Francie Teichman

Trevor Buggs is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior experience includes roles at Bank of America and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside its advisory services.

Joshua Nolan is a CFP® professional with three years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. Prior to his current role, he held positions at OneAmerica Securities, American United Life, and Axio Wealth Management. Outside of his advisory work, he is involved in managing accounting and payroll activities through a family-owned business entity. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of fundamental and technical analysis alongside digital advice and multiple custodial platforms.

Vincent Buccellato is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 credentials. He has 17 years of industry experience and has previously worked with Transamerica Financial Advisors, Inc. and World Financial Group. Outside of his advisory role, Buccellato provides computer programming and training services focused on Geographic Information Systems and database technologies and has held IT leadership positions with Gila County and Greenlee County. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and noted for its use of market-timing and momentum-based strategies in select legacy programs.

Benjamin Kopf is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and one year of experience at Empower Advisory Group. Before joining Empower, he worked for nine years at Southern Glazer's Wine and Spirits. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Ginger Fargas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Prior to joining Cambridge in 2023, she spent 13 years with Mass Mutual Investors Services and MassMutual Life Insurance Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment strategies through independent Financial Professionals, utilizing proprietary and third-party models across various platform arrangements.

Alexis Searles is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to her current role, she worked at The Walt Disney Company for eleven years and held positions at AAA Northern New England and Yankee Candle. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm also manages and advises multiple registered investment companies and utilizes AI and systematic methodologies in its investment process.