Kimberly Tillinghast is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Commonwealth since 2016 and is a part-owner of Mpact Financial Group, LLC, which provides securities, advisory, and insurance services. In addition, she owns an entity that handles personal accounting and tax services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and technology support to its affiliated advisors.

Richard Bolek is a CFP® professional with 34 years of experience in the financial services industry. He has been with Independent Financial Group, LLC since 2005 and also owns a tax preparation and accounting firm. He holds a Series 63 license and is based in Wickenburg, Arizona. Outside of advisory services, he is involved in tax preparation and provides consulting and insurance services through separate entities he owns. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party asset managers to deliver tailored advisory solutions.

Sara Davidson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Ben Potter is a Series 66-licensed financial advisor with Edward Jones in Wickenburg, AZ, with eight years of industry experience. He has worked at the Edward Jones Home Office in Tempe since 2017 and previously spent seven years at Club West Golf Course. In addition to his advisory role, he receives a salary for coaching at Wickenburg High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Andrew Wooldridge is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he serves as a board member on the City of Center Point Planning and Zoning Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment options with a nationwide network of advisors and offices.

Nancy Miller is a financial advisor with Osaic Wealth, Inc. She holds a Series 66 designation and has 36 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc. and SSN Advisory Inc. Outside of advisory work, she has been involved in insurance sales since 1980. Osaic Wealth, Inc. provides advisory and brokerage services through a large network of financial advisers, serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering access to a wide range of investment products and platforms.

Scott Miller is a financial advisor at OSAIC with 52 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and SSN Advisory Inc. In addition to his advisory role, he is involved in insurance sales, providing life, disability, long-term care, and Medicare supplement products to clients. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs an investment process that integrates risk-tolerance assessments with asset allocation and portfolio optimization tools.

Samuel Buchert is a financial advisor with Edward Jones in Wickenburg, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns a septic company based in Arizona, with limited day-to-day involvement. 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 under management through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Sean Lowry is a financial advisor at Edward Jones in Wickenburg, Arizona, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he was involved in small business ventures including part ownership of Strebor Dirty Sodas and Shaved Ice and Mesa Pooper Scoopers. He also has ten years of experience at Jones Ford and has been affiliated with BYUI since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Curtis Hagner is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2013. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates a mix of discretionary and non-discretionary investment programs.

David Stander is a Series 66-credentialed financial advisor with Edward Jones in Wickenburg, Arizona, and has 12 years of industry experience. He has been with Edward Jones since 2013. 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, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.