John Taylor III is a CFP® credentialed financial advisor with 44 years of industry experience, currently serving at RFG Advisory, LLC. He previously worked for Independent Financial Group LLC for 12 years and has been with RFG Advisory and its dba Cambium Wealth Partners since 2025. Taylor is involved in Rotary International as a member and program chairman and serves on the board of the Health Works Foundation in Camp Verde, AZ. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches with a focus on risk management, and it also serves investment companies, state and municipal clients, and supports advisors with insurance and alternative investment offerings.

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.