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.

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.

Ashley Heatwole is a CFP® and CFA® with five years of industry experience. She has worked at Graves-Light Private Wealth Management since 2021 and previously at Shenkman Capital from 2015 to 2020. Heatwole is based in Harrisonburg, VA. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a top-down investment approach with strategic asset allocation, core/satellite implementation using ETFs and individual stocks, and tailored fixed-income allocations.

Jeffrey Lenhart is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Graves Light Private Wealth Management, Inc. since 2018 and previously spent 16 years at Lenhart Pettit, PC (formerly Lenhart Obenshain). Graves Light Lenhart is a team of eight advisors providing financial planning, consulting, and investment management to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a top-down strategic asset allocation framework with tactical adjustments and a core/satellite portfolio construction, using ETFs as the core and individual equities and fixed income as satellites, and manages over $1.23 billion in assets mostly on a discretionary basis.

Nicholas Perrine is a CFP® and Series 65-registered advisor at Graves Light Lenhart with one year of industry experience. He previously worked for 20 years at PBMares, LLP, where he was a partner on the tax side of the accounting and wealth management business and is currently in the partner payout phase. Graves Light Lenhart provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down investment approach with strategic asset allocation, combining ETFs and individual stocks, and manages approximately $1.08 billion predominantly on a discretionary basis.

Asa Graves is a financial advisor with Graves Light Lenhart, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has worked at Graves Light Private Wealth Management since 2018 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Graves Light Lenhart serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.08 billion, primarily on a discretionary basis, and employs a top-down investment approach focused on strategic asset allocation, a core/satellite portfolio construction using ETFs and individual stocks, and a preference for higher-quality equities combined with tailored fixed-income strategies.

Ryan Waid is a CFP® professional at Graves Light Lenhart with over 20 years of combined experience in financial services and law. Before joining Graves Light Lenhart in 2026, he worked as an attorney for ten years and held a financial role at Hancock, Daniel & Johnson LLC for 19 years. Graves Light Lenhart provides comprehensive financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, and institutional entities. The firm employs a top-down strategic asset allocation approach with tactical adjustments, combining core ETF holdings with individualized satellite investments, and manages over $1.23 billion in assets.

Kevin grew up as the son of a small business owner, learning firsthand the challenges and rewards of running a business. As an undergraduate student at James Madison University, he double-majored in Media Arts and Economics, combining a love of storytelling with a curiosity about how money shapes our lives. He began his career in corporate banking during the Great Recession—an experience that quickly reinforced the importance of managing debt, building emergency reserves, and planning for uncertainty. Over the next decade, Kevin worked closely with individuals and business owners while earning his MBA with a concentration in Finance. ​Over time, as the banking industry grew larger and more transactional, he realized he missed the part of the work he valued most: building meaningful, personal relationships with clients. An opportunity to teach finance at JMU’s College of Business ignited his passion for education and ultimately led him to earn the Certified Financial Planner® designation in 2022. At the heart of Kevin’s work is one simple goal: reducing financial anxiety so families can live their lives fully.​ Kevin takes an educator’s approach to financial planning. Rather than telling clients what to do, he focuses on explaining options, outlining trade-offs, and helping them make informed decisions. By intentionally limiting the number of families he serves, Kevin is able to stay deeply involved, responsive, and present. For many clients, he becomes the first call during both celebrations and challenges—whether that’s a new job, a growing family, a loss, or a major life transition.

Kyle Glenn is a CFP® with three years of industry experience, currently serving at Creative Financial Designs, Inc. in Harrisonburg, VA. He has worked with Glenn Financial and cfd Investments, holding roles that encompass client planning, coordination with professionals, and implementation of client action items. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations with risk objectives ranging from Conservative to Aggressive, and it provides a range of implementation features and Biblically Responsible Investing strategies.

Jeffrey Gruse is a financial advisor with Valic Financial Advisors in Harrisonburg, VA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he operated as CEO of Cloud Compute LLC, a business providing infrastructure-as-a-service solutions. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and a technology-driven approach to managing approximately $29.2 billion in assets.

Stephan Hess is a CFP® professional with 33 years of experience, currently affiliated with Commonwealth Financial Network. He has been operating Hess Financial, LLC since 2011 and is also a part owner of Hess and Allen, LLC. Hess serves as an expert witness on financial planning topics in unaffiliated court cases. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

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.

Derek Hess is a CFP® with seven years of industry experience, currently affiliated with Commonwealth Financial Network in Harrisonburg, VA. His prior roles include positions at PBMARES Wealth Management LLC and FDM Group Inc. Hess also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Robyn Hill is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network and Hess Financial since 2018. She previously worked at Private Advisor Group, LLC and Good Wealth Management from 2015 to 2018. In addition to her financial advisory role, Robyn practices as an attorney specializing in estate planning and serves as an elections officer for the Harrisonburg, VA City Electoral Board. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion over client portfolio construction alongside managed model portfolios.

Daniel Uribe is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group since 2013 and at LPL Financial since 2007. Outside of his advisory work, he owns SDG Food, LLC, a local pizza franchise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and utilizes both discretionary and non-discretionary advisory strategies supported by technology platforms and third-party managers.