Alexis Searles

David Wilkins is a financial advisor with Secure Retirement Advisors, LLC in Eloy, Arizona, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Secure College Funding and has been with Secure Retirement Advisors since 2011. Outside of his advisory role, Wilkins owns Cowboytown Arena, LLC and Cowboytown Farms, where he raises hay and breeds horses. Secure Retirement Advisors provides personalized financial planning and consulting to individuals, trusts, estates, charitable organizations, and select corporate clients. The firm offers advice through consultations and written plans but does not manage client assets directly, referring clients to a single third-party money manager under a solicitor arrangement.

Christian Price is a financial advisor with Life Planning Advisors LLC in Maricopa, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at National Planning Corporation for 13 years before joining Life Planning Advisors and Woodbury Financial Services in 2017. Outside of finance, he owns Odyssey Jewelers, a part-time private jewelry sales business. Life Planning Advisors serves individual, high-net-worth, and business clients by providing asset management, financial planning, and specialized estate, tax, and risk-management services. The firm focuses on non-discretionary management with diversified, low-cost, tax-efficient portfolios, and offers referrals to third-party portfolio managers.

Todd Hills is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co., Edward Jones, and Bruce A Lefavi Securities, Inc. Outside of his advisory role, he is involved with Diversify Insurance, Inc., where he sells life insurance as part of client financial plans. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives.

Trevor Buggs is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Root Financial Partners since 2025 and previously held roles at Bank of America and Merrill Lynch. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm focuses on discretionary investment management and comprehensive financial planning, using a principally passive investment approach and offering educational seminars and employer-related retirement support.

Sharyl Schultz is a financial advisor at RedHawk Wealth Advisors, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Redhawk Wealth Advisors since 2015, with a three-year period at HF Advisory Group, LLC. Outside of her advisory role, Schultz has a 50% ownership interest in a personal home inspection business. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, supported by a weekly investment committee, documented due diligence, and risk management tools.

Joshua Nolan is a CFP® professional with two years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has worked at several firms including OneAmerica Securities and Axio Wealth Management. Outside of his advisory role, he is involved with Arizona Roots Family, LLC, focusing on accounting and payroll. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.