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.

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.

John Lanier is a ChFC®-designated financial advisor with 18 years of industry experience. He is currently with Mutual of Omaha Investor Services, Inc. and has previously worked at AAA Club Alliance Inc and United Laboratories Inc, among others. Lanier serves as a vestry member at Christ Episcopal Church in Luray, VA, participating in church leadership and operational decisions. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans using a variety of managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group and delivers integrated solutions that include financial planning, retirement consulting, and platform-based portfolio management.

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.

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.

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.

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 served at Cambridge Investment Research Advisors and affiliated entities since 2011. Outside of her advisory role, she owns and operates Long Insurance & Financial Services and is involved in tax preparation and practice management solutions for physicians and dentists. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing multiple portfolio management approaches and custody platforms tailored to client objectives.

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.

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.

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.

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.

Gregory Owen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, following a one-year tenure at Concorde Asset Management. Outside of advising, he is the owner of a book royalties business and is active as an author, educator, podcaster, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm employs a range of investment strategies and platform arrangements, including proprietary models and third-party manager referrals, with options for both discretionary and non-discretionary management.

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.