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.

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.

Charan Manektala is the principal of Manektala Investment Advisory Services Inc., an independent firm based in Powhatan, VA. He holds Series 63 and Series 65 licenses and has eight years of experience in the financial services industry, including roles at Prudential Financial Planning Services and The Prudential Insurance Company of America. Outside of advisory work, he is president of two companies providing technology consulting and educational services in math and science. Manektala Investment Advisory Services offers discretionary and non-discretionary asset management, financial planning, and consulting primarily for high-net-worth individuals and business entities. The firm provides ERISA plan services as a 3(21) advisor and employs a mix of fundamental and technical analysis, modern portfolio theory, and Monte Carlo planning to tailor investment programs to client goals 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.

James Duby is a Series 65-credentialed financial advisor with over 14 years of industry experience. He has worked at Markel Group Inc. for 13 years, followed by independent advisory work before joining Purpose Capital LLC. Purpose Capital LLC provides fee-based fiduciary financial guidance to self-directed investors, including individuals, high-net-worth clients, couples, and families. The firm emphasizes strategic financial planning and a passive, long-term investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, with clients implementing recommendations independently.

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.

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!

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.

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.

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.

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 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.