Susan W Kagey

Blaine Dunn is a CFP® with 27 years of experience in the financial services industry. He has been the principal advisor at Dunn Financial Advisors, LLC since 1999. The firm provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. Dunn Financial Advisors operates on a fee-only basis with an emphasis on strategic asset allocation and global diversification, serving both individual and institutional-type clients.

Michael Trainor is a financial advisor and owner of Trainor Consulting in Winchester, VA, with 9 years of industry experience. He holds a Series 65 license and has worked at BNY Mellon, Kulak Design Associates, and Anacomp prior to founding Trainor Consulting in 2019. In addition to financial advising, he operates a tax preparation service for individuals, partnerships, and small businesses. Trainor Consulting provides investment management primarily for individual and joint accounts, offering non-discretionary portfolio management with written recommendations and quarterly reports. The firm follows a fundamental, research-driven approach to active management using common stocks, mutual funds, and ETFs, focusing on long-term, diversified portfolio construction without short-selling or market timing.

Brian Davet is a financial advisor at R & J Financial Partners, LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, Davet is a 10% owner of Rutherford & Johnson, P.C., an unaffiliated CPA firm specializing in tax preparation and planning for individuals and corporations. R & J Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, qualified plans, charitable organizations, corporations, and small businesses. The firm employs a modern portfolio theory approach emphasizing asset-class diversification and buy-and-hold strategies, utilizing written investment policy statements and third-party sub-advisers for fixed-income management.

Clifton Rutherford is a financial advisor with R & J Financial Partners, LLC, holding the PFS™ designation and Series 65 license. He has 18 years of experience in financial advising and has also been a principal at Rutherford & Johnson P.C., a CPA firm specializing in tax preparation and planning, since 1980. R & J Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, corporations, and small businesses. The firm employs a modern portfolio theory approach focused on asset-class diversification and a buy-and-hold strategy, utilizing low-turnover mutual funds and index-oriented strategies.

Eric Weitz is a financial advisor with Cornerstone Asset Management in Winchester, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with FSC Securities Corporation and Cornerstone Asset Management since 1994 and worked at Syndicated Capital Inc. from 2002 to 2021. Cornerstone Asset Management serves individual investors, trusts, estates, retirement plans, and small businesses, offering portfolio management, pension consulting, adviser selection, and educational seminars. The firm constructs growth-and-income portfolios using fundamental and technical analysis and manages client assets primarily on a non-discretionary basis.

Dennis Connor is a financial advisor at Cornerstone Asset Management with 40 years of industry experience. He has held positions at Syndicated Capital Inc. from 2003 to 2021 and has been with Cornerstone Asset Management since 1993. He holds Series 63 and Series 65 licenses. Cornerstone Asset Management serves individual investors, trusts, estates, retirement plans, and small businesses. The firm constructs growth-and-income portfolios using fundamental and technical analysis and manages client assets primarily on a non-discretionary basis.