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 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.

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 credentials and 16 years of industry experience. He has worked with firms affiliated with Truist since 2011, including Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment and fiduciary solutions.

Judy Baker is a financial advisor at Empower Advisory Group with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for two years. Prior to her financial services career, she spent over 30 years at Shentel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.

Lora Loving is a Series 66-credentialed financial advisor at Edward Jones in Woodstock, VA, with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services.

Allen Beckner is a Certified Financial Planner (CFP®) with 38 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and various model portfolios.

Nathan Dofflemyer is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial since 2022 and previously worked for the Town of Luray from 2016 to 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Ann Stalbird is a Series 66-credentialed financial advisor with Edward Jones, based in Woodstock, VA. She has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and operates under a fiduciary standard.

David Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024 and previously spent seven years with Securities America Advisors. Thompson is also the owner of DW Thompson LLC and acts as an independent insurance agent for various companies through Madison Financial Strategies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment implementation options, including discretionary and non-discretionary strategies, and supports access to both proprietary and third-party models.

Steven Shipe is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Avantax Investment Services and HD Vest Insurance Agency. In addition to his advisory role, Shipe serves as treasurer for a local political campaign committee and maintains an accounting and tax preparation practice. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including access to affiliated and third-party managers.

Anthony Craft is a financial advisor at Edward Jones with 8 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Wells Fargo for three years before joining Edward Jones in 2018. Outside of his advisory role, he volunteers as an online ESL teacher with Cambly, helping people worldwide improve their English skills through casual conversation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and offers affiliated mutual funds and trust services supported by a large network of advisors and branch offices.

Gretchen Franti is a financial advisor with Thrivent Investment Management in Woodstock, VA, holding a Series 66 designation and seven years of industry experience. She has been with Thrivent since 2018 and served on the board of the Culpeper County Chamber, where she participates in executive, finance, and marketing committee meetings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Everette Morgan Jr. is a financial advisor with Thrivent Investment Management in Woodstock, VA, holding a Series 66 designation and over 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Morgan serves on the Board of Zoning Appeals for the Town of Woodstock and is a member of the Board of Directors for Family Promise of Shenandoah County, a nonprofit organization focused on preventing and ending family homelessness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, emphasizing periodic reviews and separating planning services from managed-account programs.

Chester Holsinger is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. His other business activities include serving as general manager of Holsinger Holdings, LLC, a real estate rental business in Luray, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by proprietary and third-party research.

John Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. He maintains a small investment-related business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to provide both discretionary and non-discretionary management across its offerings.

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 in Woodstock, VA. He holds Series 63 and Series 66 designations and has been with Thrivent and its affiliates since 2025. Prior to joining Thrivent, he was self-employed for two years and has experience working in various roles including at Cave Ridge Vineyards and Southern Utah University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and written recommendations on a wide range of planning topics, but does not provide portfolio management for institutional clients or implement planning recommendations directly.

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.

Joseph Palumbo is a CFP® with 20 years of industry experience, currently affiliated with Cetera. He has held roles at various firms including Avantax and operates Palumbo Financial & Tax Services LLC, where he provides tax preparation and accounting services. Outside of advising, he serves as Vice President of an amusement company and is the Treasurer/Comptroller for the Maryland Society of Accountants PAC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and $256 billion in assets under management.

Lacey Snarr is a financial advisor at Edward Jones in Woodstock, VA, holding the CFP®, ChFC®, and Series 66 designations with six years of industry experience. She has worked at Edward Jones since 2013. 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 strategies, managing approximately $1.01 trillion in assets with a network of more than 23,000 financial advisors and over 15,000 branch offices nationwide.

Starr Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. Prior to joining LPL Financial in 2018, Johnson worked at Securities America Advisors and Securities America, Inc. He is also involved in his own non-variable insurance firm, Starr Johnson Investments & Ins., Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management supported by research and model portfolios.

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.

Carol Huber is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Before joining Fidelity, Carol served as a Wealth Management Advisor at TIAA from 2018 to 2022 and as a Relationship Manager at TIAA from 2015 to 2018. Carol focuses on conducting holistic reviews of clients' financial and personal situations to prepare them for retirement and the aging process. She emphasizes the importance of updating these reviews annually or after significant life changes. Her approach involves educating clients using real-life examples and clear language to help them understand factors that may affect their lifestyle and comfort throughout various stages of life.