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.

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 at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Wells Fargo, J.P. Morgan Securities, Charles Schwab, and JPMorgan Chase Bank. Outside of her advisory work, she creates social media content and provides consulting to individuals facing professional challenges. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in portfolio management.

Randy Edwards is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and managing family and limited partnerships. Outside of advisory work, he owns and operates a business specializing in garage and storage cabinets. 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, offering a wide range of investment and planning solutions through a large network of investment adviser representatives.

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 at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2014. J.P. Morgan Securities LLC 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.

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 Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC, TD Ameritrade, and Tristaff. Lopez currently serves at Strategic Advisers, LLC, a Fidelity Investments company. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Kenneth Tipping is a financial advisor with LPL Financial in Florence, AZ, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. 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, combining large-scale advisory services with a broad range of product offerings.

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.