John Taylor III is a Certified Financial Planner® with 44 years of industry experience. He is currently with RFG Advisory, LLC and has held previous roles at Independent Financial Group LLC and OSAIC. Taylor is involved in community service as a member and program chairman of a local Rotary International club and serves on the board of the Health Works Foundation in Camp Verde, AZ. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies, third-party platforms, and specialized services such as sub-advisory roles for exchange-traded funds and ERISA fiduciary support.

Andrew Goodwin is a financial advisor with Edward Jones in Camp Verde, Arizona, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Amway as a consumer products purchaser and manages a professional limited liability company related to insurance residuals. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.