Ernesto Esqueda

David Wilkins is a financial advisor with Secure Retirement Advisors, LLC in Eloy, Arizona, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Secure College Funding and has been with Secure Retirement Advisors since 2011. Outside of his advisory role, Wilkins owns Cowboytown Arena, LLC and Cowboytown Farms, where he raises hay and breeds horses. Secure Retirement Advisors provides personalized financial planning and consulting to individuals, trusts, estates, charitable organizations, and select corporate clients. The firm offers advice through consultations and written plans but does not manage client assets directly, referring clients to a single third-party money manager under a solicitor arrangement.

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.

Joshua Nolan is a CFP® professional with two years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has worked at several firms including OneAmerica Securities and Axio Wealth Management. Outside of his advisory role, he is involved with Arizona Roots Family, LLC, focusing on accounting and payroll. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

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.

Ginger Fargas is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co for 13 years. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a network of independent Financial Professionals and multiple account platforms.

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.