David Wilkins is a financial advisor with Secure Retirement Advisors, LLC in Eloy, Arizona, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Secure College Funding and has been with Secure Retirement Advisors since 2011. Outside of his advisory role, Wilkins owns Cowboytown Arena, LLC and Cowboytown Farms, where he raises hay and breeds horses. Secure Retirement Advisors provides personalized financial planning and consulting to individuals, trusts, estates, charitable organizations, and select corporate clients. The firm offers advice through consultations and written plans but does not manage client assets directly, referring clients to a single third-party money manager under a solicitor arrangement.

Christian Price is a financial advisor with Life Planning Advisors LLC in Maricopa, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at National Planning Corporation for 13 years before joining Life Planning Advisors and Woodbury Financial Services in 2017. Outside of finance, he owns Odyssey Jewelers, a part-time private jewelry sales business. Life Planning Advisors serves individual, high-net-worth, and business clients by providing asset management, financial planning, and specialized estate, tax, and risk-management services. The firm focuses on non-discretionary management with diversified, low-cost, tax-efficient portfolios, and offers referrals to third-party portfolio managers.

Todd Hills is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co., Edward Jones, and Bruce A Lefavi Securities, Inc. Outside of his advisory role, he is involved with Diversify Insurance, Inc., where he sells life insurance as part of client financial plans. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives.

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 licenses and has worked at Redhawk Wealth Advisors since 2015, with a three-year period at HF Advisory Group, LLC. Outside of her advisory role, Schultz has a 50% ownership interest in a personal home inspection business. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, supported by a weekly investment committee, documented due diligence, and risk management tools.

Joshua Nolan is a CFP® professional with two years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has worked at several firms including OneAmerica Securities and Axio Wealth Management. Outside of his advisory role, he is involved with Arizona Roots Family, LLC, focusing on accounting and payroll. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Keanelyn Waldriff is a financial advisor at Empower Advisory Group with four years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at LPL Financial LLC, The Vanguard Group, and Edward Jones. In addition to her advisory role, she owns a digital marketing service, Cubbi LLC, based in Arizona City, AZ. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm delivers integrated services through Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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. Prior to joining Cambridge in 2023, she spent 13 years with Mass Mutual Investors Services and MassMutual Life Insurance Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment strategies through independent Financial Professionals, utilizing proprietary and third-party models across various platform arrangements.

Alexis Searles is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to her current role, she worked at The Walt Disney Company for eleven years and 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, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm also manages and advises multiple registered investment companies and utilizes AI and systematic methodologies in its investment process.

Shawna Baker is a financial advisor with Edward Jones in Maricopa, Arizona, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Whitworth II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has held various roles within J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2012. Outside of his advisory career, he has owned and managed a catering business, Willie's Wienies Catering LLC, since 2008, although the business is currently dormant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s process combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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, holding Series 63 and Series 65 credentials and over 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 loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon 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 financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at BancWest Investment Services, W&S Brokerage Services, Western Southern Life, and Edward Jones. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non‑discretionary management supported by research, model portfolios, and various tools.

Serapio Oliveira is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has worked at Raymond James Financial and its affiliates since 2019 and previously at First Command and US Army AWG. Outside of advising, he owns an online business focused on marketing and product research. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting.

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.

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.

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.

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. In addition to his advisory role, he operates Gerdes Financial LLC, a CPA firm providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jack Stonebraker is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991 and holds the Series 63 and Series 66 credentials. Outside of his advisory role, he serves as a trustee on the Casa Grande Regional Hospital board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated products. The firm manages over $1 trillion in assets and operates through an extensive network of advisors and branch offices nationwide.

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.