Gary Bowman

Jonathan Meeks is a financial advisor at Check Capital Management Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Check Capital Management since 2004. Check Capital Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, managing assets through separately managed accounts, asset allocation, retirement cash-flow planning, and discretionary portfolio management. The firm employs a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, and it manages the Blue Chip Investor Fund.

Brent Marshall is a financial advisor at Gradient Advisors, LLC with over 25 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His career includes roles at Omni Fund, Mohave County Adult Educational Services, and Horter Investment Management, among others. Marshall also provides accounting, tax, and financial services to individuals and small businesses through his own CPA practice. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies.

Jared Crow is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is involved in real estate as an owner and landlord of rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jack Biedebach is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2014. He holds the Series 66 designation and operates out of Bullhead City, AZ. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

David Robertson is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for SCF Investment Advisors, Inc. for 20 years. Robertson also operates Robertson & Robertson Financial and is involved with SCF Marketing, Inc. and SCF Securities, Inc. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team.