Francie Teichman

Trevor Buggs is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Root Financial Partners since 2025 and previously held roles at Bank of America and Merrill Lynch. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm focuses on discretionary investment management and comprehensive financial planning, using a principally passive investment approach and offering educational seminars and employer-related retirement support.

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 at GWN Securities Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles including IT Director for Greenlee County and Systems Administrator for Gila County. Outside of finance, he provides computer programming and training services related to Geographic Information Systems and databases. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs including traditional asset allocation and legacy market-timing strategies.

Ginger Fargas is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co for 13 years. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a network of independent Financial Professionals and multiple account platforms.

Alexis Searles is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to her current role, she held positions at Yankee Candle and AAA Northern New England, and spent over a decade at The Walt Disney Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using quantitative analysis and algorithmic methods. The firm is noted for its formal advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

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.