Zachary Bond

Lars Lassen is a CFP® with 15 years of experience and is the sole advisor at Magnolia Lane Capital, LLC, an independent firm he has led since 2015. He serves as a trustee of the Lassen Irrevocable Family Trust and is involved in community activities as a board member of the Hampton Roads Academy Alumni Council and a volunteer mentor with the Oyster Point Rotary Club. Magnolia Lane Capital provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a value-oriented, fundamental stock-picking approach focused on selecting securities trading below intrinsic value, with portfolios tailored to clients’ risk tolerance and income needs.

Jonathan West is a financial advisor at Montgomery Capital Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Montgomery Capital Management since 2003. West is also the director of College Funding Group, LLC, where he provides advice on college funding, financial aid opportunities, and scholarship sources. Montgomery Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management combined with college-funding consulting, employing an actively managed, top-down investment approach that adjusts portfolios based on a range of economic and market factors.

John Kelly is a financial advisor at Coastal Asset Management LLC in Norfolk, VA, holding a Series 65 designation with nine years of industry experience. He has been with Coastal Asset Management since 2016 and previously worked at Bayville Golf Club from 2009 to 2018. Coastal Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on individualized asset allocation using a blend of fundamental and cyclical analysis. The firm manages approximately $3.1 million across 13 accounts and emphasizes direct client authorization and transparency in its operations.

Andrew Wallach is the sole advisor at Wallach Planning & Investments in Norfolk, VA, holding a Series 66 designation with 23 years of industry experience. He has led Wallach Planning & Investments since 2003. The firm provides investment advisory and financial planning services to individual clients and trusts, offering a wrap separate account program that consolidates advisory, custody, and brokerage execution. Portfolios are generally managed on a discretionary basis using various analytic methods, with continuous monitoring and formal annual reviews.

Mary Tomlin is a CFP® certificant with 18 years of experience in the financial services industry. She has been the principal at Tomlin Financial Advisors, Inc. since 2010 and has prior experience with Bessemer Investor Services, Inc. since 2003. Tomlin Financial Advisors, Inc. serves individuals, families, and trusts by providing financial planning and investment advisory services, including retirement, education, tax, and estate reviews. The firm employs a strategic asset allocation process tailored to client risk tolerance and time horizon, managing portfolios primarily with mutual funds and ETFs on a discretionary basis.

Oscar Alvarez is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Pathway Financial Planning, Inc. in Newport News, VA. He has led his independent firm since 2014 and has operated a related financial services business since 2011. In addition to advisory work, Mr. Alvarez spends a significant portion of his time offering insurance products through a separate affiliated business. Pathway Financial Planning, Inc. provides fee-based investment management and financial planning services to individuals and small businesses, primarily through non-discretionary mandates. The firm offers tailored investment strategies, combines direct management with third-party managers, and conducts educational seminars and workshops for clients.