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.

William Mullins is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Inc., Pinnacle Financial Planning, LLC, and Gwn Securities Inc. Outside of his advisory work, he is the varsity head soccer coach for Northumberland County Public School. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and integrates Modern Portfolio Theory and risk profiling tools in its investment approach.

Linda Muse is a financial advisor at HBW Advisory Services LLC with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Primerica Advisors and Primerica Financial Services for nearly three decades before joining HBW in 2023. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach using third-party money managers and model portfolios, serving a broad client base through both retail and institutional channels.

David Nickel is a financial advisor at &PARTNERS with 38 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

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.

Steven Richardson is a CFP® with 24 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Potomac Financial Private Client Group, LLC, where he has worked for 15 years. Prior to that, he spent nine years at Equitable Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Elizabeth Layman is a Series 66 credentialed financial advisor with 35 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, following a five-year tenure at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates third-party platforms and AI-enabled research tools to support its investment approach and offers the AMC Advantage program for clients seeking third-party manager appointments.

Julia Alderson is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and four years of industry experience. She has been with OSAIC Institutions since 2022 and also has a longstanding role at Chesapeake Wealth Management, where she provides financial consulting and assists with trust and managed investment accounts. OSAIC Institutions, Inc. serves a diverse client base including individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model that integrates discretionary and non-discretionary management, providing clients with a range of investment and lending solutions.

Adrian Hall is a financial advisor with LPL Financial in Lottsburg, VA, holding a Series 66 designation and eight years of industry experience. His work history includes roles at LPL Financial and Sonabank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Dawn Darrall is a financial advisor with Wells Fargo Clearing in Kilmarnock, VA, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

George Haskins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), which supports his role in providing tailored financial guidance to clients. George earned his Bachelor's Degree from Hampden-Sydney College. His educational background and professional credentials contribute to his expertise in wealth management and investment advisory services.

Creston Saunders is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Saunders serves as a baseball coach at Lancaster High School in Virginia. 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 process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Terri Davis is a financial advisor with Wells Fargo Clearing in Kilmarnock, VA, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo entities since 2009. Outside of her advisory role, she is an associate of the High Tide Investments Club and serves as an executor for an estate. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michele Faulkner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as Vice President of The Creek Home Owners Association in White Stone, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related investment options.

Marc Hinson is a Series 66-licensed financial advisor with LPL Financial, based in Kilmarnock, VA, and has two years of industry experience. He previously worked at Blue Ridge Bank for 14 years. Outside of his advisory role, he is involved in a family real estate rental business. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Susan Fox is a financial advisor with LPL Financial in Kilmarnock, VA, holding Series 63 and Series 65 credentials and 32 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. She is also associated with Plum Tree Financial, Inc., an investment-related business affiliated with her LPL activities. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and assets under management exceeding $819 billion.

Eric Nost is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor with LPL Financial. He has worked at LPL Financial in two periods, most recently since 2021, and has held prior roles at Blue Ridge Bank and Citizens and Farmers Bank. Outside of his advisory work, Nost serves as President and CEO of BRB Trust, a financial institution in Kilmarnock, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Edward Pittman is a financial advisor with LPL Financial located in Kilmarnock, VA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Virginia Asset Group, infinex Investments, Inc., Bank of Lancaster, and Bi Investments, LLC. Pittman is involved with Virginia Insurance Agency Solutions, Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Megan George is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and previously worked for Lancaster County Public Schools for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jackson Neal is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.