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.

Patrick Walsh is a financial advisor at Westbourne Investments, Inc. in Winchester, VA, holding a Series 65 designation with nine years of industry experience. He has been with Westbourne Investments since 2012. Outside of his advisory role, Walsh is an owner of IAS LLC, a company that provides back-office support including accounting and compliance services to various firms. Westbourne Investments, Inc. provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension/profit-sharing plans, and institutions. The firm employs a combination of top-down macro analysis and bottom-up security selection, utilizing diversified ETF portfolios, individually selected stocks and bonds, and advanced options strategies as part of its investment approach.

Steven Pugliese is a CFP® with 16 years of industry experience. He is currently with Buttonwood Wealth, where he has worked since 2020, and he also manages an accounting firm, Pugliese & Company, LLC, in Winchester, VA. Prior to Buttonwood Wealth, he held roles at several firms including Warring & Company, Eaglestone Wealth Advisors, and Wealth Management Strategies Group. 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, offering financial planning, portfolio management, and pension consulting with diversified asset-allocation models and both fundamental and technical analysis.

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.

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.

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.

Ryan Oates is a CFP® professional with 19 years of experience in the financial services industry. He is affiliated with Wealthcare Advisory Partners LLC and has previously worked with Water Street Financial LLC and LPL Financial. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by patented Wealthcare software and incorporates quantitative metrics alongside fundamental, technical, and behavioral analysis, offering both passive index-tracking and active management strategies.

Brian Evans is a Series 66 licensed advisor with Navy Federal Investment Services, LLC who has been in the financial industry for three years. He previously worked at Wells Fargo Clearing and Equitable Advisors and has a diverse background including roles in education and retail. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients with portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs utilizing third-party portfolio managers on the Envestnet platform, offering both advisory and commission-based options through its dual registration as an investment adviser and broker-dealer.

Thomas Stine is a CFP® with 16 years of industry experience, currently advising at Wealthcare Advisory Partners LLC. He has worked at affiliated entities including Water Street Financial LLC and has experience implementing insurance recommendations as an insurance agent. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary Wealthcare software and a behavioral economics framework, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide investment decisions.

Stephanie Smith Tremoulis is a CFP® professional with 17 years of industry experience. She has been with TFO Wealth Partners since 2014 and previously worked at One To One, LLC from 2017 to 2019. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager consulting for high-net-worth individuals, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing mutual funds and ETFs with systematic rebalancing and tax-aware strategies.

Dino Lopresti is a financial advisor at Trek Financial with 15 years of industry experience. He holds a Series 65 credential and has worked at Trek Financial since 2018, following eight years at Horter Investment Management. He is also president of LoPresti Financial Group, where he offers fixed index annuities as part of clients’ comprehensive investment plans. Trek Financial serves individual and high-net-worth clients, as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio construction methods, integrating rules-based, evidence-based, fundamental, and technical analyses with artificial-intelligence tools under human review, and offers a broad range of model and alternative investment strategies.