Q2 2026 Client Presentation
This video presentation includes updates on current trends and news related to the second quarter of 2026.
Q1 2026 Client Presentation
This video presentation includes updates on current trends and news related to the first quarter of 2026.
Q4 2025 Client Presentation
This video presentation includes updates on current trends and news related to the fourth quarter of 2025.
Q3 2025 Client Presentation
This video presentation includes updates on current trends and news related to the third quarter of 2025.
Q2 2025 Client Presentation
This video presentation includes updates on current trends and news related to the second quarter of 2025.
Q1 2025 Client Presentation
This video presentation includes updates on current trends and news related to the first quarter of 2025.
Q4 2024 Client Presentation
This video presentation includes updates on current trends and news related to the fourth quarter of 2024.
Q3 2024 Client Presentation
This video presentation includes updates on current trends and news related to the third quarter of 2024.
Q2 2024 Client Presentation
This video presentation includes updates on current trends and news related to the second quarter of 2024.
Q1 2024 Client Presentation
This video presentation includes updates on current trends and news related to the first quarter of 2024.
Asa W. Graves VII, CFA®
Principal | President & Chief Investment Officer
J. Douglas Light
Principal | Director of Wealth Management
Jeffrey G. Lenhart, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
A. Wesley Graves, VI
Director of Wealth Management
Ashley “Ash” Heatwole, CFA®, CFP®
Principal | Director of Wealth Management
Nicholas A. Perrine, CPA, CFP®
Principal | Director of Wealth Strategies
Ryan P. Waid, JD, LLM, CFP®
Director of Wealth Strategies
Jason Fink, PhD
Director of Research
Kathleen M. Graves, JD
Compliance Manager
