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.

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.

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.

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.

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 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

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.

Derek Mohar is the principal of Mohar Financial Planning in Oilville, VA, holding a Series 65 designation with 10 years of industry experience. He has led his independent firm since 2015. Mohar Financial Planning offers comprehensive financial planning services to individuals and families, including high-net-worth clients, focusing on investments, benefits, cash flow, insurance, and estate planning. The firm uses a diversified, low-cost investment approach aligned with client goals and risk tolerance, operating on a fee-only, planning-focused model without asset-based fees or commission income.

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.

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.