David Wilkins Sr. is a financial advisor at Secure Retirement Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Secure Retirement Advisors since 2011, following prior experience at Kalos Management. Outside of advising, he owns Cowboytown Arena, LLC and Cowboytown Farms, where he raises hay and breeds horses. Secure Retirement Advisors, LLC provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advice through written plans and consultations, referring clients to a third-party money manager for portfolio management rather than managing assets directly.

Trevor Buggs is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior experience includes roles at Bank of America and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside its advisory services.

Keanelyn Waldriff is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and has four years of industry experience. Prior to joining Empower Advisory Group in 2025, Waldriff worked at The Vanguard Group and LPL Financial, among other firms. She is also the owner of Cubbi LLC, a digital marketing service based in Arizona City. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Alexis Searles is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, Alexis worked at The Walt Disney Company for eleven years and has held positions at AAA Northern New England and Yankee Candle. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies and fund-of-funds.

Chandra Salinas is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. Outside of her advisory role, she serves as Treasurer for the Casa Grande Food Bank, managing financial responsibilities and donations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a non-discretionary program. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ernesto Esqueda is a financial advisor with Primerica Advisors in Casa Grande, Arizona, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale of home security, automation products, and loan product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-driven strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Lynne Barrow is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Serapio Oliveira is a financial advisor with Raymond James Financial in Casa Grande, AZ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at First Command and Pacific Architects and Engineering supporting the US Army. Outside of finance, he owns and directs an online business called Three Old Guys Hobbies and Games, focusing on marketing and product research. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christopher Ceman is a financial advisor at Fidelity with nine years of industry experience. He has held various roles within Fidelity and prior to that worked at Northwestern Mutual Investment Services. Outside of his advisory work, he is a partner in Ceman Enterprises LLC, a commercial property ownership business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Shimea Thompson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked across multiple roles within JP Morgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Frederick Tucker is a financial advisor with Edward Jones in Casa Grande, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in coaching JV football at Casa Grande Union High School and is a member of Tucker Contracting LLC, a construction business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Kenneth Miller is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following two years at AmeriFirst Financial Inc. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jose Lopez is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, TD Ameritrade, and Tristaff. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and oversees sub-advisers as part of its investment process.

Jack Stonebraker is a financial advisor with Edward Jones in Casa Grande, AZ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, he serves as a trustee for Casa Grande Regional Hospital. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets across a nationwide network of advisors and branch offices.