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.

Donald Heishman is a financial advisor with Acorn Financial Advisory Services, Inc. in Harrisonburg, VA, holding a Series 66 designation and eight years of industry experience. He previously worked at Triad Advisors, Inc. and spent nine years at Sentara Healthcare. Outside of advising, he has a minority ownership interest in a family farm. Acorn Financial Advisory Services provides personalized financial planning and investment management to a diverse client base including individuals, families, trusts, and small businesses. The firm manages approximately $1.23 billion across more than 2,300 clients with 11 advisors, offering both custom and model-based portfolios and a range of discretionary and non-discretionary management options.

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.

Robert Falter is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and seven years of industry experience. He has worked with several firms, including Reliable Wealth Financial Group, LLC, where he serves as CEO and is involved in insurance sales and services. Signal Advisors Wealth provides investment management and financial planning services to retail and independent registered investment advisers. The firm employs a top-down, macro-environmental investment approach using tactical asset allocation, sector rotation, and a mix of fundamental, quantitative, and technical analysis across various asset classes.

Benjamin Glenn is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Creative Financial Designs, Inc. since 2014. Outside of his advisory work, Glenn serves as president of the Anabaptist Scholarship Foundation of Virginia, provides eldercare services through his own company, and is treasurer and board member for New Song Sanctuary, an organization supporting women affected by domestic violence. Creative Financial Designs serves individual and institutional clients with investment management and financial planning services, using a range of strategies from passive models to tactically managed portfolios. The firm emphasizes asset-class allocations informed by third-party research and offers Biblical Responsible Investing options alongside traditional approaches.

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.

Raymond Gay Jr. is a CFP® professional with 20 years of industry experience, currently serving at Davenport & Company LLC since 2021. His prior roles include positions at Fiduciary Wealth Management, Private Advisor Group, LPL Financial, CapFinancial Securities, and Rogers Financial. He serves as a volunteer board member for New Creation VA, a nonprofit organization, providing oversight and assistance to the Executive Director. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s advisory division provides separately managed accounts, model delivery, and financial planning, supported by portfolio manager teams and research, and acts as adviser to multiple mutual funds and fixed-income 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.

Cameron Shah is a financial advisor at Davenport & Company LLC in Harrisonburg, VA, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and GE Healthcare. Outside of his advisory role, he manages a single-family rental property on a limited basis. Davenport & Company serves individual and institutional clients, providing asset management, financial planning, brokerage, and advisory services. The firm employs a team-based investment approach and offers a range of strategies through separately managed accounts, mutual funds, and ETFs.

Robyn Weaver is a financial advisor at D.A. Davidson & Co. with four years of industry experience. She holds the Series 66 designation and previously worked at BB&T Scott & Stringfellow/Truist Wealth and James Madison University. Outside of her advisory role, she is involved as an independent sales consultant for Rodan & Fields. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

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.

Christian Alger is a financial advisor at OSAIC Institutions, Inc. He holds a Series 66 designation and has experience working in banking and corporate roles, including positions at F&M Bank, Pepsi, and Truist Bank. Alger joined OSAIC Institutions in 2025 and is based in Harrisonburg, VA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive model that includes both discretionary and non-discretionary account management.

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.

Mary Via is a financial advisor with Janney Montgomery Scott in Harrisonburg, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Janney Montgomery Scott since 2016. Outside of her advisory role, she is involved in Mary Kay product sales. Janney Montgomery Scott LLC is a large brokerage and SEC-registered investment advisory firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a variety of brokerage and advisory services supported by in-house and third-party portfolio management.

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.

Tyler Adams is a financial advisor at Eagle Strategies (NY Life) with credentials including Series 63 and Series 65 licenses and one year of industry experience. Before entering the financial sector, he served five years in the U.S. House of Representatives and was involved in several political campaigns. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

Mindy Schwartz is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and has previously worked in education and nonprofit sectors, including roles at the Roberta Webb Childhood Education Center and Virginia Mennonite Missions. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, public finance, and advisory services. The firm provides a range of investment programs through dedicated portfolio teams and manages several mutual funds and fixed-income strategies.

Sara Lasher is a CFP®-credentialed financial advisor with Commonwealth Financial Network, based in Stephens City, VA, and has one year of industry experience. Her work history includes roles at Commonwealth Financial Network and Hess Financial, as well as prior positions at James Madison University and Dupont Community Credit Union. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Karl Mongold is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes positions at LPL Financial, Ameriprise, Edward Jones, and several other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing proprietary and third-party technology platforms to provide diverse investment strategies.