Amy Beth Helsley

Micah Reish is the sole advisor at Crestone Financial Advisors, LLC, an independent firm based in Broadway, VA. He holds a Series 66 designation and has 15 years of industry experience, including 14 years with Crestone Financial Advisors. Outside of his advisory role, he is the owner of Mercy Enterprises, an automotive repair business. Crestone Financial Advisors is a fee-only firm serving individuals and small businesses with personalized financial planning and investment management. The firm employs a combination of fundamental, technical, and cyclical analysis and offers both discretionary portfolio management and non-discretionary consulting for areas such as tax, insurance, retirement, and estate planning.

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 a financial advisor at Rohde Wealth Management with a Series 65 credential and one year of industry experience. He also manages a retail jewelry business called The Jewelry Vault, where he oversees store operations and customer service. Rohde Wealth Management is a small independent advisory firm serving individuals and high-net-worth clients with portfolio management and financial planning services. The firm uses a diverse set of analytical methods and may employ higher-risk investment strategies, managing accounts primarily on a discretionary basis.

Kyle Eagle is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mason & Associates, LLC and previously worked at PBMares Wealth Management, LLC. Outside of financial advising, he has experience working in the food service industry. Mason & Associates serves individual and high-net-worth clients, as well as trusts, providing ongoing investment management and financial planning alongside standalone services such as divorce planning and federal employee retirement education. The firm uses diversified, risk-based model portfolios and incorporates external sub-advisers and custodial partners to support tailored client recommendations.

John Lanier is a financial advisor at Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of experience in the financial industry, including roles at Mutual of Omaha Insurance Company, Assurance IQ LLC, United Laboratories Inc, AAA Club Alliance Inc, and MSI Financial Services, Inc. Outside of his advisory work, he serves as a vestry member at Christ Episcopal Church in Luray, VA. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm’s approach includes utilizing third-party money managers and platform relationships with Envestnet and Pershing to deliver managed solutions.

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.