David Luck is a CFP® with eight years of industry experience, currently affiliated with Advisor Financial Services, Inc. He has been associated with the firm since 1995 and also operates Luck & Company CPA PLLC, providing tax and accounting services to individuals and small businesses. Advisor Financial Services, Inc. serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and tax preparation. The firm integrates accounting and tax services with investment management and supports employer-sponsored retirement plans and participant education.

Michael Greer is the sole advisor at Rise Wealth Partners LLC, holding Series 63 and Series 66 licenses with 19 years of industry experience. His prior roles include positions at Modern Capital Advisors, LLC and J.W. Cole Financial, Inc., and he also operates Greer Financial Group, LLC. Outside of advisory work, he manages American Family Bio-Clean LLC and its franchise, reflecting entrepreneurial involvement beyond finance. Rise Wealth Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs third-party sub-advisers and model portfolios to tailor investment advice and manage over $53 million in assets for more than 200 clients.

Jb Bryan is the sole advisor at J. B. Bryan Financial Group, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has operated his independent firm since 1995 and is also a licensed insurance agent for life, health, property, and casualty insurance. J. B. Bryan Financial Group provides financial planning, consulting, portfolio management, securities, and insurance services to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a documented investment policy approach combining fundamental and technical analysis, delivering advice primarily on a non-discretionary basis through written plans and periodic reviews. It also offers an AfroEconomics™ comprehensive planning membership featuring group education and individual meetings.

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.

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.

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.

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.

Deven Tasgaonkar is a financial advisor with Afflint Advisors, LLC, holding a Series 65 credential and five years of industry experience. He has held roles at Gartner since 2022, where he serves as VP of Machine Learning, and has prior experience with IBM. Outside of advisory work, he manages several real estate investment LLCs. Afflint Advisors provides discretionary investment management and research services to individuals and firms, including other advisers. The firm employs customized, systematic strategies using automation and a combination of fundamental and technical analysis, serving clients with a multi-year investment horizon and tolerance for volatility.

Matthew McKay is a financial advisor at McKay Wealth Management Group LLC with 19 years of industry experience. He holds a Series 66 designation and has led his firm since 2015. Outside of his advisory role, McKay serves as trustee of a family trust and is a partial owner of White Oak Lodging LLC. McKay Wealth Management Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, businesses, and other entities. The firm employs a combination of fundamental and technical analysis within a modern portfolio theory framework and collaborates with an outsourced chief investment officer for asset allocation and model development while retaining fiduciary responsibility.

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.

Christine Centeno is a CFP® professional with 17 years of industry experience. She is the sole advisor at Simplicity Wealth Management in Glen Allen, VA, and has previously worked at firms including Morgan Stanley and Wells Fargo Advisors. Christine is also affiliated with Virginia Commonwealth University. Simplicity Wealth Management serves individuals, charitable organizations, and corporate plan sponsors by offering discretionary portfolio management and comprehensive financial planning through project, hourly, or subscription models. The firm emphasizes passive portfolio construction using index funds and ETFs, combined with fundamental and technical analysis, and provides employer plan consulting services uncommon for a firm of its size.

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 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.

Ronald Borthwick Jr. is a financial advisor with Fatfire Financial and holds a Series 65 designation. He has worked at Fatfire Financial since 2024 and previously spent nine years at McKesson Corporation. Outside of his advisory role, he has been involved with Corks and Kegs LLC, a craft beverage venture, since 2007. Fatfire Financial is an independent, fee-only firm that provides comprehensive financial planning for individuals and high-net-worth clients. The firm focuses on written financial plans without managing client assets, employing a variety of analytical methods and offering both ongoing and project-based planning engagements tailored to client goals.

Brenda Morris is a CFP®-certified financial advisor with 19 years of industry experience. She founded Humane Investing, LLC in 2020 after spending 11 years with First Affirmative Financial Network, LLC. Humane Investing, LLC provides investment advisory and financial planning services to individuals and nonprofit organizations, focusing on portfolios that reflect social and environmental values. The firm primarily serves vegetarian and vegan clients as well as animal-rights nonprofits, offering managed mutual fund/ETF programs and separately managed accounts through a fee-only fiduciary approach.

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!