Top retirement income strategy financial advisors in Kingman, AZ

David Ingram is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Independent Financial Group since 2011 and previously at J. W. Cole Advisors, Inc. from 2007 to 2011. Outside of his advisory role, he is the owner of a small real estate rental business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, combining active and passive exposures within multi-manager and hybrid portfolios tailored to client risk profiles.

Frank Vestal is a financial advisor at Core Planning with one year of industry experience. He holds a Series 65 credential and has prior experience with 11 Financial and as a firefighter with the Kingman and Mohave Valley Fire Departments. Outside of finance, he works as an occupational health technician providing basic life support medical services. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Kelly Shuffler is a financial advisor at Preston Investments with four years of industry experience. She holds a Series 65 designation and previously worked at Aspire Medical Centers and Cerbat Chiropractic. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers tailored portfolio management, model portfolios, and guidance on ETFs and mutual funds, managing client accounts on a discretionary basis with a combination of fundamental analysis and both long- and short-term trading strategies.

Ricky Carroll is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithmic assessments to recommend investment strategies executed via mutual funds and ETFs with annual rebalancing.

Lawrence Carver is a financial advisor at Edward Jones with 26 years of industry experience, including 24 years at Edward Jones. He holds a Series 66 designation and is based in Kingman, AZ. Outside of his advisory role, he serves as a district deputy for the Benevolent and Protective Order of Elks and works as a high school sports official for the Arizona Interscholastic Association. 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 programs and maintains a large national network of financial advisors and branch offices.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.