Micah Reish is a financial advisor at Crestone Financial Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Crestone Financial Advisors since 2012. Outside of his advisory role, he owns Mercy Enterprises, an automotive repair business. Crestone Financial Advisors provides personalized financial planning and investment management services to individuals and small businesses. The firm operates on a fee-only basis and emphasizes discretionary asset management tailored to each client’s goals, with integrated financial planning and a client-focused operational approach.

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, LLC, a state-registered investment adviser. He holds a Series 65 credential and has been in the financial industry since 2025. Prior to founding his advisory firm, he has managed retail operations at The Jewelry Vault, where he continues to work as a store manager. Rohde Wealth Management serves individual and high-net-worth clients with customized investment policy statements and a multi-disciplinary approach that includes charting, fundamental, quantitative, and technical analysis. The firm offers a broad range of strategies, including venture capital, private placements, and options trading, with discretionary account management.

Kyle Eagle is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mason & Associates, LLC. His prior experience includes roles at PBMares Wealth Management, LLC, and a range of positions outside finance including work in hospitality and veterinary services. Mason & Associates provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, offering tailored recommendations through diversified model portfolios and independent sub-advisers. The firm also delivers educational seminars and facilitates tax and estate planning through third-party providers.

John Lanier is a financial advisor at Mutual of Omaha Investor Services, Inc. with 18 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining Mutual of Omaha Investor Services, he worked at Mutual of Omaha Insurance Company, Assurance IQ LLC, United Laboratories Inc, and AAA Club Alliance Inc. Outside of his advisory role, he serves as a vestry member at Christ Episcopal Church in Luray, VA. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting through a network of Investment Advisor Representatives using approved platforms and model portfolios.

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.

Calan Jansen is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 66 licenses and has 11 years of industry experience. He has served as Vice President at Farmers and Merchants Bank since 2016, where he performs lending and retail account opening functions alongside his advisory role. OSAIC Institutions provides advisory and brokerage services to individuals, charitable organizations, corporations, and retirement plans through customized engagements and access to alternative investments. The firm’s approach combines fundamental and technical analysis with asset allocation and third-party due diligence, offering predominantly non-discretionary portfolio management alongside lending and cash-management solutions.

Ryan Painter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Truist Advisory Services and affiliated entities since 2011, including Bb&T Securities and Truist Investment Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Amy Helsley is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to her current role, she operated her own CPA firm, Amy B Helsley CPA LLC, and has experience as the owner of The Winery at Kindred Pointe. In addition to her advisory work, she has business oversight responsibilities related to her winery ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and associated financial services. The firm is notable for its extensive national network of advisors and branch offices, as well as integrated capabilities including a trust company and affiliated mutual funds.

Lucinda Brill is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for Holtzman Propane Delivery LLC for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dreama Long is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Cambridge since 2011 and also owns and operates Long Insurance & Financial Services, providing independent insurance agency services. Additionally, she is involved in tax preparation through Long Service Agency, Inc., and has business interests including construction and eBay sales. Cambridge Investment Research Advisors serves a broad range of clients including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals and multiple account platforms.

Allen Beckner is a CERTIFIED FINANCIAL PLANNER™ professional with 38 years of industry experience. He has been with LPL Financial since 2008. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Nathan Dofflemyer is a Series 66-licensed financial advisor with LPL Financial, where he has worked since 2022. He has three years of industry experience and has also been involved with the Town of Luray since 2016. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Brandon Davis is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at KPMG LLP, Bryce Resort, Ernst & Young LLP, and Brown Edwards & Co LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

James Hotchkiss is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, with prior roles at firms including Raymond James Financial Services and Atlantic Union Bank. Outside of his advisory work, he is involved with AmeriServ Trust in a financial institution role. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and various portfolio management options, combining large-scale advisory operations with non-advisory product offerings.

Melinda Walton is a financial advisor with Cetera in Harrisonburg, VA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Cetera in 2025, she worked at Concourse Financial Group Securities Inc for five years and Everence for four years. Outside of her advisory role, she teaches Suzuki violin lessons, works as a family photographer, serves on the personnel committee board of a domestic violence shelter, and assists with university study abroad instruction. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm utilizes a combination of advisor-managed accounts, model portfolios, and third-party managed solutions, supported by a unique integration of retirement and fiduciary services alongside its broad advisory platform.

Anthony Craft is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Wells Fargo from 2015 to 2018 and taught at the University of Valley Forge for one year. Outside of his advisory role, he volunteers as an online ESL teacher through Cambly, helping people around the globe learn English through casual conversation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Chester Holsinger is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following prior roles at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

John Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2012 to 2018. Johnson also operates Starr Johnson Investments & Insurance, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that develops model portfolios and strategic investment solutions.

Tracy Miller is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Miller serves as president of the Edinburg Chamber of Commerce and is involved with the Shenandoah County Fair Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers advisory programs, separately managed accounts, and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Taylor La Fever is a financial advisor with Thrivent Investment Management based in Woodstock, VA. He holds Series 63 and Series 66 credentials and has been with Thrivent since 2025. Prior to joining Thrivent, La Fever has experience working in various roles including positions at Cave Ridge Vineyards and Southern Utah University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial analyses and planning without managing client portfolios directly.

Nathaniel Rockey is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at Piedmont Family YMCA and Chick-fil-A, among other organizations. Rockey owns several holding companies that were formed for planned business ventures, though none have current activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Debra Wachter is a CFP® professional with 13 years of experience in financial advising. She currently works with Cetera and has held prior roles at Concourse Financial Group Securities Inc and Park View Federal Credit Union, where she also serves as a financial advisor. She holds Series 63 and Series 65 licenses and acts as power of attorney for her parents. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining retirement capabilities with institutional trust services.

Gregory Owen is a financial advisor with Cambridge Investment Research Advisors in Harrisonburg, VA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked with Cambridge Investment Research Advisors and its affiliated entities since 2016, following prior roles at Concorde Investment Services and Concorde Asset Management. Outside of his advisory work, he is an author, educator, podcaster, and speaker with earnings from book royalties. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and both discretionary and non-discretionary management approaches.

Starr Johnson is a financial advisor with LPL Financial in Luray, VA, holding Series 63 and Series 65 credentials and 34 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Securities America Advisors and Securities America, Inc. Johnson is involved in a non-variable insurance business as well as an investment services entity related to his LPL work. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jerry Biller is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Judy Baker is a financial advisor at Edward Jones in New Market, VA, holding a Series 66 designation with over two years of experience at Edward Jones and prior experience in real estate and telecommunications. Before joining Edward Jones, she worked at Coldwell Banker Premier and Skyline Team Realty, and she spent more than three decades at Shentel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Gaylin Sommers is a financial advisor at MWA Financial Services Inc. with over 15 years of experience. He holds Series 63 and Series 66 designations and has been with MWA Financial Services since 2011, also maintaining an affiliation with Modern Woodmen of America since 2010. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.