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. He is currently with Next Up Wealth Advisors, LLC and previously worked at TMB, Inc. and Brightscape Investment Centers. Next Up Wealth Advisors provides portfolio management, financial planning, pension consulting, and selection-of-adviser services to a broad client base including individuals, families, trusts, charitable organizations, and retirement plans. The firm’s investment approach integrates fundamental and evidence-based analysis with strategic asset allocation, using mutual funds, ETFs, and select alternative exposures.

Carlos Delgado Mejia is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including TD Bank, Navy Federal, Fidelity Investments, Morgan Stanley, TD Ameritrade, and Wells Fargo. Outside of his advisory role, he owns businesses in locksmith services, housing, and apparel design. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation through a range of programs and typically offers non-discretionary advice combined with access to discretionary managers.

Benjamin Hazekamp is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LPL Financial, Burke and Herbert Bank, Lyft, and the Tax Foundation. Outside of his advisory role, he serves as Chairman of the 7th District Republican Committee for the Republican Party of Virginia. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. This offering uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Paul Scott is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Cetera and has held previous roles at VOYA Financial Advisors and Scott Insurance Services, Inc. Scott is involved in several community and nonprofit organizations, including serving as a board member for Partners In Aging and chairing a committee for the Chancellor Ruritan Club. He also owns Tall Tales, a business focused on teaching storytelling to a range of audiences. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Jennifer Mathie is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2013. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Based in Spotsylvania, VA, she has spent her career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.

George Mitchell III is a CFP®-certified financial advisor with Raymond James & Associates, bringing 46 years of industry experience. He has been with Raymond James since 2013. In addition to his advisory role, Mitchell serves as a trustee for a family-related investment entity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Lyndsay Meier is a financial advisor with OSAIC, holding a Series 66 designation and bringing one year of industry experience. She has been affiliated with Dominion Eagle Advisor Group since 2015 and with OSAIC since 2024. In addition to her advisory role, she works as a real estate agent with Samson Properties. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services across various programs such as financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process is model-driven, utilizing asset allocation and portfolio optimization tools, and it supports both discretionary and non-discretionary strategies through a complex network of affiliated entities.

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.

Joseph Lanford Jr. is a financial advisor at Edward Jones with 3 years of industry experience. He holds the Series 66 designation and has previous work experience at Atlantic Union Bank, American Financial Network, Union Home Mortgage, and Stearns Lending. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jonathan Brennan is a financial advisor with OSAIC in Fredericksburg, VA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at FSC Securities Corporation since 2013 and at BJ's Wholesale since 2010. In addition to his advisory roles, he is an insurance agent involved in life and long-term care insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, delivering solutions through a combination of proprietary and third-party strategies.

Aaron Blackburn is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and businesses to help them achieve their financial goals through tailored strategies and personalized guidance. Aaron provides comprehensive financial planning, investment management, and risk mitigation solutions aligned with his clients' unique objectives. With over eight years of experience in the financial industry, Aaron specializes in areas including divorce transition planning, education planning, family wealth management strategies, institutional and corporate benefit services, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree in Economics from Christopher Newport University. Outside of his professional work, Aaron enjoys cooking, golfing, pickleball, reading, and watching movies.

Riley Mead is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Mead had a brief tenure at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of the financial industry, Mead is involved with SeaSuiteCruises. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

David Brennan is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. and has been affiliated with Dominion Eagle Financial Group, Inc. since 2002. He serves as an instructor for a voluntary seminar on retirement planning. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide range of financial programs delivered through affiliated broker-dealer and RIA relationships.

Susan Mann is a financial advisor with Edward Jones in Fredericksburg, VA, holding a Series 66 designation and having 10 years of industry experience, all with Edward Jones since 2016. Outside of her advisory role, she owns farmland that is rented to Thomas Family Farms, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Lee Hitchcock is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. His other business activities include part-time sales of loan products and referrals for home security and automation services with affiliated companies. Primerica Advisors is a wrap-fee asset management program sponsor and discretionary portfolio manager serving individual, corporate, and charitable clients primarily through model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets under management.

Julie Fuhrer is a financial advisor at Edward Jones in Spotsylvania, VA. She holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, she was not employed in the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Pressinger is a financial advisor at Edward Jones with Series 63 and Series 65 credentials. He has been with Edward Jones since 2026 and has a varied work history including roles in education and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Shavkat Safaev is a financial advisor at Edward Jones in Fredericksburg, VA, holding a Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2025, he worked at Merrill Lynch (Bank of America) for seven years and has experience at AXA Advisors, Cropp Metcalfe, FrankCrum, Blue Ridge Family Insurance Agency, and Catapult Learning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Kelly Sherman is a CFP® professional with six years of industry experience currently serving at Edward Jones since 2019. Prior to joining Edward Jones, Sherman worked at Waterstone Mortgage and was involved in real estate with VR Sam Real Estate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Mary Long is a financial advisor at Edward Jones with 10 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Paul Lee III is a financial advisor at Edward Jones with the designations ChFC® and Series 66, bringing six years of industry experience. He has served with Edward Jones since 2019 and concurrently holds the rank of Colonel in the United States Marine Corps Reserve, where he acts as a career counselor for senior aviators. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sabrina Southworth is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at several firms, including Truist Investment Services, Bank of America, Merrill, Fidelity Investments, and Wells Fargo. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing a range of managed account programs and third-party solutions.

Jerry Hulick is a financial advisor with Mass Mutual Investors Services, holding the Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services for 30 years. Hulick serves on the national board of trustees for United Cerebral Palsy and consults with nonprofits, development offices, and charities focused on disabilities and special needs. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, offering various programs and educational seminars.

John Duke is a financial advisor at LPL Financial with over 50 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes prior roles at Hilltop Securities Independent Network and Capitol Securities Management, along with managing the Duke Agency since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.