Ricardo Jesus is a financial advisor with Liberty Atlantic Advisors and holds the Series 65 designation. He has three years of industry experience, having worked at several firms including Beacon Global Advisor Network and Chase Buchanan Wealth Management. His prior roles also include positions outside the industry, such as at ASM Sports Group and the University of Tulsa. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm’s approach emphasizes fundamental analysis and long-term portfolio construction through diversified allocations tailored to specialized client needs.

Scott Evans is a CFP® and CFA® charterholder with 13 years of industry experience. He currently works at Liberty Atlantic Advisors and has held positions at firms including Beacon Global Advisor Network and Northwestern Mutual. He is also a licensed insurance agent involved in insurance product sales. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm’s investment approach emphasizes fundamental analysis and longer-term portfolio construction with diversified allocations, including the use of third-party sub-advisers for specialized strategies.

Scott Beasley is a CFP® and ChFC® with six years of industry experience. He is currently with Liberty Atlantic Advisors, where he has worked for one year. His prior experience includes roles at Northwestern Mutual Wealth Management Company and related affiliates. Beasley also has experience outside of financial services, including roles at First Presbyterian Church and CrossFit Knoxville. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm’s investment approach emphasizes fundamental analysis and long-term portfolio construction with diversified allocations tailored to special situations.

Henry Rutherford is a financial advisor with Liberty Atlantic Advisors, holding no prior industry experience before joining the firm. He has worked at Liberty Atlantic Advisors since 2026 and previously held roles at Alex De Silva & Co Wealth Managers, Golden Oak Wealth Management, and Blevins Franks Financial Management. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a fundamental analysis approach focused on longer-term portfolio construction, using diversified asset allocations and specialized strategies for unique client situations.

David Cantor is a Series 65-licensed advisor at Liberty Atlantic Advisors with one year of industry experience. He previously worked at Davies & Associates LLC for eight years. Outside of his advisory role, he is a co-founder of ItalianTaxes.com, a tech-enabled platform for filing taxes in Italy, and founder of Relocate Inc., an independent marketplace for global migration. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a fundamental, long-term investment approach with diversified allocations and adapts strategies for special client situations.

Alexander Ingrim is a financial advisor with Liberty Atlantic Advisors, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Blevins Franks Financial Management, Framont & Partners Management, and Beacon Global Advisor Network. He is also a licensed insurance agent involved in fixed insurance product sales and participates in real estate investment decisions through Ingrim Investments LLC. Liberty Atlantic Advisors is a team-based SEC-registered adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a fundamental, long-term investment approach with diversified allocations and uses third-party sub-advisers for specialized strategies.

Michael Simcock is a CFA® charterholder with Liberty Atlantic Advisors, where he has worked since 2026. He has 12 years of experience with ClearMacro Ltd. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm emphasizes fundamental analysis and long-term portfolio construction, using diversified allocations and employing third-party sub-advisers for specialized strategies.