Andrew Mohrmann is a financial advisor at Ascent Financial Group with a Series 65 designation and over 10 years of industry experience. Prior to joining Ascent Financial Group in 2026, he worked at Truist Bank for a decade. Ascent Financial Group provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage client portfolios on a discretionary basis and offers continuous planner access alongside implementation over time.

Ryan Bram is a financial advisor at Horizon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has prior experience at Markel Group and KPMG. Outside of advisory work, Bram serves as a Senior Financial Analyst at Dominion Energy, focusing on treasury special projects and capital funding. Horizon Capital Management serves individual clients with discretionary portfolio management and limited financial planning support. The firm emphasizes long-term equity holdings selected through fundamental and technical analysis, tailoring account management to clients’ risk profiles and income needs.

William Pusey Jr. is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with CrossGrain Family Investments, LLC and has previously worked at Kimble Advisory LLC and Keel Point Capital, LLC. He serves as treasurer and secretary of Velpar Investments, Inc. and is a board member of the Paul H Pusey Foundation. CrossGrain Family Investments serves high-net-worth individuals and families through a small advisory team offering discretionary investment management, personalized financial planning, and co-investment advisory on private opportunities. The firm employs a blend of active and passive investment approaches tailored to client-specific goals and emphasizes concierge-style family wealth services.

Ralph Short Jr. is a financial advisor with Welcome Home Wealth Advisors LLC, holding Series 63 and Series 65 designations and over 34 years of industry experience. His career includes roles at Foundations Investment Advisors, LLC, and long-term ownership of Wealth Preservers, Inc. He also operates an insurance agency under the name Welcome Home Financial Partners, focusing on life, health, and employee benefits. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, utilizing methods such as fundamental and technical analysis and Modern Portfolio Theory. The firm integrates insurance activities with its advisory services and manages approximately $50.7 million for around 259 clients.

John Bowen is a CFP® professional with 26 years of industry experience and has been a CPA since 1992. He is the owner of Bowen Financial Services, LLC, located in Midlothian, VA, where he serves as one of three advisors. Bowen also operates a separate CPA firm, providing tax compliance and consulting services. Bowen Financial Services, LLC offers fee-only financial planning and discretionary investment management for individuals, families, trusts, estates, and certain small businesses. The firm emphasizes strategic asset allocation with broad diversification, using low-cost, tax-efficient mutual funds and ETFs, and integrates tax and investment planning through its affiliation with a CPA practice.

Benjamin Wood is a financial advisor with BDC Capital Management, Inc., holding a Series 65 designation and 12 years of experience at the firm. He is based in Glen Allen, VA, and has spent his entire advisory career with BDC Capital Management. BDC Capital Management serves individuals, high-net-worth families, family-owned businesses, and charitable organizations with financial planning, discretionary portfolio management, and asset allocation services. The firm integrates investment management with tax and estate planning and provides business valuation and transition analysis for owner-run enterprises.

Ronald Stack is a financial advisor at Cobblestone Asset Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Independent Financial Group and National Planning Corporation. He has been associated with Cobblestone Asset Management since 2007 and operates Stack Financial Group for tax purposes. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing tailored investment strategies that include ETFs, equities, fixed income, and alternative assets. The firm employs multiple analytical methods and offers a platform used by third-party advisors alongside its own advisory services.

Janet Wills is a CFP® with 35 years of industry experience, currently serving at Wills Financial Group, LLC. She has been affiliated with the Wills Financial Group entities since 1989. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm employs fundamental security analysis and maintains balanced allocations across various asset classes, managing over $360 million in discretionary assets as of December 2024.

Richard Beale IV is a ChFC® credentialed financial advisor with 45 years of industry experience. He is a principal at Beale Healy Investment Advisors Inc. in Richmond, VA, where he has worked since 1982. Outside of advisory services, he is president and owner of Beale Healy Financial Group Inc., which provides insurance sales. Beale Healy Investment Advisors serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management focused on individually held securities, alongside modular financial planning. The firm uses a committee-based approach combining fundamental, technical, and quantitative analysis, and employs a range of strategies from long-term holdings to short-term trading and options.

Marcelo Ampie Zelaya is a CFP® with four years of industry experience currently serving at Commonwealth Retirement Investments LLC. He has been with Commonwealth Retirement Advisors since 2021. Commonwealth Retirement Investments advises individuals and families, primarily those in or near retirement, providing personalized financial planning and discretionary portfolio management tailored to retirement goals. The firm manages approximately $377 million for around 337 households and employs strategies including dividend-growth equities, fixed income, tactical equity ETFs, annuities, and cash-management allocations.

James Donlin is a financial advisor with East West Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Marriott Securities, Capitol Securities Management, and Oyster Consulting, where he provides audit, compliance, and management consulting to financial services firms. Donlin also serves as a director for Love Like That, Inc., a non-profit marriage ministry offering counseling services. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm offers a firm-sponsored wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis along with economic, political, and geopolitical considerations.

Keith Muth is a financial advisor at Watch Hill Financial Inc with a Series 66 designation and four years of industry experience. He has worked at several firms including Private Advisor Group, LLC, Mariner Independent Advisor Network, and Securian Financial Services. In addition to his advisory role, Muth is a co-founder of Muth Financial LLC, a tax planning and consulting business. Watch Hill Financial Inc. is an SEC-registered investment adviser that provides wealth management, financial planning, and consulting services to a diverse client base including individuals, corporations, pension plans, charitable organizations, and institutional investors. The firm employs a goals-based, long-term investment approach with discretionary portfolio management and may leverage independent managers and custodial relationships with major broker-dealers.

Christopher Harris is a financial advisor at ClearView Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with ClearView Financial since 2016. ClearView Financial is a fee-only registered investment adviser serving individuals, families, estates, and trusts with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a blend of technical and fundamental analysis to construct portfolios guided by written Investment Policy Statements and emphasizes risk management focused on principal loss and behavioral risks.

Hi, I’m Lauren Zangardi Haynes, CFP®, CIMA® and founder of Spark Financial Advisors. At Spark Financial Advisors we are focused on helping high earning women, dual-career couples & business owners put an effective strategy in place to build wealth, manage taxes, and spend more time doing what they love. Our clients gain peace of mind knowing their finances are outsourced to a highly qualified team with expertise in building wealth and transitioning into retirement. I got my start in the financial services industry in 2005 with Bank of America. While working for U.S. Trust Bank of America Private Wealth Management I attained my CFP® designation and became a Certified Investment Management Analyst (CIMA®). I transitioned to a smaller Fee-Only financial planning firm to get broader experience beyond investment management and haven’t looked back. I have been quoted in the New York Times, Wall Street Journal, Forbes, USA Today, U.S. News and World Report among others, and have written for Richmond Family Magazine. I previously served on the South Region Board for the National Association of Personal Financial Advisors (NAPFA) the leading organization for fiduciary, Fee-Only financial planners. When I’m not geeking out on financial planning I like to spend time with my husband and 3 kids, read, watch stand-up comedy, and (attempt to) garden.

Jeremy Shipp is a CFP® with 13 years of industry experience, currently serving at RCPlanners in Midlothian, VA. His work history includes roles at Moneytrax North America Inc., Retirewise University, First Advisors National, LLC, Harbor Wealth Advisors, LLC, and others. He is licensed to sell insurance products and dedicates approximately 25% of his time to insurance-related activities. RCPlanners provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis alongside a proprietary retirement income model that addresses multiple retirement risks, offering tailored portfolio management for individual and high-net-worth clients.

Maria Lavrentyeva is a financial advisor at BDC Capital Management, Inc. She holds a Series 65 designation and has been in the industry since 2023, including prior experience at Northwestern Mutual. BDC Capital Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, family-owned businesses, and charitable organizations. The firm employs a top-down investment approach that integrates fundamental, technical, and cyclical analysis, with ongoing portfolio monitoring and periodic rebalancing.

Michael O'Shaughnessy is a financial advisor at Ascent Financial Group with a Series 65 designation and one year of industry experience. Prior to joining Ascent Financial Group, he worked at Journey Health & Lifestyle, Stanley Black & Decker, and Capital One. He volunteers with CancerLINC, providing assistance with account organization and debt consolidation to individuals affected by cancer. Ascent Financial Group offers comprehensive financial planning and portfolio management services primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and economic analysis to manage client portfolios on a discretionary basis and provides ongoing planner access and implementation.

Richard Vernon is a financial advisor with Vernon Management Group, Incorporated in Richmond, VA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked at Vernon Management Group since 1996. Vernon Management Group serves primarily individual and high-net-worth clients through separately managed accounts, financial planning, and consulting services. The firm employs a proprietary, trend-focused investment approach that relies heavily on technical analysis and daily portfolio monitoring, offering a range of fee structures beyond traditional asset-based models.

Nathan Ward is a Series 65-licensed financial advisor with W & S Management Services, Inc. in Richmond, VA, where he has worked since 2015. He has nine years of industry experience. W & S Management Services provides discretionary portfolio management and comprehensive financial planning to individual investors, high-net-worth individuals, trusts, estates, and closely held businesses. The firm emphasizes fundamental analysis and long-term portfolio management, with a distinctive affiliation to a Certified Public Accounting practice that supports coordinated tax and financial planning.

Michael Ellis is a financial advisor with Steelhead Wealth Management in Glen Allen, VA, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior experience includes sixteen years at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory role, he is involved in insurance sales on a limited basis. Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary investment management, financial consulting, and retirement plan advisory services. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and charting to manage client portfolios, primarily focusing on institutional and business clients.