Margaret Taylor

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.

Michael Coirin is a CFP® professional with 16 years of experience, operating as the sole advisor at Foundations Financial Planning, LLC in Williamsburg, VA. Foundations Financial Planning offers personalized, confidential financial planning and investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation, core-and-satellite investment approach that favors low-cost, no-load mutual funds and ETFs, providing recommendations through written reports and periodic reviews without discretionary trading authority or custody of client assets.

Michael Harris is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Blue Rock Financial Services, Inc. He has been with Blue Rock Financial Services since 2006. Blue Rock Financial Services primarily serves individual investors through taxable accounts, IRAs, and trusts, and also manages investments for a private foundation. The firm provides financial planning and discretionary portfolio management using a combination of mutual funds, ETFs, and individual securities, tailoring strategies to client goals and operating as a fiduciary.

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.