Kenneth Turner

Richard Gardner is a CFP® and Series 65-licensed financial advisor with 20 years of industry experience. He has been the sole advisor at Lionheart Financial Planning, Inc. since 2004. Lionheart Financial Planning, Inc. is an independent, fee-only firm serving individuals, charitable organizations, and small businesses. The firm provides comprehensive financial planning and investment management, emphasizing written plans, investment policy statements, and quarterly reporting, with a core-and-satellite investment approach that primarily uses passive index and ETF holdings.

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 licenses and bringing 14 years of industry experience. She is also the owner and managing member of 50 Plus Digital, LLC, a public education business, and manages an insurance agency focused on estate planning. Nora has worked with GuidedQuest since 2016 and previously with Virtue Capital Management, LLC. GuidedQuest serves individuals, trusts, and estates by providing comprehensive financial planning, hourly consultations, and investment monitoring while referring clients to third-party portfolio managers for discretionary asset management. The firm emphasizes detailed client information gathering and coordination with third-party advisors, operating on a fixed and hourly fee basis rather than managing assets directly.

Stephen Brown is a CFP® with 43 years of industry experience. He is president of King George Capital Management, Inc., where he has managed client portfolios since 1996. Prior to this, he worked at Capitol Securities Management starting in 2014. Outside of advisory work, he is involved in developing a family-owned land subdivision. King George Capital Management is a registered investment adviser with two advisors, managing approximately $31 million across around 56 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting for individuals, trusts, estates, and retirement accounts, employing both fundamental and technical analysis alongside active trading strategies.

Patti Lerch is a financial advisor at GuidedQuest, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at GuidedQuest since 2016. Prior to that, she was with Virtue Capital Management, LLC and Harquist & Noblet. In addition to her advisory work, Lerch serves as a paraprofessional for special needs children 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 works with third-party portfolio managers for discretionary asset management and does not take custody or discretionary trading authority over client accounts.