execution without taking custody of assets or using percentage-of-assets billing. The principal also provides tax preparation and financial analysis for divorce cases, combining advisory services with product sales in a manner uncommon among independent solo advisors.

Lamont Brown is a CFP® professional with 15 years of industry experience. He is the principal advisor at Alna Wealth Management, having previously worked at Mariner Independent Advisor Network, Private Advisor Group, and TIAA-CREF Individual and Institutional Services. In addition to his advisory work, Mr. Brown is licensed as an insurance agent and serves as a group leader for the Mergers & Acquisitions Affinity Group at ProVisors, a financial services networking organization. Alna Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and employer-sponsored plans. The firm uses a long-term, fundamental analysis approach to build diversified portfolios with low-cost mutual funds and ETFs and offers fiduciary retirement plan advisory services including vendor analysis and participant education.

Jeffrey Smith is a Series 65 licensed advisor with nine years of industry experience. He is a principal at The Retirement Smith LLC and previously worked at Gradient Advisors, LLC. Outside of his advisory work, he owns and manages Michah Creek Farm LLC, a land development business. The Retirement Smith LLC provides discretionary investment management, financial planning, and consulting services to individuals and business entities. The firm offers tailored asset allocation and security selection, conducts regular account reviews, and holds public educational seminars and workshops.

Christopher Keeney is a financial advisor at The Retirement Smith LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wyatt Investment Research, Boynton Beach Realty, and Saybrus Equity Services. The Retirement Smith LLC provides discretionary investment management, financial planning, and consulting services, along with public educational seminars and workshops for individuals and business entities. The firm manages accounts on a discretionary basis using fundamental and technical analysis and offers tailored asset allocation, regular account reviews, and financial plans delivered within about 30 days of receiving client materials.