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.

Bryan Lohr is a financial advisor at Present Value Financial Services LLC with seven years of industry experience and a Series 65 credential. He has been with Present Value Financial Services since 2018 following a period of semi-retirement from 2015 to 2018. Present Value Financial Services serves individual and family clients with financial planning, investment management, tax preparation, and financial education. The firm employs a fiduciary standard, using bottom-up fundamental analysis combined with capital market techniques to construct diversified, tax-aware portfolios and offers fee structures that do not rely on assets under management.

Mark Helm is a CFP® and holds a Series 65 license, with 22 years of experience in financial advisory. He has been the sole advisor and founder of Helm Financial Advisors, LLC since 2003. Helm Financial Advisors, LLC is a fee-only, state-registered firm providing holistic financial planning and investment advisory services primarily to individuals and families. The firm employs a retainer and project fee model, offers integrated tax preparation and IRS representation, and focuses on non-discretionary advice with client-approved trading.

Diane Case is the principal of Shenandoah Financial, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has operated as a sole proprietor since 1993 and worked at Gradient Advisors, LLC from 2015 to 2016. In addition to her financial advisory work, she is a licensed insurance agent and dedicates approximately 25% of her time to that practice. Shenandoah Financial provides financial planning and consulting services to individuals and small businesses, referring clients to third-party money managers for investment management. The firm assists clients with tailored financial plans, monitors third-party manager performance, and handles related administrative tasks.

David Berish is the sole advisor at The Dienekes Corporation, an independent registered investment adviser based in Purcellville, VA. He holds a Series 65 designation and has 15 years of industry experience. Berish has led The Dienekes Corporation since 2008. The Dienekes Corporation provides discretionary portfolio management services focused on customized strategies for individual clients. The firm manages a concentrated client base and draws on Berish’s extensive background in fixed-income markets, including prior roles as a bond trader in New York and London and a director at a bank.

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.

David Ocasio is a ChFC® credentialed advisor at Horter Investment Management, LLC with four years of industry experience. He previously worked at Patriot Advisory Group and has been involved with Highland Capital Brokerage since 2005. Ocasio is also the owner and sole proprietor of Ocasio Financial Services, where he operates as an annuity wholesaler. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm utilizes a combination of model and multi-manager portfolios, third-party money managers, and alternative investments as part of its investment oversight.

Patrick Walsh is a financial advisor with Westbourne Investments, Inc. in Winchester, VA, holding a Series 65 designation and eight years of industry experience. He has been with Westbourne Investments since 2012. Outside of advising, he is an owner of IAS LLC, a company providing back-office support services including accounting, compliance, and billing. Westbourne Investments offers investment management and financial planning to individuals, pension plans, and institutions, managing discretionary portfolios that combine passive ETFs and selected stocks with options strategies. The firm employs a mix of top-down macro analysis and bottom-up security selection, overseeing about $221 million across roughly 186 client accounts.

Steven Pugliese is a CFP® professional with 15 years of industry experience, currently serving at Buttonwood Wealth since 2020. His prior roles include positions at Warring & Company, Eaglestone Wealth Advisors, Grossberg Company, CST Group, Wealth Management Strategies Group, and Abod & Associates. In addition to his advisory work, he is the managing member of Pugliese & Company, LLC, an accounting firm in Winchester, VA. Buttonwood Wealth is a six-advisor registered investment adviser managing approximately $425 million for nearly 400 clients. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, employing diversified asset-allocation models and both fundamental and technical analysis to guide portfolio management and financial planning.

Lucy Zimmerman is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Buttonwood Wealth, a team of six advisors, and has prior experience at LPL Financial, LLC and Wiseman Wealth, LLC. Zimmerman provides investment advisory services through Buttonwood Wealth and has been involved with related advisory activities since 2014. Buttonwood Wealth manages approximately $425 million for nearly 400 clients, including individuals, pension and profit-sharing plans, trusts, and estates. The firm employs diversified asset-allocation models, combining fundamental and technical analysis, and offers discretionary portfolio management alongside web-based management through the Betterment Institutional platform.

Jordan Braithwaite is a financial advisor with Buttonwood Wealth in Winchester, VA, holding a Series 65 designation and 10 years of industry experience. He has worked at Buttonwood Wealth since 2019 and is also involved with Wiseman Wealth, where he serves as an operations assistant focusing on portfolio management and client service. Buttonwood Wealth is a six-advisor registered investment adviser managing approximately $425 million for nearly 400 clients. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and other entities, employing diversified asset-allocation models and both fundamental and technical analysis for portfolio management.

Jeffrey Hahn is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Buttonwood Wealth since 2019 and previously was associated with Wiseman Wealth, LLC and LPL Financial. He is based in Winchester, VA, and is part of a six-advisor team at Buttonwood Wealth. Buttonwood Wealth is a registered investment adviser managing approximately $425 million for nearly 400 clients, including individuals, pension plans, trusts, and estates. The firm employs diversified asset-allocation models and combines fundamental and technical analysis to provide discretionary portfolio management, financial planning, and web-based investment options.

Kimberly Wines is a financial advisor at Buttonwood Wealth in Winchester, VA, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Winchester Wealth Management. She has been with Buttonwood Wealth since 2020. Buttonwood Wealth is a six-advisor registered investment adviser managing approximately $425 million for about 399 clients. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering financial planning, portfolio management, and pension consulting using diversified asset-allocation models and both fundamental and technical analysis.

Jeremy Nichols is a CFP® professional with 22 years of industry experience. He has worked at Buttonwood Wealth since 2020 and previously held roles at Cambridge Investment Research Advisors and INVEST Financial Corp. Nichols provides investment advisory services through Buttonwood Wealth, an independent registered investment advisory firm. Buttonwood Wealth is a six-advisor firm managing approximately $425 million for around 399 clients, including individuals, pension and profit-sharing plans, trusts, and estates. The firm employs diversified asset-allocation models and both fundamental and technical analysis, offering discretionary portfolio management, financial planning, and participant education for retirement plans.

Andrew Gauldin is a financial advisor with Wealthcare Advisory Partners LLC in Winchester, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Kalos Capital, and Clark & Associates. He is also involved with Creekside Insurance Advisors, where he engages in fixed and annuity insurance sales. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, utilizing both passive and active investment strategies.

Amanda Giangola is a financial advisor at United Brokerage Services, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with United Brokerage Services since 2015. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, and tax-aware overlays, with advice generally provided on a non-discretionary basis.