James Andrew Hotchkiss

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.

Michael Ilagan is a financial advisor with BPD Wealth Management LLC in Harrisonburg, VA, holding a Series 65 designation and 18 years of industry experience. He is also employed as an emergency physician and partner at Harrisonburg Emergency Physicians since 2004. BPD Wealth Management provides discretionary portfolio management primarily for individual clients, with a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis. The firm manages approximately $4.56 million in discretionary assets and serves a range of client types, employing both long- and short-term trading strategies.

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 and holds a Series 65 designation. He has one year of experience in the financial advisory industry. Outside of advisory work, he manages a retail jewelry business specializing in colored gemstones, fashion jewelry, and engagement/wedding jewelry. Rohde Wealth Management is a small independent advisory firm serving individuals and high-net-worth clients with portfolio management and financial planning. The firm uses a variety of analytical methods and strategies, including options and private placements, and manages accounts primarily on a discretionary basis.

Asa Graves VII is a CFA® charterholder with 32 years of industry experience. He is a member of the Graves Light Lenhart team and has worked at Graves Light Private Wealth Management since 2018, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Asa holds a minority ownership stake in a family farm, Smithland Farms, located in Harrisonburg, VA. Graves Light Lenhart provides financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a top-down strategic asset allocation approach with tactical adjustments, utilizing ETFs alongside individual equities and fixed income, while offering both discretionary and non-discretionary portfolio management combined with comprehensive planning services.

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.