Thomas Underwood III

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.

Michael Greer is the sole advisor at Rise Wealth Partners LLC, holding Series 63 and Series 66 licenses with 19 years of industry experience. His prior roles include positions at Modern Capital Advisors, LLC and J.W. Cole Financial, Inc., and he also operates Greer Financial Group, LLC. Outside of advisory work, he manages American Family Bio-Clean LLC and its franchise, reflecting entrepreneurial involvement beyond finance. Rise Wealth Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs third-party sub-advisers and model portfolios to tailor investment advice and manage over $53 million in assets for more than 200 clients.

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.

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.

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.

Ronald Borthwick Jr. is a financial advisor with Fatfire Financial and holds a Series 65 designation. He has worked at Fatfire Financial since 2024 and previously spent nine years at McKesson Corporation. Outside of his advisory role, he has been involved with Corks and Kegs LLC, a craft beverage venture, since 2007. Fatfire Financial is an independent, fee-only firm that provides comprehensive financial planning for individuals and high-net-worth clients. The firm focuses on written financial plans without managing client assets, employing a variety of analytical methods and offering both ongoing and project-based planning engagements tailored to client goals.