Nathaniel Steven Rockey

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 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.

Kyle Eagle is a CFP® and holds a Series 65 license with three years of experience in the financial services industry. He currently works at Mason & Associates, LLC and has prior experience at PBMares Wealth Management, LLC. Outside of financial advising, Kyle has worked in the restaurant industry and in various roles connected to animal care and community services. Mason & Associates, LLC provides investment management and financial planning to individuals, high-net-worth clients, and trusts. The firm uses diversified, risk-based model portfolios and offers both discretionary and non-discretionary services, often working with independent sub-advisers and third-party consultants for tax and educational services.

John Lanier is a ChFC®-designated financial advisor with 18 years of industry experience. He is currently with Mutual of Omaha Investor Services, Inc. and has previously worked at AAA Club Alliance Inc and United Laboratories Inc, among others. Lanier serves as a vestry member at Christ Episcopal Church in Luray, VA, participating in church leadership and operational decisions. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans using a variety of managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group and delivers integrated solutions that include financial planning, retirement consulting, and platform-based portfolio management.

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.