Lucinda Brill

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.

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.

Kyle Eagle is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mason & Associates, LLC. His prior experience includes roles at PBMares Wealth Management, LLC, and a range of positions outside finance including work in hospitality and veterinary services. Mason & Associates provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, offering tailored recommendations through diversified model portfolios and independent sub-advisers. The firm also delivers educational seminars and facilitates tax and estate planning through third-party providers.

Sean Lankard is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 1998 and is also associated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Jeanette Showalter is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. She holds a Series 66 designation and previously worked at Stratos Wealth Partners, Ltd and LPL Financial. Outside of financial advising, she is secretary, treasurer, and co-owner of Showalter Masonry, Inc., a masonry and construction business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive support services, including investment management, compliance, and technology, enabling advisors to offer customized portfolio solutions.