Andrew Goodwin

Linda Rachel is a financial advisor at Guardian Capital Group LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Guardian Capital Group since 2009. Outside of her advisory role, she is a partner at DA Vines Vineyard LLC, a family-owned farm and winery where she assists with viticulture. Guardian Capital Group provides investment advisory and financial planning services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach using mutual funds, ETFs, and other securities, and offers discretionary portfolio management alongside written financial plans and consulting engagements.

Heidi Bird is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Thrivent Financial for Lutherans and Independent Financial Group. Outside of her advisory role, she volunteers as a coach for Girls on the Run, a nonprofit organization focused on building confidence in young girls. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a combination of active and passive strategies across various investment vehicles and maintaining a role as sub-adviser to a multi-ETF suite.

John Taylor III is a CFP® with 44 years of industry experience, currently serving at RFG Advisory, LLC. He previously worked at Independent Financial Group LLC for 12 years. Outside of his advisory role, he is involved with Rotary International as a member and program chairman and serves on the board of the Health Works Foundation. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm combines active and passive investment strategies across various platforms and serves as a sub-adviser to a multi-ETF suite, managing both client assets and pooled products.

Jacob Arthur is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Zimmer Biomet for seven years, Acumed for two years, and Verde Valley Medical Center for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors.

Jess Reimnitz is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. She has been with Thrivent and its affiliated firm since 2014. Outside of her advisory role, Reimnitz is involved in community and nonprofit activities, including serving as a trustee for the Mariachi Scholarship Foundation and as Vice President of Education for a local Toastmasters club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive, written recommendations across a wide range of planning topics and offers clients the option to combine planning with managed accounts under a consolidated billing arrangement.

Amy Andrews is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2016, with prior experience at Kalos Capital, Cartus Intercultural, and Techworld Language Solutions. Outside of finance, she teaches yoga classes to beginners and advanced beginners for the EOS Fitness Group Classes Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers a broad range of topics without including implementation. The firm emphasizes holistic planning and periodic reviews, delivering services through a large network of financial advisors.