Shawn Mc Keown is a financial advisor at Southern Pacific Asset Management L.L.C. in Yuma, AZ, holding a Series 66 designation with nine years of industry experience. He has worked at Southern Pacific since 2020 and was previously with Yuma Investment Group from 2016 to 2021. Southern Pacific Asset Management is an independent, single-advisor firm providing investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm combines passive and active strategies with model portfolios and outside managers, and offers educational programming and client communications through seminars and written planning reports.

Samantha Bordiuk is a financial advisor at Alo Financial Planning with a Series 65 credential and three years of industry experience. Prior to joining Alo Financial Planning, she served with Marine Corps Installations Pacific and is the owner and instructor of Patriot Pole Fitness LLC, a fitness instruction business in Yuma, AZ. Alo Financial Planning provides investment management and financial planning services to individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm primarily employs a passive, asset-allocation approach using mutual funds and ETFs and offers ongoing portfolio management alongside educational seminars.

Alexander Chavez is a financial advisor at Invicta Financial Group with a Series 65 designation and one year of industry experience. Before joining Invicta, he worked in the United States Federal Courts for eight years and the Arizona Department of Juvenile Corrections for four years. He also serves as a substitute teacher on a part-time basis. Invicta Financial Group provides financial planning and implementation services to individuals, high-net-worth clients, and business entities, focusing on client-specific plans and working with third-party investment advisers for portfolio management.

Ryan Daniels is a financial advisor with Invicta Financial Group in Yuma, AZ. He holds a Series 65 designation and joined the firm in 2025. His prior work experience includes roles at BDT & Associates, Pittsburgh Valet, and Footlocker. Outside of advising, he is a licensed insurance agent but does not sell insurance products or provide related advice. Invicta Financial Group serves individuals, high-net-worth clients, and business entities by providing financial planning and implementation services. The firm emphasizes client-specific planning and works with third-party investment advisers for ongoing asset management.

Barry Todd is a financial advisor with Invicta Financial Group in Yuma, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience and has worked at BDT & Associates, Inc. since 2007 and Affluent Advising, LLC since 2014. Todd serves as chairman and director of BDT & Associates, Inc. and is president of the National Ranger Memorial Foundation. He is also co-founder and board member of the Defense Resources Foundation, which provides resources to the wrongfully accused, and is an author and advocate speaker on the U.S. judicial system. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for asset management. The firm focuses on client-specific planning and regularly reviews client plans, relying on recommended investment managers for portfolio construction and not taking custody of client assets.

Benjamin Williams is a financial advisor with Invicta Financial Group in Yuma, AZ, holding a Series 65 license and 12 years of industry experience. He has worked at BDT & Associates, Inc. since 2014 and Cambridge Investment Research Advisors, Inc. from 2014 to 2018. Williams serves as treasurer and director of the board at BDT & Associates, Inc., a role he has held since 2018. He is also a licensed independent insurance agent specializing in health and life insurance. Invicta Financial Group advises individuals, high-net-worth clients, and business entities through financial planning and implementation services, directing clients to third-party investment advisers for portfolio management. The firm emphasizes client-specific planning with tailored recommendations and ongoing support during and after the implementation phase.

Marissa Waldron is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Fisher Investments and Global Financial Private Capital, LLC before joining Carlson Financial, where she has been since 2017. Carlson Financial serves pre-retirees, retirees, and various individual and institutional clients by providing comprehensive financial planning and portfolio management. The firm uses a cash-flow-based planning process to guide discretionary investment strategies focused on equities and ETFs, with an independent insurance licensing structure for certain product recommendations.

John Rossitto is a CFP® and ChFC® with 38 years of industry experience. He is currently with IHT Wealth Management LLC and has been associated with LPL Financial since 2006. In addition to his financial advisory work, he serves as a teacher at Rock Christian Academy. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using diversified model portfolios that incorporate ETFs, mutual funds, third-party managers, fixed income, and option strategies, while also providing ERISA fiduciary services and a proprietary wrap-fee program through a network of approximately 153 advisors.

George Davis is a financial advisor with CWM, LLC in Yuma, AZ, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at CWM since 2019 and previously held roles at LPL Financial and Private Advisor Group, LLC. Outside of his advisory work, he is involved in fixed insurance activities. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and other services. The firm employs discretionary portfolio management through an Investment Committee and utilizes a combination of in-house models, third-party sub-advisors, and technology partners.

Adrian Elder is a CFP® professional with 16 years of industry experience, currently serving at CWM, LLC. He has previously worked at LPL Financial and Private Advisor Group, LLC, among other firms. Elder is a board member of the United Way of Yuma County and the Caballeros De Yuma, and owns several business ventures including Downtown Mex, LLC and Yuma Tax Group. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both in-house models and third-party partners to implement discretionary portfolio management.

Thomas Rush is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Yuma & Imperial Valley Wealth Management, Private Advisor Group, LPL Financial, and Yuma Investment Group. He serves on multiple nonprofit boards, including the Rio Colorado Chapter Historical Board and the Ed Foundation of Yuma, and is involved in managing a food truck business and a sports bar. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to deliver discretionary portfolio management.

Timothy Avila is a financial advisor with CWM, LLC in Yuma, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Yuma & Imperial Valley Wealth Management and Private Advisor Group, LLC. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and leverages a combination of in-house models, third-party sub-advisors, and technology partners.

Zeke Guerrero is a financial advisor at CWM, LLC with two years of industry experience. He holds the Series 65 designation and has worked with Yuma & Imperial Valley Wealth Management and Yuma Investment Group Wealth Management. Outside of his advisory roles, he is involved with Arizona State University, the Arizona Interscholastic Association, and the Southwest Cactus Association. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and other services, utilizing discretionary portfolio management supported by an Investment Committee and a range of in-house and third-party models.

Krystle Mayorga is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. She has worked primarily with Yuma Investment Group Wealth Management and CWM, LLC. Outside of her advisory role, she is also a real estate agent with Keller Williams Realty, where she facilitates buying and selling land and property. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

John Durazo is a financial advisor at CWM, LLC with a Series 65 credential and two years of industry experience. He has worked at Yuma & Imperial Valley Wealth Management and Yuma Investment Group Wealth Management. Outside of his advisory role, Durazo serves as an Education Coordinator for BNI Empower Business Exchange, where he manages referral networking activities. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Joe Lau is a financial advisor with Eagle Strategies (NY Life) based in Yuma, AZ, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been associated with Nylife Securities Inc. and New York Life Insurance Company since 1989. In addition to his advisory role, he is appointed with outside insurance carriers to broker investment-related, non-registered insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of advisers and emphasizes client-directed solutions using third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Melissa Short is a financial advisor with LPL Financial in Yuma, AZ, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Her prior experience includes roles at Ameriprise and Edward Jones. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and combines advisory services with non-advisory product offerings.

Mai Luc is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is also involved as an English editor for ButTre Magazine, a nonprofit Vietnamese cultural publication, where he occasionally writes and edits cultural articles. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Bretina Deanda is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo Advisors and Deason Garner & Hansen. Based in Yuma, AZ, she has been with Ameriprise since 2021. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Butcher is a financial advisor with Edward Jones in Yuma, Arizona, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated funds, supported by a large nationwide network of over 23,700 financial advisors.

Wendy Steward is a Series 66-licensed financial advisor with Edward Jones, based in Yuma, AZ, and has six years of industry experience. Before joining Edward Jones in 2020, she worked at Yuma Endoscopy Center and Yuma Gastro, LLC. She is the founder and president of Friends of Lower Colorado River, a nonprofit organization focused on maintaining cleaner waterways. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Misenhimer Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2014 to 2025. Outside of advising, he is involved with multiple family and legacy trusts in a fiduciary capacity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Schuyler White is a financial advisor with Wells Fargo Advisors in Chula Vista, CA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he owns and manages a non-investment business involving the rehabilitation and sale of vintage Land Cruisers. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a comprehensive planning menu tailored to clients meeting net-worth thresholds, incorporating specialized services such as business-owner transition and special-needs planning.

Andrea Bereznak is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. Her work history includes roles at Ameriprise Financial Services, Voya Financial Advisors, and LPL Financial. Outside of her advisory role, she teaches yoga, meditation, and sound bath classes in her community. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed solutions with unique retirement and trust services.

Karolyn Mayrant is a financial advisor with Ameriprise in Yuma, AZ, holding a Series 66 designation and 21 years of industry experience. She has worked at Ameriprise since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Helen Tanner is a financial advisor with LPL Financial in Yuma, Arizona, holding a Series 66 designation and nine years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. and has operated CPA Financial Advantage, P.C., a tax preparation and accounting firm, since 2015. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Maria Reed is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Angela Mitchell is a financial advisor with Edward Jones in Yuma, AZ, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Brannick Harris is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Yuma, AZ, with seven years of industry experience. He has been with Edward Jones since 2018. Prior to this, he worked at Qkids English, C&D Southwest Lumber Corporation, New Mexico State University, and AgMechtronix. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Jacob Echols is a financial advisor with Edward Jones in Yuma, AZ, holding CFP® and CFA® designations and 11 years of industry experience. He previously worked at Charles Schwab from 2014 to 2018 before joining Edward Jones in 2018. Outside of advising, Echols is involved in hay farming in the Yuma area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and is notable for its extensive retail presence and affiliated capabilities beyond advisory services.

Michael Weiser is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His prior roles include positions at Thrivent Financial, Transamerica Financial Advisors, and World Financial Group. He is also the owner of Eden Wealth Management and works as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, combining advisor-managed accounts with firm-sponsored and third-party managed programs.

Jason Taylor is a financial advisor at Edward Jones in Yuma, AZ, with 21 years of industry experience. He has been with Edward Jones since 2008 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Valarie Donnelly is a Series 66 licensed financial advisor with Edward Jones, based in Yuma, AZ, and has six years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Western Arizona Council of Governments for five years. Donnelly serves as a trustee of the Sturges Charitable Trust and is a member of the Arizona Community Foundation Professional Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Lydia Padilla is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Padilla manages Padvic LLC, an IRA LLC used for investing in real property and personal loans. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports primarily for clients with substantial investable assets.

Cam Cong is a financial advisor at Edward Jones in Yuma, AZ, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked for the Yuma Union High School District #70 for 17 years. He holds the Series 66 designation. 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 and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets.

Melissa Mayer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been affiliated with various Cetera entities since 2002 and was also associated with First Allied Securities, Inc. for 20 years. Outside of her advisory work, she is involved in direct marketing sales of cosmetics through YOUNIQUE PRODUCTS. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Saul Unzueta is a financial advisor with Ameriprise in Yuma, AZ, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at Wells Fargo Bank NA for 12 years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Sarah Ramirez is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She also operates SNR LLC, a financial advisory business based in Yuma, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Steven Schulte is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he is a co-owner of Southwest ATMs LLC and owns Schulte Financial Services LLC and Steve Schulte LLC, all businesses unrelated to investment advisory. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory programs and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.