Sage Barfield is a financial advisor at Shining Rock Advisors LLC in Asheville, NC, holding a Series 65 designation with five years of industry experience. She has worked at Shining Rock Advisors since 2020 and has held roles at several related entities since 2019. Outside of advisory work, she provides bookkeeping services to non-advisory clients. Shining Rock Advisors manages approximately $154 million in client assets across 25 relationships, serving individual investors, business entities, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management for publicly traded assets and advisory access to private Rule 506 offerings, tailoring investment programs to client objectives with a focus on both public and private investments.

Jacob Barfield is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Shining Rock Advisors LLC, where he has worked since 2026. His prior experience includes roles at Asheville Capital Management, Bares Capital Management, and Nine Ten Capital Management. Shining Rock Advisors serves individual investors, business entities, trusts, estates, and charitable organizations, managing approximately $154 million in client assets. The firm offers discretionary portfolio management for publicly traded assets and advisory access to private Rule 506 offerings, tailoring investment programs to clients’ objectives and risk profiles.