David Michael Robertson

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.

Brent Marshall is a financial advisor with Gradient Advisors, LLC, holding the PFS™ designation and Series 63 and 65 licenses, with 26 years of industry experience. His prior roles include positions at Omni Fund, Mohave County Adult Educational Services, Horter Investment Management, and Senior Lifestyle Strategies. In addition to his advisory work, Marshall provides accounting, tax, and financial services to individuals and small businesses through his own practice. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a broad range of clients including individuals, retirement plans, trusts, estates, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model and using fundamental, technical, and cyclical analysis in portfolio management.

Tracy Blackwell is a financial advisor with Edward Jones in Bullhead City, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she operated an interior design consulting business for two years and held positions at Sherwin Williams and Sunshine Air Conditioning Inc. She no longer consults in interior design. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of investment strategies and affiliated services 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® professional with 20 years of industry experience, currently serving as an advisor at LPL Financial since 2014. He operates primarily out of Bullhead City, AZ. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and technology-driven portfolio management.