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.

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.

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.

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.