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 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.

Steven Pugliese is a CFP® professional with 15 years of industry experience, currently serving at Buttonwood Wealth since 2020. His prior roles include positions at Warring & Company, Eaglestone Wealth Advisors, Grossberg Company, CST Group, Wealth Management Strategies Group, and Abod & Associates. In addition to his advisory work, he is the managing member of Pugliese & Company, LLC, an accounting firm in Winchester, VA. 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, and estates, employing diversified asset-allocation models and both fundamental and technical analysis to guide portfolio management and financial planning.

Lucy Zimmerman is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Buttonwood Wealth in Winchester, VA. She previously worked at LPL Financial and has been involved with Wiseman Wealth, LLC, providing investment advisory services through that independent firm. Buttonwood Wealth is a six-advisor registered investment adviser managing approximately $425 million for nearly 400 clients, including individuals, pension plans, and trusts. The firm employs diversified asset-allocation models, combining fundamental and technical analysis, and offers discretionary portfolio management alongside web-based solutions and personalized financial planning.

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.

Andrew Gauldin is a financial advisor at Wealthcare Advisory Partners LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Kalos Capital, Clark & Associates Incorporated, and Union Bank & Trust. In addition to his advisory role, he is involved with Creekside Insurance Advisors, where he spends part of his time as an insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework and offers access to alternative investments and private placement solutions.

Amanda Giangola is a financial advisor at United Brokerage Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with United Brokerage Services since 2015. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Evan Stambaugh is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and beginning his industry experience in 2025. Prior to his current role, he worked at Navy Federal Credit Union and has held various positions including roles in local recreation, media, and education sectors. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through model-driven portfolios managed by third-party firms. The firm combines investment advice with brokerage and insurance services, focusing on a membership retail client base.

Julia Connell is a CFP® professional with 22 years of experience in the financial advisory industry. She has been with United Capital Financial Advisors since 2016 and previously worked at Hoxton Financial, LLC from 2003 to 2016. Connell is the author of the book *Think Ahead: Ten Reasons Why You Need a Financial Planner* and serves on the boards of directors for Valley Health System and the Community Foundation of the Northern Shenandoah Valley. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by technology platforms and both internal and external research.

Ryan Oates is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2016 through various affiliated entities, including Water Street Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that utilizes fundamental, technical, and behavioral economic analysis.

Allen Fredericks is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and eight years of industry experience. He has been a partner at Fredericks & Associates, an insurance services firm in Stephens City, VA, since 2012. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic approaches with fundamental analysis for supplemental security recommendations.

Michael Danjczek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, Madison Avenue Securities, Brighter Financial Capital Management, Clark & Associates, Kalos Capital, and Prudential Financial Planning Services. Outside of advising, he is involved as an owner and coach of Marksmen Trainer, a non-investment related business. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs and alternative investments.