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.

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.

James Duby is a financial advisor at Purpose Capital LLC in Goochland, VA, holding a Series 65 designation. He has over a decade of industry experience, including thirteen years at Markel Group Inc. and time as an independent advisor before founding Purpose Capital. Purpose Capital LLC offers fee-based fiduciary financial guidance primarily to self-directed investors, including individuals, high-net-worth individuals, couples, and families. The firm focuses on strategic financial planning and education, employing a passive, long-term investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis.

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.

Matthew McKay is a financial advisor at McKay Wealth Management Group LLC with 19 years of industry experience. He holds a Series 66 designation and has led his firm since 2015. Outside of his advisory role, McKay serves as trustee of a family trust and is a partial owner of White Oak Lodging LLC. McKay Wealth Management Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, businesses, and other entities. The firm employs a combination of fundamental and technical analysis within a modern portfolio theory framework and collaborates with an outsourced chief investment officer for asset allocation and model development while retaining fiduciary responsibility.

Ronald Borthwick Jr. is a financial advisor at Fatfire Financial with a Series 65 credential and has been in the industry since 2024. He previously worked at McKesson Corporation for nine years and has maintained an ongoing business interest in a craft beverage company, Corks and Kegs LLC, since 2007. Fatfire Financial is a fee-only advisory firm that provides comprehensive financial planning to individuals and high-net-worth clients without managing assets or accepting commissions. The firm employs a variety of analytical methods and offers both ongoing and project-based planning engagements, focusing on client-implemented advice rather than discretionary management.

Brenda Morris is a CFP®-certified financial advisor with 19 years of industry experience. She founded Humane Investing, LLC in 2020 after spending 11 years with First Affirmative Financial Network, LLC. Humane Investing, LLC provides investment advisory and financial planning services to individuals and nonprofit organizations, focusing on portfolios that reflect social and environmental values. The firm primarily serves vegetarian and vegan clients as well as animal-rights nonprofits, offering managed mutual fund/ETF programs and separately managed accounts through a fee-only fiduciary approach.

Ronald Schiel Jr. is a CFP® professional with 23 years of industry experience. He is the sole advisor at Aloft Financial and has previously worked at UBS Financial Services and Equitable Advisors. In addition to his advisory role, he owns and operates Northwest Tax Choices, providing tax return consulting and preparation services. Aloft Financial serves a diverse client base including individuals, family businesses, corporations, and not-for-profits, offering comprehensive wealth management that integrates investment advisory, retirement and financial planning, strategic tax planning, and related services. The firm’s investment approach balances growth-oriented equity exposures with risk mitigation through diversified asset allocations tailored to client preferences.

Derek Mohar is the sole advisor at Mohar Financial Planning in Oilville, VA, holding a Series 65 designation with 11 years of industry experience since founding his firm in 2015. His background includes prior military service and senior roles at a large national bank, complemented by a technical undergraduate degree. Mohar Financial Planning provides comprehensive financial planning to individuals and families, including high-net-worth clients, focusing on diversified, low-cost portfolios aligned with client goals and tax efficiency. The firm operates on a fee-only basis without asset-based fees or commissions, emphasizing planning-focused services and client-agreed review schedules.

Kyle Mills is the principal advisor at Harvest Financial Group, LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led Harvest Financial Group since 2009. Outside of his advisory role, he is also a licensed insurance agent and performs live music occasionally. Harvest Financial Group is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management across three main strategies, sub-advisory services, and participant account management, employing a combination of proprietary principles, quantitative allocation, and technical analysis to manage risk and volatility.

Kent Puryear is the principal advisor at Dogwood Capital, LLC, an independent firm based in Glen Allen, VA. He holds a Series 65 designation and has 25 years of industry experience, including roles at Frantzen Capital Management, Inc. and A&S Capital Advisors, Inc. Kent has been with Dogwood Capital since 2005. Dogwood Capital provides portfolio management and investment advice to individual clients, including IRA and active option/margin accounts. The firm builds customized portfolios using fundamental and technical analysis, incorporating stocks, bonds, funds, and option strategies such as selling option premiums and covered calls, with holding periods varying from under six months to several years.

Darrell Kay is the sole advisor at Kay Investments, Inc., an independent registered investment adviser. He holds Series 63 and Series 65 designations and has 21 years of industry experience. He has been with Kay Investments since 2000. Kay Investments manages approximately $67.93 million in assets and serves about 66 clients, offering discretionary and non-discretionary portfolio management to individuals, institutional accounts, and various entities. The firm employs both mutual fund- and ETF-based model portfolios and constructs custom portfolios using fundamental and technical analysis.

Charles Albertson Jr. is a financial advisor at Gateway Financial Group, Inc. in Richmond, VA, holding a Series 65 credential with 28 years of industry experience. He has served at Gateway Financial Group since 1998. Gateway Financial Group provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach with global diversification, operates on a fee-only basis, and maintains an affiliation with a tax practice led by a CPA/PFS for tax-related client services.

Adil Togayev is the sole advisor at ASPAN Capital LLC and holds a Series 65 credential. He has a background in engineering and the software industry, with previous work experience at Amazon Inc. and Stulz USA. ASPAN Capital LLC provides discretionary investment management for high-net-worth individuals and qualifying entities, specializing in publicly listed equities and equity derivatives through a combination of fundamental, event-driven, and technical analysis. The firm primarily charges performance-based fees and employs strategies that include both short-term trading and longer-term value-oriented positions.

Mark Smith is a CFP® and ChFC® with 25 years of industry experience. He has been with Vision Wealth Planning, LLC since 2012. In addition to his advisory role, he works as an independent insurance agent on a limited basis. Vision Wealth Planning, LLC provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, trusts, and estates. The firm utilizes diversified mutual funds, ETFs, and individual securities, combining various analytical approaches with a generally long-term investment focus, and offers additional services including fee-based tax preparation and referrals to specialists.

Timothy Nitz is a financial advisor at Ardent Wealth Advisory, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ardent Wealth Advisory since 2016. Outside of advisory work, he is involved in web development and accounting through WEB COMMANDER, LLC, the parent company of his firm, and also manages a separate non-variable insurance business. Ardent Wealth Advisory provides discretionary portfolio management and wrap-fee advisory services primarily to individual and high-net-worth clients, using asset allocation and cyclical analysis to guide investment decisions. The firm sponsors a wrap fee program that combines advisory and brokerage services and requires the use of TD Ameritrade as custodian.

Alexander Casas is the principal advisor at Rock Steady Wealth, Inc. in Richmond, VA, holding a Series 65 designation with 12 years of industry experience. In addition to his financial advisory role, he is involved in IT consulting through Casas Computer Consulting, LLC, and provides aerial film and photography services via Richmond Aerial Drone, LLC. He also serves as president of operations and treasurer for Build, RVA, a nonprofit maker space focused on STEM education. Rock Steady Wealth offers investment advice and portfolio management to individuals, trusts, businesses, estates, charitable organizations, and pension plans. The firm combines Modern Portfolio Theory with multiple analytical approaches and behavioral finance to tailor investment strategies, providing both discretionary management and consulting services, including the use of options and derivatives.

Edward Schweitzer Jr. is a CFP® professional with 20 years of industry experience. He is the sole advisor at Freedom Capital Management, where he has worked since 2021. His prior roles include positions at 3D/L Financial Group, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services. He is also an independent insurance agent outside of his advisory work. Freedom Capital Management serves a small client base of individuals, high-net-worth clients, and charitable organizations by referring them to third-party investment managers and conducting ongoing suitability and performance reviews. The firm focuses on mutual funds, real estate funds, and ETFs, providing non-discretionary advice without directly managing client portfolios.