David Wilkins Sr.

Trevor Buggs is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Root Financial Partners since 2025 and previously held roles at Bank of America and Merrill Lynch. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm focuses on discretionary investment management and comprehensive financial planning, using a principally passive investment approach and offering educational seminars and employer-related retirement support.

Keanelyn Waldriff is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Empower, Waldriff worked at The Vanguard Group and LPL Financial. She is also the owner of Cubbi LLC, a digital marketing service based in Arizona City, AZ. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Alexis Searles is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to her current role, she held positions at Yankee Candle and AAA Northern New England, and spent over a decade at The Walt Disney Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using quantitative analysis and algorithmic methods. The firm is noted for its formal advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

Chandra Salinas is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. Outside of her advisory role, she serves as Treasurer for the Casa Grande Food Bank, managing financial responsibilities and donations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a non-discretionary program. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ernesto Esqueda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Lynne Barrow is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.