Thomas B Underwood III

Daniel Egan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has been professionally involved as a musician, performing as a trumpet player with several orchestras including the Richmond Symphony Orchestra and the Houston Symphony. He also teaches music at the National Music Festival. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

David Luck is a CFP® professional with eight years of industry experience and is the sole advisor at Advisor Financial Services, Inc. He has been with the firm since 1995 and concurrently operates Luck & Company CPA PLLC, providing tax and accounting services to individuals and small businesses. Advisor Financial Services, Inc. is an independent SEC-registered investment adviser serving individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses long-term, diversified strategies tailored to client goals and risk tolerance, supported by a technology-driven platform that integrates portfolio management with tax and accounting services.

Michael Greer is a financial advisor at Rise Wealth Partners LLC with 19 years of industry experience. His work history includes roles at Modern Capital Advisors, LLC, and Edward Jones, as well as operating Greer Financial Group, LLC. Outside of advisory work, he is involved in managing American Family Bio-Clean LLC and its franchise operations. Rise Wealth Partners LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios from third-party sub-advisers and offers asset-allocation review for held-away retirement plan assets, with investment advice tailored to client objectives and risk tolerance.

Jb Bryan is the principal of J. B. Bryan Financial Group, Inc., an independent advisory firm based in Richmond, VA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Bryan has led his firm since 1995 and is also a licensed insurance agent for life, health, and property and casualty insurance. J. B. Bryan Financial Group serves a limited client roster that includes individuals, high-net-worth clients, trusts, corporate pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning, consulting, portfolio management, and insurance products, delivering non-discretionary advisory services combined with written plans and tailored recommendations.

Too often, people are given more complexity, more products, and more jargon when what they really need is someone who will listen carefully, explain things plainly, and help them make wise decisions about the life they are building. FirstFruits was created around a simple idea: money is a tool, not the goal. The real questions are bigger than investment returns: When can I retire? How can I care for my family? Can I give more generously? What is all this money actually for? I wanted to build a firm where those questions could be answered thoughtfully, without sales pressure or one-size-fits-all advice. That is why FirstFruits is intentionally small, independent, fee-only, and built around long-term relationships. I work with a limited number of families so I can fully know your story, understand what matters to you, and give you straight answers without unnecessary jargon. My office is in Richmond, Virginia, where I live with my wife and two boys (with a baby girl on the way), but I work remotely with clients across the country.

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.