Anne Meade Meadows

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.

Randy Kolenda is a financial advisor at NorthStar Wealth Management LLC with 15 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. NorthStar Wealth Management LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis with modern portfolio theory to build long-term, risk-aligned portfolios and offers an invitation-only Comprehensive Financial Leadership program that coordinates specialists to address complex client needs.

Lisa Robinson is a CFP® professional and the sole advisor at Robinson Nelson with one year of industry experience. She previously worked at World Financial Group for seven years and holds current roles outside of investment advising as a senior product manager at United Health Group/Optum and a licensed real estate salesperson. Robinson Nelson is an independent registered investment adviser serving individuals, trusts, estates, business owners, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services with a focus on institutional retirement-plan consulting and pension advisory work.

Kitti Barker is a financial advisor with HYA Financial in Henrico, VA, holding a Series 66 designation and nine years of industry experience. Prior to founding HYA Financial, Barker briefly worked at Edward Jones and Intuit. Outside of financial advising, Barker is an independent tech representative for PING golf equipment, assisting consumers with club fittings. HYA Financial is an independent, fee-only registered investment adviser serving U.S. individuals, trusts, and other entities with portfolio management and financial planning services. The firm uses a top-down investment approach that emphasizes value, low-cost securities, diversification, and tax-aware strategies, including tax-loss harvesting and coordinated account treatment.

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 the founder of Right Tail Capital LLC, an independent advisory firm. He holds the CFA® designation and Series 63 license, and has 11 years of industry experience. Prior to establishing Right Tail Capital in 2022, he worked at Thompson, Siegel & Walmsley LLC and Private Advisors LLC. Right Tail Capital manages discretionary assets for individuals, trusts, estates, and corporate clients, employing fundamental analysis and asset allocation tailored to documented investment objectives. The firm distinguishes itself with a subscription newsletter and offers both traditional asset-based fees and a performance-based fee option for eligible clients.