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.

Stephen Trojan is the founder and president of Flatiron Wealth Advisors, LLC, an independent advisory firm based in Henrico, VA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Flatiron Wealth Advisors in 2021, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services for over a decade. He also leads Flatiron Advisors Tax & Accounting, a separate tax and accounting practice he founded in 2002. Flatiron Wealth Advisors provides financial planning and discretionary portfolio management primarily to individual clients, as well as corporations and businesses. The firm emphasizes a Modern Portfolio Theory approach using passive index mutual funds and ETFs, and it offers educational seminars for groups.

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.

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.

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.

Kitti Barker is a financial advisor at HYA Financial with nine years of industry experience. She holds a Series 66 designation and has worked previously at Intuit, Edward Jones, PING, and Structured Taxes. Outside of her advisory role, she serves as an independent tech representative for PING golf equipment, assisting consumers with club fitting at demo days. HYA Financial is a fee-only registered investment adviser serving U.S. individuals, trusts, and other legal entities. The firm employs a top-down investment process focused on value, low-cost holdings, tax efficiency, and diversification, and offers financial and tax planning alongside portfolio management.

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.

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

I’m Taylor Jessee, founder of Impact Financial. Thanks for stopping by. You’d probably like to know a little bit more about me. Don’t worry. I won’t bore you with the basics you can easily find on LinkedIn or Facebook. After earning my CPA and CFP® certifications, and working for other financial advisory firms (of all sizes…big, medium, and small) for nearly a decade, I founded Impact Financial in 2022. Why, you ask? Don’t get me wrong; I learned a ton, worked with a lot of great people, and discovered my life’s calling. But in the back of my mind it felt like something was missing. I grew tired of the corporate grind. Tired of the endless pursuit of ‘more’ - more money, more prestige, more market share - when all I really wanted more of was life. So, with a wife and three young kids, I took a giant leap of faith to build Impact Financial. To build a company that views the financial advising profession as helping lifting a weight off someone’s shoulders so they can live out their own calling. To build a company that maintains high professional standards, while remaining down-to-earth and welcoming. To build a company that aims to make a positive impact in its clients’ lives and in the community. But that’s enough about me. Let's talk about your story!

Jeremy Kokemor is a CFA® charterholder with 10 years of industry experience. He is the sole advisor at Right Tail Capital LLC, where he has worked since 2022. Prior to this, he was with Thompson, Siegel & Walmsley LLC for five years and Private Advisors LLC for three years. Right Tail Capital provides discretionary investment management and advisory services to individuals, high-net-worth investors, trusts, estates, and business clients. The firm combines fundamental analysis and individualized portfolio construction with a subscription newsletter and a performance-based compensation program.

Dee Slaughter is a financial advisor with Hunter Michael Investment Advisors Inc in Midlothian, VA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Hunter Michael Investment Advisors since 1998. In addition to his advisory role, he is also a licensed life and health insurance agent and involved in the sale of group annuity contracts for qualified retirement plans. Hunter Michael Investment Advisors provides pension and investment management consulting to individuals, retirement plan trustees, and other fiduciaries. The firm focuses on portfolio construction using mutual funds, ETFs, and external managers, emphasizing client priorities and typically offering non-discretionary advisory services.

Theodore Doll is a financial advisor with Health & Wealth Works LLC in Henrico, VA, holding a Series 66 designation and six years of industry experience. Prior to founding his independent firm in 2020, he worked at Axa Advisors and completed the Boston University Financial Planning Certificate Program. He also has experience as an independent insurance agent, engaging in insurance sales and service. Health & Wealth Works LLC serves individuals, small businesses, and employer-sponsored retirement plans by providing comprehensive financial planning, investment consultation, and portfolio management. The firm manages portfolios primarily on a non-discretionary basis, using a combination of fundamental and technical analysis, and offers complimentary educational workshops on personal finance and investing.

Boyce Reid is the sole advisor at BGR Advisors, an independent firm based in Midlothian, VA. He holds the CFA® designation and Series 65 license, with 25 years of industry experience. Reid has led BGR Advisors since 2007. BGR Advisors provides customized investment management primarily to high-net-worth individuals and related entities. The firm employs fundamental analysis to select securities and focuses on long-term investment horizons while managing a limited number of tailored accounts.

Wendell Fuller is a Certified Financial Planner™ and holds a Series 65 license with 20 years of industry experience. He has led Fuller Wealth Advisors, Inc. since 2011. The firm is a fee-only independent investment advisory and financial planning practice based in Richmond, VA. Fuller Wealth Advisors serves individuals, families, trusts, estates, small businesses, charitable organizations, foundations, and certain institutional clients. The firm follows an evidence-based investment approach focused on strategic asset allocation and long-term buy-and-hold strategies, emphasizing tax efficiency and fiduciary standards.

Danny Thompson is the principal of Thompson Financial Advisors in North Chesterfield, VA, holding Series 63 and Series 65 licenses with three years of experience at his current firm. He has additional industry experience dating back to 2004 with Stuart Financial Corp. and Great American Advisors, Inc. Outside of advisory services, he owns and manages an insurance business. Thompson Financial Advisors provides portfolio management, financial planning, and consulting services to institutional and private clients, including pension plans, foundations, trusts, and individuals. The firm combines fundamental and technical analysis in its investment process and maintains an affiliated insurance business alongside its advisory services.

Vernon Plack is a CFA® charterholder with 34 years of industry experience. He is the sole advisor at Chimborazo Investment Research, where he has worked since 2023. Prior to that, he spent 27 years at Truist Financial Corporation and one year at Norton Capital Management. Chimborazo Investment Research provides portfolio management primarily to individuals and high-net-worth clients, using a fiduciary process that includes written Investment Policy Statements. The firm combines fundamental and technical analysis with a long-term trading approach, emphasizing equities and diversified fixed income and ETF holdings, and operates under discretionary authority with a requirement that clients use Interactive Brokers for custody and trade execution.