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, currently serving as the sole advisor at Harvest - Faith-Based Investing. He has previously worked at Merrill and Bank of America, N.A., and has taught at Liberty University’s School of Business since 2010. In addition to his advisory work, he is involved with Harvest App LLC. Harvest offers automated, discretionary investment management through a digital platform designed for Christian investors seeking values-aligned portfolios. The firm utilizes third-party registered investment managers and algorithm-driven portfolio matching to provide ETF-based models that emphasize biblical principles, impact investing, and risk management across asset classes.

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.

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 credentials and has worked at firms including The Blackwater Group (Ameriprise Financial) and BB&T Investment Services. Advanta Wealth Management provides financial planning and discretionary investment management services to individuals and families, offering planning-only, investment-only, or combined wealth management engagements with multiple service levels. The firm employs a diversified investment process incorporating fundamental, technical, cyclical, and economic analysis, and offers advanced planning services for substantial wealth alongside proprietary and third-party investment solutions.

John Kunda Jr. is a financial advisor at Advanta Wealth Management in Lynchburg, VA, holding Series 63 and Series 65 licenses. He has been with Advanta Wealth Management since 2026. His prior work experience includes roles in various industries such as furniture, technology, and print services. Advanta Wealth Management offers financial planning and discretionary investment management to individuals and families, providing a range of service levels that include planning-only, investment-only, or combined wealth management engagements. The firm employs a diversified investment process combining fundamental, technical, cyclical, and economic analysis and offers advanced planning services for substantial wealth within a small, centralized organizational structure.

Alan Kramer Jr. is a CFP® professional at MontVue Capital Management, Inc. with six 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 provides discretionary investment management and financial planning services for individuals, trusts, endowments, businesses, and foundations. The firm uses a combination of fundamental and technical analysis to tailor portfolios primarily composed of passive equity ETFs and fixed income securities, managing approximately $355 million in assets across a focused client base.

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 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.

Christopher Blackwell is a financial advisor at MontVue Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Domino's, UPS, Kroger, Tessy Plastics, Sears, and Crown Laundry. MontVue Capital Management provides discretionary investment management and financial planning services to individuals, trusts, endowments, businesses, and foundations. The firm emphasizes broad asset allocation using passively managed ETFs and fixed-income securities, tailoring portfolios based on fundamental and technical analysis to clients’ objectives 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.

Antony Roop is a financial advisor with Brown Edwards Wealth Strategies, holding a Series 65 designation and nine years of industry experience. He has been with Alliance Wealth Strategies dba Brown Edwards Wealth Strategies since 2017 and has worked at Brown, Edwards & Company, LLP since 2015, where he is also a partner and CPA. Outside of advisory work, he is involved as a member of BEC Ventures, LLC, a non-investment related entity. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charities, corporations, and small businesses. The firm uses a Modern Portfolio Theory-based approach emphasizing diversified, primarily passive asset-class exposure, and integrates financial planning and participant education without a separate fee.

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.

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.

Harry Schwarz is a financial advisor at Brown Edwards Wealth Strategies with 13 years of industry experience. He holds a Series 65 designation and previously worked for Dixon Hughes Goodman LLP for 19 years. In addition to his advisory role, he serves as a principal and CPA at Brown, Edwards & Company, LLP. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charities, corporations, and small businesses. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, primarily passive, asset-class exposure using fund families such as Vanguard and Dimensional Fund Advisors.

Kelli Vance is a financial advisor with Brown Edwards Wealth Strategies in Lynchburg, VA, holding the PFS™ designation and six years of industry experience. She has worked with Alliance Wealth Strategies and Brown Edwards & Co LLP since 2018 and spent 18 years at Gibbons & Kawash. Vance is also a partner and CPA at Brown, Edwards & Company, LLP. Brown Edwards Wealth Strategies offers discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charities, corporations, and small businesses. The firm utilizes a Modern Portfolio Theory approach with diversified, principally passive asset-class exposure, and incorporates financial planning and participant education without a separate planning fee.

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.