Stephen Trojan is the founder and president of Flatiron Wealth Advisors, LLC, an independent advisory firm based in Henrico, VA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Flatiron Wealth Advisors in 2021, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services for over a decade. He also leads Flatiron Advisors Tax & Accounting, a separate tax and accounting practice he founded in 2002. Flatiron Wealth Advisors provides financial planning and discretionary portfolio management primarily to individual clients, as well as corporations and businesses. The firm emphasizes a Modern Portfolio Theory approach using passive index mutual funds and ETFs, and it offers educational seminars for groups.

Lisa Robinson is a CFP® professional and the sole advisor at Robinson Nelson with one year of industry experience. She previously worked at World Financial Group for seven years and holds current roles outside of investment advising as a senior product manager at United Health Group/Optum and a licensed real estate salesperson. Robinson Nelson is an independent registered investment adviser serving individuals, trusts, estates, business owners, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services with a focus on institutional retirement-plan consulting and pension advisory work.

Kitti Barker is a financial advisor with HYA Financial in Henrico, VA, holding a Series 66 designation and nine years of industry experience. Prior to founding HYA Financial, Barker briefly worked at Edward Jones and Intuit. Outside of financial advising, Barker is an independent tech representative for PING golf equipment, assisting consumers with club fittings. HYA Financial is an independent, fee-only registered investment adviser serving U.S. individuals, trusts, and other entities with portfolio management and financial planning services. The firm uses a top-down investment approach that emphasizes value, low-cost securities, diversification, and tax-aware strategies, including tax-loss harvesting and coordinated account treatment.

I’m Taylor Jessee, founder of Impact Financial. Thanks for stopping by. You’d probably like to know a little bit more about me. Don’t worry. I won’t bore you with the basics you can easily find on LinkedIn or Facebook. After earning my CPA and CFP® certifications, and working for other financial advisory firms (of all sizes…big, medium, and small) for nearly a decade, I founded Impact Financial in 2022. Why, you ask? Don’t get me wrong; I learned a ton, worked with a lot of great people, and discovered my life’s calling. But in the back of my mind it felt like something was missing. I grew tired of the corporate grind. Tired of the endless pursuit of ‘more’ - more money, more prestige, more market share - when all I really wanted more of was life. So, with a wife and three young kids, I took a giant leap of faith to build Impact Financial. To build a company that views the financial advising profession as helping lifting a weight off someone’s shoulders so they can live out their own calling. To build a company that maintains high professional standards, while remaining down-to-earth and welcoming. To build a company that aims to make a positive impact in its clients’ lives and in the community. But that’s enough about me. Let's talk about your story!

Jeremy Kokemor is the founder of Right Tail Capital LLC, an independent advisory firm. He holds the CFA® designation and Series 63 license, and has 11 years of industry experience. Prior to establishing Right Tail Capital in 2022, he worked at Thompson, Siegel & Walmsley LLC and Private Advisors LLC. Right Tail Capital manages discretionary assets for individuals, trusts, estates, and corporate clients, employing fundamental analysis and asset allocation tailored to documented investment objectives. The firm distinguishes itself with a subscription newsletter and offers both traditional asset-based fees and a performance-based fee option for eligible clients.

Theodore Doll is a financial advisor with Health & Wealth Works LLC in Henrico, VA, holding a Series 66 designation and six years of industry experience. Prior to founding his independent firm in 2020, he worked at Axa Advisors and completed the Boston University Financial Planning Certificate Program. He also has experience as an independent insurance agent, engaging in insurance sales and service. Health & Wealth Works LLC serves individuals, small businesses, and employer-sponsored retirement plans by providing comprehensive financial planning, investment consultation, and portfolio management. The firm manages portfolios primarily on a non-discretionary basis, using a combination of fundamental and technical analysis, and offers complimentary educational workshops on personal finance and investing.

Danny Thompson is the principal of Thompson Financial Advisors in N. Chesterfield, VA, holding Series 63 and Series 65 licenses with four years of experience in financial advising. He has a long tenure at Great American Advisors, Inc. and Stuart Financial Corp., spanning over two decades. Outside of his advisory role, he owns and manages DTFinancial, an insurance business. Thompson Financial Advisors is a state-registered investment adviser serving institutional and private clients, including pension plans, foundations, trusts, and individuals. The firm combines portfolio management, financial planning, consulting, and an online robo-advisory service with significant involvement in insurance and mortgage brokerage activities.

Vernon Plack is a CFA® charterholder with 34 years of industry experience. He is the sole advisor at Chimborazo Investment Research, where he has worked since 2023. Prior to that, he spent 27 years at Truist Financial Corporation and one year at Norton Capital Management. Chimborazo Investment Research provides portfolio management primarily to individuals and high-net-worth clients, using a fiduciary process that includes written Investment Policy Statements. The firm combines fundamental and technical analysis with a long-term trading approach, emphasizing equities and diversified fixed income and ETF holdings, and operates under discretionary authority with a requirement that clients use Interactive Brokers for custody and trade execution.

John Polemis is a financial advisor at Sphinx Investments LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in outside insurance sales. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages separate accounts and serves as adviser to the Sphinx Opportunity Fund II, employing fundamental analysis, modern portfolio theory, and a long-term trading approach that includes allocations to private funds and other less liquid investment vehicles.

Michael Grizzard is a financial advisor at Elemental Capital Management, LLC with 23 years of industry experience. He has been with Elemental Capital Management since 2008 and holds the Series 66 designation. Elemental Capital Management provides discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a bottom-up, fundamental investment process and manages portfolios primarily on a discretionary basis, focusing on internally managed assets and transparency in performance reporting.

Daniel Hill is a CFP® with 26 years of industry experience, currently serving as the principal of Hill Wealth Strategies in Richmond, VA. He has been associated with his own firms, including D.R. Hill Wealth Strategies and D.R. Hill & Associates, since 2006. In addition to financial advising, he is involved in fixed insurance services and health insurance brokerage. Hill Wealth Strategies is a fee-based advisory firm that provides financial planning and consulting to individuals and high-net-worth clients. The firm collaborates with third-party money managers for investment implementation, focusing on cash-flow analysis and risk management while refraining from managing or custodian client assets directly.

John Scott is a financial advisor at CEF Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with CEF Advisors since 2001. CEF Advisors manages separate accounts for individuals, including high-net-worth households, and institutional clients, focusing on listed closed-end funds and business development companies. The firm uses a blend of fundamental research and technical analysis to select funds, emphasizing discounts to net asset value and dividend coverage, and operates a paid data and research service alongside limited consulting tied to closed-end fund strategy.

Keith Muth is a CFP® and CFA® professional with 29 years of experience in financial advising. He is currently affiliated with Watch Hill Financial Inc and has held prior roles at Private Advisor Group, LLC, Mariner Independent Advisor Network, LLC, and Select Brokers, LLC among others. Outside of his advisory work, he is the owner of Muth Financial LLC, an independent CPA firm. Watch Hill Financial Inc. is an SEC-registered investment adviser offering wealth management, financial planning, and consulting services to a broad client base that includes individuals, institutions, and other investment advisers. The firm employs a goals-based, long-term investment approach with discretionary portfolio management and may provide accounting and tax services through an affiliated CPA firm.

James Peak is a financial advisor with Welcome Home Wealth Advisors LLC in North Chesterfield, VA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at LPL Financial LLC, Fidelity Personal and Workplace Advisors, and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as a musician at Grace and Holy Trinity Church in Richmond, VA. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, often using fundamental and technical analysis alongside Modern Portfolio Theory. The firm also facilitates relationships with Sub-Advisors and Third-Party Managers and integrates insurance-related activities within its service offerings.

Jeffrey Mussatt is a CFP® professional with 16 years of industry experience. He is a managing member of several ventures, including E9 Ventures, SRA Investco LLC, and Around the Green, LLC. His prior experience includes roles at Joycepayne Partners, P.C. and Kimble Advisory, LLC before joining CrossGrain Family Investments, LLC in 2021. CrossGrain Family Investments serves high-net-worth individuals and families through a concierge-style wealth advisory model with a small team and a concentrated client base. The firm offers discretionary investment management, personalized financial planning, and co-investment advisory on private opportunities, utilizing a blend of active and passive strategies tailored to client-specific goals.

James Ruffin is a financial advisor at Elemental Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Since 2018, he has been with Elemental Capital Management. Elemental Capital Management is an independently owned investment adviser serving individuals, high-net-worth families, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a bottom-up fundamental equity analysis supported by a proprietary screening model and offers discretionary management across equities, fixed income, ETFs, and mutual funds.

Timothy Short is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Welcome Home Wealth Advisors LLC and has prior experience with Foundations Investment Advisors LLC and Wealth Preservers, Inc. He is also active as an insurance agent, involved in the sale of various insurance products. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, often acting as a limited-scope ERISA 3(21) fiduciary. The firm employs a range of investment methods including fundamental and technical analysis and Modern Portfolio Theory, and integrates licensed insurance activities alongside investment advisory services.

Ryan Bram is a financial advisor at Horizon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has prior experience at Markel Group and KPMG. Outside of advisory work, Bram serves as a Senior Financial Analyst at Dominion Energy, focusing on treasury special projects and capital funding. Horizon Capital Management serves individual clients with discretionary portfolio management and limited financial planning support. The firm emphasizes long-term equity holdings selected through fundamental and technical analysis, tailoring account management to clients’ risk profiles and income needs.

William Pusey Jr. is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with CrossGrain Family Investments, LLC and has previously worked at Kimble Advisory LLC and Keel Point Capital, LLC. He serves as treasurer and secretary of Velpar Investments, Inc. and is a board member of the Paul H Pusey Foundation. CrossGrain Family Investments serves high-net-worth individuals and families through a small advisory team offering discretionary investment management, personalized financial planning, and co-investment advisory on private opportunities. The firm employs a blend of active and passive investment approaches tailored to client-specific goals and emphasizes concierge-style family wealth services.

Ralph Short Jr. is a financial advisor with Welcome Home Wealth Advisors LLC, holding Series 63 and Series 65 designations and over 34 years of industry experience. His career includes roles at Foundations Investment Advisors, LLC, and long-term ownership of Wealth Preservers, Inc. He also operates an insurance agency under the name Welcome Home Financial Partners, focusing on life, health, and employee benefits. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, utilizing methods such as fundamental and technical analysis and Modern Portfolio Theory. The firm integrates insurance activities with its advisory services and manages approximately $50.7 million for around 259 clients.