Lawrence Yoder

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.

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.

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 financial advisor with Graves Light Lenhart in Harrisonburg, VA, holding a Series 65 designation and 12 years of industry experience. He has worked at Graves Light Private Wealth Management since 2019 and Madison Financial Research from 2013 to 2019. He is also affiliated with James Madison University, where he has been employed since 2001. Outside of advisory work, he is a managing member and owner of Madison Financial Research, providing non-investment advisory consulting on an occasional basis. Graves Light Lenhart offers financial planning, consulting, and investment management services to a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs a top-down strategic asset allocation approach with tactical adjustments, combining ETFs as core holdings with individual equities and fixed income as satellite positions, and it emphasizes continuous account monitoring and quarterly internal reviews.

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.