Jasmine Lambert

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. He holds a Series 65 designation and has been with his current firm since 2018 following a period of semi-retirement. Present Value Financial Services LLC serves individuals and families across income levels, offering comprehensive financial planning, investment management, tax preparation, and financial education. The firm employs a bottom-up fundamental analysis approach combined with capital market theory to create diversified, cost-conscious portfolios and emphasizes financial education through public seminars and workshops.

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 with Trainor Consulting in Winchester, VA, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at BNY Mellon, Kulak Design Associates, and Anacomp. He also owns a tax preparation business that provides seasonal tax services for individuals and small businesses. Trainor Consulting offers investment management services primarily to individual and joint accounts, managing client portfolios on a non-discretionary basis without custody of assets. The firm emphasizes disciplined active management based on fundamental research and maintains a structured approach that excludes short-selling, market timing, margin accounts, and cryptocurrency.