Dallen Haws is a CFP® with seven years of industry experience and serves as an advisor at Haws Financial Planning LLC since 2019. Prior to his current role, he held management responsibilities at Stronghold Steel, a rebar supply and fabrication company. He continues to be involved in managing operations at Stronghold Steel alongside his advisory work. Haws Financial Planning LLC provides wealth management and financial planning services primarily to individual clients. The firm emphasizes passive investment management using index funds and ETFs while integrating fundamental and technical analysis, and it coordinates tax and estate planning through affiliated professionals and third-party specialists.

Darren Haws is a Series 65-licensed financial advisor with six years of industry experience, operating through Haws Financial Planning LLC in Sierra Vista, AZ. He has a background spanning 18 years at a government agency and holds ownership stakes in several small local businesses unrelated to investments. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients, focusing on portfolio management and comprehensive planning across retirement, tax, estate, and other areas. The firm emphasizes passive investment management using index funds and ETFs while incorporating fundamental and technical analysis, managing approximately $105 million on a discretionary basis as of July 2026.

Alexander Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at the Department of Defense for 14 years and has engaged in graduate studies since 2017. He also serves as a part-time instructor at The Catholic University of America, teaching an introduction to deductive logic. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management, employing both proprietary and third-party strategies.

Andrew Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc. in Sierra Vista, AZ. He holds Series 65 and Series 66 credentials and has 20 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting with discretionary and non-discretionary managed solutions.

Francis Desimone is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 registrations and two years of industry experience. He has served in the United States Army and currently works as a Senior All-Source Intelligence Analyst with the Arizona National Guard. Desimone is also the owner and operator of Desimone Family Financial Services. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, focusing on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, with investment management conducted by a centralized team using preapproved model portfolios and third-party managers.

Tait Wilcox is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Castle and Cooke Arizona Inc. for nineteen years and spent time at Cochise College. Wilcox serves as a commissioner on the Planning and Zoning Commission of the City of Sierra Vista. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, and investment management consulting, combining proprietary strategies and third-party model portfolios with discretionary and non-discretionary solutions.

Landon Spilsbury is a CFP® professional with 22 years of experience in the financial services industry, all of which have been spent at Edward Jones since 2004. He is based in Sierra Vista, AZ. Outside of his advisory role, he owns and manages his own Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Araceli Sarinana is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan in various roles since 2015. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by centralized due diligence and an ESG eligibility process.

Jeffrey Lane is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at Edward Jones since 1997. He holds a Series 63 license and is based in Sierra Vista, Arizona. Edward Jones is a wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of financial advisors and branch offices.

Jacob Meyer is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously served in the United States Army from 2016 to 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies. The firm combines internal research and third-party data to produce tailored recommendation reports, with implementation carried out by clients or their advisors.

Rodolfo Nunez is a financial advisor at Edward Jones in Bisbee, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Tactacam from 2019 to 2023 and at the Social Security Administration from 2015 to 2019. Outside of advisory work, he serves as a volunteer brand ambassador for Reveal Holdings, supporting conservation nonprofits through social media promotion. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, including wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Howard Merkwan is a financial advisor at Raymond James Financial with 16 years of industry experience. He previously worked at Edward Jones for 16 years before joining Raymond James in 2026. He holds the Series 66 designation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and tailored strategies to support client goals and maintains specialized programs in municipal and public finance, as well as SIMPLE IRA Employer Advisory services.

Justin Haymore is a financial advisor with Edward Jones in Sierra Vista, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Virginia Jamka is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Her prior roles include positions at PNC Investments and BBVA in various capacities over two decades. Outside of her advisory work, she owned and operated a cardio and kickboxing studio for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Elizabeth Nunez is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2020 and previously spent five years at Navy Federal Credit Union. 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 and investment strategies, including managed accounts and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Gina Lane is a CFP® professional with 15 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she is a member of M & G Enterprise, LLC, a real estate business based in Lamar, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

Craig Moore is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he has a long-standing involvement with Cochise Motorsports dating back to 1997. Edward Jones is a full-service wealth management firm with more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices across the United States.

Jason Cole is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. Prior to joining LPL in 2023, he spent seven years at Cambridge Investment Research Advisors. He is also involved in selling non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, with advisory strategies implemented through a network of investment adviser representatives.

Tamara Somers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice and offering both discretionary and non-discretionary service options.

Emily Marinaro is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Charles Schwab since 2018 and previously held roles at Raymond James Financial Services and Wells Fargo Advisor Financial Network. Outside of her advisory work, she coordinates fundraising activities for the Cactus Wren Cooperative Preschool in Sierra Vista, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a largely non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investments, and integrated custody and brokerage services.

Cheryl Bracamonte is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She previously worked at Edward Jones from 2015 to 2026 before joining Raymond James in 2026. Outside of advising, she co-owns a rental property in Sierra Vista, Arizona. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using risk profiling and analytical tools, and supports clients through various advisory programs and institutional consulting services.

Terrance Agnew is the sole advisor at Agnew Capital Management LLC in Sierra Vista, AZ. He holds a Series 65 credential and has 14 years of industry experience, including four years of service in the US Army. Agnew Capital Management provides ongoing portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, corporations, investment companies, and other advisers. The firm serves a relatively small client base without an account minimum, employing fundamental, cyclical, and technical analysis across various trading strategies and maintaining a majority of assets non-discretionarily, which is notable for a firm of its size.