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.

Paavan Kotini is the sole advisor at Kotini Capital Advisors LLC in Glen Allen, VA. He holds a Series 65 designation and has industry experience beginning in 2024, with prior roles including five years at CarMax and ongoing involvement in Kotini & Kotini LLC since 2011. Outside of advisory work, he is associated with an insurance company and a virtual family-office entity. Kotini Capital Advisors is an independent firm offering asset management and fee-based financial planning to individuals, high-net-worth clients, trusts, estates, foundations, endowments, corporations, and small businesses. The firm follows an institutional endowment model investment approach with broad diversification and includes alternative and less-liquid investments, implementing strategies through ETFs, mutual funds, separate accounts, and third-party managers.

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 the sole advisor at Rise Wealth Partners LLC, holding Series 63 and Series 66 licenses with 19 years of industry experience. His prior roles include positions at Modern Capital Advisors, LLC and J.W. Cole Financial, Inc., and he also operates Greer Financial Group, LLC. Outside of advisory work, he manages American Family Bio-Clean LLC and its franchise, reflecting entrepreneurial involvement beyond finance. Rise Wealth Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs third-party sub-advisers and model portfolios to tailor investment advice and manage over $53 million in assets for more than 200 clients.

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.

Stuart Hunsicker is the owner and managing member of Purpose Driven Wealth Advisors LLC in Richmond, VA. He holds the ChFC® designation and Series 65 and 66 licenses, with 11 years of industry experience. Prior to founding Purpose Driven Wealth Advisors in 2025, he operated Purpose Driven Retirement Planners since 2016. Purpose Driven Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth individuals, and business entities, employing both in-house portfolio management and third-party manager referrals.

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.

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.

Christopher Farver is the principal advisor at MacroEdge Capital, LLC, an independent registered investment adviser. He holds the Series 66 designation and has 19 years of industry experience, including roles at Triad Advisors, Inc., Claris Financial, and LPL Financial. He is also a licensed insurance agent and offers insurance products in addition to his advisory services. MacroEdge Capital, LLC provides discretionary portfolio management to individuals, high net worth clients, and business entities. The firm uses a macroeconomic approach to asset allocation across ETFs, stocks, and fixed income, combining fundamental and technical analysis to manage portfolios tailored to clients’ risk tolerance and investment horizons.

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 22 years of industry experience, currently operating as the sole advisor at Aloft Financial. He is also the owner and CPA of Northwest Tax Choices, providing tax return consulting and preparation services since 2010. Ronald has been involved with Northwest Financial Choices LLC, an investment advisory firm, though he plans to wind down that business within the next year. Aloft Financial offers comprehensive wealth management services to individuals, family businesses, corporations, nonprofit organizations, and various plans and trusts. The firm’s investment approach focuses on growth-oriented equity exposure balanced with risk mitigation through diversified asset allocations tailored to client needs.

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 sole 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 over two decades managing Dogwood Capital. Dogwood Capital provides discretionary and nondiscretionary portfolio management to individual investors, including high-net-worth clients, using a combination of fundamental and technical analysis. The firm employs growth, value, and option-based strategies across various account types, with an emphasis on tailored investment approaches and active monitoring.

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, with 28 years of industry experience. He holds a Series 65 designation and has been with Gateway Financial Group since 1998. Gateway Financial Group, Inc. provides fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index funds and ETFs combined with selective active funds, and has a notable accounting and tax orientation supported by the principal’s CPA background.

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.

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.

John Cervinka is a Series 65-licensed advisor at Accurate Capital and Wealth LLC with 2 years of industry experience. Prior to joining the firm, he was a full-time student for 16 years. Accurate Capital and Wealth LLC provides fee-based investment management and financial planning primarily to individual clients, utilizing third-party portfolio managers and supported platforms. The firm combines investment services with insurance product sales and conducts public educational seminars on investment topics.