John Thomas Taylor III

Linda Rachel is the principal of Guardian Capital Group LLC, an independent investment advisory firm, and holds Series 63 and Series 65 licenses with 23 years of industry experience. She has led Guardian Capital Group since 2009. Outside of finance, she is a partner in DA Vines Vineyard LLC, a family-owned vineyard and winery where she assists with viticulture. Guardian Capital Group serves individuals, families, trusts, and related entities by providing investment management, financial planning, and consulting services. The firm emphasizes tailored investment policy statements and strategic asset allocation using diversified holdings, with discretionary portfolio management and ongoing third-party manager oversight.

Heidi Bird is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She has previously worked at Thrivent Financial for Lutherans and Independent Financial Group. Outside of her advisory role, she volunteers as a coach for Girls on the Run, a nonprofit organization that trains young girls for 5K runs. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and alternative investment options.

Jacob Arthur is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Zimmer Biomet for seven years, Acumed for two years, and Verde Valley Medical Center for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors.

Jess Reimnitz is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. She has been with Thrivent and its affiliated firm since 2014. Outside of her advisory role, Reimnitz is involved in community and nonprofit activities, including serving as a trustee for the Mariachi Scholarship Foundation and as Vice President of Education for a local Toastmasters club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive, written recommendations across a wide range of planning topics and offers clients the option to combine planning with managed accounts under a consolidated billing arrangement.

Andrew Goodwin is a financial advisor with Edward Jones in Camp Verde, Arizona, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Amway as a consumer products purchaser and manages a professional limited liability company related to insurance residuals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Alan Nickerson is a financial advisor with Thrivent Investment Management who holds Series 63, 65, and 66 credentials and has 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory work, he owns and manages a residential rental property in Tucson. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.