Daniel Egan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has been professionally involved as a musician, performing as a trumpet player with several orchestras including the Richmond Symphony Orchestra and the Houston Symphony. He also teaches music at the National Music Festival. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

David Luck is a CFP® professional with eight years of industry experience and is the sole advisor at Advisor Financial Services, Inc. He has been with the firm since 1995 and concurrently operates Luck & Company CPA PLLC, providing tax and accounting services to individuals and small businesses. Advisor Financial Services, Inc. is an independent SEC-registered investment adviser serving individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses long-term, diversified strategies tailored to client goals and risk tolerance, supported by a technology-driven platform that integrates portfolio management with tax and accounting services.

Jb Bryan is the principal of J. B. Bryan Financial Group, Inc., an independent advisory firm based in Richmond, VA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Bryan has led his firm since 1995 and is also a licensed insurance agent for life, health, and property and casualty insurance. J. B. Bryan Financial Group serves a limited client roster that includes individuals, high-net-worth clients, trusts, corporate pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning, consulting, portfolio management, and insurance products, delivering non-discretionary advisory services combined with written plans and tailored recommendations.

James Duby is a financial advisor at Purpose Capital LLC in Goochland, VA, holding a Series 65 designation. He has over a decade of industry experience, including thirteen years at Markel Group Inc. and time as an independent advisor before founding Purpose Capital. Purpose Capital LLC offers fee-based fiduciary financial guidance primarily to self-directed investors, including individuals, high-net-worth individuals, couples, and families. The firm focuses on strategic financial planning and education, employing a passive, long-term investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis.

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.

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.

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.

Ronald Schiel Jr. is a CFP® professional with 23 years of industry experience. He is the sole advisor at Aloft Financial and has previously worked at UBS Financial Services and Equitable Advisors. In addition to his advisory role, he owns and operates Northwest Tax Choices, providing tax return consulting and preparation services. Aloft Financial serves a diverse client base including individuals, family businesses, corporations, and not-for-profits, offering comprehensive wealth management that integrates investment advisory, retirement and financial planning, strategic tax planning, and related services. The firm’s investment approach balances growth-oriented equity exposures with risk mitigation through diversified asset allocations tailored to client preferences.

Derek Mohar is the sole advisor at Mohar Financial Planning in Oilville, VA, holding a Series 65 designation with 11 years of industry experience since founding his firm in 2015. His background includes prior military service and senior roles at a large national bank, complemented by a technical undergraduate degree. Mohar Financial Planning provides comprehensive financial planning to individuals and families, including high-net-worth clients, focusing on diversified, low-cost portfolios aligned with client goals and tax efficiency. The firm operates on a fee-only basis without asset-based fees or commissions, emphasizing planning-focused services and client-agreed review schedules.

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 principal 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 roles at Frantzen Capital Management, Inc. and A&S Capital Advisors, Inc. Kent has been with Dogwood Capital since 2005. Dogwood Capital provides portfolio management and investment advice to individual clients, including IRA and active option/margin accounts. The firm builds customized portfolios using fundamental and technical analysis, incorporating stocks, bonds, funds, and option strategies such as selling option premiums and covered calls, with holding periods varying from under six months to several years.

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.

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.

John Cervinka is a Series 65-licensed advisor at Accurate Capital and Wealth LLC with 2 years of industry experience. Prior to joining the firm, he was a full-time student for 16 years. Accurate Capital and Wealth LLC provides fee-based investment management and financial planning primarily to individual clients, utilizing third-party portfolio managers and supported platforms. The firm combines investment services with insurance product sales and conducts public educational seminars on investment topics.

Jessica Cervinka is a financial advisor at Accurate Capital and Wealth LLC with eight years of industry experience. She holds a Series 65 credential and has worked at Accurate Capital and Wealth LLC since 2018. Cervinka is also an insurance agent affiliated with Reliant Retirement Corporation. Accurate Capital and Wealth LLC provides fee-based investment management and financial planning primarily to individual clients, utilizing third-party portfolio managers and co-advisor arrangements. The firm also offers insurance products on a commission basis and conducts public educational seminars on investment topics.

John Paxton is a financial advisor at Claris Financial, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Claris Financial since 2009, with prior experience at LPL Financial LLC and Triad Advisors, Inc. He is a passive investor in a holding company that owns several compliance consulting subsidiaries. Claris Financial, LLC provides fee-based portfolio management and advisory services to individuals, families, small businesses, trusts, and foundations, including management of 401(k)/403(b) participant accounts. The firm employs a flexible, client-specific investment approach combining fundamental and technical analysis, investing across various asset classes and offering both discretionary and non-discretionary management.

Trey Ellington is a CFP® with three years of industry experience, currently advising at Steelhead Wealth Management. Prior to joining Steelhead, he worked with Northwestern Mutual Wealth Management Company and CapTech Ventures. 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 uses a mix of securities along with quantitative and qualitative analysis to guide portfolio construction and manages approximately $342 million in discretionary assets.

Amy Kemp is a financial advisor with Paragon Financial Services in Richmond, VA, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. She previously worked at Dorsey Wright & Associates before joining Paragon and LPL Financial in 2018. Paragon Financial Services serves individual clients—including high-net-worth households—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension and advisory consulting, and coordinates estate and tax planning through affiliated providers.

Jennifer Berdell is a financial advisor at Kinloch Capital, LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at Bank of America, Merrill, Wells Fargo Clearing, and Wealthcare Capital Management LLC prior to joining Kinloch Capital in 2019. Kinloch Capital is an independent advisory firm that provides discretionary asset management and financial planning to individuals, families, trusts, non-profit organizations, pensions, and businesses. The firm employs proprietary model portfolios and a technically driven approach, managing approximately $301.1 million on a discretionary basis.

Ryan Smith is a CFP® with 22 years of industry experience. He has been with Paragon Financial Services since 2012 and also maintains an affiliation with LPL Financial LLC dating back to 2010. Smith is involved in multiple investment-related activities through Paragon, including advisory and tax strategy services. Paragon Financial Services serves individual and high-net-worth clients, retirement plans, trusts, and institutions with portfolio management, financial planning, pension consulting, and estate/tax coordination. The firm offers customized and model portfolios with tactical, quantitatively informed allocation strategies and integrates tax and estate services through affiliated providers.