Richard Gardner is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Lionheart Financial Planning, Inc. He has been with the firm since 2004. Lionheart Financial Planning, Inc. is an independent, fee-only firm providing personalized financial planning and investment management to individuals, charitable organizations, and small businesses. The firm emphasizes comprehensive planning, written performance reporting, and a core-and-satellite investment approach while maintaining client custody of assets.

Quiltina Smith is a financial advisor at The Financial T with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Command Advisory Services and related entities prior to joining her current firm in 2019. The Financial T serves primarily individual clients and employer plan sponsors, offering tailored portfolio management, comprehensive financial consulting, and retirement plan services. The firm emphasizes a passive investment approach using index mutual funds and ETFs, operating mainly on a non-discretionary basis with 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® certified financial advisor with 44 years of industry experience. He serves as president of King George Capital Management, Inc., where he has worked since 1997, and has also been associated with Capitol Securities Management since 2014. Outside of advisory work, he is involved in developing family-owned land into residential subdivisions. King George Capital Management, Inc. is a small supported advisory firm managing approximately $40 million for around 56 clients, including individual investors, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management using fundamental and technical analysis, employing discretionary management where authorized.

Richard Weart is a financial advisor at King George Capital Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is involved as a sales associate with Dergalis Associates LLC and Realty Benefit Services, focusing on ancillary products and tax account programs marketed to real estate professionals. King George Capital Management, Inc. is a small, supported advisory firm managing approximately $40 million for around 56 clients, including individuals, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management using fundamental and technical analysis, serving a broad client base that includes both private and institutional investors.

Kenneth Turner is a CFP® with 19 years of industry experience, currently serving at Next Up Wealth Advisors, LLC. He previously worked at TMB, Inc. for 11 years and Brightscape Investment Centers for 19 years. Next Up Wealth Advisors provides advisory services to individuals, families, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis, asset allocation, and evidence-based techniques to construct diversified portfolios and offers pension plan consulting under ERISA fiduciary standards.

Patti Lerch is a financial advisor with GuidedQuest, LLC, holding a Series 65 designation and bringing 13 years of industry experience. She has worked with GuidedQuest since 2016 and with Harquist & Noblet since 2013. Outside of financial advising, she works as a paraprofessional supporting children with special needs in the Stafford County Public Schools system. GuidedQuest serves individuals, trusts, and estates by providing comprehensive financial planning, hourly consultations, and investment monitoring and referral services. The firm focuses on detailed client information gathering, coordinating with third-party advisors for portfolio management, and operates on a fixed and hourly fee basis rather than a percentage-of-assets model.

David Dyer is a financial advisor at King George Capital Management, Inc. He holds Series 63 and Series 66 designations and has 24 years of industry experience. He has been associated with Kingsbridge Capital Corp. for 26 years. King George Capital Management is a small advisory firm managing approximately $40 million for around 56 clients, including individual investors, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management, financial planning, and investment consulting, utilizing both fundamental and technical analysis and occasionally employing margin and options strategies.

Isaac Flamenco is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has worked at Mutual of Omaha and its Investor Services division since 2011. Flamenco is also active as an insurance agent focusing on life, health, and other insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning, managed account programs, and retirement plan consulting. The firm uses platforms such as Envestnet and Pershing and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Tina Haines Anglin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Bank of America, Merrill, and First Command Financial Planning. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform and provides a range of investment solutions including unified managed accounts and automated ETF portfolios.

Rhonda Carr is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Lincoln Financial Advisors and Raymond James Financial Services. Outside of her advisory role, she owns Laurel Cliff Kennels, a business overseeing dogs, and is involved in selling antiques and collectibles. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bradley Booth is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of approximately 23,701 financial advisors.

Destiny Pipkin is a financial advisor at Cetera with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various program platforms and third-party money managers.

George Snook is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Mass Mutual since 2004 and previously spent 15 years with Wienken Advisors, Ltd. Beyond his advisory work, he co-leads and instructs financial literacy seminars through Appalachian Financial Literacy Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Noah Lester is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Stafford, VA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a board member at Crossroads Vineyard Church in Fredericksburg, VA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors.

Jaclyn Harbour is a financial advisor at Edward Jones with 5 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2014. Outside of her advisory role, she has experience assisting as a backup photographer for a wedding photography business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Domenick Snook is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and five years of industry experience. He has worked previously at Bloomberg L.P. and Citigroup, and currently co-leads financial literacy seminars as an instructor with Appalachian Financial Literacy Group, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual planning engagements using firm-approved software and educational seminars, emphasizing collaborative client relationships without discretionary investment authority.

Liam Campbell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked for NEO Enterprises/Once Upon a Child for ten years prior to joining MassMutual. He also co-leads and instructs financial literacy seminars through Appalachian Financial Literacy Group, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative client relationships and goal-based recommendations.