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.

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.

Douglas Jones is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with Wood Creek Capital Advisors, LLC since 2020 and previously worked at several firms including LPL Financial LLC and Mass Mutual Investors Services. Wood Creek Capital Advisors serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary and non-discretionary portfolio management, financial planning, and ongoing investment monitoring. The firm tailors investment programs based on client goals, time horizon, and risk tolerance, using fundamental, technical, and charting analysis to guide security selection and asset allocation.

Michael Koontz is a ChFC® credentialed financial advisor with over 51 years of industry experience. He currently works at Integrity Financial Advisors, LLC and has held prior roles at Jewell Financial Services, Prosperity Wealth Management, and Fortune Financial Services. In addition to his advisory work, he is involved in telemedicine services related to health care insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm utilizes an affiliated investment manager’s ETF-based, model-driven asset allocation strategies to align client risk tolerance with planning goals.

Robert Wigfield is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Selective Wealth Management, Inc. since 2020 and previously held roles at BirdDog Group, LLC, Synopsys, Inc., and Liberty University. Selective Wealth Management, Inc. serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

Andrew Neiderer is a CFP® and holds a Series 66 license with ten years of industry experience. He has worked at Selective Wealth Management, Inc. since 2021, following roles at MontVue Capital Management and Lane, Staley & Associates - Ameriprise Financial Services. Selective Wealth Management serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, providing comprehensive wealth management services. The firm emphasizes portfolios built around U.S. stocks, fixed income, and income-producing physical assets, employing fundamental analysis, an approved securities list, and technology tools such as artificial intelligence to support research and client delivery.

Brian Blankinship is a financial advisor at Pettyjohn, Wood & White, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. Pettyjohn, Wood & White, Inc. manages approximately $1.02 billion in client assets, providing discretionary portfolio management primarily for individuals, families, trusts, estates, qualified retirement plans, and foundations. The firm employs a client-driven, customized investment approach that integrates bottom-up fundamental analysis with top-down sector considerations and offers additional operational services through its affiliation with Bank of the James Financial Group.

Marjun Tare is a CFP® and holds a Series 65 license, with eight years of industry experience. She has been with Selective Wealth Management, Inc. since 2017 and previously worked at Liberty University from 2015 to 2017. Selective Wealth Management, Inc. serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, offers discretionary investment supervisory services, and maintains seven offices, which is notable for its size and structure.

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 licenses and bringing 18 years of industry experience. He has worked with several related entities including Legacy Wealth Advisor LLC and Old Dominion Insurance Partners. Outside of his advisory role, he is co-owner of Legacy Auditorium, LLC, a business that manages the rental of an auditorium facility. Legacy Wealth Management Group, Inc. provides discretionary investment management, financial planning, and consulting services primarily to individuals and high net worth clients. The firm employs customized portfolio strategies and generally manages accounts on a discretionary basis while allowing for client-imposed investment restrictions.

Joshua Standeven is a financial advisor at Selective Wealth Management, Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Selective Wealth Management since 2013. Selective Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and tailored financial planning.

Charles Nowlin is a financial advisor at Pettyjohn, Wood & White, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Pettyjohn, Wood & White 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, using ETFs and mutual funds selectively for diversification and efficiency.

Trent Tarnstrom is a CFP® professional with four years of experience in the financial services industry. He is currently with Selective Wealth Management, Inc., where he has worked since 2022. His prior work includes a position at Rookie's and five years associated with Liberty University. Selective Wealth Management serves individuals, family offices, trusts, estates, charitable organizations, and institutional clients by providing comprehensive wealth management services, including financial planning and discretionary portfolio management. The firm focuses on a disciplined investment approach using fundamental analysis, a curated approved securities list, and technology tools such as artificial intelligence to support research and client delivery.

Kathleen Graves is a financial advisor with Pettyjohn, Wood & White, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her prior roles include positions at SunTrust Advisory Services and SunTrust Bank. 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 focuses on customized, balanced portfolios combining individual equities and fixed income, with portfolio management tailored to clients’ specific time horizons, tax situations, and liquidity needs.