Karly Holland is a CFP® professional with six years of experience in financial advising. She has worked at Divergent Planning, LLC since 2019 and previously held roles at Moisand Fitzgerald Tamayo, LLC and Homrich Berg. Prior to her advisory career, she was employed in food services at the University of Georgia. Divergent Planning serves individuals, high net worth clients, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning services. The firm emphasizes asset allocation and risk management, combining passive core holdings with a tactical approach that incorporates multiple types of analysis.

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 Wealth, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. from 2012 to 2024. Outside of advisory services, he is involved in life and annuity insurance sales. Osaic Wealth, Inc. serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers various advisory and brokerage services supported by advanced portfolio management tools and a large network of financial advisers.

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 ChFC® credentialed financial advisor with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2023, following a 15-year tenure at Lincoln Financial Securities Corp. Based in Galax, VA, Porter also operates as an independent insurance agent for various companies through multiple related business entities. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing model portfolios, third-party strategists, and multiple account platforms.

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 ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked for Lincoln Financial Securities Corp for 15 years. Lynn serves as a board member of the National Association of Christian Financial Consultants. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

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, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at Primerica Financial Services and academic positions at the University of Tennessee College of Law and Radford University. Outside of finance, he works as a part-time Dasher for DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure distinct from fixed-fee billing.