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.

Zachary Bond is the principal of Bond Financial Planning, LLC, holding a Series 65 designation and over a decade of professional experience, including 13 years at Newport News Shipbuilding. He founded Bond Financial Planning in 2025 after a brief tenure at The McHenry Management Group. Bond Financial Planning, LLC provides discretionary wealth management and financial planning services primarily to individuals and high-net-worth clients. The firm focuses on direct client relationships, employing fundamental analysis with a long-term investment approach and constructing diversified portfolios using ETFs, mutual funds, and select individual securities.

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.

William Carbonell is a financial advisor at Arion Wealth Management LLC with a Series 65 designation and one year of experience at the firm. He has worked at Huntington Ingalls Industries since 2018 and previously at the City of Monrovia from 2008 to 2017. In addition to his advisory role, he maintains substantial outside employment as an engineer. Arion Wealth Management provides discretionary asset management primarily to individuals and high-net-worth clients, focusing on investment selection, asset allocation, and ongoing portfolio monitoring aligned with client goals and risk tolerances. The firm allows clients to impose investment restrictions, does not require a minimum account size, and employs both fundamental and technical analysis with regular portfolio reviews.

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.

Steven Winter is a financial advisor at Edgewater Asset Management in Virginia Beach, VA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Edgewater Asset Management since 1996. Edgewater Asset Management serves a limited clientele of individuals, families, trusts, and corporations with personalized portfolio management and consulting services. The firm operates as a fee-only fiduciary, emphasizing a top-down economic investment approach with active sector allocation and tailored advice based on client objectives and tax considerations.

Arie Korving is a CFP® with over 31 years of experience in the financial industry. He is currently a principal at Courage Korving Miller Partners, LLC, where he has worked since 2022, and previously operated Korving & Company LLC since 2010. Courage Korving Miller Partners, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of investment strategies and analytical methods, and offers ongoing monitoring and reporting while generally recommending Schwab or Fidelity as custodians.

Andrew Meredith is a financial advisor at Tyton Wealth with a Series 65 designation and two years of industry experience. He has held roles at Meredith Consulting KK and Tyton Capital Advisors prior to his current position. Outside of advising, Meredith is the owner and CEO of Global Admin Services LTD, a management consulting firm serving foreign companies in the non-U.S. domiciled insurance industry. Tyton Wealth Management provides discretionary portfolio management and investment planning primarily to individual and high-net-worth clients, employing a mix of cyclical, fundamental, and technical analysis alongside modern portfolio theory. The firm manages approximately $28.5 million in assets and utilizes ETF-based portfolios as well as a range of other securities, implementing both long-term and higher-risk strategies on a discretionary basis.

Ella Bourne is a financial advisor with Courage Korving Miller Partners, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm tailors portfolios using a range of investment strategies and typically recommends Schwab or Fidelity as custodians while offering ongoing monitoring and reporting.

Matthew Umlauf is a financial advisor with Forefront Asset Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Forefront since 2016. In addition to his advisory role, Mr. Umlauf is a professional musician and a member of the Virginia Symphony Orchestra, where he maintains an active concert schedule. Forefront Asset Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers holistic planning and employs a mix of fundamental and technical analysis to create individualized investment plans.

David Kenerson III is a financial advisor at Virginia Global Asset Management, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining the advisory field, he spent 17 years at Hanover Research. Virginia Global Asset Management is a small firm with two advisors that manages discretionary and non-discretionary portfolios, financial planning, and trust and retirement services for individual and institutional clients. The firm employs a combination of top-down macro analysis and bottom-up fundamental research with a contrarian approach, focusing on concentrated sector exposure and multi-year holding periods.

Mark Tekamp is a financial advisor at Heritage Wealth Management Group, Ltd in Norfolk, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Heritage Wealth Management Group since 2008. Heritage Wealth Management Group provides investment advice and financial planning to individuals, trusts, pension plans, banks, and other institutions, offering both discretionary and non-discretionary portfolio management alongside standalone or integrated planning and business-consulting services. The firm’s investment approach combines macroeconomic analysis, fundamental and technical methods, and quantitative indicators to guide asset allocation, utilizing a wider range of asset classes and implementation tools than many peers.

Paige Fraasch is a financial advisor at Norseman Advisory Group, Inc. with eight years of industry experience. She holds a Series 65 designation and has been associated with Norseman-related entities since 2014. Fraasch also maintains an insurance practice through Norseman Financial, Inc., dedicating a significant portion of her time to insurance services and product sales. Norseman Advisory Group, Inc. provides fee-based financial planning and portfolio management primarily to individual clients, as well as trusts, estates, and charitable organizations. The firm operates mainly on a non-discretionary basis, utilizing third-party money managers and custodians while applying fundamental, technical, and cyclical analysis in its investment approach.

William Smith is a CFP® professional with two years of industry experience, currently serving at Wealthway Financial Advisors. He has worked at Wealthway Financial Advisors since 2020, with interim roles at LUX Wealth Planning and Henderson Financial Group. Wealthway Financial Advisors provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and select corporate and retirement plan clients. The firm employs a manager-of-managers approach based on Modern Portfolio Theory, constructing diversified portfolios with a focus on long-term holdings and quarterly reviews.

William Roach is a financial advisor at Dominion Capital Wealth Advisors in Norfolk, VA, holding the Series 66 designation with 24 years of industry experience. He has been with Dominion Capital Wealth Advisors and its affiliated broker-dealer, YR Securities, since 2014. Outside of his advisory role, Roach is involved as a member in multiple investment entities focused on syndicate tax credits. Dominion Capital Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, endowments, small businesses, and retirement plans. The firm employs a combination of asset-allocation frameworks and various analytical approaches to build diversified portfolios, managing both discretionary and non-discretionary accounts for approximately 109 clients.

Jennifer Nelson is a Series 66-licensed financial advisor with Dominion Capital Wealth Advisors in Norfolk, VA, bringing 18 years of industry experience. She has worked at Yur Securities, Inc. and Dominion Capital Wealth Advisors since 2014 and holds a 25% ownership stake in Yur Securities, a FINRA member firm. Dominion Capital Wealth Advisors serves individuals, high-net-worth clients, trusts, endowments, small businesses, and retirement plans, managing approximately $58.7 million in assets. The firm employs a range of investment strategies and offers discretionary and non-discretionary account management along with comprehensive financial planning.

David Kenerson Jr. is a CFA charterholder with 22 years of industry experience. He has been with Virginia Global Asset Management, LLC since 2006. Outside of his advisory work, Mr. Kenerson is actively involved with several nonprofit organizations, including serving as Chair of the Edmarc Foundation and holding leadership roles with The Hospice for Children, Norfolk State University Foundation, The Samaritan House Foundation, and Scenic Virginia. Virginia Global Asset Management is a two-advisor firm that provides discretionary and non-discretionary portfolio management, financial planning, and trust and retirement account services. The firm serves both individual and institutional clients and employs an investment approach combining top-down macro analysis with bottom-up fundamental research and a contrarian orientation.