Catrina Ann Taylor

Kenneth Bennett is a ChFC®-designated financial advisor with 12 years of industry experience. He is the sole advisor at Kenneth Dean Bennett, an independent firm based in Lynchburg, VA. In addition to his advisory work, he is a partner in Wellness by Design LLC, a business that sells nutritional products. Kenneth Dean Bennett provides comprehensive financial planning services to individuals and small business entities, focusing on retirement planning, tax management, estate and business succession planning, insurance and risk management, and education funding. The firm offers educational seminars and emphasizes asset-allocation recommendations, risk-tolerance and cash-flow analyses, and periodic plan reviews, while clients maintain control over trade implementation.

Kurt Cornfield is a CFP® professional with 39 years of industry experience, currently serving as the sole advisor at Harvest - Faith-Based Investing. He has previously worked at Merrill and Bank of America, N.A., and has taught at Liberty University’s School of Business since 2010. In addition to his advisory work, he is involved with Harvest App LLC. Harvest offers automated, discretionary investment management through a digital platform designed for Christian investors seeking values-aligned portfolios. The firm utilizes third-party registered investment managers and algorithm-driven portfolio matching to provide ETF-based models that emphasize biblical principles, impact investing, and risk management across asset classes.

James Spickard is a financial advisor at Advanta Wealth Management with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including The Blackwater Group (Ameriprise Financial) and BB&T Investment Services. Advanta Wealth Management provides financial planning and discretionary investment management services to individuals and families, offering planning-only, investment-only, or combined wealth management engagements with multiple service levels. The firm employs a diversified investment process incorporating fundamental, technical, cyclical, and economic analysis, and offers advanced planning services for substantial wealth alongside proprietary and third-party investment solutions.

John Kunda Jr. is a financial advisor at Advanta Wealth Management in Lynchburg, VA, holding Series 63 and Series 65 licenses. He has been with Advanta Wealth Management since 2026. His prior work experience includes roles in various industries such as furniture, technology, and print services. Advanta Wealth Management offers financial planning and discretionary investment management to individuals and families, providing a range of service levels that include planning-only, investment-only, or combined wealth management engagements. The firm employs a diversified investment process combining fundamental, technical, cyclical, and economic analysis and offers advanced planning services for substantial wealth within a small, centralized organizational structure.

Alan Kramer Jr. is a CFP® professional at MontVue Capital Management, Inc. with six years of industry experience. He has been with MontVue Capital Management since 2019 and previously worked at Prestige Consumer Healthcare and Liberty University Online. MontVue Capital Management provides discretionary investment management and financial planning services for individuals, trusts, endowments, businesses, and foundations. The firm uses a combination of fundamental and technical analysis to tailor portfolios primarily composed of passive equity ETFs and fixed income securities, managing approximately $355 million in assets across a focused client base.

Sarah Burnett is a financial advisor at MontVue Capital Management, Inc. in Lynchburg, VA, holding a Series 65 designation with 26 years of industry experience. She has been with MontVue Capital Management since 1999. MontVue Capital Management provides discretionary investment management and financial planning services to individuals, trusts, endowments, businesses, and foundations. The firm tailors portfolios to client needs using a mix of tax-efficient passive ETFs and individually selected investment-grade bonds, focusing on strategic asset allocation and risk management.