Stephanie Smith Tremoulis

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.

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.