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.

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!

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Jeffrey Goodstein is a financial advisor at Insight Financial, Inc. in Richmond, VA, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Insight Financial since 1999. Insight Financial serves individual investors, including high-net-worth clients, trusts, and retirement accounts, managing a small, discretionary client roster with approximately $25 million in assets. The firm combines fundamental and technical analysis to tailor portfolios and offers a unique short-term, actively traded bond strategy known as the 20:20 Bond Strategy.