Jason Fink

Micah Reish is a financial advisor at Crestone Financial Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Crestone Financial Advisors since 2012. Outside of his advisory role, he owns Mercy Enterprises, an automotive repair business. Crestone Financial Advisors provides personalized financial planning and investment management services to individuals and small businesses. The firm operates on a fee-only basis and emphasizes discretionary asset management tailored to each client’s goals, with integrated financial planning and a client-focused operational approach.

Michael Ilagan is a financial advisor at BPD Wealth Management LLC with 17 years of industry experience. He holds a Series 65 designation and has been a partner and emergency physician with Harrisonburg Emergency Physicians since 2004. Outside of his advisory work, he maintains an active medical practice. BPD Wealth Management provides discretionary portfolio management primarily for individual clients and offers limited financial planning and consulting services. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis, managing approximately $4.56 million in discretionary assets as of the end of 2022.

Lawrence Yoder is the principal of Halieus Investment Advisors and holds a Series 65 designation with nine years of experience in financial advisory services. He also owns and manages Horizon Accountants, an accounting firm specializing in tax practice. Halieus Investment Advisors is an independent advisory firm serving individuals, trusts, corporations, pension plans, and charitable organizations with discretionary portfolio management, financial planning, and consulting. The firm focuses on customized portfolios using individual equities and bonds to enhance tax efficiency and limit fees, combining fundamental, technical, and macroeconomic analysis with asset allocation disciplines.

Jonas Rohde is the sole advisor at Rohde Wealth Management, LLC, a state-registered investment adviser. He holds a Series 65 credential and has been in the financial industry since 2025. Prior to founding his advisory firm, he has managed retail operations at The Jewelry Vault, where he continues to work as a store manager. Rohde Wealth Management serves individual and high-net-worth clients with customized investment policy statements and a multi-disciplinary approach that includes charting, fundamental, quantitative, and technical analysis. The firm offers a broad range of strategies, including venture capital, private placements, and options trading, with discretionary account management.

John Gira III is a financial advisor at GIRA & GIRA Investment Advisors LLC with 17 years of industry experience. He has been with the firm since 2013 and holds a Series 66 designation. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis for portfolio construction and manages assets primarily on a discretionary basis.

Andrew Lam is a CFP® and CFA® with eight years of industry experience. He has worked at Strategent Financial, LLC since 2022 and previously spent five years at Dimensional Fund Advisors. Prior to his financial career, he held roles at Ferguson Enterprises and the University of Virginia. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and estates. The firm uses strategic asset allocation and modern portfolio theory to build diversified, tax-efficient portfolios, focusing on higher-balance clients and offering services that include retirement plan advice and business consulting.