John Nielsen is a CFA® charterholder with six years of industry experience. He is affiliated with Thetford Investment Management, Inc., where he has been associated with related entities since 1986. Thetford Investment Management provides fee-only portfolio management primarily to individual and high-net-worth clients, as well as trusts, charitable institutions, foundations, and certain business entities. The firm employs a value discipline for equities using fundamental analysis and a conservative, tax-aware approach to fixed income, with notable use of closed-end funds to capture discounts and access specialized asset classes.

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.

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.

Joel Hughey is a financial advisor at Ark Financial Strategies LLC with nine years of industry experience. He previously worked at New York Life from 2015 to 2024. Outside of his advisory role, he serves as a board member for the Community Christian Center in Henrico, VA. Ark Financial Strategies LLC provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs a variety of analytical methods and trading approaches, prepares Investment Policy Statements for each client, and typically operates with discretionary authority to implement agreed strategies.

Peter Brearley is a financial advisor with Financial Advisors of Virginia, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with multiple firms including Securities Service Network and Securities America, and has owned Financial Advisors of Virginia since 1998. Brearley also sells health, long-term care, and life insurance. Financial Advisors of Virginia provides tailored financial planning and investment management services to individuals, small businesses, trusts, estates, and retirement plans. The firm employs a strategic asset allocation approach with a buy-and-hold orientation, managing all accounts on a non-discretionary basis with quarterly reviews and client approval required before trades.

Peter Byrd is a CFP® professional with two years of experience, currently serving as the sole advisor at Opulent Wealth in Richmond, VA. He previously worked at Agili P.C. for seven years and held a position with the City of Harrisonburg for two years. Opulent Wealth offers wealth management and financial planning services to individuals, including high-net-worth clients, and small-business plan sponsors. The firm employs a Core + Satellite investment approach, provides pension and retirement-plan consulting, and combines ongoing portfolio management with modular or comprehensive planning tailored to client needs.

Stuart Pierson is a financial advisor at Piedmont Capital Asset Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Piedmont Capital since 2007. Piedmont Capital Asset Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm uses quantitative fund-screening tools combined with long-term allocation strategies and fixed-income techniques, managing portfolios under discretionary authority with regular reviews and rebalancing. Its small, adviser-managed practice oversees approximately $35 million for about 20 clients, emphasizing concentrated advisory relationships and operational features such as active use of the Pontera platform and a policy of not voting client proxies.

I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each client’s unique goals and challenges - delivering thoughtful, tailored strategies that go far beyond a one-size-fits-all approach. I take an educational approach, with a goal of empowering the client to understand how their finances work and feel confident in the plan. Below is a glimpse into just a few of the complex, highly personalized planning journeys I’ve supported clients through. - Home purchase and sale analysis. - Whole life insurance review. - Tax planning. - Business planning. - Estate planning. - Employer stock benefits. Explain in plain English how an employer's Restricted Stock Units (RSU) plan or Employer Stock Purchase Plan (ESPP) work, including the tax implications of receiving benefits or selling stock. Create an investment plan for company stock, taking into account the size relative to total investment portfolio / net worth. - Funding child education costs (K-12 and/or College). - Manage inherited assets. Create a plan for distributing an Inherited IRA within the required window (10 years starting the year after death for a non-spouse beneficiary), considering the tax implications of withdrawals. Help direct funds towards the highest priority financial goals. - And much, much more! HOW I WORK: I offer advice without the need to manage investments. No account minimums. Expert planning, tailored to your needs – whether through hourly, project-based, or ongoing engagements. PLAN MORE, WORRY LESS. Career highlight... Helping clients achieve their financial and life goals, and along the way building a myriad of deeply personal and trusting relationships. Outside work hours, you will find me... Enjoying the great outdoors with my wife Kate, son Albert, and Standard Poodle Calvin. I do it all, but my first love is fly fishing. Education and Credentials - Bachelor of Science, The Ohio State University, with a concentration in Accounting - Certificate in Financial Planning, Bryant University Professional Organizations - Financial Planning Association (FPA) - National Association of Personal Financial Advisors (NAPFA) - XY Planning Network

Eric Jensen is a CFA® charterholder with five years of industry experience, currently serving as the sole advisor at Antrim Investment Research since 2020. Prior to this, he worked at The Riverstone Group and Thompson, Siegel & Walmsley. He is also the founder and CEO of Antrim Research Publications, LLC, which publishes monthly equity research and newsletters for institutional clients. Antrim Investment Research is an independent equity research boutique providing subscription-based research and consulting services to institutional investors and high-net-worth clients. The firm focuses on qualitative fundamental analysis within a value-investing framework and offers research products rather than traditional portfolio management.

David Peters is a CFP® and ChFC® with 10 years of experience in financial advising. He is the principal of Peters Financial LLC in Richmond, VA, and has held roles at firms including Cruice Financial Organization and Carroll Financial Associates. Outside of advising, Peters is involved in tax preparation, insurance consulting, mortgage origination, and financial education businesses. Peters Financial LLC serves individual investors, high-net-worth clients, and small-business retirement plans by providing discretionary portfolio management, financial planning, and estate-planning facilitation. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to guide long-term investments primarily in mutual funds and ETFs.

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.

Dee Slaughter is a financial advisor with Hunter Michael Investment Advisors Inc in Midlothian, VA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Hunter Michael Investment Advisors since 1998. In addition to his advisory role, he is also a licensed life and health insurance agent and involved in the sale of group annuity contracts for qualified retirement plans. Hunter Michael Investment Advisors provides pension and investment management consulting to individuals, retirement plan trustees, and other fiduciaries. The firm focuses on portfolio construction using mutual funds, ETFs, and external managers, emphasizing client priorities and typically offering non-discretionary advisory services.

Taylor Turner IV is the principal of Taylor Turner Wealth Management LLC in Richmond, VA, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at Captech Ventures, Inc., Capital One, Virtuoso, LLC, and Allegiancy, LLC. He is also involved in SingleStone Consulting, a technology and business consulting firm. Taylor Turner Wealth Management LLC provides investment advice and financial planning primarily to individual clients, offering both discretionary and non-discretionary portfolio management as well as one-time financial plans and consultations. The firm uses quantitative and macroeconomic analysis to develop customized strategies that may include long- and short-term positions, trading, and options.

Boyce Reid is the sole advisor at BGR Advisors, an independent firm based in Midlothian, VA. He holds the CFA® designation and Series 65 license, with 25 years of industry experience. Reid has led BGR Advisors since 2007. BGR Advisors provides customized investment management primarily to high-net-worth individuals and related entities. The firm employs fundamental analysis to select securities and focuses on long-term investment horizons while managing a limited number of tailored accounts.

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.

Wendell Fuller is a CFP® and Series 65-registered financial advisor with 21 years of industry experience. He has led Fuller Wealth Advisors in Richmond, VA, since 2011. Fuller Wealth Advisors is an independent, fee-only firm providing financial planning and discretionary investment management to individuals, families, trusts, estates, small businesses, and institutional clients including charitable organizations and pension plans. The firm’s investment approach is research-driven, focusing on strategic asset allocation and long-term, passive investing with integrated financial planning services.

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.

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.