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. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, having been with Vernon Management Group since 1996. Vernon Management Group serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and other entities, primarily through separately managed accounts. The firm employs a proprietary, trend-focused investment process that utilizes technical analysis and active monitoring, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

Michael Peasley is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Tone Capital, LLC and has worked at Sterling Capital Distributors, LLC since 2014 and Sterling Capital Management LLC since 2013. Tone Capital, LLC provides discretionary and non-discretionary portfolio management, wealth management, financial planning, and retirement plan advisory services to individual, high-net-worth, and institutional clients. The firm uses a combination of quantitative models, modern portfolio theory, and fundamental and technical analysis to deliver customized investment strategies and offers additional services such as a goal-based digital platform and tactical global balanced strategies.

Nathan Nielsen is a financial advisor at Mission Financial Planning, Inc. in Richmond, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Mission Financial Planning, he worked at Charesse J Hagan and Ameriprise. Mission Financial Planning, Inc. is a fee-only firm serving individuals, business owners, and retirement-plan sponsors, including high-net-worth clients. The firm provides comprehensive financial planning services and operates in an advice-only capacity, focusing on personalized asset allocation, written investment policy statements, and non-discretionary monitoring.

Gareth Mancini is a financial advisor at Z3 Capital Partners in Richmond, VA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Raymond James Financial Services and Davenport & Company LLC. Z3 Capital Partners provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and businesses. The firm employs a structured framework called the Financial House to align income, growth, and higher-growth allocations, managing accounts primarily on a discretionary basis through a wrap fee program.

Tina Hall is a financial advisor with Bonwell Capital Management, LLC in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has been with Bonwell Capital Management since 2006. Bonwell Capital Management advises individuals, trusts, foundations, retirement plans, and corporations, providing personalized financial planning, investment management, and occasional consulting. The firm develops client-specific asset allocation guidelines and manages portfolios using a range of investment vehicles, focusing on fundamental research and continuous oversight.

Kirsten Ashbaugh is a CFP® with six years of industry experience, currently serving as an advisor at Manuka Financial since 2025. Her prior roles include positions at Private Advisor Group, LLC, LPL Financial, LLC, ZeroFOX, and the National Geospatial-Intelligence Agency. She also maintains a home-based business entity for tax and investment purposes. Manuka Financial works with individual and high-net-worth clients, offering discretionary investment management alongside ongoing and project-based financial planning. The firm employs a Modern Portfolio Theory approach, primarily using passive, asset-class portfolios and conducts quarterly account reviews.

Cynthia Bowen is a CFP® professional with five years at Bowen Financial Services, LLC and prior experience at DuPont totaling five years. She has two years of industry experience as a financial advisor. Outside of her advisory role, she is involved in a short-term rental real estate business. Bowen Financial Services serves individuals, families, trusts, estates, and small businesses, including many high-net-worth households, offering fee-only financial planning and discretionary investment management. The firm employs a strategic asset-allocation approach grounded in academic research and integrates tax compliance and consulting through an affiliated CPA practice.

Evan Moog is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. He has worked at Wills Financial Group, LLC since 2026, following prior roles at Truist and Davenport & Company. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, and institutional clients. The firm employs fundamental security analysis with a focus on balanced allocations across equities, bonds, mutual funds, and ETFs, and maintains an operational approach that excludes cryptocurrency purchases, wrap fee programs, and commissions.

Cory Nichols is a financial advisor at Yes Life Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various wealth management and insurance roles. Yes Life Financial provides portfolio management and comprehensive financial planning services to individual clients, focusing on passive investment management using low-cost index mutual funds and ETFs. The firm offers virtual financial planning and structured subscription-style coaching, emphasizing scalable, retail-oriented delivery through a small advisory team.

Craig Bram is a financial advisor at Horizon Capital Management, Inc. in Richmond, VA, holding a Series 65 designation with 31 years of industry experience. He has been with Horizon Capital Management since 1995 and previously worked at Synalloy Corporation for nine years. Horizon Capital Management serves individual clients by providing discretionary investment supervisory and portfolio management services, complemented by limited financial planning on an hourly or fixed-fee basis. The firm focuses on selecting individual equities using fundamental and technical analysis, emphasizes long-term holdings with low turnover, and maintains a small, founder-run practice with personalized account management.

Dennis Tender is a financial advisor at DP Grow LLC with 37 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Oneamerica Securities, American United Life, and Waddell & Reed. Tender is also a licensed insurance agent in an individual capacity. DP Grow LLC serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm uses fundamental and technical analysis for both long-term and short-term strategies, offers participant education, and typically recommends specific custodial platforms when implementing client strategies.

Mark Leimberger is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Alpha Advisors since 2006. Alpha Advisors serves primarily individuals and families across various ages and wealth levels, overseeing approximately $256 million in assets for about 115 clients. The firm focuses on discretionary portfolio management, emphasizing asset allocation and diversification, and offers services including cash flow analysis, financial planning, and retirement plan rollover consulting.

John Blair is a financial advisor with South Atlantic Capital Management Group, Inc. in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He joined South Atlantic Capital in 2019 after working as a private investor and at EI Capital Distributors. South Atlantic Capital Management Group provides discretionary portfolio management for a range of clients including individuals, trusts, and pension plans, focusing on value-oriented, company-specific investment strategies. The firm manages core equity accounts and balanced strategies while also sponsoring the Shinn Creek Fund L.P., a private pooled vehicle for qualified investors with a distinct investment approach involving leverage and short positions.