Liberty Atlantic Advisors

Ricardo Jesus is a financial advisor at Liberty Atlantic Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Chase Buchanan Wealth Management and Private Client Consultancy. He has also worked in sports management and held academic roles at the University of Tulsa and University of Mississippi. Liberty Atlantic Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and access to sub-advisory accounts. The firm manages approximately $125 million across diversified portfolios and maintains multiple offices with a focus on fundamental analysis and accommodating specialized investment situations.

Scott Evans is a financial advisor at Liberty Atlantic Advisors with 12 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at firms including Beacon Global Advisor Network and Northwestern Mutual Wealth Management Company. Evans is also a licensed insurance agent involved in insurance product sales. Liberty Atlantic Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and access to sub-advisory accounts. The firm manages approximately $125 million across five offices and employs a fundamental analysis approach to build diversified portfolios tailored to client needs.

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.