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.

Jonathan Meeks is a financial advisor at Check Capital Management Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Check Capital Management since 2004. Check Capital Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, managing assets through separately managed accounts, asset allocation, retirement cash-flow planning, and discretionary portfolio management. The firm employs a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, and it manages the Blue Chip Investor Fund.

Brent Marshall is a financial advisor at Gradient Advisors, LLC with 26 years of industry experience. He holds the PFS™ designation and has worked with several firms, including Omni Fund and Horter Investment Management. He also operates an accounting and financial planning practice serving individuals and small businesses. Gradient Advisors provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary approach tailored to client objectives and risk tolerance.

Tracy Blackwell is a financial advisor at Edward Jones in Bullhead City, AZ, with seven years of industry experience. She holds a Series 66 designation and previously owned an interior design consulting business. Before joining Edward Jones in 2019, she worked at Sherwin Williams and Sunshine Air Conditioning Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jared Crow is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is involved in real estate as an owner and landlord of rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jack Biedebach is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at LPL Financial since 2014. His prior roles include positions at RBC Securities, Inc., Chase Investment Services Corp., Merrill, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and third-party asset management, supported by advanced operational tools for advisors.

David Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has previously worked at SCF Investment Advisors, Inc. for 20 years and has been involved with Robertson & Robertson Financial and SCF Marketing, Inc. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

David Spak is a financial advisor with Edward Jones in Bullhead City, AZ, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at Ingersoll Rand. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Larson is a financial advisor with Thrivent Investment Management in Bullhead City, AZ. He holds a Series 66 designation and has 17 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2008, and has been involved with Mls Enterprises, Inc. since 1987. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses and offers planning services that can be combined with managed accounts under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Shelly Williams is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with LPL Financial since 2025. She has previous experience at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Triad Global Asset Management, where she worked for 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of investment adviser representatives.

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.

Dominique Moore is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Moore held positions at Harrahs, Golden Nugget, and Mohave College, and also worked within the Colorado River Union High School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, backed by a large network of advisors and branch offices, and provides affiliated mutual funds along with overlay and tax-efficient services.

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.