Curtis W Hagner

Kimberly Tillinghast is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has served at Commonwealth since 2016 and is a part-owner of Mpact Financial Group, LLC, where she has been active since 2011. Kimberly also manages her own accounting and tax services through a separate entity and provides accounting support to family members. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and a range of investment options with a focus on both discretionary and nondiscretionary portfolio management.

Richard Bolek is a CFP® with 35 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked with Independent Financial Group and Strategic Financial Group since the early 1990s. In addition to his advisory role, he is an owner of a tax preparation and accounting firm and is involved in marketing securities and advisory services under a related DBA name. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan services through multiple platforms and employs a combination of strategic asset allocation and manager selection processes.

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 financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones' Home Office in Tempe since 2017. Prior to his current role, he worked at Club West Golf Course for seven years. Outside of his advisory work, he has a coaching role with Wickenburg High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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 at Osaic Wealth, Inc. with 36 years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and SSN Advisory Inc. Miller is also involved in insurance sales through a separate business activity. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment vehicles.