David Wilkins Sr. is a financial advisor with Secure Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Secure Retirement Advisors since 2011 and previously at Kalos Management. Outside of his advisory work, Mr. Wilkins owns Cowboytown Arena, LLC and Cowboytown Farms, where he is involved in horse breeding and hay raising. Secure Retirement Advisors, LLC provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and occasional corporate clients. The firm delivers advice through written plans and consultation, referring clients to a single third-party money manager for portfolio management rather than managing assets directly.

Christian Price is a financial advisor at Life Planning Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Life Planning Advisors since 2017, following roles at Woodbury Financial Services and National Planning Corporation. Outside of finance, he owns and operates Odyssey Jewelers, a part-time private jewelry sales business. Life Planning Advisors serves individual, high-net-worth clients, and business entities by providing asset management, financial planning, and risk-management services. The firm emphasizes non-discretionary management with diversified, tax-efficient portfolios primarily composed of low-cost passive mutual funds and ETFs.

Todd Hills is a financial advisor at Diversify Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Goldman Sachs and Edward Jones. Outside of his advisory role, he is involved in selling life insurance as part of financial planning through Diversify Insurance, Inc. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm leverages tactical diversification and a mix of internal and third-party strategies across various investment platforms.

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.

Sharyl Schultz is a financial advisor at Redhawk Wealth Advisors, Inc. with nine years of industry experience. She holds Series 63 and Series 65 designations. Schultz previously worked at HF Advisory Group, LLC and has longstanding involvement with Ace Tax & Financial, Inc. Outside of advisory roles, she has a 50% ownership in Home Buyers Inspections, Inc., a personal home inspection business. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, and charitable organizations. The firm employs strategic and tactical asset allocation across various asset classes and incorporates third-party input while maintaining discretionary authority over client accounts.

Joshua Nolan is a CFP® professional with three years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. Prior to his current role, he held positions at OneAmerica Securities, American United Life, and Axio Wealth Management. Outside of his advisory work, he is involved in managing accounting and payroll activities through a family-owned business entity. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of fundamental and technical analysis alongside digital advice and multiple custodial platforms.

Keanelyn Waldriff is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Empower Advisory Group in 2025, Waldriff worked at The Vanguard Group and LPL Financial LLC. 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 retail account holders, through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning services and serves a large client base relative to its advisor headcount.

Ginger Fargas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co from 2010 to 2023. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary strategies.

Alexis Searles is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to joining Fidelity, she worked at Yankee Candle, AAA Northern New England, and The Walt Disney Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including specialized fund advisory and model portfolio delivery. The firm’s investment process combines proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Shawna Baker is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment strategies and operates under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

William Whitworth II is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he has owned and managed a catering business, Willy's Wienies Catering LLC, which was formerly active in food sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates ESG criteria, supporting clients with broader derivatives and commodities capabilities.

Chandra Salinas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked across multiple J.P. Morgan entities since 2012. Outside of her advisory role, Salinas serves as Treasurer for the Casa Grande Food Bank, managing financial responsibilities for the local nonprofit. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

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.

Francie Teichman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes roles at Bank of America, Merrill, Wells Fargo, JPMorgan Chase, and Charles Schwab. Outside of her advisory work, she is a content creator and consultant, producing social media content and providing professional consulting services. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory work as well as fund advisory services.

Talhon Campbell is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial since 2023. His prior roles include positions at BancWest Investment Services, W&S Brokerage Services, Western Southern Life, Edward Jones, and Progrexion Teleservices. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jorge Molano Jr. is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at U.S. Bank N.A. and In-N-Out Burger. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program delivers written asset allocation advice and customized reporting, supported by centralized due diligence and a combination of quantitative and qualitative investment research.

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 at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

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.

John Murphy is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1998. Outside of his advisory role, he serves as a city counselor for Inver Grove Heights, Minnesota, participating in local government decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large national network of advisors and branch offices.

Cristopher Crisologo is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Bank of America, Merrill, Robinhood Financial, Wells Fargo, and Colonial Life Insurance Company. He is also an insurance broker offering life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a collaborative, software-supported approach to develop tailored recommendations.

Kevin Stultz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Merrill Edge and Robinhood Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and offers model portfolios through intermediary platforms.

Kimberly Myers is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. Her prior roles include positions at Lincoln Investment, Wells Fargo Advisors, and BBVA-related firms. She is involved in several community and charitable activities, serving as a board member for Dance for Tatas and vice president of Blue Star Moms Maricopa. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and advisory services through a multi-manager platform with more than 10,000 advisors nationwide.

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.

Tina Villanueva is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Todd Gerdes Zertuche is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2003, following four years at Veravest Investment Advisors. In addition to his advisory role, he operates Gerdes Financial LLC, a CPA firm offering tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Scott Van Tasell is a financial advisor with Edward Jones in Maricopa, AZ, holding the CFP® designation and Series 63 and 66 licenses. He has 41 years of industry experience, all with Edward Jones since 1985. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

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.

Dennis Johnson is a financial advisor at Insurance & Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tree Line Capital and WFG Advisors. In addition to his advisory role, he is an independent agent for Medicare health insurance products. Insurance & Wealth Advisors, LLC provides investment advisory and insurance-related services primarily to individual clients, managing a small asset base with a non-discretionary approach. The firm combines portfolio management with active insurance sales, a structure uncommon among independent advisory firms.