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.

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.

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.

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.

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.

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.

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.

April Hayden is a CFP® professional with three years of industry experience, currently serving at Choreo, LLC. She previously worked for BDO Wealth Advisors, LLC, and earlier was involved with Operation New Uniform. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a structured investment process based on strategic asset allocation and quantitative manager selection, offering a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting for complex strategies.

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.

Ronald Kiser Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. His prior roles include positions at SunTrust Investment Services and Suntrust Advisory Services, where he worked for over a decade combined. Outside of advising, he is involved as a sales manager consulting on cabinet sales and holds ownership roles in several real estate ventures. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in assets across more than 208 advisors, offering a broad selection of investment products and platforms with both discretionary and non-discretionary arrangements.

Mark Crabtree is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and possessing 10 years of industry experience. He has worked within various Navy Federal entities since 2011. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Joi Morrison is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to her current role, she served in the United States Navy for 12 years. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs with third-party portfolio managers and offers layered investment solutions, combining advisory and commission-based channels within its credit union affiliation.

Ronald Garner is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple First Command entities since 2015. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios from approved managers and model portfolios.

Lisa Boris is a financial advisor with Truist Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. She has been with SunTrust Advisory Services and SunTrust Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and manager selection through its AMC Advantage program. The firm utilizes a combination of discretionary manager relationships and consulting, supported by AI-enhanced research tools and integrated inter-affiliate operations.