Alberto Torres is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jonathan Bowman is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. Outside of his advisory role, he serves on the Finance and Investment Committee for Sparta First Baptist Church. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Ches Helmick is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds Series 66 licensure and is located in Independence, VA. Outside of his advisory role, Helmick is involved in community service as a city council member in Galax, VA, and he also manages a woodworking business and oversees a charitable foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Robert Liverman Jr. is a financial advisor with Edward Jones in Sparta, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Alleghany Memorial Hospital and took a one-year employment hiatus. Outside of his advisory role, he manages Locust Post Farm LLC, where he is involved in operations related to beef cattle and honeybee care. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.

Timothy Hollingsworth is a financial advisor with Primerica Advisors in Independence, VA, holding Series 63 and Series 65 licenses and bringing three years of industry experience. Prior to his current role, he has worked with PFS Investments Inc. since 2022 and Primerica Financial Services since 2021. Outside of financial advising, he has worked as a delivery driver for DoorDash on a part-time basis. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies created by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.