Chad Craven

Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.

Allan Malina is a financial advisor at Servus Capital Management in Lynchburg, VA, with 23 years of industry experience. He holds the Series 66 designation and has been with Servus Capital Management since 2009. Servus Capital Management provides financial planning and portfolio management primarily for individual clients, as well as non-profit, corporate, and retirement-plan clients. The firm utilizes an IPS-driven process with a proprietary Quantitative Portfolio Management system that employs ETF-based strategies and offers specialized services such as pension consulting and an asset-parking platform for legacy holdings.

John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.

Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Gerard Swienton is a CFP® with 40 years of industry experience. He is a managing partner at Investment Leadership, LLC, and has been involved with Purshe Kaplan Sterling Investments since 2013. Outside of his advisory role, he serves on the finance council at St. Thomas More Church in Lynchburg, VA. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, constructing individualized investment guidelines and managing accounts using fundamental and technical analysis with a macroeconomic perspective.

William King is a ChFC® credentialed financial advisor at Wood Creek Capital Advisors, LLC with 37 years of industry experience. He previously worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company for over three decades. Wood Creek Capital Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and direct management of variable annuity and variable life products for individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs, conducting regular portfolio reviews and accommodating client-imposed restrictions.