Rhonda Carr

Kenneth Turner is a CFP® with 18 years of industry experience, currently serving as an advisor at Brightscape Investment Centers since 2007. He previously worked at TMB, Inc. for 11 years. Turner holds the Series 65 designation and is based in King George, VA. Brightscape Investment Centers is a four-advisor team managing approximately $104 million in assets for individual and high-net-worth clients. The firm employs a risk-based, goal-oriented investment approach using index funds, ETFs, and alternative assets, with a focus on non-discretionary management and an ongoing subscription planning service.

Carlos Delgado Mejia is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Morgan Stanley, and Navy Federal Investment Services. Outside of his advisory role, he owns a locksmith service, a design apparel company, and a housing company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Michael Cox is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at National Life Group and Apogee Financial Partners, along with service in the Federal Aviation Administration and the U.S. Army Reserve. Outside of advising, he is involved in project development for engineering data centers and electrical systems. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm uses a combination of proprietary and third-party platforms to deliver investment management, offering both discretionary and non-discretionary trading strategies tailored to client profiles.

Benjamin Hazekamp is a financial advisor at PNC Wealth Management in Fredericksburg, VA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, and Burke and Herbert Bank. Outside of advising, he serves as Chairman of the 7th District Republican Committee for the Republican Party of Virginia. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that employs algorithm-driven portfolio selection and implements investments via mutual funds and ETFs with annual rebalancing.

Paul Scott is a financial advisor with Cetera who holds the ChFC® designation and a Series 63 license, bringing 31 years of industry experience. His career includes roles at VOYA Financial Advisors and his own firm, Scott Insurance Services, Inc. He is active in community service organizations such as the Knights of Columbus Council 4034 and serves on the board of Partners In Aging. Additionally, he owns Tall Tales, a storytelling business that teaches storytelling techniques to children and adults. Cetera Investment Advisers serves a broad range of clients, including individuals, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Joel Marks is a financial advisor with Ameriprise in Madison, VA, holding the ChFC® designation and Series 63 and 66 licenses. He has 48 years of industry experience, including previous roles at Cuna Mutual Group, CUNA Brokerage Services, and Capital One Financial Advisors. Outside of his advisory work, he hosts a radio program focused on financial education and serves occasionally as a pulpit supply minister. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.