Shay Stiers is a financial advisor at Preston Investments with a Series 65 designation and four years of industry experience. Prior to joining Preston Investments in 2020, Stiers held various positions including roles at Walmart and Kenai Peninsula Community College. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental analysis and trading strategies, offering tailored portfolio management and model portfolios through custodians such as Charles Schwab and Interactive Brokers.

Kelly Shuffler is a financial advisor at Preston Investments with four years of industry experience. She holds a Series 65 designation and previously worked at Aspire Medical Centers and Cerbat Chiropractic. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers tailored portfolio management, model portfolios, and guidance on ETFs and mutual funds, managing client accounts on a discretionary basis with a combination of fundamental analysis and both long- and short-term trading strategies.

Scott Preston is the principal of Preston Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Preston Investments since 1998 and at Cetera Advisors LLC from 2013 to 2018. Outside of advisory services, he is a 50% owner of Preston Investments, which also engages in estate planning and fixed insurance. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental analysis and both long- and short-term trading strategies, offering tailored portfolio management and model portfolios through custodians such as Charles Schwab and Interactive Brokers.

Frank Vestal is a financial advisor at Core Planning with one year of industry experience. He holds a Series 65 credential and has prior experience with 11 Financial and as a firefighter with the Kingman and Mohave Valley Fire Departments. Outside of finance, he works as an occupational health technician providing basic life support medical services. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

David Ingram is a financial advisor at Independent Financial Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Independent Financial Group since 2011. Outside of his advisory role, he owns and manages residential rental properties in Arizona. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides access to various advisory programs and third-party asset managers.

Ricky Carroll is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithmic assessments to recommend investment strategies executed via mutual funds and ETFs with annual rebalancing.

Amanda Kennelly is a financial advisor at Edward Jones in Kingman, AZ, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a focus on fiduciary standards and tax-efficient services.

Christopher Akers is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at PNC, Christina R. Talley CPA PLLC, JP Morgan Securities LLC, and JP Morgan Chase Bank NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Kimberly Bilbrey is a CFP® professional with eight years of experience in the financial industry. She has worked at Edward Jones since 2017 and previously held a position at DirecTV from 2011 to 2017. Kimberly is based in Kingman, AZ, and holds a Series 66 license. 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 more than 23,700 financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Kelly Pickering is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2006. Outside of her advisory role, Pickering serves as an appointed member of the Cerbat Cliffs Golf Course Advisory Commission in Kingman, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Lawrence Carver is a financial advisor at Edward Jones with 26 years of industry experience, including 24 years at Edward Jones. He holds a Series 66 designation and is based in Kingman, AZ. Outside of his advisory role, he serves as a district deputy for the Benevolent and Protective Order of Elks and works as a high school sports official for the Arizona Interscholastic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large national network of financial advisors and branch offices.