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 a financial advisor at Rohde Wealth Management with a Series 65 credential and one year of industry experience. He also manages a retail jewelry business called The Jewelry Vault, where he oversees store operations and customer service. Rohde Wealth Management is a small independent advisory firm serving individuals and high-net-worth clients with portfolio management and financial planning services. The firm uses a diverse set of analytical methods and may employ higher-risk investment strategies, managing accounts primarily on a discretionary basis.

Kyle Eagle is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mason & Associates, LLC and previously worked at PBMares Wealth Management, LLC. Outside of financial advising, he has experience working in the food service industry. Mason & Associates serves individual and high-net-worth clients, as well as trusts, providing ongoing investment management and financial planning alongside standalone services such as divorce planning and federal employee retirement education. The firm uses diversified, risk-based model portfolios and incorporates external sub-advisers and custodial partners to support tailored client recommendations.

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.

Umar Ali is a financial advisor with First Citizens Investor Services, Inc. and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at First Citizens Bank, Infinex Investments, Inc., and LPL Financial. In addition to his advisory work, he serves as a civil celebrant authorized by Rockingham County Circuit Court to perform marriage ceremonies. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a client-centered process incorporating fundamental, quantitative, and technical analysis across various asset classes and offers a range of investment and financial planning solutions.

Calan Jansen is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has served as Vice President at Farmers and Merchants Bank since 2016, where he performs lending and opens retail accounts. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Joseph Nesselrodt is a financial advisor with Ameriprise in Rockingham, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Cross Keys Vending and Blueridge Community College. He is currently involved with Cross Keys Vending, an entrepreneurial venture outside of his advisory work. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research and algorithmic tools to provide tailored recommendations for clients approaching or in retirement.

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.

Allen Beckner is a CFP® with 38 years of experience in the financial services industry. He has been with LPL Financial since 2008 and previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Cetera Wealth Services, Banc of America Investment Services, and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Brandon Davis is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at KPMG LLP, Bryce Resort, and Ernst & Young LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

James Hotchkiss is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including LPL Financial LLC and Raymond James Financial Services Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Nathaniel Rockey is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2024 and previously held roles at Piedmont Family YMCA, Chick-fil-A, and The Table Church. Rockey is the owner of several legal entities established for planned business ventures, though these entities have no current or historical business activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,700 financial advisors and operates under a fiduciary standard.