Kimberly Tillinghast is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has served at Commonwealth since 2016 and is a part-owner of Mpact Financial Group, LLC, where she has been active since 2011. Kimberly also manages her own accounting and tax services through a separate entity and provides accounting support to family members. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and a range of investment options with a focus on both discretionary and nondiscretionary portfolio management.

Richard Bolek is a CFP® with 35 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked with Independent Financial Group and Strategic Financial Group since the early 1990s. In addition to his advisory role, he is an owner of a tax preparation and accounting firm and is involved in marketing securities and advisory services under a related DBA name. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan services through multiple platforms and employs a combination of strategic asset allocation and manager selection processes.

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 financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones' Home Office in Tempe since 2017. Prior to his current role, he worked at Club West Golf Course for seven years. Outside of his advisory work, he has a coaching role with Wickenburg High School. 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 offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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 at Osaic Wealth, Inc. with 36 years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and SSN Advisory Inc. Miller is also involved in insurance sales through a separate business activity. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment vehicles.

Scott Miller is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 52 years of industry experience. He previously worked with Securities America Advisors, Inc. and SSN Advisory Inc. Miller is also involved in insurance sales, offering life, disability, long-term care, and Medicare supplement products to clients. Osaic Wealth, Inc. serves a diverse client base including retail investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing firm-provided tools and third-party managers to construct diversified portfolios across various asset classes.

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.

Eric Feller is a financial advisor at Edward Jones with 20 years of industry experience. He has held his position at Edward Jones since 2005 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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.