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Kristy D

Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Kristy De Jarnette is a financial advisor at Financial Security Advisory Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Farmers Bankshares, Inc. for 15 years. Outside of advisory services, she serves as treasurer for the Western Tidewater Free Clinic and the Windsor Athletic Association. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, emphasizing asset allocation and long-term holdings in constructing portfolios. The firm uses both quantitative screening and qualitative due diligence to select investments and offers advisory programs through third-party platforms.

Private / alternative investments Real estate investing Wealth management
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Frederick C

Series 63, Series 65

Naples, FL

Financial Security Advisory Inc

Frederick Conti is a financial advisor at Financial Security Advisory Inc with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Financial Security Management, Inc. since 1999. Outside of his advisory role, he prepares financial plans and provides advisory services through Financial Security Group, Inc. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, with a focus on asset allocation and long-term holdings. The firm utilizes quantitative screening and qualitative due diligence in selecting investments and manages portfolios on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
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Charles M

Series 66

Va Beach, VA

Financial Security Advisory Inc

Charles Mckinney is a financial advisor at Financial Security Advisory Inc with 26 years of industry experience. He holds a Series 66 designation and has been with Financial Security Management, Inc. since 2000. Outside of his advisory role, he serves as CFO of International Medical Direction, Inc., a company providing emergency EMT support. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation as the primary factor in portfolio construction and uses both quantitative and qualitative methods to select investments, managing accounts on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
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Charles J

CFP®, ChFC®, Series 63, Series 65

Newport News, VA

Financial Security Advisory Inc

Charles Jenks Jr. is a CFP® and ChFC® with 40 years of industry experience. He has been with Financial Security Advisory Inc since 1997. In addition to his advisory role, he serves as Vice President of Financial Security Group, Inc., where he is involved in life and health insurance sales and financial planning. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm focuses on asset allocation and long-term holdings, utilizing quantitative and qualitative analysis to select investments.

Private / alternative investments Real estate investing Wealth management
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Glenn S

Series 63, Series 65

Darien, IL

Financial Security Advisory Inc

Glenn Schwalje is a financial advisor at Financial Security Advisory, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Milliman Investment Management Services and Jackson National Life Distributors. Schwalje is also involved in compliance consulting through Oyster Consulting, LLC. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses quantitative and qualitative methods to select investments and manages accounts primarily on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
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Denise S

Series 65, Series 63

Virginia Beach, VA

Financial Security Advisory Inc

Denise Setzer is a financial advisor with Financial Security Advisory Inc in Virginia Beach, VA, holding Series 65 and Series 63 licenses and having six years of industry experience. She previously worked at Midgett Preti Olanson for four years before joining her current firm. Outside of her advisory role, she owns a small aromatherapy business focused on essential oils. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, managing diversified portfolios that include mutual funds, stocks, bonds, ETFs, and selected illiquid alternative investments. The firm emphasizes asset allocation and combines quantitative and qualitative analysis in portfolio construction, typically managing accounts on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
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Kelly T

Series 65, Series 63

Virginia Beach, VA

Financial Security Advisory Inc

Kelly Taylor is a financial advisor at Financial Security Advisory Inc with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with Financial Security Management, Inc. from 2022 onward. In addition to her advisory role, Taylor works as an agent providing life and health insurance sales and prepares financial plans. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, managing diversified portfolios with a focus on asset allocation and long-term holdings. The firm utilizes quantitative and qualitative analyses to select investments and provides accounts that are typically managed on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
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Eugene C

CFP®, Series 63, Series 65

Va Beach, VA

Financial Security Advisory Inc

Eugene Carracino is a CFP® professional with over 33 years of experience, currently affiliated with Financial Security Advisory Inc. He has served at Financial Security Advisory, Incorpo and Financial Security Management, Incorporated since 1997. In addition to his advisory work, he negotiates vehicle purchases for clients and referrals. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings to manage portfolios that include mutual funds, stocks, bonds, ETFs, and selected alternative investments.

Private / alternative investments Real estate investing Wealth management
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John O

CFP®, Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

John Orlando is a CFP® with 30 years of experience in the financial advisory industry. He has been with Financial Security Management, Incorporated since 1997. In addition to his advisory role, he serves as Vice President of Financial Security Group, Inc., where he is involved in life and health insurance sales and financial planning services. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses both quantitative and qualitative methods to select investments and offers advisory programs through third-party platforms, including the Charles Schwab Managed Advisory Platform.

Private / alternative investments Real estate investing Wealth management
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Enrique T

CFP®, Series 66

Virginia Beach, VA

Financial Security Advisory Inc

Enrique Tomeu is a Certified Financial Planner® with 26 years of industry experience. He is affiliated with Financial Security Advisory Inc and has operated Tomeu Wealth Management since 2005. Tomeu also works as an agent for life and health insurance with Financial Security Group, Inc. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm focuses on asset allocation and employs both quantitative screening and qualitative analysis to select investments, managing portfolios that include mutual funds, stocks, bonds, ETFs, and alternative investments.

Private / alternative investments Real estate investing Wealth management
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Alana R

Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Alana Ripley is a financial advisor at Financial Security Advisory Inc. She holds a Series 65 credential and has three years of industry experience. In addition to her advisory role, she owns and operates a photography business. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and a long-term investment approach that includes mutual funds, stocks, bonds, ETFs, and selected alternative investments.

Private / alternative investments Real estate investing Wealth management
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Susan S

Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Susan Shum is a financial advisor at Financial Security Advisory Inc with 10 years of industry experience. She holds a Series 65 designation and has worked at Financial Security Management, Inc. since 2015. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, using both quantitative screening and qualitative due diligence to select investments, and manages accounts on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
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William S

Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

William Stewart is a financial advisor with Financial Security Advisory Inc in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has led Stewart Financial Services, Inc. since 1997 and serves as vice president and 49% owner of an accounting firm. Stewart is also an advisory board member for Southern Bank and Old Dominion University's School of Accountancy. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, employing both quantitative screening and qualitative due diligence to select investments, and manages accounts typically on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
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Richard W

ChFC®, Series 63

Va Beach, VA

Financial Security Advisory Inc

Richard Woodall is a financial advisor at Financial Security Advisory Inc with 45 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with his current firm and its affiliated entities since 1997. Woodall also has a longstanding association with Guardian Life Insurance Co. since 1985. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm focuses on asset allocation and long-term holdings, employing both quantitative screening and qualitative due diligence to select investments, and manages portfolios through a combination of discretionary oversight and tailored advisory solutions.

Private / alternative investments Real estate investing Wealth management
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Rae Ann W

Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Rae Ann Watson is a financial advisor at Financial Security Advisory, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Financial Security Advisory, Inc. and Financial Security Management, Inc. Additionally, she is involved as an agent preparing quotes and applications for life and health insurance and providing financial planning and advisory services. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and a long-term investment approach, using quantitative and qualitative criteria to select mutual funds and other investments.

Private / alternative investments Real estate investing Wealth management
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Samuel W

Series 65, Series 63

Virginia Beach, VA

Financial Security Advisory Inc

Samuel Watson is a financial advisor at Financial Security Advisory Inc with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at Financial Security Management, Inc. since 2018. Outside of his advisory role, he serves on the finance team at Christ Community Church, assisting with budgeting and financial procedures. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm focuses on asset allocation and long-term holdings, employing quantitative and qualitative analysis to select investments and manages accounts primarily on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
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Jessica H

Series 63, Series 65

Newport News, VA

Financial Security Advisory Inc

Jessica Harris is a financial advisor with Financial Security Advisory Inc in Newport News, VA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Financial Security Management, Inc. since 2004. Outside of her advisory role, Harris is active as an agent with Financial Security Group, Inc., where she prepares quotes and applications for life and health insurance as well as financial plans. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, utilizing quantitative and qualitative methods to select investments and offering advisory programs through third-party platforms.

Private / alternative investments Real estate investing Wealth management
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Richard P

CFP®, Series 63, Series 65

Jacksonville, NC

Financial Security Advisory Inc

Richard Pugh is a CFP® with over 33 years of industry experience. He has been with Financial Security Advisory, Inc. since 1997 and previously worked at Guardian Life Insurance Co. alongside his advisory roles. He serves as a professor at The American College, teaching financial planning and insurance courses. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings through quantitative and qualitative analysis. The firm manages portfolios including mutual funds, stocks, bonds, ETFs, and select alternative investments, offering both discretionary and customizable management options.

Private / alternative investments Real estate investing Wealth management
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Justin B

Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Justin Bateman is a financial advisor at Financial Security Advisory, Inc. He holds Series 63 and Series 65 licenses and joined the firm in 2026. Prior to his advisory role, he worked at Apple, Inc., DoorDash, Aberdeen Barn, and Outdoor Impressions, Inc. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, using both quantitative and qualitative methods to select investments.

Private / alternative investments Real estate investing Wealth management
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Tyler N

CFP®, Series 66

Virginia Beach, VA

Financial Security Advisory Inc

Tyler Neese is a CFP® professional with seven years of experience in financial advisory roles. He is currently with Financial Security Advisory Inc and has prior experience at Bank of America and Merrill Lynch. Outside of his advisory work, Neese teaches personal finance at Covenant Classical Community School and tutors students in literacy. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and a combination of quantitative and qualitative analysis in portfolio construction, managing a range of investments including mutual funds, stocks, bonds, ETFs, and alternative investments.

Private / alternative investments Real estate investing Wealth management
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Kevin J

ChFC®, Series 63, Series 65

Newport News, VA

Financial Security Advisory Inc

Kevin Joyce is a ChFC® credentialed financial advisor with 14 years of experience at Financial Security Management, Inc., now Financial Security Advisory Inc, based in Newport News, VA. He holds the Series 63 and Series 65 licenses and is involved as a shareholder in several local sports-related ventures, including Lionsbridge Football Club LLC and two sports venue companies, where he promotes team and venue relationships. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses quantitative and qualitative analysis to select investments and offers advisory programs through third-party platforms, managing portfolios that include mutual funds, stocks, bonds, ETFs, and alternative investments.

Private / alternative investments Real estate investing Wealth management
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William L

CFP®, Series 63

Virginia Beach, VA

Financial Security Advisory Inc

William Lust is a CFP® professional with eight years of industry experience, currently advising at Financial Security Advisory Inc. He has previously worked with Northwestern Mutual Wealth Management Company and held roles at several related firms. Outside of his advisory work, he is an agent for Financial Security Group, Inc., where he prepares life and health insurance quotes and financial plans. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm employs a combination of quantitative and qualitative methods to select investments and offers customized portfolio management through various platforms.

Private / alternative investments Real estate investing Wealth management
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Christopher R

Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Christopher Ryan is a financial advisor at Financial Security Advisory Inc with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Financial Security Management, Incorporated and Financial Security Group since 1999. Outside of his advisory work, he serves as vice president of Ally Urgent Veterinary Care and acts as a consultant for Animal Vision Center of VA. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings through a combination of quantitative and qualitative investment selection methods.

Private / alternative investments Real estate investing Wealth management
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Mary D

CFP®, Series 63

Virginia Beach, VA

Financial Security Advisory Inc

Mary Dillon is a CFP® professional with 39 years of experience in financial advisory services. She has been with Financial Security Management, Inc. since 2003. Outside of her advisory work, she is the owner of Abbey Road Pub & Restaurant in Virginia Beach. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and uses both quantitative screening and qualitative due diligence to select investments, managing portfolios that include mutual funds, stocks, bonds, ETFs, and illiquid alternative investments where appropriate.

Private / alternative investments Real estate investing Wealth management
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Austin G

CFP®, Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Austin Ganthner is a CFP® professional with two years of experience, currently serving at Financial Security Advisory Inc. He has previous experience at Financial Security Management, Inc. and Liberty University. Outside of his advisory role, he is active as a life and health insurance agent, preparing quotes and financial plans. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and uses both quantitative and qualitative methods to select investments, managing accounts typically on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
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Brittany M

CFP®, Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Brittany Mc Cormick is a CFP® certificant with seven years of industry experience, currently affiliated with Financial Security Advisory Inc in Virginia Beach, VA. She has worked at Financial Security Management, Inc. since 2017 and was previously employed at the University of Virginia from 2015 to 2019. In addition to her advisory role, she is an agent involved in life and health insurance sales and financial advisory services. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm utilizes quantitative screening and qualitative due diligence to select investments and manages accounts on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
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Angelica O

CFP®, Series 63

Virginia Beach, VA

Financial Security Advisory Inc

Angelica Olivier is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Financial Security Advisory, Inc. She has worked within the Financial Security group of firms since 2006. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, employing quantitative screening and qualitative due diligence to select investments, and manages accounts with a limited discretionary approach.

Private / alternative investments Real estate investing Wealth management
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Archie M

CFP®, Series 63, Series 65

Va Beach, VA

Financial Security Advisory Inc

Archie Megginson Sr. is a CFP® with 36 years of industry experience, currently serving at Financial Security Advisory Inc. since 1997. He has also been associated with Guardian Life Insurance Co. of America since 1979. Outside of his advisory role, he is the president of Financial Security Group, Inc., where he provides life and health insurance sales and financial planning services. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, utilizing quantitative screening and qualitative due diligence to select investments across various asset classes.

Private / alternative investments Real estate investing Wealth management
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Matthew F

Series 63, Series 65

Virginia Beach, VA

Financial Security Advisory Inc

Matthew Farrell is a financial advisor with Financial Security Advisory, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at Financial Security Management, Inc., Life Protect 24/7, VSC Fire and Security, and Atlantic Bay Mortgage Group. He is also active as an agent with Financial Security Group, Inc., where he prepares quotes and applications for life and health insurance and provides financial planning and advisory services. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and uses quantitative screening and qualitative due diligence to manage portfolios, typically on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
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Reginald C

Series 63

Va Beach, VA

Financial Security Advisory Inc

Reginald Corinaldi is a financial advisor at Financial Security Advisory Inc with 43 years of industry experience. He holds a Series 63 designation and has been affiliated with Financial Security Advisory Inc, Financial Security Management, Incorporated, and Guardian Life Insurance Co. since the mid-1980s. He serves as Vice President of Financial Security Group, Inc., where he prepares financial plans and life and health insurance applications. Corinaldi is also a board member of The Blocker Foundation, a nonprofit organization focused on charitable giving. Financial Security Advisory Inc provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, managing portfolios that include mutual funds, stocks, bonds, ETFs, and selective illiquid alternative investments. The firm emphasizes asset allocation, long-term holdings, and a combination of quantitative and qualitative analyses in portfolio construction.

Private / alternative investments Real estate investing Wealth management
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