Keanelyn Waldriff

David Wilkins Sr. is a financial advisor at Secure Retirement Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Secure Retirement Advisors since 2011, following prior experience at Kalos Management. Outside of advising, he owns Cowboytown Arena, LLC and Cowboytown Farms, where he raises hay and breeds horses. Secure Retirement Advisors, LLC provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advice through written plans and consultations, referring clients to a third-party money manager for portfolio management rather than managing assets directly.

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.

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.

Ernesto Esqueda is a financial advisor with Primerica Advisors in Casa Grande, Arizona, holding Series 63 and Series 65 licenses and bringing 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 home security, automation products, and loan product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-driven strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial 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.