Nathan Sorensen is a financial advisor with United Advisor Group, holding Series 63 and Series 65 credentials and nine years of industry experience. He is president of Sorensen Financial, PLLC, a CPA firm that provides tax preparation, bookkeeping, and consulting services. His prior work experience includes roles at SCF Investment Advisors, Sorenson Financial, LLC, and Freeport-McMoRan, Inc. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, employing a mix of discretionary portfolio management strategies that combine strategic and tactical asset allocation with value investing and multiple analysis techniques.

Daniel Morris is a financial advisor at ThePARTNERS Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, JP Morgan Chase Bank, and JP Morgan Securities. Outside of advisory work, Morris serves as the treasurer and finance committee chair on the board of directors for the United Way of Graham & Greenlee Counties. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines custom and model-based portfolio management with access to third-party managers and mandates use of the Amplify Platform for trading and back-office functions.

Derek Kartchner is a Series 65 licensed financial advisor with The Partners Wealth Management and has one year of industry experience. He has served as President and Managing Member of Gila Insurance Group LLC since 2016. The Partners Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers both customized portfolios and model-based management, utilizing internal models, third-party managers, and the Amplify Platform for client account management.

Phillip Palmer is a financial advisor at The Partners Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SCF Investment Advisors, Health Net, and Global View Capital Advisors, among others. Palmer is involved in community activities, serving as treasurer for the Thatcher High School Booster Club. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes both customized and model-based portfolio management, combining internally developed models with third-party providers and requiring the use of the Amplify Platform for trading and back-office functions.

Sydney Johnson is a financial advisor with United Advisor Group and holds a Series 65 license. Johnson has four years of industry experience and has worked with firms including Ash Creek Financial Advisors LLC and Sorensen Financial. Outside of advisory roles, Johnson is involved in tax preparation and bookkeeping services as well as independent insurance agency activities. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and recommended third-party money managers.

Bruce Bryce is a financial advisor at The Partners Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors and several Global View Capital entities. Outside of his advisory role, Bryce is involved in tax preparation and consulting technology companies on market share strategies through his ownership of Ash Creek Tax LLC and other business ventures. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of internally developed and third-party models and mandates the use of the Amplify Platform for trading and back-office functions.

Tanya Bishop is a financial advisor at GWN Securities Inc. with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of her advisory role, she is involved with Elite Financial Services, LLC, where she provides tax preparation, financial education, and assistance with budgeting and debt management. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.

Teonna Hoopes is a CFP® and holds a Series 66 license with Edward Jones, where she has worked for six years. She has five years of industry experience and also manages a real estate business, BMBGGL LLC, focusing on rental management and property flips. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Tyson Richins is a CFP® professional with 18 years of experience in the financial services industry. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as President of the Eastern Arizona College Foundation and as Chairman of the Central-Jackson Heights Fire District board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and employs a large network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Thomas Frost is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is listed with a technology business in Houston, TX, though he has no active responsibilities there. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Tara Waggoner is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Palmer Johnson Family Dental and United Parcel Service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large national network of financial advisors and branch offices.

Dusti Brantner is a financial advisor with Edward Jones in Safford, AZ, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory work, she serves as a city councilwoman for Safford, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a nationwide network of over 23,000 financial advisors.

Lucas Hoopes is a financial advisor with Edward Jones in Safford, Arizona, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, he serves as the second counselor in the bishopric for The Church of Jesus Christ of Latter-Day Saints in Pima, Arizona, where he assists with handling tithing. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.