Edward Hanks II is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a group of Subway restaurants and serves on multiple local boards such as the TRCH Duke Lifepoint Hospital and the Twin County Community Foundation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

James Mcknight is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 12 years. Outside of advisory roles, he has been involved in insurance sales, focusing on life and annuity products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated financial services and uses various tools and third-party platforms to manage and construct diversified portfolios.

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.

Joshua Garrett is a financial advisor at Ameriprise with three years of industry experience. He previously worked at Milo C. Cockerham, Inc. for eight years before joining Ameriprise in 2021. Garrett holds a Series 66 designation. Outside of his advisory role, he is involved with Monroe St, LLC, a holding company for an Ameriprise franchise. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate personalized advice, focusing on assets held within Ameriprise-managed accounts.

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.

Christopher Porter is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Cambridge, he worked for Lincoln Financial Securities Corp for 15 years. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management and model-based solutions with both proprietary and third-party strategies across multiple custody and platform arrangements.

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.

Jacqueline Vaughan is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she is employed by Monroe St LLC, a holding company for an Ameriprise franchise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services company.

Bruce Knott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Lynn Funk is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Cambridge, she spent 15 years with Lincoln Financial Securities Corp. Funk serves as a board member of the National Association of Christian Financial Consultants. Cambridge Investment Research Advisors is an SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm delivers services through a network of independent Financial Professionals utilizing a range of portfolio management and advisory solutions tailored to client objectives.

Douglas Morgan is a financial advisor with Ameriprise in Galax, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at LPL Financial, INVEST Financial Corp, infinex Investments, Inc., and Skyline National Bank. Outside of advising, he serves on the board of the Twin County Community Foundation and is president of the Blue Ridge Country Club. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.