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.

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.

Vincent Buccellato is a financial advisor with GWN Securities Inc. in Florence, AZ, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His background includes roles in county government IT administration and ownership of a business providing computer programming and training services related to Geographic Information Systems and databases. GWN Securities serves individual and corporate clients through managed account programs, financial planning, and third-party manager introductions, utilizing a mix of affiliated and unaffiliated sub-advisers and model-based allocations that incorporate both traditional asset allocation and tactical trading strategies.

Benjamin Kopf is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and one year of experience at Empower Advisory Group. Before joining Empower, he worked for nine years at Southern Glazer's Wine and Spirits. 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 clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

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.

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.

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.

Serapio Oliveira is a financial advisor with Raymond James Financial in Casa Grande, AZ, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at First Command and the US Army AWG (Pacific Architects and Engineering). Outside of advising, he owns an online business called Three Old Guys Hobbies and Games, where he oversees marketing, advertising, and product research. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging asset allocation analysis, firm research, and a broad affiliate network to support its clients.

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.

Douglas Prahl is a CFP® and ChFC® with 28 years of experience in financial advising. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

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.

Albert Dailey is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Thrivent in various capacities since 2005. Outside of his advisory work, Dailey is a certified NRA instructor, providing training on safe handgun practices, and also serves as an independent consultant offering training on the Full Focus Planner system. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based planning across a range of financial topics without discretionary trading authority.

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.

Kenneth Tipping is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and technology-driven strategies.

Timothy Mannino is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is involved in managing commercial real estate through his ownership of Port Erie Holdings LLC and participation in Carini Investments, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.