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Davin C

Series 66

Flagstaff, AZ

Edward Jones

Davin Chambers is a financial advisor with Edward Jones in Flagstaff, AZ, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones, he worked in various roles including positions at Home Depot and Northern Arizona University. He is also a Board Member at Large for Village Video, where he is involved in community outreach and event planning. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm offers a wide range of advisory services and investment options supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning General estate planning guidance Founder/Business Owner
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Eric F

Series 66

Flagstaff, AZ

Edward Jones

Eric Fernandez is a financial advisor at Edward Jones in Flagstaff, AZ, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and previously was involved with Symmetry Financial Group and volunteered with Run Flagstaff, assisting in the organization of local road races. 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 solutions, including managed account strategies and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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John F

ChFC®, Series 63, Series 65, Series 66

Flagstaff, AZ

Cambridge Investment Research Advisors

John Fitzgerald is a financial advisor with Cambridge Investment Research Advisors in Flagstaff, AZ, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 33 years of industry experience and has operated Fitzgerald Wealth Management since 2008. Outside of his advisory work, he is president of the Offices of Kierland Owners Association and owns Galloway Asset Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Ben B

CFP®, Series 66

Flagstaff, AZ

Edward Jones

Ben Brewster is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked for 10 years. He has nine years of industry experience and is based in Flagstaff, AZ. Outside of his advisory role, Brewster manages self-owned long-term residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business succession planning Founder/Business Owner Intergenerational Families Religious/faith focused Values-based investing
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Nicholas N

Series 66

Flagstaff, AZ

Edward Jones

Nicholas Nocella is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he worked at Home Depot and Lake Havasu Family Eyecare, and he spent 19 years with the Avondale Police Department. He is also the owner and CEO of Abundant Home Services LLC, a handyman services business based in Flagstaff, AZ, which he plans to close by mid-2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher W

CFP®, Series 63, Series 66

Flagstaff, AZ

Edward Jones

Christopher Wallen is a CFP®-designated financial advisor with Edward Jones, based in Flagstaff, AZ, and has 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in managing a short-term rental property through LLCs he controls. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Roland C

Series 63, Series 65

Flagstaff, AZ

Ameriprise

Roland Cook is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and operated Sticky Sheets Unlimited, LLC. His other business activities include real estate ownership in Flagstaff, AZ. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark F

CFP®, Series 63, Series 66

Flagstaff, AZ

Edward Jones

Mark Frank is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1999. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Flagstaff Investment Services LLC, involved in real estate investment and holding activities. 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 broad range of advisory services and is distinguished by its extensive retail advisor and branch network as well as affiliated capabilities beyond traditional advisory functions.

Charitable giving & philanthropy Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Retired Founder/Business Owner Executive
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Ross N

CFP®, Series 66

Flagstaff, AZ

Edward Jones

Ross Nicholls is a CFP® and Series 66 registered financial advisor with Edward Jones in Flagstaff, AZ, where he has worked since 2017. He has eight years of industry experience, including three years at Western Alliance Bancorporation. Outside of his advisory work, Nicholls serves as president of Good Hope Brewing Company, a restaurant in Flagstaff. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust company and proprietary investment options.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive Women Professionals Women's Finance
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Andrew R

Series 66

Parks, AZ

Cetera

Andrew Rogers is a Series 66-registered financial advisor with 24 years of industry experience. He has worked at Cetera since 2024 and previously spent 14 years with Morgan Stanley, including nine years at Morgan Stanley Private Bank, N.A. In addition to his advisory role, Rogers owns a carpentry business called Three Peaks AZ. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Andrew R

Series 63, Series 65

Flagstaff, AZ

Raymond James & Associates

Andrew Richardson is a financial advisor with Raymond James & Associates in Flagstaff, AZ, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. His prior roles include a decade at The Vanguard Group and time at TUV Rheinland. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through its Wealth Advisory Services Program and Institutional Fiduciary Solutions division, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lauren R

Series 66, Series 63

Parks, AZ

Cetera

Lauren Rogers is a financial advisor with Cetera, holding Series 66 and Series 63 designations and nine years of industry experience. Prior to joining Cetera in 2024, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2024. In addition to her advisory role at Cetera, she is also an investment advisor with Wilde Wealth Management Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael F

Series 63, Series 65

Flagstaff, AZ

Raymond James & Associates

Michael Flader is a financial advisor at Raymond James & Associates with 28 years of industry experience. He previously worked at RBC Capital Markets for 16 years and City National Bank for four years. Outside of his advisory role, he co-owns Harlupiter, LLC, an entity created to manage the rental of his former primary residence. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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T H

Series 63, Series 65

Flagstaff, AZ

Merrill

T Hidinger is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in Northern Arizona since 1997. He began his career in finance in 1995 at Banc of America Investment Services and has since focused on guiding families through multigenerational wealth planning, portfolio construction, stock selection, and risk management. Hidinger is a Portfolio Manager within Merrill’s Investment Advisory Program, developing investment strategies tailored to high-net-worth individuals and business owners, including personalized strategies that may incorporate individual stocks and bonds. Hidinger holds a Bachelor of Science in Business Administration with a major in Finance from Northern Arizona University, where he graduated as valedictorian in 1996. He earned the Chartered Retirement Planning Counselor (CRPC) designation and is recognized for his expertise in areas such as retirement planning, tax minimization, socially responsible investing, and family wealth management strategies. Throughout his career, he has supported clients with complex financial needs and strives to build long-term relationships that span generations. Residing in Flagstaff since 1992, Hidinger actively participates in his local community, including leadership roles such as President of the NAU W.A. Franke College of Business Department of Finance Advisory Council. Outside of work, he enjoys spending time with his wife and three children, with personal interests including boating, camping, fishing, hunting, photography, scuba diving, and skiing.

Wealth management Retirement income strategy General retirement planning ESG / Sustainable investing College savings (529s, UTMA, etc.) Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance) Women Professionals
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Paul S

Series 63, Series 65

Flagstaff, AZ

LPL Financial

Paul Solie is a financial advisor with LPL Financial in Flagstaff, Arizona, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at National Bank of Arizona and LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Vanessa B

CFP®, Series 66

Flagstaff, AZ

Mass Mutual Investors Services

Vanessa Beckman is a CFP® professional at Mass Mutual Investors Services with nine years of experience in financial services. She previously worked at Morgan Stanley Private Bank and UBS Financial Services. Mass Mutual Investors Services is a registered investment adviser and broker-dealer that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning using firm-approved analytical tools and offers specialized event-driven planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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David W

Series 63, Series 65

Flagstaff, AZ

Oak Asset Management, LLC

David Watson is a financial advisor with Oak Asset Management, LLC in Flagstaff, AZ, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017 before joining Oak Asset Management in 2017. Outside of his advisory role, he has been licensed as an insurance agent since 2010. Oak Asset Management serves individual and high-net-worth clients, as well as trusts, pension plans, and other business entities, providing discretionary asset management and investment consulting. The firm focuses on fundamental stock selection and strategic asset allocation, operating exclusively as a wrap-fee program sponsor and offering retirement plan consulting within its wrap advisory services.

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