Covenant Wealth Advisors

Katherine Fonville is a financial advisor at Covenant Wealth Advisors in Richmond, VA, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been leading Fonville Wealth Management LLC since 2010. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach with primarily passive funds and third-party portfolio management to deliver comprehensive wealth management and financial planning services.

Adam Smith is a CFP® with six years of industry experience, currently serving as a financial advisor at Covenant Wealth Advisors. He previously worked at Acorn Financial Advisory Services, Inc., Acorn Financial Services, and Glassman Wealth Services. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based approach using primarily passively managed mutual funds and ETFs, supported by third-party portfolio implementation and management services.

I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives. Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start-up, and, most importantly, worked with clients to achieve their goals. One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work. The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills. I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William & Mary.

Rosana Nguyen is a CFP® with two years of industry experience, currently serving as an advisor at Covenant Wealth Advisors in Richmond, VA. Prior to joining Covenant Wealth Advisors, she worked in various roles at Philip Morris USA and Altria Client Services LLC. Covenant Wealth Advisors provides personal financial planning and investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm uses a Modern Portfolio Theory-based investment approach focused on long-term asset allocation with passively managed mutual funds and ETFs, offering both comprehensive and modular planning services.

Mark Fonville is a CFP® and holds a Series 66 license, with 23 years of experience in the financial services industry. He has worked at Fonville Wealth Management, LLC since 2018 and previously spent 11 years at Lwi Financial Inc. and Loring Ward Securities Inc. He is based in Richmond, VA and is part of a nine-advisor team at Covenant Wealth Advisors. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based approach, primarily implementing asset allocation with passive mutual funds and ETFs, and offers both discretionary and non-discretionary client arrangements.

Anthony Castaldi is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with three years of industry experience. His prior experience includes roles at Advisor Partners II, LLC and Acorn Financial Advisory Services. Covenant Wealth Advisors provides personal financial planning and investment management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a long-term asset allocation strategy grounded in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers both comprehensive and modular planning solutions.

Aidan Banner is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with one year of industry experience. He previously worked at Boyd Watterson Asset Management and has experience in the restaurant industry. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based approach using primarily passively managed mutual funds and ETFs, with portfolio implementation and management supported by a third-party platform.

Jacob Preston is a CFP® and Series 65 registered advisor with six years of industry experience. He currently works at Covenant Wealth Advisors, where he has been since 2026, following prior roles at One Degree Advisors and Beacon Wealth Consultants, Inc. Covenant Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management with a focus on long-term asset allocation using passively managed funds and ETFs. The firm coordinates with outside specialists and utilizes third-party platforms for portfolio management and operational support.

Cameron Malekuti is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Covenant Wealth Advisors, he worked at Halo Capital Management, Carson Wealth, and Cassaday & Co., and spent nine years in full-time education. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach with primarily passive mutual funds and ETFs, implements portfolios through a third-party platform with Buckingham, and offers both discretionary and non-discretionary services.

Walter Hurt is a CFP® professional with 21 years of industry experience. He has been with Covenant Wealth Advisors since 2020 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Walter holds Series 65 and Series 66 licenses. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based investment approach using primarily passively managed mutual funds and ETFs, and offers both discretionary and non-discretionary client arrangements.

Andrew Casteel is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Covenant Wealth Advisors since 2025 and previously spent six years at Acorn Financial Advisory Services, Inc. and four years at WS Wealth Management. Casteel is also the owner of Acel Advisors, LLC, a bookkeeping entity that is not held out to the public and generates no revenue. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing passively managed mutual funds and ETFs, and offers comprehensive wealth management or standalone planning tailored to client objectives and risk tolerance.

Megan Waters is a CFP® with 17 years of industry experience, currently serving at Covenant Wealth Advisors in Richmond, VA. She has worked at Covenant Wealth Advisors since 2021 and previously spent six years at UBS Financial Services. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based approach with primarily passive mutual funds and ETFs, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Matthew Brennan is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding CFP®, Series 65, and Series 66 credentials with 22 years of industry experience. His prior roles include positions at Acorn Financial Services, The Strategic Financial Alliance, Dominion Wealth Management, and several other firms. Covenant Wealth Advisors provides financial planning and investment management services for individuals, families, trusts, estates, charitable organizations, and business entities. The firm follows a long-term asset allocation strategy based on Modern Portfolio Theory, using primarily passively managed mutual funds and ETFs with periodic rebalancing.