Mark Boccarossa

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.

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.

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.