Gertrude Quinto

Lars Lassen is a CFP® with 15 years of experience and is the sole advisor at Magnolia Lane Capital, LLC, an independent firm he has led since 2015. He serves as a trustee of the Lassen Irrevocable Family Trust and is involved in community activities as a board member of the Hampton Roads Academy Alumni Council and a volunteer mentor with the Oyster Point Rotary Club. Magnolia Lane Capital provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a value-oriented, fundamental stock-picking approach focused on selecting securities trading below intrinsic value, with portfolios tailored to clients’ risk tolerance and income needs.

Jonathan West is a financial advisor at Montgomery Capital Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Montgomery Capital Management since 2003. West is also the director of College Funding Group, LLC, where he provides advice on college funding, financial aid opportunities, and scholarship sources. Montgomery Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management combined with college-funding consulting, employing an actively managed, top-down investment approach that adjusts portfolios based on a range of economic and market factors.

Zachary Bond is the principal of Bond Financial Planning, LLC, holding a Series 65 designation and over a decade of professional experience, including 13 years at Newport News Shipbuilding. He founded Bond Financial Planning in 2025 after a brief tenure at The McHenry Management Group. Bond Financial Planning, LLC provides discretionary wealth management and financial planning services primarily to individuals and high-net-worth clients. The firm focuses on direct client relationships, employing fundamental analysis with a long-term investment approach and constructing diversified portfolios using ETFs, mutual funds, and select individual securities.

Daniel Bickey is the sole advisor at B Hive Financial, LLC, holding a Series 65 designation with no prior industry experience. His background includes roles in real estate sales with Berkshire Hathaway Home Services Dawson Ford Garbee & Co. and various other positions outside the financial industry. He maintains an active real estate broker license and engages in real estate brokerage alongside his advisory practice. B Hive Financial provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as small and medium-sized businesses. The firm customizes investment programs based on client goals, time horizon, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with long- and short-term strategies and options trading when appropriate.

Cheryl Nester is the principal advisor at Histor Investing, LLC in Williamsburg, VA, with 13 years of industry experience. She holds a Series 65 designation and has been with Histor Companies since 2008. In addition to her advisory role, she is president and principal consultant of HistorConsulting, a firm providing financial and management consulting services to nonprofit organizations. HistorInvesting is a fee-only, fiduciary advisory firm serving individuals, small businesses, nonprofits, and institutional clients. The firm offers comprehensive financial planning and non-discretionary portfolio management alongside educational services such as workshops, seminars, a video series, and a monthly newsletter. Its investment approach emphasizes macroeconomic analysis, life-cycle planning, and a buy-and-hold strategy with limited trading.

William Carbonell is a financial advisor at Arion Wealth Management LLC with a Series 65 designation and one year of experience at the firm. He has worked at Huntington Ingalls Industries since 2018 and previously at the City of Monrovia from 2008 to 2017. In addition to his advisory role, he maintains substantial outside employment as an engineer. Arion Wealth Management provides discretionary asset management primarily to individuals and high-net-worth clients, focusing on investment selection, asset allocation, and ongoing portfolio monitoring aligned with client goals and risk tolerances. The firm allows clients to impose investment restrictions, does not require a minimum account size, and employs both fundamental and technical analysis with regular portfolio reviews.