Derek Mohar

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 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.

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.

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.