Marianne Martini Nolte

Walter Ruddiman is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with American Independent Securities Group since 2005 and has operated the Ruddiman Insurance Agency, Inc. since 1980, specializing in life and health insurance sales and service. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management through both discretionary and non-discretionary arrangements alongside access to third-party managers and estate-planning services.

Jaimi Dennehy is a financial advisor at Mercer Global Advisors Inc. with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities Inc. and Cresset Asset Management, LLC. Dennehy serves as a board member of the Western Arizona Humane Society. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, along with comprehensive financial and retirement planning services.

George Martell is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Centaurus Financial in 2023, he worked for Crown Capital Securities, LP for 16 years. Martell also serves as an agent for medical, dental, and employee ancillary insurance group plans, focusing primarily on 401(k) clients. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with varied analytical approaches.

Brian Springberg is a CFP® professional with 31 years of industry experience. He is currently with OSAIC and has worked previously at SagePoint Financial and his own firm, Springberg, Mcandrew Financial Services. He serves as a board member at LifePoint Hospital, advising management on community health care needs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Brandon Warner is a financial advisor with Edward Jones in Lake Havasu City, Arizona, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services, operates under a fiduciary standard, and has approximately $1.01 trillion in assets under management.

Scott Hartman is a financial advisor with Edward Jones in Lake Havasu City, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he served for 25 years with the Lake Havasu City Fire Department. Outside of financial advising, he owns a home-based firearms sales business, Blue Water Firearms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors.