Scott Jones is a financial advisor with ValMark Advisers, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes roles at ValMark Advisers since 2017, as well as prior positions at Barry, Evans, Josephs & Snipes, M HOLDINGS SECURITIES, Kestra Investment Services, and Principal Financial Services. He is also the managing partner of Scott Jones Financial, a firm specializing in fixed insurance sales involving non-variable policies. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using model portfolios and asset allocation across mutual funds, ETFs, and separate-account managers, with active oversight and regular performance reporting.

Mark Rothwell is a CFP® professional with three years of industry experience, currently serving at ValMark Advisers, Inc. He previously worked at State Street Corporation for eight years and has held a COO and Director of Financial Planning role at Scott Jones Financial since 2021. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.