John Franklin Martin

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. He is the founder of Harvest - Faith-Based Investing and has held roles at Merrill and Bank of America, as well as teaching at Liberty University’s School of Business since 2010. Harvest - Faith-Based Investing provides values-aligned, automated portfolio management services to individual Christian investors and registered investment advisers through a digital platform. The firm uses algorithm-driven model selection combined with third-party management to offer biblically screened ETF portfolios and incorporates impact-oriented investment criteria and active proxy voting.

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 with 23 years of industry experience. He has held prior roles at Merrill and Morgan Stanley. Malina holds a Series 66 designation and has been with Servus Capital Management since 2009. Servus Capital Management provides financial planning and portfolio management services to individuals, high-net-worth investors, corporations, retirement plans, and charitable organizations. The firm uses a rules-based investment approach supported by a proprietary Quantitative Portfolio Management system and serves a notably large and diverse client base for its category.

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.

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 designations. His career includes roles at Selective Wealth Management, The Blackwater Group within Ameriprise Financial, Bb&T Investment Services, and Ameriprise. Advanta Wealth Management provides financial planning and discretionary investment management to individuals and families through multi-tiered service levels. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to build diversified portfolios, offering both long- and short-term strategies as well as advanced planning services for substantial wealth.