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.

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.

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 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.

Gerard Swienton is a CFP® with 40 years of industry experience. He is a managing partner at Investment Leadership, LLC, and has been involved with Purshe Kaplan Sterling Investments since 2013. Outside of his advisory role, he serves on the finance council at 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 serves both high-net-worth and non-HNW clients, constructing individualized investment guidelines and managing accounts using fundamental and technical analysis with a macroeconomic perspective.

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.

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.

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.

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.