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 four years of industry experience. She has worked at Choreo, LLC since 2023 and previously spent four years at BDO Wealth Advisors, LLC. Prior to her advisory career, she was involved with Operation New Uniform for two years. Choreo, LLC serves a diverse client base that includes individual and high-net-worth investors, family offices, institutional clients, and corporate retirement plan sponsors. The firm utilizes a quantitative-driven investment process and offers a broad range of advisory services, including discretionary portfolio management, financial planning, OCIO services, and specialized consulting such as 1031 like-kind exchange and Deferred Sales Trusts™.

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.

Steven Freeman is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Scott & Stringfellow, Inc., BB&T Securities, and Truist Advisory Services. Freeman serves as treasurer on the board of the Surf Beach Club and is a board member of the Judeo Christian Outreach Center. He is also the sole manager of SF 7579 LLC, which owns a farm and a wind farm in Illinois. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm manages portfolios through dedicated teams and provides advisory programs, including separately managed accounts and mutual funds.

Sarah Turner is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank, NA, and ICON plc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its investment approach.

Spencer O Hara is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Virginia Beach City Public Schools and Pirate Parasail. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and offers a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Mary Justice is an investment advisor representative at TLG Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Nationwide Securities LLC and Avery Insurance Agency, Inc. Justice is also president and principal agent of Justice-Killam Insurance Services, Inc., a property and casualty insurance agency. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Colin Ducharme is a financial advisor with Truist Advisory Services, holding the CFP® and CFA® designations and various securities licenses. He has four years of industry experience, including a 12-year tenure at Sterling Capital Management before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by AI-enabled research tools.

Scott Danner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with multiple Steward Partners entities since 2023 and has prior experience at Freedom Street Partners, LLC and Raymond James Financial Services. Outside of his advisory role, he is the author of a book for financial advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.