Brent A Marshall

Gary Bowman is a financial advisor at Bowman Retirement Planning in Fort Mohave, AZ, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Custom Wealth Management Inc, SAGEPOINT FINANCIAL, and Strategic Retirement Planning. Bowman Retirement Planning provides comprehensive portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension, and corporate accounts. The firm employs a range of analytical methods and implements asset-allocation strategies that include ETFs, fixed income, and both long- and short-term trading, managing approximately $25.6 million in discretionary assets for a concentrated client base.

Jonathan Meeks is a financial advisor at Check Capital Management Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Check Capital Management since 2004. Check Capital Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, managing assets through separately managed accounts, asset allocation, retirement cash-flow planning, and discretionary portfolio management. The firm employs a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, and it manages the Blue Chip Investor Fund.

Tracy Blackwell is a financial advisor at Edward Jones in Bullhead City, AZ, with seven years of industry experience. She holds a Series 66 designation and previously owned an interior design consulting business. Before joining Edward Jones in 2019, she worked at Sherwin Williams and Sunshine Air Conditioning Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jared Crow is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is involved in real estate as an owner and landlord of rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jack Biedebach is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at LPL Financial since 2014. His prior roles include positions at RBC Securities, Inc., Chase Investment Services Corp., Merrill, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and third-party asset management, supported by advanced operational tools for advisors.

David Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has previously worked at SCF Investment Advisors, Inc. for 20 years and has been involved with Robertson & Robertson Financial and SCF Marketing, Inc. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.