Joann Stith Maloney

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.

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 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.

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.