Zachary Bond

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.

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.

Mary Tomlin is a CFP® certificant with 18 years of experience in the financial services industry. She has been the principal at Tomlin Financial Advisors, Inc. since 2010 and has prior experience with Bessemer Investor Services, Inc. since 2003. Tomlin Financial Advisors, Inc. serves individuals, families, and trusts by providing financial planning and investment advisory services, including retirement, education, tax, and estate reviews. The firm employs a strategic asset allocation process tailored to client risk tolerance and time horizon, managing portfolios primarily with mutual funds and ETFs on a discretionary basis.

William Carbonell is a financial advisor at Arion Wealth Management LLC with a Series 65 designation and one year of experience at the firm. He has worked at Huntington Ingalls Industries since 2018 and previously at the City of Monrovia from 2008 to 2017. In addition to his advisory role, he maintains substantial outside employment as an engineer. Arion Wealth Management provides discretionary asset management primarily to individuals and high-net-worth clients, focusing on investment selection, asset allocation, and ongoing portfolio monitoring aligned with client goals and risk tolerances. The firm allows clients to impose investment restrictions, does not require a minimum account size, and employs both fundamental and technical analysis with regular portfolio reviews.