Rhonda Ann Carr

Richard Weart is a financial advisor at King George Capital Mgmt, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Equitable Advisors and AXA Advisors. Outside of his advisory role, he is involved in sales activities for ancillary products marketed to real estate agents through Dergalis Associates LLC and Realty Benefit Services. King George Capital Mgmt, Inc. is a small advisory firm managing approximately $40 million for around 56 clients. The firm serves individual investors, trusts, estates, and retirement accounts, offering portfolio management and financial planning with customized equity and fixed-income strategies, including both discretionary and non-discretionary services.

Kenneth Turner is a CFP® with 19 years of industry experience. He is the principal advisor at Next Up Wealth Advisors, LLC, an independent firm, and has previously worked at TMB, Inc. and Brightscape Investment Centers. Next Up Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm uses fundamental analysis, asset allocation, and evidence-based techniques to manage diversified portfolios through mutual funds, ETFs, and selected alternative investments, offering both discretionary and non-discretionary management as well as pension plan consulting under ERISA fiduciary standards.

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 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.

Nicholas Cockerham is a financial advisor with Bankers Life Advisory Services, Inc. in Fredericksburg, VA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior experience includes roles at Raymond James & Associates and Capitol Securities Management. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management.

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.