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.

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.

Ryan Waid is a CFP® professional with over 19 years of experience in the financial and legal fields. He has worked at Hancock, Daniel & Johnson LLC and BotkinRose PLC, and operated his own law practice before joining Graves Light Lenhart in 2026. Graves Light Lenhart serves individuals, pension and profit-sharing plans, trusts, and other entities by combining discretionary and non-discretionary portfolio management with comprehensive planning services. The firm employs a top-down strategic asset allocation approach with tactical adjustments and a core/satellite structure typically focused on ETFs, individual equities, and fixed income.

Kyle Glenn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. in Harrisonburg, VA. He has prior experience at Park View Federal Credit Union and has been involved with Glenn Financial, a financial services firm where he is a 5% owner. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm uses asset-class model allocations informed by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Jeffrey Gruse is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. He holds a leadership role as Chief Executive Officer of Cloud Compute LLC, a business providing computational power solutions to individuals and businesses. Additionally, he is an appointed agent for AGIA, selling non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services through a large network of advisors.

Stephan Hess is a CFP® professional with 33 years of experience, currently affiliated with Commonwealth Financial Network. He has been operating Hess Financial, LLC since 2011 and is also a part owner of Hess and Allen, LLC. Hess serves as an expert witness on financial planning topics in unaffiliated court cases. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

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.

Derek Hess is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He is currently affiliated with Commonwealth Financial Network and Hess Financial. His prior experience includes roles at PBMARES Wealth Management LLC and FDM Group Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Robyn Hill is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network and Hess Financial since 2018. She previously worked at Private Advisor Group, LLC and Good Wealth Management from 2015 to 2018. In addition to her financial advisory role, Robyn practices as an attorney specializing in estate planning and serves as an elections officer for the Harrisonburg, VA City Electoral Board. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion over client portfolio construction alongside managed model portfolios.

Daniel Uribe is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Private Advisor Group, LLC since 2013 and also has a long tenure at LPL Financial, LLC beginning in 2007. In addition to his advisory work, Uribe owns a pizza franchise in Harrisonburg, VA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Sara Lasher is a CFP®-credentialed financial advisor with Commonwealth Financial Network, based in Stephens City, VA, and has one year of industry experience. Her work history includes roles at Commonwealth Financial Network and Hess Financial, as well as prior positions at James Madison University and Dupont Community Credit Union. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.