Daniel Douglas is a financial advisor at Empire Wealth Management, LLC in Moseley, VA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Empire Wealth Management since 2010, serving as the sole advisor at the firm. Empire Wealth Management is a small, independent registered investment adviser providing discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, businesses, charities, and small employer-sponsored retirement plans. The firm employs a combination of Modern Portfolio Theory, long-term purchase strategies, and technical analysis to tailor investment allocations based on client objectives, time horizons, and risk tolerance.

James Thornton Jr. is a financial advisor at Fifth Pointe with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Rocket Mortgage, Capital One, and Money Concepts Capital Corp. Outside of advisory services, he owns and operates an insurance agency offering property, casualty, and health insurance products. Fifth Pointe provides financial planning, consulting, portfolio management, and algorithm-driven robo-advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and institutional entities. The firm combines traditional advisory services with affiliated insurance and mortgage offerings, seminars, and pension consulting.

Nathaniel Jackson is the sole advisor at Jay Blue Capital and holds a Series 65 designation. He has 11 years of experience working at The Collegiate School. Jay Blue Capital, LLC is a newly registered investment adviser that provides discretionary and non-discretionary portfolio management and investment advice to individuals and business entities. The firm uses Modern Portfolio Theory and the Capital Asset Pricing Model, combining fundamental and technical analysis to manage portfolios across four risk-based strategies, including an options-based Aggressive Growth strategy.

John Hopkins is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has worked at Swift Creek Wealth Management since 2019 and previously spent seven years at Summit Financial Planning. Swift Creek Wealth Management provides discretionary portfolio management and financial planning services primarily to individual clients, including both non-high-net-worth and high-net-worth households, as well as occasionally advising other advisers. The firm employs tailored investment strategies using mutual funds and exchange-traded funds, with accounts typically managed on a discretionary basis and reviewed regularly.

Bradley Carnahan is a financial advisor at Carnahan Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Markel Group and Cherry Bekaert LLP. Carnahan manages his independent firm as a sole practitioner based in Midlothian, VA. Carnahan Capital Management, LLC is a small, independent registered investment adviser providing discretionary asset management to individuals, high-net-worth clients, trusts, foundations, and business entities. The firm focuses on bottom-up stock selection through fundamental and qualitative analysis, maintaining longer-term holdings with periodic rebalancing and risk monitoring.

Osman Mazhar is the sole advisor at Stellar Capital Management LLC, holding a Series 65 credential with one year of experience in financial advising. Prior to founding Stellar Capital, he worked as a Principal Software Engineer at CarMax, where he continues to dedicate approximately half of his monthly time. He also has experience at Captech Ventures and the Leukemia & Lymphoma Society. Stellar Capital Management LLC provides discretionary investment management services to individuals and high-net-worth clients, focusing on individually managed portfolios using mutual funds, ETFs, and select individual securities. The firm employs fundamental analysis with a long-term orientation while maintaining flexibility for shorter-term adjustments and conducts formal client reviews at least annually.

Jessica Casey is a financial advisor at Five Lakes Advisory LLC in Richmond, VA, holding Series 63 and Series 65 licenses. She has 11 years of experience with JPMorgan Chase Bank NA and J.P. Morgan Securities prior to joining Five Lakes Advisory and Five Lakes Management in 2025. Five Lakes Advisory is an independent registered investment adviser focusing on financial consulting, investment research, and reporting primarily for institutional and pooled-vehicle clients. The firm’s approach centers on alternative investments and manager evaluation, relying on qualitative and quantitative research without discretionary account management.

Randy Kolenda is a financial advisor at NorthStar Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Resurgent Financial Advisors LLC, Kingswood Capital Partners, Hayden Royal, and Wells Fargo Clearing Services. NorthStar Wealth Management provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to manage portfolios with a long-term focus, and offers an invitation-only Comprehensive Financial Leadership service that coordinates specialists across multiple financial disciplines.

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

Matthew Jenkins is a CFP®, CFA®, and Series 65-registered advisor with 10 years of industry experience. He is the principal of Noble Hill Planning LLC, an independent advisory firm based in Richmond, VA, and previously worked at A.N. Culbertson & Company, Inc. He is also the owner and tax preparer of NH Tax Preparation LLC, a tax preparation business. Noble Hill Planning LLC serves individuals, families, and small-business retirement plans with a fee-only, independent approach. The firm specializes in customized portfolios built on a passive, index-centered philosophy and offers comprehensive financial planning and retirement plan consulting services.

Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients' financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!

John Nielsen is a CFA® charterholder with six years of industry experience. He is affiliated with Thetford Investment Management, Inc., where he has been associated with related entities since 1986. Thetford Investment Management provides fee-only portfolio management primarily to individual and high-net-worth clients, as well as trusts, charitable institutions, foundations, and certain business entities. The firm employs a value discipline for equities using fundamental analysis and a conservative, tax-aware approach to fixed income, with notable use of closed-end funds to capture discounts and access specialized asset classes.

Lisa Robinson is a CFP® professional at Robinson Nelson with no prior industry experience as a financial advisor. She has held roles at World Financial Group, United Health Group/Optum as a senior product manager, and United Real Estate, where she is a licensed real estate salesperson. Robinson Nelson provides discretionary asset management, standalone financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm emphasizes pension consulting and ERISA plan management, using a combination of fundamental and technical analysis to guide investment decisions.

Joel Hughey is a financial advisor at Ark Financial Strategies LLC with nine years of industry experience. He previously worked at New York Life from 2015 to 2024. Outside of his advisory role, he serves as a board member for the Community Christian Center in Henrico, VA. Ark Financial Strategies LLC provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs a variety of analytical methods and trading approaches, prepares Investment Policy Statements for each client, and typically operates with discretionary authority to implement agreed strategies.

Peter Brearley is a financial advisor with Financial Advisors of Virginia, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Osaic Wealth, Inc. and Securities America, Inc., along with a long tenure at Financial Advisors of Virginia and Securities Service Network, Inc. He is also engaged in selling health, long-term care, and life insurance. Financial Advisors of Virginia is an independent, state-registered firm serving individuals, small businesses, trusts, and estates. The firm offers personalized financial planning and investment management with a focus on customized portfolios using strategic asset allocation, a buy-and-hold approach, and non-discretionary account management.

Peter Byrd is a CFP® professional with seven years of prior experience at Agili P.C. and two years at the City of Harrisonburg before founding Opulent Wealth. He has been with Opulent Wealth since 2024. The firm provides wealth management services combining comprehensive financial planning and ongoing portfolio management for individuals, including high-net-worth clients, and small businesses. Opulent Wealth employs a Core + Satellite investment strategy and offers specialized retirement plan and pension consulting services alongside personalized financial planning.

Stuart Pierson is a financial advisor at Piedmont Capital Asset Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Piedmont Capital since 2007. Piedmont Capital Asset Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm uses quantitative fund-screening tools combined with long-term allocation strategies and fixed-income techniques, managing portfolios under discretionary authority with regular reviews and rebalancing. Its small, adviser-managed practice oversees approximately $35 million for about 20 clients, emphasizing concentrated advisory relationships and operational features such as active use of the Pontera platform and a policy of not voting client proxies.

I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each client’s unique goals and challenges - delivering thoughtful, tailored strategies that go far beyond a one-size-fits-all approach. I take an educational approach, with a goal of empowering the client to understand how their finances work and feel confident in the plan. Below is a glimpse into just a few of the complex, highly personalized planning journeys I’ve supported clients through. - Home purchase and sale analysis. - Whole life insurance review. - Tax planning. - Business planning. - Estate planning. - Employer stock benefits. Explain in plain English how an employer's Restricted Stock Units (RSU) plan or Employer Stock Purchase Plan (ESPP) work, including the tax implications of receiving benefits or selling stock. Create an investment plan for company stock, taking into account the size relative to total investment portfolio / net worth. - Funding child education costs (K-12 and/or College). - Manage inherited assets. Create a plan for distributing an Inherited IRA within the required window (10 years starting the year after death for a non-spouse beneficiary), considering the tax implications of withdrawals. Help direct funds towards the highest priority financial goals. - And much, much more! HOW I WORK: I offer advice without the need to manage investments. No account minimums. Expert planning, tailored to your needs – whether through hourly, project-based, or ongoing engagements. PLAN MORE, WORRY LESS. Career highlight... Helping clients achieve their financial and life goals, and along the way building a myriad of deeply personal and trusting relationships. Outside work hours, you will find me... Enjoying the great outdoors with my wife Kate, son Albert, and Standard Poodle Calvin. I do it all, but my first love is fly fishing. Education and Credentials - Bachelor of Science, The Ohio State University, with a concentration in Accounting - Certificate in Financial Planning, Bryant University Professional Organizations - Financial Planning Association (FPA) - National Association of Personal Financial Advisors (NAPFA) - XY Planning Network

Eric Jensen is a CFA® charterholder with five years of industry experience, currently serving as the sole advisor at Antrim Investment Research since 2020. Prior to this, he worked at The Riverstone Group and Thompson, Siegel & Walmsley. He is also the founder and CEO of Antrim Research Publications, LLC, which publishes monthly equity research and newsletters for institutional clients. Antrim Investment Research is an independent equity research boutique providing subscription-based research and consulting services to institutional investors and high-net-worth clients. The firm focuses on qualitative fundamental analysis within a value-investing framework and offers research products rather than traditional portfolio management.

David Peters is a CFP® and ChFC® with 10 years of experience in the financial services industry. He is the principal of Peters Financial LLC and has held roles at several firms including Cruice Financial Organization and Carroll Financial Associates. Outside of advising, he owns and operates multiple businesses related to tax preparation, insurance consulting, financial education, and mortgage loan origination, and produces a YouTube series on basic financial advice. Peters Financial LLC serves individual investors, high-net-worth individuals, and small-business retirement plans by providing discretionary portfolio management, financial planning, and estate-planning facilitation. The firm manages accounts on a long-term, discretionary basis using a combination of fundamental, quantitative, and technical analysis, and employs a variety of investment vehicles including mutual funds, ETFs, fixed income, and private placements.