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.

John Gira is a financial advisor with GIRA & GIRA Investment Advisors LLC in Harrisonburg, VA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with GIRA & GIRA since 2013. 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 to guide portfolio construction and offers both discretionary and non-discretionary management.

Debbie Byerly is a financial advisor at Strategent Financial, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Capitol Family Office, Inc. and Byerly Wealth Management. Outside of her advisory role, she is a group fitness instructor at Sentara Wellness Center and serves as a committee member for the Town of Bridgewater Industrial Development Authority. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost funds, global diversification, and tax efficiency, while offering discretionary portfolio management and financial consulting.

Eric Barkey is a financial advisor with J.S. Replogle & Associates LLC in Bridgewater, VA, holding a Series 65 designation and 15 years of industry experience. He has been with J.S. Replogle & Associates since 2018 and previously operated Barkey Financial, LLC from 2010 to 2018. Outside of financial advisory, he owns Barkey Notary Services, LLC, where he dedicates up to 20 hours per week. J.S. Replogle & Associates advises individual and high-net-worth clients, offering discretionary portfolio management and financial consulting, including guidance on deferred charitable gifts. The firm employs a combination of analytical methods and customizes portfolios to client objectives, with a focus on equities, certificates of deposit, money market funds, REITs, and ETFs.

James Replogle is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with J.S. Replogle & Associates LLC since 2002. In addition to his advisory role, he has maintained a consulting practice specializing in deferred gift planning and trustee work with charitable remainder and lead trusts for over 15 years. J.S. Replogle & Associates LLC advises individual and high-net-worth clients, providing discretionary portfolio management and financial consulting services, including specialized guidance on deferred charitable gifts. The firm employs a variety of analytical approaches and customizes portfolios to client objectives across common investment types.

Abram Shearer is a CFP® professional with 10 years of experience in financial advising. He has been with Strategent Financial, LLC since 2015. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and estates. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost, globally diversified investments and tax efficiency, with an emphasis on higher-balance client relationships and a collaborative planning process.

Dale Lam is a CFP® and PFS™ credentialed advisor with 17 years of industry experience, currently serving at Strategent Financial, LLC since 2008. He is based in Harrisonburg, VA. Outside of his advisory role, Mr. Lam is involved with Lam Development, LC, a real estate company that owns a commercial office building in Harrisonburg, where he manages tenant communications and vendor relations. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost, diversified portfolios with an emphasis on tax efficiency and collaborative planning.

Shannon Ware is a financial advisor at Acorn Financial Advisory Services, Inc. with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Great Point Capital, LLC, Acorn Financial Advisory Services, The Strategic Financial Alliance, and Triad Advisors. Outside of her advisory role, she is also involved in selling and servicing fixed insurance policies. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across a client base of around 2,300–2,400 and offers both custom and model-based portfolios with discretionary and non-discretionary management on multiple platforms.

Asa Graves is a CFA® charterholder with 31 years of industry experience. He is currently a financial advisor at Graves Light Lenhart, where he has worked since 2018. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing Services for a combined total of nine years. Outside of his advisory work, he is a partial owner of a family farm in Harrisonburg, VA. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a top-down investment approach with strategic asset allocation and a core/satellite portfolio structure, managing approximately $1.08 billion predominantly on a discretionary basis.

Jason Fink is a Series 65-licensed advisor with 12 years of industry experience, currently serving at Graves Light Lenhart. He has been with Graves Light Private Wealth Management since 2019 and is also a managing member of Madison Financial Research, a non-investment advisory consulting firm. Additionally, Fink has been affiliated with James Madison University since 2001. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm manages approximately $1.08 billion, focusing on a top-down investment approach with strategic asset allocation, core/satellite portfolio construction, and tailored fixed-income strategies.

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.

Ashley Heatwole is a CFP® and CFA® with five years of industry experience. She has worked at Graves-Light Private Wealth Management since 2021 and previously at Shenkman Capital from 2015 to 2020. Heatwole is based in Harrisonburg, VA. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a top-down investment approach with strategic asset allocation, core/satellite implementation using ETFs and individual stocks, and tailored fixed-income allocations.

Jeffrey Lenhart is a Certified Financial Planner® with seven years of experience at Graves Light Lenhart and over sixteen years of prior experience at Lenhart Pettit, PC. He holds a Series 65 license and is based in Harrisonburg, Virginia. Graves Light Lenhart is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.08 billion, primarily on a discretionary basis, and employs a top-down investment approach combining strategic asset allocation with tactical adjustments and a core/satellite portfolio structure.

Nicholas Perrine is a CFP® and Series 65-registered advisor at Graves Light Lenhart with one year of industry experience. He previously worked for 20 years at PBMares, LLP, where he was a partner on the tax side of the accounting and wealth management business and is currently in the partner payout phase. Graves Light Lenhart provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down investment approach with strategic asset allocation, combining ETFs and individual stocks, and manages approximately $1.08 billion predominantly on a discretionary basis.

Asa Graves is a financial advisor with Graves Light Lenhart, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has worked at Graves Light Private Wealth Management since 2018 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Graves Light Lenhart serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.08 billion, primarily on a discretionary basis, and employs a top-down investment approach focused on strategic asset allocation, a core/satellite portfolio construction using ETFs and individual stocks, and a preference for higher-quality equities combined with tailored fixed-income strategies.