Dallen Haws is a CFP® with seven years of industry experience and is the principal at Haws Financial Planning LLC. He also manages Stronghold Steel, a rebar supply and fabrication company, where he oversees cash flow and job management. Haws Financial Planning LLC provides wealth management and financial planning services primarily to individual clients, focusing on investment management, retirement planning, tax strategies, and estate planning. The firm emphasizes a passive investment approach using index funds and ETFs while incorporating various analytical methods and offers both discretionary portfolio management and standalone planning engagements.

Darren Haws is a financial advisor at Haws Financial Planning LLC in Sierra Vista, AZ, holding a Series 65 designation with six years of industry experience. He has worked at a government agency since 2008. Outside of advising, he has ownership in several small local businesses unrelated to investments. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients, focusing on investment management, retirement planning, tax strategies, estate planning, and related topics. The firm emphasizes passive management using index funds and ETFs, supplemented by various analytical approaches, and offers both discretionary portfolio management and standalone planning engagements.

Alexander Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and seven years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he served in the Department of Defense for 14 years and has also worked as a self-employed professional and graduate student. He is a part-time instructor at The Catholic University of America, teaching an introduction to deductive logic. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management solutions with a mix of firm-developed and third-party model strategies.

Andrew Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with ongoing oversight from an Investment Strategy Committee.

Francis Desimone is a financial advisor with First Command Advisory Services in Sierra Vista, AZ, holding Series 63 and Series 65 licenses and having one year of industry experience. He has a military background, serving in the United States Army from 2015 to 2024 and currently holds a role as a Senior All-Source Intelligence Analyst with the Arizona National Guard. Desimone is also the owner of Desimone Family Financial Services, a sole proprietorship. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with a focus on face-to-face financial coaching and model portfolio management by an in-house investment team.

Tait Wilcox is a Series 66-credentialed financial advisor with Benjamin F. Edwards & Company, Inc., based in Sierra Vista, AZ, and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Castle and Cooke Arizona Inc. for 19 years and also spent time at Cochise College. He serves as a commissioner on the Planning and Zoning Commission of the City of Sierra Vista, contributing to local development and zoning policies. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, including high-net-worth clients, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Landon Spilsbury is a CFP®-designated financial advisor with Edward Jones, based in Sierra Vista, AZ, and has 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is also the owner and landlord of his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

Araceli Sarinana is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan in various roles since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by centralized due diligence and an ESG eligibility process.

Jeffrey Lane is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at Edward Jones since 1997. He holds a Series 63 license and is based in Sierra Vista, Arizona. Edward Jones is a wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of financial advisors and branch offices.

Jacob Meyer is a financial advisor at Ameriprise in Sierra Vista, AZ, holding a Series 66 designation. He has one year of experience in advisory services and previously served in the United States Army for eight years. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Howard Merkwan is a financial advisor with Edward Jones in Sierra Vista, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. 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 through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Justin Haymore is a financial advisor with Edward Jones in Sierra Vista, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Virginia Jamka is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Securities, and Compass Bank. Outside of her advisory work, she has experience in the fitness industry, having worked at Lee's Cardio & Karate Kick Boxing. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a broad platform that combines advisory operations with non-advisory product offerings.

Elizabeth Nunez is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2020 and previously spent five years at Navy Federal Credit Union. 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 and investment strategies, including managed accounts and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Gina Lane is a CFP® professional with 15 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she is a member of M & G Enterprise, LLC, a real estate business based in Lamar, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

Craig Moore is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he has a long-standing involvement with Cochise Motorsports dating back to 1997. Edward Jones is a full-service wealth management firm with more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices across the United States.

Jason Cole is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for seven years. Outside of his advisory role, he is involved in selling life and variable universal life insurance products. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Tamara Somers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice and offering both discretionary and non-discretionary service options.

Brandon Rinker is a financial advisor with Merrill in Sierra Vista, AZ. He holds a Series 66 designation and has experience working at Carmax and Bank of America. He joined Merrill and Bank of America, N.A. in 2025. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by its CIO and platform oversight.

Emily Marinaro is a financial advisor with Charles Schwab in Sierra Vista, AZ, holding a Series 66 designation and 10 years of industry experience. She previously worked at Raymond James Financial Services and Wells Fargo Advisor Financial Network. Outside of her advisory role, she coordinates fundraising for the Cactus Wren Cooperative Preschool. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Cheryl Bracamonte is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she co-owns a rental property in Sierra Vista, Arizona. 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 and investment solutions, supported by a large nationwide network of advisors and branch offices.

Terrance Agnew is the sole advisor at Agnew Capital Management LLC in Sierra Vista, AZ, holding a Series 65 credential with 13 years of industry experience. His background includes four years of service in the U.S. Army from 2018 to 2022. Agnew Capital Management provides ongoing portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, corporations, investment companies, and other advisers. The firm serves a relatively small client base without an account minimum and employs a combination of fundamental, cyclical, and technical analysis across various trading strategies, with a notable emphasis on non-discretionary asset management.