Rose Bennetch is a financial advisor at Brown Advisory with 20 years of industry experience and holds a Series 65 designation. She has worked at Brown Advisory since 2018 and has also been with Signature Financial Management, Inc. since 2012. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations, offering discretionary portfolio management, strategic planning, and philanthropic planning. The firm employs a long-term, full-market-cycle investment approach, combining active and passive strategies while managing risk through diversified allocations and valuation discipline.

Vainius Gleveckas is a Series 66 licensed advisor with 19 years of industry experience, currently working at MissionSquare Retirement. He has held prior roles at Icma Rc, Ceros Financial Services, Flexible Plan Investments, and Potomac Fund Management. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

James Morton is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Cary Street Partners and previously worked at Asset Planning Corporation. Outside of his advisory work, he participates in volleyball tournaments on weekends, occasionally earning prize money. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes traditional and alternative strategies, combining third-party managers with in-house resources.

Carl Reed is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and four years of industry experience. He has previously worked at Gateway Wealth Partners, ADVISORS' PRIDE Inc., LPL Financial, and Strategence Capital. Reed is also involved in insurance sales as a non-investment related business activity. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams, offering a range of asset management, financial planning, and consulting services.

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.

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.

Jean Logan is a financial advisor at Brown Advisory with 15 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Brown Advisory in 2018, she worked at Signature Financial Management, Inc. since 2011. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with an Investment Solutions Group to select managers and support client liquidity needs.

Isaiah Porter is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Virginia Beach, VA. He has one year of industry experience and prior roles at Alloy Wealth Virginia and Kenneth Porter and Company. Porter served five years in the United States Army before entering the financial services industry. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm utilizes fundamental, technical, and cyclical analysis combined with model portfolios and an asymmetric rebalancing approach.

Rupal Master is a Series 65-licensed financial advisor with 11 years of industry experience. She has worked at Brown Advisory since 2018 and maintains a role at Signature Financial Management, Inc. since 2016. Outside of financial services, she is a partner in R.K. Management LLC, which operates the Howard Johnson Inn in Virginia Beach. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts, providing integrated wealth management and portfolio management. The firm employs a long-term investment approach, blending global active and passive strategies with a focus on diversification, valuation, and tax efficiency, and features specialized affiliates and private market activities uncommon among many multi-team advisers.

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.

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.

Mary Dillon is a CFP®-certified financial advisor with 40 years of industry experience. She has worked at Financial Security Management, Inc. since 2003 and previously at Dukes & Co Advisory, Inc. from 1997 to 2003. Outside of her advisory work, she is the owner of a 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 long-term holdings, utilizing both quantitative and qualitative methods to select investments.

Michael Geraci is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Ausdal in 2024, he worked at Intervest International Equities Corp from 2021 to 2024 and has been involved with Jeff Geraci since 2021. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations with a range of advisory programs, retirement plan services, and financial planning.

Quinn Straayer is a financial advisor at Brown Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brown Advisory since 2018. Prior to that, he was with Signature Financial Management, Inc. from 2016. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts and foundations, providing integrated wealth and portfolio management. The firm combines global active and passive strategies in a long-term investment approach and offers services including strategic planning, tax organization, and estate planning, alongside access to alternative investments through its Investment Solutions Group.

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.

Carter Furr Jr. is a financial advisor at Brown Advisory with 23 years of industry experience. He holds a Series 65 designation and has worked at Brown Advisory since 2018. Prior to that, he has been associated with Signature Financial Management, Inc. since 2002. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection, supporting clients’ liquidity needs through various private fund vehicles and credit facilities.

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.

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.

Stephen Harlow is a ChFC®-designated financial advisor with 33 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at USA Financial Securities and his own firm, Harlow Financial Associates. Outside of advisory roles, he provides financial services and consulting through Ideas by Mike, LLC. Advisory Alpha is an SEC-registered multi-team firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team using a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

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.