Richard Roswell Weart

Richard Gardner is a CFP® and Series 65-licensed financial advisor with 20 years of industry experience. He has been the sole advisor at Lionheart Financial Planning, Inc. since 2004. Lionheart Financial Planning, Inc. is an independent, fee-only firm serving individuals, charitable organizations, and small businesses. The firm provides comprehensive financial planning and investment management, emphasizing written plans, investment policy statements, and quarterly reporting, with a core-and-satellite investment approach that primarily uses passive index and ETF holdings.

Quiltina Smith is a financial advisor with The Financial T, LLC, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. She previously worked at First Command Advisory Services, First Command Insurance Services, and First Command Financial Planning. The Financial T serves individual clients and employer plan sponsors, focusing on non-discretionary portfolio management and comprehensive financial consulting. The firm employs a passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs, and provides employee benefit plan consulting alongside regular account reviews.

Christopher Park is the sole advisor at Park Financial Planning Solutions, LLC in Stafford, VA, holding a Series 65 credential with one year of industry experience. He has concurrently worked at the Department of Justice since 2008. Park Financial Planning Solutions, LLC provides financial planning, portfolio management, consulting, and educational seminars to individuals, high-net-worth individuals, and families. The firm emphasizes client-specific investment plans using asset allocation, diversification, and strategic portfolio management, with a notable focus on non-discretionary asset management and public seminars, including sessions on the FERS retirement system for federal employees.

Nora Hartquist is a financial advisor with GuidedQuest, LLC, holding Series 63 and Series 65 designations and possessing 15 years of industry experience. She has been with GuidedQuest since 2016 and is also the owner and managing member of 50 Plus Digital, LLC. Additionally, she manages Hartquist & Noblet, LLC, an insurance agency involved in estate planning. GuidedQuest serves individuals, trusts, and estates by providing comprehensive financial planning, hourly consultations, and investment monitoring, referring clients to third-party portfolio managers for discretionary asset management rather than managing portfolios directly. The firm operates on a fixed and hourly fee model and does not take custody of client assets, conducting periodic reviews while sharing compensation with recommended third-party advisors.

Stephen Brown is a CFP® with 43 years of industry experience. He is president of King George Capital Management, Inc., where he has managed client portfolios since 1996. Prior to this, he worked at Capitol Securities Management starting in 2014. Outside of advisory work, he is involved in developing a family-owned land subdivision. King George Capital Management is a registered investment adviser with two advisors, managing approximately $31 million across around 56 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting for individuals, trusts, estates, and retirement accounts, employing both fundamental and technical analysis alongside active trading strategies.

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.