Joshua Nolan

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.

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 at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, Alexis worked at The Walt Disney Company for eleven years and has 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, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies and fund-of-funds.

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.