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.

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.

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.

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.