Jeffrey Helgeson

Kenneth Bennett is the principal of Kenneth Dean Bennett, an independent advisory firm based in Lynchburg, VA. He holds the ChFC® designation and has 11 years of industry experience, alongside 36 years with Nationwide Mutual Insurance Company. He is also a partner in Wellness By Design LLC, a business that sells a nutritional product. The firm provides comprehensive financial planning services to individuals and small businesses, focusing on retirement, tax, estate and business succession planning, insurance and risk management, and education funding. Instead of managing portfolios directly, it offers asset-allocation recommendations, risk assessments, and investment reviews while clients maintain control of trade implementation.

Kurt Cornfield is a CFP® professional with over 28 years of experience in the financial services industry. He currently leads Harvest - Faith-Based Investing and has held roles at Merrill and Bank of America, N.A. He also serves on the faculty at Liberty University’s School of Business. Harvest provides automated, discretionary investment management through a mobile and internet platform designed for technology-savvy Christian investors. The firm uses algorithm-driven, biblically responsible ETF model portfolios and offers its platform via subscription to other registered investment advisers.

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.