Keith Wayne

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.

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.

John Couric is the principal of Couric Financial and holds Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Providence Asset Management and Cetera Advisor Networks, and he currently serves as a director for the Organization of Indigenous Missions, a nonprofit. He is also an Enrolled Agent providing tax preparation and IRS representation through his separate businesses. Couric Financial Partners is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm offers discretionary portfolio management and financial planning with a fundamental, long-term investment approach, utilizing mutual funds, ETFs, individual stocks, and other securities, alongside an automated portfolio option through Schwab Institutional Intelligent Portfolios.

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 41 years of industry experience, currently serving as a managing partner at Investment Leadership, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He participates in the Finance Council of 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 employs a mix of fundamental and technical analysis with a macroeconomic overlay to create customized asset allocation strategies and offers both discretionary and non-discretionary account management.