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.

Steven Schetrom is a financial advisor at Legacy Financial with 17 years of industry experience. He holds the Series 66 designation and has been with Legacy Financial since 2010. Outside of his advisory work, he co-owns a recreational campground business with his spouse. Legacy Financial offers customized financial planning and discretionary portfolio management for individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s investment approach focuses on long-term asset allocation, diversification, and fundamental security analysis across a range of investment vehicles.

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.

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.

Michael Poole is a financial advisor with CSP Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at LifeTyme Financial Advisors, Prosperity Capital Advisors, and operating Poole Financial Group, Inc. dba Synergy Financial Group, where he has provided financial advisory and insurance services. CSP Financial Group offers discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment process incorporates Modern Portfolio Theory principles, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money to implement model portfolios.

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.

Evan Stambaugh is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and beginning his industry experience in 2025. Prior to his current role, he worked at Navy Federal Credit Union and has held various positions including roles in local recreation, media, and education sectors. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through model-driven portfolios managed by third-party firms. The firm combines investment advice with brokerage and insurance services, focusing on a membership retail client base.

Julia Connell is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2016. She is the author of *Think Ahead: Ten Reasons Why You Need a Financial Planner* and holds board positions with the Valley Health System and the Community Foundation of the Northern Shenandoah Valley. United Capital provides national financial planning and discretionary investment management to a diverse client base, including high-net-worth individuals, retirement plans, and institutional accounts. The firm’s platform supports customized investment strategies and offers sub-advisory and consulting services, as well as technology and practice support through FinLife Partners.

Kathryn Lopez is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Water Street Financial, Navy Federal Credit Union, and Midatlantic Farm Credit. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a goals-based financial advising method that incorporates proprietary software and behavioral economics, combining both passive and active investment strategies.