William Carbonell

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 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Legg Mason Wood Walker, Incorporated and College Funding Group, LLC. In addition to his advisory role, he serves as a director at College Funding Group, providing guidance on college funding and financial aid. Montgomery Capital Management offers portfolio management and college-funding consulting for individuals, high-net-worth clients, pension plans, trusts, estates, and charitable organizations. The firm uses a top-down macro strategy called the "Good Shepherd" approach, actively managing assets across multiple asset classes and incorporating behavioral and psychological analysis in its investment process.

Zachary Bond is the principal advisor at Bond Financial Planning, LLC in Hampton, VA. He holds a Series 65 designation and has experience working as an engineer at Newport News Shipbuilding. Bond founded Bond Financial Planning, an independent registered investment adviser that provides discretionary investment management and financial planning for individual and high-net-worth clients. The firm emphasizes a long-term, fundamental-analysis approach and constructs portfolios primarily using ETFs and mutual funds, with occasional use of individual securities.

John Kelly is a financial advisor at Coastal Asset Management LLC in Norfolk, VA, holding a Series 65 designation with nine years of industry experience. He has been with Coastal Asset Management since 2016 and previously worked at Bayville Golf Club from 2009 to 2018. Coastal Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on individualized asset allocation using a blend of fundamental and cyclical analysis. The firm manages approximately $3.1 million across 13 accounts and emphasizes direct client authorization and transparency in its operations.

Andrew Wallach is the sole advisor at Wallach Planning & Investments in Norfolk, VA, holding a Series 66 designation with 23 years of industry experience. He has led Wallach Planning & Investments since 2003. The firm provides investment advisory and financial planning services to individual clients and trusts, offering a wrap separate account program that consolidates advisory, custody, and brokerage execution. Portfolios are generally managed on a discretionary basis using various analytic methods, with continuous monitoring and formal annual reviews.

Michael Zitron is a Series 65 licensed financial advisor with B. Water Investments in Norfolk, VA, bringing five years of industry experience. Before founding B. Water Investments, he worked in mortgage loan processing and held various self-employed roles. Outside of advising, he is the founder of Water M. Mission, Inc., a nonprofit charitable and educational organization, and the author of research on economics and finance under the name Waconomics. B. Water Investments is an independent registered investment adviser serving individuals, high-net-worth clients, corporations, and institutional investors with discretionary portfolio management and financial planning. The firm employs technical analysis and active money management across several strategies, including trading equities, options, ETFs, structured products, and digital assets based on client authorization.