The Main Street Group

Scott O'Neill is a financial advisor at The Main Street Group with one year of industry experience. He holds a Series 65 designation and has worked previously with Madewell Properties and as a self-employed professional. The Main Street Group provides fee-based investment advisory services, financial planning, retirement-plan consulting, and managed portfolios to individuals and high-net-worth clients. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and alternative strategies, supported by Schwab’s institutional custody and technology platform.

Lawrence Grimes is a CFP® professional with 34 years of experience in the financial services industry. He is currently Executive Vice President at The Main Street Group and has held roles at Kestra Investment Services, LLC and LPL Financial LLC. Grimes also serves as treasurer for the Chester Civitan Club and is a board member of Camp Baker, a charitable organization in Chesterfield County, VA. The Main Street Group is an eight-advisor team providing investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized, diversified portfolios with a long-term orientation, utilizing low-cost mutual funds, ETFs, and other investment vehicles, alongside financial planning, retirement consulting, and automated investment options.

Lisa Roccaforte is a CFP® with 32 years of experience in the financial services industry. She is currently with The Main Street Group, a firm she has been associated with since 2015, and also works with KESTRA Investment Services, LLC. Roccaforte holds several insurance producer roles and is involved in selling life insurance and fixed annuities. The Main Street Group advises individuals and high-net-worth clients through fee-based investment advisory services, financial planning, and managed portfolios tailored to client goals and risk tolerance. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and alternative allocations, supported by technology platforms including Schwab Institutional Intelligent Portfolios™.

Craig Heah is a financial advisor with The Main Street Group, holding a Series 65 designation and four years of industry experience. He has worked at The Main Street Group since 2021 and concurrently holds a project management role at Dominion Energy, where he oversees license renewal applications for nuclear power stations. He also serves as a board member for Comfort Zone Camp, participating in general duties and the finance committee. The Main Street Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers discretionary portfolio management, retirement plan consulting, and utilizes a mix of fundamental, technical, and cyclical analysis to create customized, diversified portfolios with a primarily long-term focus.

Jeremy Woltz is a financial advisor with The Main Street Group in Glen Allen, VA, holding a Series 65 credential and one year of industry experience. Prior to joining The Main Street Group, he worked with Needle's Eye Ministries and West End Assembly of God. Outside of his advisory role, he is involved as a landlord managing real estate rental properties. The Main Street Group is an eight-advisor team providing investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized, diversified portfolios using low-cost mutual funds, ETFs, and other securities, and incorporates systematic features such as rebalancing and tax-loss harvesting through the Schwab platform.

Robert Showalter is a financial advisor with The Main Street Group in Glen Allen, VA, holding a Series 66 designation and 12 years of industry experience. He has been with The Main Street Group since 2015 and previously worked at LPL Financial LLC from 2014 to 2017. Outside of advising, he is involved with an audiovisual products and services business. The Main Street Group is a team of eight advisors managing approximately $470 million for about 688 clients, primarily serving individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using customized, diversified portfolios that include low-cost mutual funds, ETFs, and other securities, with a primarily long-term investment orientation.

Virginia Mylks is a financial advisor with The Main Street Group in Glen Allen, VA, holding Series 63 and Series 65 licenses and totaling 33 years of industry experience. She has worked at The Main Street Group since 2015 and previously spent nine years at LPL Financial. Mylks is also involved with United Insurance Professionals as a non-profit board member. The Main Street Group provides fee-based investment advisory services, financial planning, retirement-plan consulting, and managed portfolios primarily for individuals and high-net-worth clients. The firm employs a diversified investment approach tailored to client goals and risk tolerance and utilizes Schwab’s institutional platform and technology.

Thomas Love is a CFP® professional with 18 years of experience in the financial industry. He has been with The Main Street Group since 2015 and previously worked at LPL Financial. The Main Street Group is a team of eight advisors serving individual and high-net-worth clients with investment advisory and financial planning services. The firm offers customized, diversified portfolios primarily using low-cost mutual funds and ETFs, employing a long-term investment approach supported by systematic strategies such as rebalancing and tax-loss harvesting.

John Spiers is a CFA® charterholder with 17 years of industry experience. He has been with The Main Street Group since 2016, with a brief one-year tenure at EGA Capital, LLC. The Main Street Group provides fee-based investment advisory services, financial planning, retirement-plan consulting, and managed portfolios to individuals and high-net-worth clients. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, and other securities, and features technology-driven solutions including Artificial Intelligence for data analysis under human supervision.