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.

James Spickard is the sole advisor at Advanta Wealth Management in Lynchburg, VA, holding Series 63, 65, and 66 licenses with 17 years of industry experience. His prior roles include positions at Selective Wealth Management, The Blackwater Group (a practice of Ameriprise Financial), and BB&T Investment Services. Advanta Wealth Management provides financial planning and discretionary investment management services to individuals and families, tailoring strategies based on client objectives and risk tolerance. The firm uses fundamental analysis to construct portfolios with stocks, bonds, mutual funds, and ETFs, often exercising discretionary authority and utilizing third-party technology and sub-advisors for tax-efficient strategies.

Alan Kramer is a CFP® and holds a Series 65 license with five 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 serves individuals, trusts, endowments, businesses, and foundations with discretionary investment management and financial planning. The firm uses a combination of passive ETFs and selected fixed-income securities, employing both fundamental and technical analysis to tailor portfolios according to client needs and risk tolerance.

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.

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.

Anne Umbarger 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 serves individuals, trusts, endowments, businesses, and foundations by providing discretionary investment management and stand-alone financial planning. The firm uses a tailored approach combining tax-efficient passive ETFs and individually selected bonds, focusing on strategic asset allocation to manage risk and tax efficiency.

Douglas Jones is a financial advisor with Wood Creek Capital Advisors, LLC in Lynchburg, VA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at LPL Financial LLC, Colonial River Investments, LLC, and Massmutual Life Insurance Company. Jones also operated as a sole proprietor from 2017 to 2020. Wood Creek Capital Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and direct management of variable annuity and life products for individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, technical, and charting analysis to create customized investment programs and offers ongoing monitoring and periodic account reviews.

Christopher Blackwell is a financial advisor at MontVue Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Domino's and UPS. MontVue Capital Management serves individuals, trusts, endowments, businesses, and foundations with discretionary investment management and financial planning. The firm uses a mix of tax-efficient passive ETFs and direct bond holdings, focusing on strategic asset allocation tailored to client needs and risk tolerance.

Isaiah Gates is a CFP® and Series 65 licensed financial advisor with three years of industry experience. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc. Gates has prior experience with Christian Retirement Ministries and holds a teaching background including roles at Liberty University and Gateway Christian School. He is also a licensed independent insurance agent. Harvest Investment Services, LLC manages approximately $534 million in client assets through a multi-advisor team structure. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and specialized services such as 401k management, serving a diverse client base including individuals, retirement plans, and institutions.

Brenda Heim De Queiroz Hill is a CFP® professional with one year of industry experience. She is currently with Leading Edge Financial Planning LLC and has prior experience at FP Solutions RI, Thimbleberry Financial, Selective Wealth Management, and Liberty University. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in client assets and constructs portfolios using strategic asset allocation and diversification with low-cost mutual funds and ETFs.

Antony Roop is a Series 65-licensed advisor with Brown Edwards Wealth Strategies in Bristol, TN, with eight years of industry experience. He has been with Alliance Wealth Strategies d/b/a Brown Edwards Wealth Strategies since 2017 and has been a partner at Brown, Edwards & Company, LLP, a CPA firm, since 2015. Brown Edwards Wealth Strategies provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing diversified, passively managed mutual funds and ETFs.

Brian Blankinship is a financial advisor at Pettyjohn, Wood & White, Inc. in Lynchburg, VA, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been with Pettyjohn, Wood & White since 2014. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million and serving individuals, families, trusts, estates, retirement plans, charities, and foundations. The firm provides discretionary portfolio management with customized, balanced portfolios that combine individual equities and investment-grade fixed income, employing both bottom-up fundamental equity analysis and top-down sector considerations tailored to client-specific factors.

Gorham Wood is a financial advisor at Pettyjohn, Wood & White, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million, primarily serving individuals, families, trusts, estates, retirement plans, charities, and foundations. The firm emphasizes customized, balanced portfolios combining individual equities and investment-grade fixed income, with selective use of ETFs and mutual funds, and conducts day-to-day account oversight through its five portfolio managers.

Charles White is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Pettyjohn, Wood & White, Inc. He has been with the firm since 2014. Outside of his advisory role, he serves on the board of directors for Moore & Giles, Inc., a leather goods company. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million, primarily serving individuals, families, trusts, estates, qualified retirement plans, charities, and foundations. The firm emphasizes customized, balanced portfolios combining individual equities and investment-grade fixed income, applying both fundamental and sector analysis tailored to clients’ specific needs.

Ronald Dawson is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Merrill Lynch and various insurance agencies, and he is co-owner of Legacy Auditorium, LLC, a non-investment business managing an event space. Legacy Wealth Management Group, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm offers discretionary investment management, comprehensive financial planning, and consulting services, employing tailored investment strategies and providing accounts through a wrap fee program.

Harry Schwarz is a financial advisor at Brown Edwards Wealth Strategies with 12 years of industry experience. He holds a Series 65 designation and has worked at Brown Edwards since 2017, following a 19-year career at Dixon Hughes Goodman LLP. In addition to his advisory role, Schwarz serves as a principal and CPA at Brown, Edwards & Company, LLP. Brown Edwards Wealth Strategies provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified, passively managed asset-class mutual funds and ETFs.

Kelli Vance is a PFS™ credentialed financial advisor with six years of industry experience. She is currently with Brown Edwards Wealth Strategies and has prior experience at Gibbons & Kawash. In addition to her advisory role, she is a partner and CPA at Brown, Edwards & Company, LLP. Brown Edwards Wealth Strategies provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified, passively managed mutual funds and ETFs.