Kenneth Bennett is the principal of Kenneth Dean Bennett, an independent advisory firm based in Lynchburg, VA. He holds the ChFC® designation and has 11 years of industry experience, alongside 36 years with Nationwide Mutual Insurance Company. He is also a partner in Wellness By Design LLC, a business that sells a nutritional product. The firm provides comprehensive financial planning services to individuals and small businesses, focusing on retirement, tax, estate and business succession planning, insurance and risk management, and education funding. Instead of managing portfolios directly, it offers asset-allocation recommendations, risk assessments, and investment reviews while clients maintain control of trade implementation.

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 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 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.

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 financial advisor with Wood Creek Capital Advisors, LLC in Lynchburg, VA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at LPL Financial LLC, Colonial River Investments, LLC, and Massmutual Life Insurance Company. Jones also operated as a sole proprietor from 2017 to 2020. Wood Creek Capital Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and direct management of variable annuity and life products for individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, technical, and charting analysis to create customized investment programs and offers ongoing monitoring and periodic account reviews.

Christopher Blackwell is a financial advisor at MontVue Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Domino's and UPS. MontVue Capital Management serves individuals, trusts, endowments, businesses, and foundations with discretionary investment management and financial planning. The firm uses a mix of tax-efficient passive ETFs and direct bond holdings, focusing on strategic asset allocation tailored to client needs and risk tolerance.

Ryan Briley is a financial advisor at HSC Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining HSC Wealth Advisors, he held roles in education and customer service, including positions at Liberty University and Chick-fil-A. HSC Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes diversified portfolios, regular rebalancing, and fundamental, technical, and cyclical security analysis, while focusing on client education and transparent communication.

Christopher Devlin is a CFA® charterholder with 13 years of industry experience. He has been with Selective Wealth Management, Inc. since 2012 and currently works as part of an eight-advisor team based in Denver, CO. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

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 50 years of industry experience. He has worked at Integrity Financial Advisors, LLC since 2021 and previously held roles at Jewell Financial Services, Inc., Prosperity Wealth Management, Inc., and Fortune Financial Services, Inc. Outside of financial advising, he is involved in telemedicine services related to health care insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm emphasizes active, discretionary management using model portfolios and third-party managers, providing ongoing monitoring and client reporting.

Brian Devers is a financial advisor at HSC Wealth Advisors with eight years of industry experience. He holds a Series 65 credential and has worked at HSC Wealth Advisors since 2017, following roles at R L Lovelace & Associates and Lovelace, Norvelle & Mathews, PC. In addition to his advisory work, Devers provides tax preparation and bookkeeping services. HSC Wealth Advisors offers personalized financial planning and discretionary investment management to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm operates as a fee-only adviser with a focus on diversified portfolios, periodic rebalancing, and a combination of fundamental, technical, and cyclical security analysis.

Brenda Heim De Queiroz Hill is a CFP® professional with one year of industry experience. She is currently with Leading Edge Financial Planning LLC and has prior experience at FP Solutions RI, Thimbleberry Financial, Selective Wealth Management, and Liberty University. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in client assets and constructs portfolios using strategic asset allocation and diversification with low-cost mutual funds and ETFs.