Jeffrey Williams

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.

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 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.

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.

Matthew McKay is a financial advisor at McKay Wealth Management Group LLC with 19 years of industry experience. He holds a Series 66 designation and has led his firm since 2015. Outside of his advisory role, McKay serves as trustee of a family trust and is a partial owner of White Oak Lodging LLC. McKay Wealth Management Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, businesses, and other entities. The firm employs a combination of fundamental and technical analysis within a modern portfolio theory framework and collaborates with an outsourced chief investment officer for asset allocation and model development while retaining fiduciary responsibility.

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.