Curtis Hagner

Kimberly Tillinghast is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Commonwealth since 2016 and is a part-owner of Mpact Financial Group, LLC, which provides securities, advisory, and insurance services. In addition, she owns an entity that handles personal accounting and tax services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and technology support to its affiliated advisors.

Richard Bolek is a CFP® professional with 34 years of experience in the financial services industry. He has been with Independent Financial Group, LLC since 2005 and also owns a tax preparation and accounting firm. He holds a Series 63 license and is based in Wickenburg, Arizona. Outside of advisory services, he is involved in tax preparation and provides consulting and insurance services through separate entities he owns. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party asset managers to deliver tailored advisory solutions.

Sara Davidson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Ben Potter is a Series 66-licensed financial advisor with Edward Jones in Wickenburg, AZ, with eight years of industry experience. He has worked at the Edward Jones Home Office in Tempe since 2017 and previously spent seven years at Club West Golf Course. In addition to his advisory role, he receives a salary for coaching at Wickenburg High School. 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 and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Andrew Wooldridge is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he serves as a board member on the City of Center Point Planning and Zoning Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment options with a nationwide network of advisors and offices.

Nancy Miller is a financial advisor with Osaic Wealth, Inc. She holds a Series 66 designation and has 36 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc. and SSN Advisory Inc. Outside of advisory work, she has been involved in insurance sales since 1980. Osaic Wealth, Inc. provides advisory and brokerage services through a large network of financial advisers, serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering access to a wide range of investment products and platforms.