Andrew James Goodwin

Linda Rachel is the principal of Guardian Capital Group LLC, an independent investment advisory firm, and holds Series 63 and Series 65 licenses with 23 years of industry experience. She has led Guardian Capital Group since 2009. Outside of finance, she is a partner in DA Vines Vineyard LLC, a family-owned vineyard and winery where she assists with viticulture. Guardian Capital Group serves individuals, families, trusts, and related entities by providing investment management, financial planning, and consulting services. The firm emphasizes tailored investment policy statements and strategic asset allocation using diversified holdings, with discretionary portfolio management and ongoing third-party manager oversight.

Heidi Bird is a financial advisor at RFG Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Thrivent Financial for Lutherans and Independent Financial Group. Outside of her advisory role, she volunteers as a coach with the nonprofit Girls on the Run, working with young girls through a 10-week training program. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a range of model strategies and third-party platforms.

John Taylor III is a Certified Financial Planner® with 44 years of industry experience. He is currently with RFG Advisory, LLC and has held previous roles at Independent Financial Group LLC and OSAIC. Taylor is involved in community service as a member and program chairman of a local Rotary International club and serves on the board of the Health Works Foundation in Camp Verde, AZ. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies, third-party platforms, and specialized services such as sub-advisory roles for exchange-traded funds and ERISA fiduciary support.

Jacob Arthur is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the medical sector with Zimmer Biomet, Acumed, and Verde Valley Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jess Reimnitz is a financial advisor with Thrivent Investment Management based in Cottonwood, AZ, holding a Series 66 designation and 12 years of industry experience. He has been with Thrivent and its related entities since 2014. Outside of his advisory role, Reimnitz serves as a trustee for the Mariachi Scholarship Foundation and holds leadership positions in community organizations such as Toastmasters International and a local Rotary club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic financial plans across a broad range of topics. The firm combines planning with a managed-account program under a consolidated billing option while maintaining a separation between planning and portfolio management services.

Alan Nickerson is a financial advisor with Thrivent Investment Management who holds Series 63, 65, and 66 credentials and has 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory work, he owns and manages a residential rental property in Tucson. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.