Gary Bowman is a financial advisor with Custom Wealth Management Inc in Fort Mohave, AZ. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at SagePoint Financial and Strategic Retirement Planning. Custom Wealth Management Inc provides comprehensive portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a variety of analytical methods and asset allocation strategies, managing approximately $25.6 million in discretionary assets with ongoing portfolio monitoring and reviews.

Jonathan Meeks is a financial advisor at Check Capital Management Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Check Capital Management since 2004. Check Capital Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, managing assets through separately managed accounts, asset allocation, retirement cash-flow planning, and discretionary portfolio management. The firm employs a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, and it manages the Blue Chip Investor Fund.

Brent Marshall is a financial advisor at Gradient Advisors, LLC with over 25 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His career includes roles at Omni Fund, Mohave County Adult Educational Services, and Horter Investment Management, among others. Marshall also provides accounting, tax, and financial services to individuals and small businesses through his own CPA practice. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies.

Tracy Blackwell is a financial advisor with Edward Jones in Bullhead City, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she operated an interior design consulting business for two years and held positions at Sherwin Williams and Sunshine Air Conditioning Inc. She no longer consults in interior design. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Jared Crow is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is involved in real estate as an owner and landlord of rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jack Biedebach is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2014. He holds the Series 66 designation and operates out of Bullhead City, AZ. 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 variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

David Robertson is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for SCF Investment Advisors, Inc. for 20 years. Robertson also operates Robertson & Robertson Financial and is involved with SCF Marketing, Inc. and SCF Securities, Inc. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team.

David Spak is a financial advisor with Edward Jones in Bullhead City, AZ, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at Ingersoll Rand. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Larson is a financial advisor with Thrivent Investment Management in Bullhead City, AZ. He holds a Series 66 designation and has 17 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2008, and has been involved with Mls Enterprises, Inc. since 1987. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses and offers planning services that can be combined with managed accounts under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Margaret Bennett is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo, BBVA, Bank of America, and Merrill Lynch. She is based in Mohave Valley, Arizona. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dominique Moore is a financial advisor at Edward Jones in Bullhead City, AZ, holding a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and 15,000 branch offices. Edward Jones offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and provides additional services such as tax-efficient strategies and securities-based lending.

Clinton Mc Clurkin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at various JPMorgan Chase entities since 2009 and has served as a children's pastor at Bullhead City Foursquare Church since 2013. In addition to his advisory role, he has worked as a food delivery contractor. 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. The firm delivers non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.