Rhonda Ann Carr

Richard Weart is a financial advisor at King George Capital Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is involved as a sales associate with Dergalis Associates LLC and Realty Benefit Services, focusing on ancillary products and tax account programs marketed to real estate professionals. King George Capital Management, Inc. is a small, supported advisory firm managing approximately $40 million for around 56 clients, including individuals, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management using fundamental and technical analysis, serving a broad client base that includes both private and institutional investors.

Kenneth Turner is a CFP® with 19 years of industry experience. He is currently with Next Up Wealth Advisors, LLC and previously worked at TMB, Inc. and Brightscape Investment Centers. Next Up Wealth Advisors provides portfolio management, financial planning, pension consulting, and selection-of-adviser services to a broad client base including individuals, families, trusts, charitable organizations, and retirement plans. The firm’s investment approach integrates fundamental and evidence-based analysis with strategic asset allocation, using mutual funds, ETFs, and select alternative exposures.

Carlos Delgado Mejia is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including TD Bank, Navy Federal, Fidelity Investments, Morgan Stanley, TD Ameritrade, and Wells Fargo. Outside of his advisory role, he owns businesses in locksmith services, housing, and apparel design. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation through a range of programs and typically offers non-discretionary advice combined with access to discretionary managers.

Benjamin Hazekamp is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LPL Financial, Burke and Herbert Bank, Lyft, and the Tax Foundation. Outside of his advisory role, he serves as Chairman of the 7th District Republican Committee for the Republican Party of Virginia. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. This offering uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Paul Scott is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Cetera and has held previous roles at VOYA Financial Advisors and Scott Insurance Services, Inc. Scott is involved in several community and nonprofit organizations, including serving as a board member for Partners In Aging and chairing a committee for the Chancellor Ruritan Club. He also owns Tall Tales, a business focused on teaching storytelling to a range of audiences. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Jennifer Mathie is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2013. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Based in Spotsylvania, VA, she has spent her career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.