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.

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.

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.

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.

Ronald Schiel Jr. is a CFP® professional with 22 years of industry experience, currently operating as the sole advisor at Aloft Financial. He is also the owner and CPA of Northwest Tax Choices, providing tax return consulting and preparation services since 2010. Ronald has been involved with Northwest Financial Choices LLC, an investment advisory firm, though he plans to wind down that business within the next year. Aloft Financial offers comprehensive wealth management services to individuals, family businesses, corporations, nonprofit organizations, and various plans and trusts. The firm’s investment approach focuses on growth-oriented equity exposure balanced with risk mitigation through diversified asset allocations tailored to client needs.

Kyle Mills is a financial advisor with Harvest Financial Group, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Harvest Financial Group since 2009. Outside of advising, he is a licensed insurance agent and participates in live music performance. Harvest Financial Group provides financial planning and investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs disciplined, tactically driven quantitative allocation strategies to mitigate risk and volatility, offering both discretionary and non-discretionary portfolio management across multiple model strategies.

Kent Puryear is the sole advisor at Dogwood Capital, LLC, an independent firm based in Glen Allen, VA. He holds a Series 65 designation and has 25 years of industry experience, including over two decades managing Dogwood Capital. Dogwood Capital provides discretionary and nondiscretionary portfolio management to individual investors, including high-net-worth clients, using a combination of fundamental and technical analysis. The firm employs growth, value, and option-based strategies across various account types, with an emphasis on tailored investment approaches and active monitoring.

Darrell Kay is the sole advisor at Kay Investments, Inc., an independent firm based in Manakin Sabot, VA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having led Kay Investments since its founding in 2000. Kay Investments serves individuals as well as plan and institutional clients, offering discretionary and nondiscretionary investment management. The firm employs a combination of fundamental and technical analysis across a diversified range of securities and manages over $63 million in assets, including privately placed collective investment vehicles and pension or profit-sharing plans.

Charles Albertson is a Series 65 licensed financial advisor with 27 years of industry experience. He has been the sole advisor at Gateway Financial Group, Inc. in Richmond, VA since 1998. Gateway Financial Group provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates as a fee-only registered investment adviser, employing a strategic asset-allocation approach that combines passive index funds and ETFs with selectively chosen active funds, and is integrated with an affiliated accounting practice that provides substantial tax services.

Mark Smith is a CFP® and ChFC® with 25 years of industry experience. He has been with Vision Wealth Planning, LLC since 2012. In addition to his advisory role, he works as an independent insurance agent on a limited basis. Vision Wealth Planning, LLC provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, trusts, and estates. The firm utilizes diversified mutual funds, ETFs, and individual securities, combining various analytical approaches with a generally long-term investment focus, and offers additional services including fee-based tax preparation and referrals to specialists.

Edward Schweitzer is a CFP® with 19 years of experience in the financial advisory industry. He is the sole advisor at Freedom Capital Management, an independent firm he has been with since 2021. Prior to this, he worked at several firms including 3D/L Financial Group and Financial Engines Advisors L.L.C. Schweitzer is also licensed as an independent insurance agent. Freedom Capital Management serves individuals, including high-net-worth clients, and charitable organizations by referring them to third-party investment managers for portfolio management. The firm operates on a non-discretionary model and provides ancillary services such as education and estate planning through external providers.

John Cervinka is a financial advisor at Accurate Capital and Wealth LLC in Glen Allen, VA, holding a Series 65 designation. The firm includes two advisors and focuses on supported services. Kingsguard Capital primarily serves individual clients through discretionary portfolio management and ongoing investment monitoring, utilizing model portfolios and third-party managers. The firm emphasizes asset allocation, periodic rebalancing, and manager oversight consistent with a Modern Portfolio/Efficient Market approach.

Jessica Cervinka is a financial advisor at Accurate Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked with Accurate Capital and Wealth LLC and Reliant Retirement Corporation. Outside of her advisory role, she is also involved as an insurance agent with Reliant Retirement Corporation. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, utilizing a broad range of investment instruments and both in-house and third-party management.

William Bonwell is a CFP® with 30 years of industry experience and the principal of Bonwell Capital Management, LLC, where he has worked since 2006. He also operates as an independent insurance agent, providing life and health insurance services as part of his comprehensive financial planning. Bonwell Capital Management advises individuals, trusts, foundations, retirement plans, and corporations, offering personalized financial planning, investment management, and consulting. The firm develops client-specific asset allocation guidelines and manages portfolios using a range of securities, focusing on fundamental research and tax-efficient implementation.

Trey Ellington is a CFP® with three years of industry experience, currently advising at Steelhead Wealth Management. Prior to joining Steelhead, he worked with Northwestern Mutual Wealth Management Company and CapTech Ventures. Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary investment management, financial consulting, and retirement plan advisory services. The firm uses a mix of securities along with quantitative and qualitative analysis to guide portfolio construction and manages approximately $342 million in discretionary assets.

Amy Kemp is a financial advisor with Paragon Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Dorsey Wright & Associates before joining Paragon Financial Services and LPL Financial, LLC in 2018. Paragon Financial Services serves individual and high-net-worth clients, retirement plans, trusts, and institutions by providing portfolio management, financial planning, pension consulting, sub-advisory services, and estate/tax coordination. The firm employs customized and model portfolios with tactical, quantitatively informed allocation strategies and integrates tax and estate planning services through affiliated partners.

Andrew Cooke is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Purpose Driven Wealth Advisors LLC, Purpose Driven Retirement Planners, and The Retirement Smith LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a large network of advisors and utilizes a combination of fundamental, technical, and cyclical analysis alongside client profile tools to tailor investment strategies.