R. Brann

John Lawler is a financial advisor with East West Investment Advisors, LLC, holding a Series 65 credential and bringing 26 years of industry experience. He has worked at East West Investment Advisors since 2012 and previously spent over two decades at Sterling Wealth Management, Inc. Outside of his advisory role, he serves as president of East West Financial Services, Inc., a tax and mortgage services company. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm manages a wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis alongside economic and geopolitical considerations.

Adam Giammarinaro is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and WealthPort, LLC, and previously worked at Jackson National Life Distributors LLC for 18 years. Outside of his advisory role, he owns and operates WealthPort in the District Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Adrian Hall is a financial advisor with LPL Financial in Lottsburg, VA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Sonabank and Financial Management Inc. He is also involved with Financial Management Inc., a DBA related to his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a wide range of investment solutions supported by an in-house research team and multiple service delivery options.

Catherine Snyder is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at Bates Group, LLC and Monex, Inc. 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, supported by a large network of financial advisors and branch offices.

Jack Snyder III is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he served five years in the United States Army. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 advisors, offering various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Christopher Spearman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and rooted in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.