Gary Bowman is a financial advisor at Bowman Retirement Planning in Fort Mohave, AZ, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Custom Wealth Management Inc, SAGEPOINT FINANCIAL, and Strategic Retirement Planning. Bowman Retirement Planning provides comprehensive portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension, and corporate accounts. The firm employs a range of analytical methods and implements asset-allocation strategies that include ETFs, fixed income, and both long- and short-term trading, managing approximately $25.6 million in discretionary assets for a concentrated client base.

Michael Robinson is a financial advisor with Narus Financial Partners, LLC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Narus Financial Partners, formerly Clearstone Capital Management, since 2014 and previously worked at Charles Schwab from 2008 to 2010. Outside of his advisory role, he performs administrative and back-office support for an insurance business run by his wife. Narus Financial Partners is an SEC-registered, team-based advisory firm managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm combines fundamental, qualitative, technical, and quantitative analysis to provide discretionary asset management, investment consulting, and written financial planning tailored to client objectives.

Margaret Bennett is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 66 designation and has worked with firms including Wells Fargo, BBVA Wealth Solutions, and Bank of America. Bennett is currently based in Mohave Valley, AZ. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Clinton Mc Clurkin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at various JPMorgan Chase entities since 2009 and has served as a children's pastor at Bullhead City Foursquare Church since 2013. In addition to his advisory role, he has worked as a food delivery contractor. 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. The firm delivers non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.