Dallen Haws is a CFP® with seven years of industry experience and is the principal at Haws Financial Planning LLC. He also manages Stronghold Steel, a rebar supply and fabrication company, where he oversees cash flow and job management. Haws Financial Planning LLC provides wealth management and financial planning services primarily to individual clients, focusing on investment management, retirement planning, tax strategies, and estate planning. The firm emphasizes a passive investment approach using index funds and ETFs while incorporating various analytical methods and offers both discretionary portfolio management and standalone planning engagements.

Darren Haws is a financial advisor at Haws Financial Planning LLC in Sierra Vista, AZ, holding a Series 65 designation with six years of industry experience. He has worked at a government agency since 2008. Outside of advising, he has ownership in several small local businesses unrelated to investments. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients, focusing on investment management, retirement planning, tax strategies, estate planning, and related topics. The firm emphasizes passive management using index funds and ETFs, supplemented by various analytical approaches, and offers both discretionary portfolio management and standalone planning engagements.

Alexander Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and seven years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he served in the Department of Defense for 14 years and has also worked as a self-employed professional and graduate student. He is a part-time instructor at The Catholic University of America, teaching an introduction to deductive logic. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management solutions with a mix of firm-developed and third-party model strategies.

Andrew Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with ongoing oversight from an Investment Strategy Committee.

Francis Desimone is a financial advisor with First Command Advisory Services in Sierra Vista, AZ, holding Series 63 and Series 65 licenses and having one year of industry experience. He has a military background, serving in the United States Army from 2015 to 2024 and currently holds a role as a Senior All-Source Intelligence Analyst with the Arizona National Guard. Desimone is also the owner of Desimone Family Financial Services, a sole proprietorship. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with a focus on face-to-face financial coaching and model portfolio management by an in-house investment team.

Tait Wilcox is a Series 66-credentialed financial advisor with Benjamin F. Edwards & Company, Inc., based in Sierra Vista, AZ, and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Castle and Cooke Arizona Inc. for 19 years and also spent time at Cochise College. He serves as a commissioner on the Planning and Zoning Commission of the City of Sierra Vista, contributing to local development and zoning policies. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, including high-net-worth clients, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Araceli Sarinana is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan in various roles since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by centralized due diligence and an ESG eligibility process.

Jacob Meyer is a financial advisor at Ameriprise in Sierra Vista, AZ, holding a Series 66 designation. He has one year of experience in advisory services and previously served in the United States Army for eight years. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.